Free SharePoint Planning and Assessment Tools

Diagnose your current environment, quantify the business case and prepare your next SharePoint initiative without starting with a sales call.

Sharepoint Document management system
Tool Categories

Diagnose. Calculate. Plan

Integrating SharePoint with an HRIS system

Tools for Diagnosis

Understand what’s working, what isn’t and where the risks are today.

01  48-Hour Intranet Teardown


Get an expert review of your current intranet, with clear priorities.

Get Free Teardown

02  AI Ready SharePoint Score


Find out whether your content is ready for Copilot and AI search.

Check My AI Readiness

03  DMS Compliance Score


See how well your document management meets compliance and governance needs.


Check Compliance Score
Integrating SharePoint with a Learning Management System

Tools for Calculation

Put a number behind your intranet decisions and plan with confidence.

01  Cost of a Bad Intranet Calculator

Put a number on the hours lost to searching, chasing, and workarounds.

Calculate the Cost

02  Intranet Replacement Calculator

Compare the cost and payback of replacing your intranet against keeping it.

Compare the Costs
Integrating SharePoint with a Talent Management System

Tools for Planning

Turn your findings into a clear starting point for your next initiative.

01  Intranet RFP Generator

Create a structured intranet RFP based on your organization’s requirements, priorities, scope, and evaluation criteria.

Generate Your RFP

Which Tool Should I Use?

I want to…
Use this tool
Find problems with my current intranet
Check whether SharePoint is ready for AI
Understand DMS compliance gaps
Calculate the cost of my current intranet
Compare staying vs. replacing my intranet
Create requirements for an intranet project
Blue-SubtractBlue-Subtract
Transparent inputs. Practical outputs.

How Are Results Calculated?

Each tool uses the information you provide to generate a score, estimate, teardown, or planning output.
Three-Step Planning Dashboard
01
Your answers and business inputs
02
Weighted assessment criteria
03
Planning assumptions
04
Cost and productivity inputs
05
Risk and readiness indicators
Results are intended for planning and decision-making. They are not formal audits, legal advice, certifications, or guarantees.

Privacy & Data Handling

Assess your environment without giving us access to it. These tools are designed for self-service planning and assessment.
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No SharePoint Access Required

No access to your SharePoint environment is required.

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Share Only What’s Needed

Only provide the information needed to complete the assessment.

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Keep Sensitive Information Private

Do not enter confidential or sensitive business information.

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Used to Generate Your Results

Your inputs are used to generate your requested result.

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Handled Responsibly

Results and submitted information are handled according to our privacy practices.

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