Self-Assessment Scorecard
Is Your Intranet
Stuck in 2015?
Rate your current SharePoint environment across 5 critical dimensions.
Identify your gaps — and your fastest path to a modern employee experience.
01
Structure & Information Architecture
4 pts
Our intranet has a clear home site that serves as a central starting point for the workday — not just a list of links.
Sites are organized using a flat hub-and-spoke model — we avoid deep subsite hierarchies that made sense in SharePoint 2010.
Each site has a clear, accountable owner who is responsible for its content and governance — sprawl is actively managed.
Our metadata is consistently applied across content — it drives search, compliance, and content targeting, not just filing.
02
Navigation & Wayfinding
4 pts
Our global navigation is stable and reflects how employees actually work — not how the org chart is structured.
Navigation labels use plain, task-based language — employees don't need training to find policies, HR tools, or project sites.
Hub sites provide a consistent look, navigation, and context across all related sites — branding is unified, not patchy.
We have personalized content targeting — employees see relevant news, tools, and resources based on their role or location.
03
Search & Findability
4 pts
We use Microsoft Search as our primary search experience — employees can find content across M365, not just one site.
Employees can find people by skill, role, or expertise — not just by searching a name. People profiles are current and complete.
Content is well-tagged and consistently named — search returns relevant results, not a flood of outdated documents.
We use Bookmarks, Q&As, or promoted results to surface authoritative answers for common employee searches.
04
Governance & Content Lifecycle
4 pts
We have a defined process for Teams and site creation — provisioning is template-based, not ad hoc, and includes ownership assignment.
Content has a clear lifecycle including review and expiry — policies and procedures are actively maintained, not quietly going stale.
We have governance reporting visibility — we know who owns what, what's inactive, and where permissions risk exists.
Teams and SharePoint sites follow standard naming conventions and templates — including OneNote, Planner, and channel structure.
05
Copilot & AI Readiness
4 pts
Our content is clean, current, and correctly permissioned — we are confident Copilot would surface accurate, appropriate results from our intranet.
We have reviewed and tightened permissions — we know what is broadly shared and have addressed oversharing before enabling AI access.
We are exploring or have deployed a Copilot Studio agent that uses SharePoint as a knowledge source for employee self-service.
Leadership understands that Copilot readiness is an intranet problem first — AI quality depends on the quality of the content it retrieves.
Your Score — What It Means
0 – 8
Stuck in 2015
Your intranet is creating friction, not reducing it. Employees are working around it daily. A structured modernization project will deliver rapid, visible impact.
9 – 14
Partially Modern
You've made real progress, but gaps in governance, search, or AI readiness are holding you back. Targeted improvements in your lowest-scoring areas will move the needle fast.
15 – 20
Modern Foundation
You have a strong base. The opportunity now is layering in smart experiences — Copilot Studio agents, automated workflows, and personalized content — to widen the gap on competitors.
Ready to close the gaps?
Envision IT's intranet modernization practice has helped organizations across North America transform underused SharePoint environments into strategic employee experience platforms. Let's talk about your score.