Identity
Microsoft 365 accounts provide email and application access. The internal office manager approves changes; the current provider holds a global administrator account.
Illustrative deliverable
See how an IT environment review turns evidence into decisions.
This sample shows the structure and level of detail a Wise IT review may use. The organization, systems and findings below are fictional. A real engagement is shaped around the agreed question, access and evidence.
Sample context
The question the review needs to answer
Illustrative organization: a 45-person professional-services company with two offices, remote staff, Microsoft 365, a hosted line-of-business application and several outside technology providers.
Leadership question: can the company change IT providers and move offices without losing access, missing an important dependency or leaving a critical responsibility unassigned?
Sample-data notice: the names, quantities, systems and findings on this page were created for demonstration. They do not describe a Wise IT customer.
Scope and evidence
| Area | Evidence reviewed | What remains outside scope |
|---|---|---|
| Identity and Microsoft 365 | Administrative roles, domains, sign-in controls, user lifecycle and recovery contacts | Mailbox-content review and legal discovery |
| Networks and locations | Internet service, firewalls, switching, wireless, addressing, remote access and available diagrams | Wireless survey and cabling certification |
| Business applications | Application owners, authentication, vendor support, data exports and major dependencies | Application code and vendor financial condition |
| Backup and recovery | Protected systems, backup jobs, administrative access, retention and available restore evidence | A full disaster-recovery exercise unless separately included |
| Support and vendors | Contracts, renewal dates, escalation routes, administrator ownership and recurring responsibilities | Legal interpretation of contracts |
Current-state summary
The business can continue operating during a provider transition, but four dependencies need named owners before the office move begins. Domain registration and backup administration rely on individual accounts. The line-of-business application depends on a site-to-site connection that is absent from the available diagram. The secondary office has no documented recovery path if its firewall fails.
The available records are enough to plan the next work, but they are not a complete configuration inventory. The review separates confirmed facts from items that still need validation.
Ownership and dependencies
Show where a change can stop the business.
The real deliverable uses the format that best fits the engagement. This simplified view shows how technical dependencies and ownership appear together.
Connectivity
Both offices and remote users reach the hosted application through the primary firewall and a provider-managed tunnel.
Application
The software vendor owns the application. The company owns its data and must confirm how a usable export is produced and tested.
Recovery
Cloud backup protects file data. Recovery still depends on identity, DNS, licensing and an administrator who can reach the backup account.
Prioritized findings
Put urgency, impact and evidence in the same record.
| Priority | Finding | Why it matters | Recommended owner and next step |
|---|---|---|---|
| Act before transition | Domain and backup administration use provider-controlled individual accounts. | A transition could interrupt renewal, DNS changes or recovery access. | Business owner: establish organization-controlled accounts, two named administrators and tested recovery methods. |
| Act before office move | The hosted application tunnel is not shown in the network records. | The new firewall design could omit a required route or security policy. | Project lead: validate the tunnel endpoints, traffic, encryption, owner and test plan with both vendors. |
| Plan within 60 days | The secondary office firewall has no documented replacement or restoration procedure. | A hardware failure could extend an otherwise routine outage. | Network owner: record the configuration source, licensing, spare strategy and restoration test. |
| Track and improve | Application-data exports exist, but no one has shown that the business can use them. | A file labeled as an export is not proof that operations can resume. | Application owner: define a usable recovery result and run a limited validation with the vendor. |
Decision brief
End with owners and choices, not a pile of findings.
The final discussion explains what is known, where evidence is missing and which decisions unlock the next work. Each recommendation can be completed by Wise IT, the internal team or another qualified provider.
- Choose the transition owner
Name the person authorized to request access, coordinate current providers and accept transferred documentation.
- Secure organization-controlled access
Move critical registrations and recovery methods to accounts the company controls before announcing the provider transition.
- Validate the move design
Document the application tunnel and include it in the new office network plan, test script and rollback criteria.
- Test one recovery path
Restore a representative file set and validate the application export so leadership has evidence instead of assumptions.
What this demonstrates
A usable review connects systems, owners and next decisions.
- Scope and evidence are visible
- Confirmed facts are separated from open questions
- Priorities explain business impact
- Each action has a responsible owner
- Implementation remains a separate decision
What a real review may add
Depending on scope, the full package may include diagrams, access and vendor registers, lifecycle records, configuration evidence, risk notes, a roadmap and an executive presentation.
The proposal identifies the actual deliverables before the engagement begins.
Discuss an environment review