▲ SharePoint Online assessment in 5 days

SharePoint Online assessment in five days, with a plan to cut costs and prepare for Copilot.

We detect unnecessary storage, obsolete files, ownerless sites, risky permissions and exposed content. We deliver an executive assessment with concrete actions, a savings estimate and a remediation plan.

Ideal for companies with Microsoft 365, SharePoint Online, Teams and Copilot adoption plans.

We never modify your files Executive report + technical annexes Made in LATAM
Microsoft Solutions Partner — Trabajo moderno, Especialista en Administración de adopción y cambios
Client
The problem

SharePoint tends to grow faster than the ability to govern it.

Many organizations reach Microsoft 365 with years of documents, sites, inherited permissions, partial migrations and duplicate content. The result is an environment that's expensive, hard to govern and risky before turning on enterprise AI.

📈

Storage growing out of control

Storage climbs month over month, and the easy answer — buy more — fixes the symptom, not governance.

🚪

Ownerless sites

Sites and Teams created without a lifecycle, no clear owner and nobody to decide what to do with them.

🗂️

Obsolete & duplicate content

Files nobody has opened in years, old versions and copies that inflate cost and pollute search.

🔓

Permissions & external sharing

Broken inheritance, broad access and external links you can't trace — who created them, what they expose.

📦

Stuck migrations

Migrations done by moving everything "just in case", dragging junk and duplicating problems.

🤖

Risk when enabling Copilot

Copilot works on your current permissions: it can surface, in seconds, a problem that already existed.

Warning signs
  • SharePoint storage keeps growing month over month.
  • There are sites with no clear owner.
  • Files nobody has opened in years still sit there.
  • You don't know what content is shared externally.
  • Migrations are done by moving everything "just in case".
  • Copilot is under evaluation, but there's no clarity on permissions and exposure.
Product in action

Inventory analysis and recommended actions

We connect to your SharePoint, classify every file by age and risk, and tell you how much storage you can reclaim — with concrete actions, not just nice charts.

Inventory · Quick-Wins Diagnosis sample tenant
2.4 TB
Storage analyzed
38%
Reclaimable storage
142
Sites scanned
5 days
Delivery time
File age
Recent 1% Active 7% Aging 7% Old 59% Archivable 26%
85% of files haven't been opened in over 2 years.
What to do
🗄️
Archive+24 months inactive
920 GB
🚀
Migrate to TO-BEactive, current content
1.1 TB
🧹
Purge duplicatesnear-duplicate copies
198 GB
I want this assessment
Results

Assessment results

Instead of a generic report, we deliver an executive, actionable view: what to clean up, what to archive, what to migrate and what to govern.

💾
Estimated recoverable storageConcrete GB and % on your tenant.
🗄️
Sites to archive or clean upPrioritized by impact and effort.
🧹
Obsolete or duplicate contentDetected and quantified per library.
🔓
Permission & external-sharing risksInheritance breaks and exposed links.
🚪
Ownerless or low-activity sitesCandidates for recertification or closure.
🧭
Remediation roadmapAction plan prioritized by impact/risk.
🤖
Copilot readinessWhat to fix before scaling enterprise AI.
📄
Executive report + technical annexesWord, Excel and PDF ready for the committee.
Request a 30-minute assessment See a sample report
Services

Service options

We don't sell 14 modules up front. You start with the pain that hurts most today — and each step delivers reusable artifacts if you scale. Figures are referential; we quote by volume and complexity.

💾 Storage Rescue

Recover storage

Cut costs and regain document control
from USD 1,500
Assessment in 5 business days
  • Storage analysis
  • Obsolete-content identification
  • Low-activity site detection
  • Cleanup prioritization
  • Potential-savings estimate
  • In-depth permission review
  • Migration execution
See details
🚀 Cleanup & Migration

Clean, classify and migrate

Don't migrate junk: move only what matters
from USD 3,500
Cleanup & migration sprint
  • AS-IS / TO-BE architecture
  • Cleanup & classification plan
  • Wave-based migration prep
  • Execution with LS Migrate (own engine)
  • Intra-tenant server-side copy (5–10× faster)
  • Post-migration reports
  • AI-generated document policy
See details

💡 The assessment is the safest way to validate scope before committing to a full project. If you upgrade to a larger project within 60 days, we credit 100% of the assessment cost.

Migration with our own engine

About to migrate SharePoint? Intra-tenant and cross-tenant with LS Migrate

Intra-tenant server-side copy (5–10× faster, without sending data over the internet), cross-tenant with identity mapping, waves, GO/NO-GO pilots, checkpoint/resume and post-migration reports.

See migration capabilities → Migration mini-assessment
Intra-tenant Cross-tenant Server-side copy Identity mapping Waves Pilots GO/NO-GO Checkpoint/resume Post-migration reports
How it works

Assessment methodology in five days

A methodology proven on real LatinShare engagements. Your team's effort is just a few hours; we do the heavy lifting.

D1

Kickoff & scope

We define goals, constraints, tenant, critical areas and the focus of the analysis.

D2

Inventory & signals

We capture sites, storage, activity, structure, permissions and metadata.

D3

Analysis & prioritization

We classify findings by impact, risk, potential savings and effort.

D4

Roadmap & recommendations

We build the plan: clean up, archive, migrate, govern or review.

D5

Executive readout

We deliver the report, key findings, savings estimate and next steps.

Copilot Readiness

Preparing SharePoint for Microsoft 365 Copilot

Microsoft 365 Copilot works over existing permissions and data. If SharePoint has overshared sites, mislabeled sensitive content or unmanaged inherited permissions, AI can make a pre-existing problem far more visible.

Copilot doesn't create permission problems. It surfaces them faster. Before scaling AI, it's worth sorting out what it can see and who can see it.
Assess my SharePoint before Copilot
What we review before enabling Copilot
Broad-access sites / oversharingHigh
Inherited permissions & broken inheritanceHigh
Libraries with sensitive info (SITs)High
Unmanaged external linksMedium
Ownerless sitesMedium
Obsolete content still indexedLow
Cases and results

Results with real clients

We govern SharePoint at scale in real organizations. Here's a client reference and an anonymized case from the energy sector.

Megacentro

Client for governance and document management on SharePoint Online. Authorized reference for public use.

Case · Energy sector

Company in the energy sector

Critical infrastructure with regulated document management. Project being implemented in waves — from assessment to future design.

1

AS-IS assessment

Current state: inventory, permissions, document lifecycle and compliance, with evidence.

2

Benchmarking and gaps

Comparison against industry practices by domain and a gap prioritization matrix by impact/effort.

3

TO-BE in waves

Future design and gap closure in waves: control baseline → controlled operation → governance and sustainability.

Project status

Analysis completed and improvements approved by the client. Impact metrics under validation.
AS-IS assessmentDone
Benchmarking & gapsDone
Improvements approvedBy the client
Wave-based rolloutIn progress
"In five days we had an executive diagnosis with recoverable GBs and a clear plan. We recovered about a third of our storage without touching live content."
María José HerreraHead of IT · Services company
"Reviewing permissions and oversharing before Copilot was key. LatinShare combined technical rigor with a report management understood right away."
Rodrigo MéndezInfrastructure Manager · Retail sector
Concierge Trial · Phase 1

Request your free assessment

Choose how to start. The LatinShare team runs the process — it's not self-service: we analyze your inventory and give you access to a report view once it's ready.

  • Upload your inventory — CSV/Excel, secure upload (encrypted, no keys stored in the browser).
  • Book a connection session — we define the scope with you in 30 minutes.
A · Upload your inventory
B · Book a connection session

We talk for 30 minutes and define the best starting point.

The platform behind it

SharePoint Online governance platform

14 integrated modules covering the full journey — from current-state assessment to migration execution. The result is what matters; this is what makes it possible.

📁

Automated AS-IS inventory

Native Microsoft 365 connection via Graph API. Imports sites, libraries, files and permissions in minutes. CSV/Excel also available for restricted tenants.

  • Configurable depth (3–30 levels)
  • Per-column metadata import
  • Cancellable, with real-time progress
🔍

AI-powered Quick Wins audit

Auto-generates an executive report: recoverable GB, externally shared files, sync risks, inheritance breaks. The customer sees ROI on a single screen.

  • 5 prioritized actionable findings
  • Orphan sites detection
  • Word/Excel/PDF reports in one click
⚠️

Advanced risk analysis

Detects long paths, illegal characters, duplicates, obsolete files, external sharing and inheritance breaks. Top-20 problem libraries ranked with risk scores.

  • Per-file sync risk score
  • Age classification
  • Automatic SIT (sensitive data) detection
🏗️

TO-BE designer

Design the target architecture: sites, hubs, libraries, folders and permissions. AI suggests the optimal structure based on AS-IS inventory or metadata columns.

  • Predefined reusable templates
  • Visual AS-IS → TO-BE mapping
  • Variables like {AREA} or {YEAR}
🚀

LS Migrate engine

Proprietary engine with intra-tenant server-side copy: 5–10× faster than ShareGate or SPMT, no internet data transfer. Automatic pilot runs with AI-driven GO/NO-GO analysis.

  • Cross-tenant and intra-tenant migration
  • Checkpoint and automatic resume
  • Permission replication with identity mapping
📄

AI-generated professional reports

13 report types in Word, Excel and PDF. Narratives generated by Claude (Anthropic) over your real data — not generic templates. Automatic client branding.

  • AS-IS, risks, cleanup plan, readiness
  • Editable iterative document policy
  • Executive summary for steering committees
🛡️

Permissions governance

Maps AS-IS groups, designs the TO-BE access model, defines RACI matrix and recertification calendar. Connected to Entra ID end-to-end.

  • M365 permission import
  • Inheritance break detection
  • Quarterly recertification automation
📈

Maturity benchmarking

Evaluates the customer across 6 M365 governance dimensions with auto-fill from project data and an AI-generated improvement roadmap.

  • Score 1–5 per dimension
  • Comparable peer profile
  • Effort/impact prioritized roadmap
Deliverables

Executive reports based on real data

Every project delivers documents in Word, Excel and PDF. The data is 100% yours and auditable; AI only writes the executive narratives over that data.

Reports Center · SPO Governance Studiosample data
📊Diagnostic
AS-IS ReportCurrent state of the SharePoint environment
WordExcelPDF
⚠️Diagnostic
Migration RisksLong paths, illegal characters, blockers
WordExcelPDF
🧹Diagnostic
Cleanup PlanObsolete, duplicates and recoverable GB
ExcelPDF
🤖Governance
Copilot ReadinessPermissions, oversharing and exposure
WordPDF
📐Governance
Benchmarking & GapsMaturity vs. industry and gap matrix
WordExcelPDF
🔐Governance
TO-BE Permissions MatrixGroups, assignments and Entra ID link
ExcelPDF
🚀Migration
Migration PlanWaves, source→dest mappings and progress
WordExcelPDF
📋Migration
Status by TaskMigrated, failed and success % per task
WordExcelPDF
🧪Migration
Pilot ResultsPilot runs and GO/NO-GO success rate
ExcelPDF
15 report types across Diagnostic, Governance and Migration · AI narratives (Claude) on your real data · automatic client branding
◆ Hard data · no AI

Deterministic calculations on your inventory. Auditable and reproducible — no AI required.

📊
AS-IS InventoryExcel · sites, libraries, files and metrics
⚠️
Sync risk matrixExcel/PDF · per-file score and top-20 libraries
🧹
Cleanup planExcel · obsolete, duplicates and reclaimable GB
🛡️
AS-IS PermissionsExcel · access, groups and inheritance breaks
✦ Powered by AI · Claude

Executive narratives written by AI over your real data — ready for the sponsor.

📄
Executive AS-IS reportWord/PDF · narrated diagnosis with prioritized findings
📐
Document PolicyWord · editable and iterative, tailored to your organization
🧭
Committee summaryPDF · executive, for steering committees

The software is powered by AI (Claude · Anthropic). AI works over your real data to prioritize findings, suggest the TO-BE structure and write the narratives — never generic templates. The data reports work with or without AI.

Why LatinShare

Experience and execution capacity

LatinShare combines expertise in Microsoft 365, SharePoint Online, Power Platform, Azure, security, automation and document governance. An actionable assessment, technical guidance and the capacity to clean up, migrate and govern your environment.

Outcome-first

Savings, risk and an action plan first. The platform and modules are the support, not the pitch.

Auditable data

Calculations on your inventory are deterministic and reproducible. AI only writes over that data.

Own engine

LS Migrate does intra-tenant server-side copy 5–10× faster, without sending data over the internet.

LATAM team

Consultants delivering real projects across Chile, Peru, Colombia, Mexico and the region.

Free resource

Copilot readiness checklist

A practical list to review permissions, content, governance and storage before scaling Microsoft 365 Copilot. Run it with your IT team in an afternoon.

Copilot Readiness

5 areas, 20 key questions

Permissions and broad access
Sensitive and obsolete content
Governance and lifecycle
Storage and growth
AI readiness
FAQ

Frequently asked questions

Do you need tenant admin access?

It depends on scope. In the initial session we define the required access level and the alternatives available per the customer's internal policies. For restricted tenants we also support CSV/Excel import.

Does the assessment delete or modify files?

No. The assessment identifies findings and recommendations. Any cleanup, archive or migration action is executed only with the customer's explicit approval.

Is it useful if we don't use Copilot yet?

Yes. In fact it's advisable to review SharePoint before enabling Copilot to reduce exposure risk and improve the quality of the content the AI can see.

How long does the assessment take?

The express assessment is designed to deliver findings in about 5 days, depending on scope and availability of information. Your team's effort is just a few hours.

How much storage do customers typically recover?

Typically between 30% and 50% of total volume across obsolete files (more than 24 months inactive) and duplicates. The report quantifies the exact recoverable GB before any action.

Is the report technical or executive?

It includes both levels: an executive summary for committee decisions and technical annexes in Excel/Word/PDF for IT teams.

Does this replace Microsoft Purview?

No. It complements Microsoft 365 governance with analysis, prioritization and an action plan. It can integrate with Purview, security, compliance and Copilot initiatives.

Let's talk

Book a 30-minute assessment meeting

We review your case, identify the main pain and recommend the best starting point. No obligation.

We serve customers in Chile, Peru, Colombia, Mexico and across LATAM. We reply within 24 business hours.

or fill out the form →

You can also email us directly at contacto@latinshare.com or call us at +56 9 8289 8422.

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