Document sur l'amélioration du travail d'équipe avec Microsoft 365.

Identify the most impactful issues

Maintain control of your approach and then decide whether to proceed alone or discuss it with someone who understands the reality of Quebec SMEs. You’ll leave with a useful tool, whether you choose to take action tomorrow or in six months.

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    You have a document to support your request to management

    If you want to make things happen, you need more than just a feeling. The self-assessment provides a structured situation report that you can present as is.

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    You get a clear picture of your situation in minutes.

    No need to prepare anything. The questions are designed for your reality as an SME manager, not for an IT department.

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    You identify what your team underutilizes in Microsoft 365

    The features are already in your environment. The self-assessment shows you which ones could resolve irritants you experience every week.

What you will be able to evaluate

Do the same checks and errors recur every week? You will assess if your critical processes are documented, if execution depends on the memory of a few colleagues, and if repetitive tasks could be simplified.

Work Processes and Methods

Review the robustness of your critical processes and if their execution still depends on the memory of a few colleagues.

Does important information reach the right people without you having to redistribute it yourself? You will assess how your channels are structured, if your colleagues know where to communicate what, and if notifications help or hinder your team’s productivity.

Communication and Collaboration

Review how information flows within your team and if it reaches the right people without your intervention.

Is AI used consistently within your team, or does everyone do their own thing? You will assess if a common tool is in place, if usage rules are defined, and if company data remains protected when your colleagues use AI.

Artificial Intelligence Usage

Review how AI is used within your team and if common rules govern practices.

Do decisions made in meetings translate into concrete actions? You will assess if responsibilities are formalized, if priorities are visible to everyone, and if you spend more time on follow-ups than on actual progress.

Roles, Responsibilities, and Priorities

Review what happens to decisions made in meetings and if they translate into assigned and tracked actions.

Do you know how confidential information circulates within your team? You will assess if sensitive data is identified, if sharing rules are clear, and if your colleagues know what can leave the Microsoft 365 environment and what should not.

Protection of Sensitive Information

Review how confidential information circulates within your team and if sharing rules are clear.

Does your team use what Microsoft 365 offers, or just Outlook and Excel? You will assess which applications are truly adopted, which are ignored, and if external solutions create blind spots in your environment.

Digital Tool Usage

Review what your team actually uses in Microsoft 365 and what they have replaced with their own solutions.

Does your team work with the correct files, in the right place? You will assess if your official documents have a permanent address, if versions are controlled, and if your colleagues share links or attachments.

Document and File Management

Review where your official documents reside and if your team is always working with the correct version.