Assessments

 

 

In today’s fast-moving environment, deploying technology without a clear baseline, strategy and skills framework creates risk: wasted investment, slow adoption, low ROI.

At TTS, we believe that understanding your current state is the first critical step before diving into transformation.

Our Assessments help you answer:

 

✅ What’s our technology estate today (Microsoft 365, Azure, Dynamics 365, Power Platform, Data & AI, Legacy Systems and Databases, Custom solutions)?

✅ What’s our user-adoption readiness (skills, culture, governance)?

✅ What are the opportunities & gaps for AI, automation and business apps?

✅ What does a strategic roadmap to success look like for us?

 

 

Why Assessments?

 

 

Technology & Data Estate Review

We examine your existing Microsoft 365, business applications, usage, data structures, pipelines and architecture.

Outcomes: a clear view of what’s live, what’s under-utilised, what needs governance or optimisation.

 

AI & Automation Readiness Assessment

Artificial Intelligence and automation hold huge potential—but without the right foundations (data, processes, skills, governance) you can hit roadblocks.

We assess your readiness across key dimensions: data quality, process maturity, talent/skills, change readiness.

 

User Adoption & Skills Assessment

Technology is only as successful as its users —so we assess your people dimension: current skills, user satisfaction, culture to adopt change, training needs, governance and change-management readiness.

 

Use-Case & Solution Prioritisation Assessment

With many possible projects, it’s critical to select the right use-cases for your business.

We work with you to map business value, risk, feasibility and align to strategy, creating a prioritised roadmap of solutions (apps, automations, AI) that make sense.

 

Security & Governance Assessment

As you scale business applications, data and AI, governance, security and compliance become essential.

We audit your current state and provide a roadmap to implement best-practice controls, responsible AI guidelines, MS-based governance frameworks.

 

 

How We Do It – Our Four-Phase Approach

 

 

 

 

Phase 1 – Assessment (you’re here)
We review your culture, existing investments, skills, objectives and define present & future states.

 

Phase 2 – Plan
Based on the assessment, we design strategies, governance plans, change-management and adoption playbooks tailored to your organisation.

 

Phase 3 – Process
We work alongside your teams to build process playbooks, Standard Operating Procedures (SOPs) and embed best-practice governance for your Microsoft Business Apps & Power Platform ecosystem.

 

Phase 4 – Adopt
We identify skill gaps, design up-skilling programmes, deploy training and user-adoption strategies to ensure users are empowered and your investment drives outcomes.

 

 

Outcomes & Benefits

 

When you engage with our Assessments, you’ll gain:

 

✅ A clear picture of your current technology, data, skills and adoption posture

✅ A prioritised roadmap of quick-wins and strategic initiatives aligned to your business goals

✅ A risk-mitigation plan for governance, security and user-adoption pitfalls

✅ Enhanced user adoption, faster ROI and lower cost of ownership for your Microsoft Business Applications environment

✅ Confidence your business is ready for AI, automation and advanced innovations

 

 

AI Readiness Assessment

 

 

Purpose


Evaluate your organisation’s readiness to adopt and scale Artificial Intelligence solutions effectively and responsibly.

 

What We Assess

 

  • Data quality, accessibility, and integration readiness

  • Process maturity and automation opportunities

  • AI governance, ethics, and compliance frameworks

  • Skills, culture, and change readiness for AI adoption

 

Deliverable

 

A tailored AI Readiness Report featuring:

  • Current-state analysis of your data and process landscape

  • Gaps and risks in AI foundations

  • Prioritised recommendations for building AI capabilities

  • A Roadmap to AI adoption and value realisation

 

Ideal For

Organisations exploring Copilot (including custom Copilots), AI tools, or broader data and automation strategies.

 

 

Sales CRM Assessment

 

Purpose


Uncover the health, utilisation, and optimisation opportunities in your Microsoft Dynamics CRM or Salesforce environment.

 

What We Assess

 

  • Sales Pipeline, Customer Service or Marketing Automation
  • Platform configuration, data model, and integrations

  • User adoption, processes, and CRM maturity

  • Governance, security, and reporting

  • Opportunities for automation, Copilot, and AI-driven insights

 

Deliverable

 

A Health & Optimisation Report including:

  • Current-state audit of environment and processes

  • Key risks, performance gaps, and user feedback

  • Recommendations for improving efficiency and scalability

  • A Transformation Roadmap to modernise your CRM ecosystem

 

Ideal For

 

Organisations using Dynamics 365 or Salesforce for Sales, Service, or Marketing seeking to modernise and maximise platform ROI.

 

 

Business Central and Financials Assessment

 

Purpose


Ensure your Business Central deployment supports your financial, operational, and reporting goals with best-practice alignment.

 

What We Assess

 

  • Core financials, supply chain, and reporting configuration

  • Integration with other Microsoft apps and data tools

  • Security, compliance, and governance settings

  • Process efficiency and automation potential

 

Deliverable


A Business Central Readiness & Optimisation Report providing:

  • Current-state technical and functional review

  • Recommendations for optimising workflows and integrations

  • Identified automation or AI-enhancement opportunities

  • A Step-by-step roadmap to unlock performance and insight

 

Ideal For

 

Organisations that find Business Central is now working for them after a new deployment. Any organisation considering an upgrade, optimisation, or integration of Business Central into broader ecosystems.

 

Business Intelligence Assessment

 

Purpose


Get a clear picture of your organisation’s data culture, BI maturity, and Power BI implementation to enable trusted insights at scale.

 

What We Assess

 

  • Dataset design, data model, and refresh governance

  • Report usability, adoption, and business alignment

  • Security (Row-Level Security, access control, workspace setup)

  • Data governance and centre of excellence practices

 

Deliverable


A Power BI Health & Governance Report including:

  • Audit of your Power BI environment and governance model

  • Insights into adoption, data quality, and report effectiveness

  • Recommendations for building scalable BI and self-service models

  • A Data & Insight Roadmap for trusted analytics growth

 

Ideal For


Data and BI teams looking to mature their analytics practice and governance model.

 

 

Center of Excellence (CoE) Assessment

 

Purpose

 

Understand your Power Platform landscape — including Power Apps, Power Automate, and Power Pages — to govern and scale securely.

 

What We Assess

 

  • Environment architecture and governance

  • App and flow inventory, usage, and performance

  • Security, compliance, and DLP policy configuration

  • Citizen developer enablement and training readiness

 

Deliverable

 

A Power Platform Governance & Enablement Report featuring:

  • Current-state platform assessment and risk matrix

  • Recommendations for governance, monitoring, and adoption

  • Maturity roadmap for building a sustainable low-code ecosystem

  • A Governance & Enablement Roadmap aligned to Microsoft best practices

 

Ideal For

 

Enterprises scaling low-code adoption or implementing a Power Platform Centre of Excellence (CoE).

 

 

Assessment Outcomes

Every Assessment includes:


✅ A detailed findings report with visuals and clear insights


Recommendations prioritised by impact, complexity, and value


✅ A tailored Roadmap to guide your next steps


✅ Optional briefing session with key stakeholders to walk through results and align on strategy

 

 

Ready to find out where you stand and what to do next?

 

 

Book your free 1-hour Readiness Consultation – talk to one of our specialists and we’ll walk you through the assessment scope, timeline and how you’ll benefit.

 

 

A proven approach....join our list of organizations that have benefited from our assessment outcomes.

 

 

Read our success stories.

 

                         

 

 

                     

 

 

                             

 

                     

 

 

                                                       

 

 

                                                     

 

 

                                     

 

 

 

 

 

Request a call back.

One of our consultants will contact you within 24 hours to discuss your requirements.


I'm interested. What's the next step?

 

Call us now on 1300 667 577 to talk to one of our specialists or use our contact form here.

We will be more than happy to discuss your specific needs and arrange a no obligation 1 hour consultation.