โ† Back to home ๐Ÿ“„ Sample of the real report

Example of the executive assessment report

Not a marketing mockup: it's the same structure the platform generates over your real inventory โ€” Word/PDF for the committee and Excel annexes for IT. Below, an anonymized example with demo data.

โš ๏ธ Demo data. Not from a real customer; it illustrates the format and the kind of findings.

โš ๏ธ

Preliminary document โ€” requires consultant review. Executive narratives are written by AI (Claude ยท Anthropic) over your real data; the calculations are deterministic and auditable. A consultant validates before final delivery.

The deliverable

An executive report with technical annexes

Each assessment generates a Word/PDF document plus Excel annexes. These are the real sections of the AS-IS report (one of the platform's 13 report types):

01 Executive Summary AI ยท Claude
02 Site Inventory
03 Library Analysis
04 Content Analysis
05 Permissions Analysis
06 Naming Analysis
07 Key Findings & Risks
08 Prioritized Recommendations AI ยท Claude
09 Annex โ€” Interviews AI ยท Claude
10 Appendix โ€” Full data Excel
Quick Wins diagnosis

Priority actions from the diagnosis

Diagnosis ยท Quick Wins demo data
912 GB
Reclaimable
38%
of total volume
1,612,430
files analyzed
142
sites
Key findings
๐Ÿ”—

External sharing without owner

Critical
1,247 files

Action: Reassign owners and revoke obsolete external links.

Impact: Information exposed to external users without control.

โš ๏ธ

Sync risk โ€” long paths / illegal characters

Critical
3,420 files

Action: Segment libraries and rename before migrating.

Impact: OneDrive client failure for affected users.

๐Ÿ—„๏ธ

Archivable content (+24 months)

High
612,000 files ยท 920 GB

Action: Define an archiving policy before migration.

Impact: Unnecessary storage and migration complexity.

๐Ÿงฌ

Approximate duplicates

Medium
198 GB

Action: Purge duplicates and old versions.

Impact: Avoidable storage cost.

Orphan sites detected
SiteFilesSizeLast activity
Project-Andes-20194,21031 GB2021-03-14
Marketing-Legacy2,88022 GB2020-11-02
HR-Old-Archive1,54012 GB2021-07-28

No activity in the last year. Candidates to archive or delete.

Top 5 heaviest sites
1Operations540 GB
2Finance410 GB
3Legal280 GB
4Projects210 GB
5HR150 GB
Section 07 of the report

Key Findings & Risks

The core table of the report: each finding with its quantified evidence, impact, recommendation and priority. This is how it's delivered in the Word/PDF.

FindingEvidenceImpactRecommendationPriority
Libraries with critical sync risk 12 libraries / 84 GB Total OneDrive client failure for affected users Segment before migrating 1 โ€” Critical
Illegal characters in file names 1,240 files Files cannot be migrated without error Rename before migrating 1 โ€” Critical
Significant volume of archivable content 920 GB / 612,000 files Storage cost and unnecessary migration complexity Define an archiving policy before migration 2 โ€” High
Unjustified inheritance breaks 38 breaks Risk of overexposing sensitive information Document or remove unjustified breaks 2 โ€” High
Groups not linked to Entra ID 7 groups Permissions not manageable from Azure AD Link to Entra ID security groups 3 โ€” Medium
Principals with cross-cutting access 5 principals Possible over-privilege Review broad access and apply least privilege 3 โ€” Medium
Sections 08โ€“09

Prioritized recommendations and roadmap

๐Ÿ—„๏ธ
Archive 920 GBContent +24 months inactive.
๐Ÿงน
Purge 198 GBDuplicates and old versions.
๐Ÿ”“
Remediate critical permissionsOversharing and inheritance breaks.
๐Ÿšช
Recertify orphan sitesAssign an owner or close.
Remediation roadmap
P1

Quick wins

Archive obsolete and purge duplicates.

P2

Permissions

Remediate oversharing and broken inheritance.

P3

Ownership

Recertify sites and define lifecycle.

P4

TO-BE

Target design and wave-based migration plan.

P5

Governance

Document policy and continuous monitoring.

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