By Lauren Knisley | Dec 02, 2025 | Product of the Month

CTI Logo 40 Years

Discover opportunities in document processing by using the Microsoft 365 Assessment tool

 

With CTI as your partner, you can assess how document processing for Microsoft 365 benefits your organization by using the Microsoft 365 Assessment tool. When you run an assessment, you generate a Power BI report that summarizes aspects of your SharePoint information architecture that are indicators for where document processing services might be of value.

 

What is M365?

 

The assessment report includes the following information:

  • Libraries with custom columns – Identify libraries where document processing can automatically populate columns, improving consistency.
  • Column usage – Identify patterns of column usage, to target document processing models where they have the maximum benefit.
  • Libraries with custom content types – Identify libraries using custom content types, where document processing models can be used to automatically categorize files.
  • Content type usage – Identify patterns of content type usage, to target document processing models where they have the maximum benefit.
  • Libraries with retention labels – Identify libraries where retention labels are used, where document processing models can be used to automate and improve consistency.
  • Library size – Identify large libraries where classification and metadata can improve the content discovery experience.
  • Library modernization status – Identify libraries that might need to be modernized to fully make use of document processing.
  • Prebuilt model candidates – Identify libraries where names or content types suggest a prebuilt model could be applied.
  • Model usage – Review the current use of document processing models in your sites.
  • Assessment overview – Review the assessment results to identify any failures.

Let’s schedule a time to review your M365 posture.

 

CTI is proud to be celebrating 40 plus years in business! Since 1985, companies have turned to CTI for our information-technology solutions ranging from systems integration, consulting, cybersecurity, support, and data management. We look forward to continued success and growth of our partnerships over the next 40 years!