Executive Summary
A concise overview of key findings, overall governance health, and the top three priority actions for your leadership team.
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Power Platform
Power Platform Governance Is Not a One-Time Fix.
How Governed Is Your
Automation & Governance Assessment
Power Platform
Health Check
Ungoverned Power Platform environments become a compliance and data risk fast. We audit your entire setup, from environment strategy and DLP policies to app quality and connector governance, and give you a clear plan to take back control.
Why It Matters
Without Governance, Power Platform Becomes Your Biggest Data Risk
Power Platform gives every employee the ability to build automations and apps. Without the right guardrails in place, sensitive data ends up in unauthorized connectors, flows break silently, and you have no visibility into what is running.
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Data Leakage via Unblocked Connectors
Without DLP policies, users can build flows that send SharePoint or Exchange data to external services like Dropbox, Twitter, or personal email with no oversight.
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Business-Critical Flows with No Owners
When a flow owner leaves the company or their account is disabled, every automation they built breaks. We regularly find hundreds of orphaned flows running on personal licenses.
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Ungoverned Apps Creating Shadow IT
Canvas apps built in the default environment with no ALM process, no change control, and no documentation become unmaintainable and impossible to migrate or audit.
Power Platform Overview
⚠ Governance Gaps
Total Environments14
With DLP Policy✗ 1 (Default Only)
Total Flows211
Orphaned Flows✗ 47
Flows with Errors⚠ 29
Canvas Apps34
CoE Toolkit Deployed✗ No
Environments by Type
Production (2)
Dev / Test (3)
Default (9)
What We Audit
A Complete Review of Your Power Platform Environment
We cover every layer of Power Platform, from admin settings and governance to the quality of individual apps and flows, giving you a clear picture of what needs fixing and what is working well.
Governance, Environments & CoE Strategy
We review your entire environment structure, admin settings, and whether the CoE Starter Kit or equivalent governance tooling is in place to give IT visibility and control over citizen development.
All Organizations
Environment Strategy
Review the number of environments, their purpose alignment (default, dev, test, production), who can create new environments, and whether a documented strategy exists.
CoE Starter Kit Deployment
Assess whether the Microsoft CoE Starter Kit is deployed, which modules are active (Core, Governance, Nurture), and whether inventory and compliance processes are running.
Admin Center Settings
Review Power Platform admin center settings including trial environment creation, production environment policies, and tenant isolation configuration for external sharing.
Capacity & License Allocation
Audit Dataverse storage consumption per environment, API request quotas, premium license assignment, and whether capacity warnings are being monitored and acted on.
ALM & Solution Framework
Check whether Power Platform solutions are used for app and flow packaging, whether deployments use pipelines or manual export/import, and whether source control is in place.
Maker Enablement Policy
Review who has maker permissions, whether self-service sign-up is controlled, and whether a citizen developer enablement program with training and guardrails is in place.
Data Loss Prevention & Connector Governance
We audit every DLP policy across all environments, reviewing connector classification, policy scope, and whether your data is properly protected against leakage to external or unauthorized services.
Compliance-Focused Orgs
DLP Policy Coverage
Identify environments with no DLP policy applied, the default environment policy strength, and whether a tenant-level policy blocks high-risk connectors across all environments.
Connector Classification Accuracy
Review the Business, Non-Business, and Blocked classification of all standard and premium connectors, checking for misclassifications that create data mixing risks.
Custom Connector Oversight
Audit all custom connectors deployed across environments, their authentication method, external endpoints they call, and whether they comply with your data handling policies.
HTTP & Webhook Connector Usage
Identify flows using the HTTP, HTTP with Azure AD, or Webhook connectors that can bypass DLP by making direct API calls, and assess whether they are justified and documented.
DLP Policy Conflicts
Check for overlapping tenant-level and environment-level DLP policies that produce unexpected connector behavior, and validate that the stricter policy wins in all conflict scenarios.
Endpoint Filtering Policies
Review HTTP endpoint allowlists and connector endpoint filtering to ensure flows can only call pre-approved external URLs, preventing data exfiltration via unrestricted HTTP calls.
Power Automate Flow Health & Ownership
We audit all flows across your environments for ownership, error rates, shared connections, business-critical dependencies, and whether they will survive a staff change or license removal.
Automation-Heavy Orgs
Orphaned Flow Detection
Identify flows owned by disabled, deleted, or departed users that are at risk of breaking, and assess which are business-critical and need immediate ownership transfer.
Flow Error & Failure Analysis
Review flows with repeated failures, throttling errors, connection errors, and timeout patterns to identify flows that appear active but are silently failing on a regular basis.
Shared Connection Dependencies
Audit flows using personal connections instead of service accounts, identifying single points of failure where a password reset or account lock will break multiple business automations.
Run History & Volume Trends
Review flow run volumes against API quota limits, identify flows at risk of hitting the daily request limit, and assess whether premium per-flow licenses are needed for high-volume automations.
Desktop Flow & RPA Governance
Check Power Automate Desktop flow ownership, machine registration status, attended vs unattended run configuration, and whether RPA licenses are correctly assigned and utilized.
Flow Documentation & Naming
Review whether flows have meaningful names, descriptions, and run-only user access configured correctly, and identify unnamed or undocumented flows that cannot be managed or supported by anyone else.
Power Apps Quality, Ownership & ALM
We audit your canvas and model-driven apps for ownership, data source usage, sharing configuration, performance issues, and whether apps are built to a standard that can be maintained and supported over time.
App-Building Organizations
App Inventory & Ownership
Identify all canvas and model-driven apps across every environment, flag apps with no active owner, apps built in the default environment, and apps that have not been opened in 90 or more days.
Data Source Architecture
Review whether apps use SharePoint lists, Excel files, or SQL as data sources where Dataverse would be more appropriate, creating scalability, delegation, and performance limitations.
App Sharing & Permission Review
Audit apps shared with the entire organization, apps with co-owner permissions granted broadly, and data connections shared in ways that expose credentials beyond the intended audience.
Performance & Delegation Issues
Identify apps with delegation warnings, large data queries running client-side, slow load times due to OnStart overload, and screens with too many controls causing rendering issues.
Model-Driven App Configuration
Review model-driven app sitemap structure, security role assignments, form and view configurations, and whether business rules or business process flows are correctly implemented.
App Lifecycle & Version Control
Check whether apps are packaged in solutions, whether versions are tracked and restorable, and whether there is a documented process for promoting changes from dev to production.
Power BI Workspace Governance & Data Security
We audit your Power BI tenant settings, workspace structure, dataset ownership, row-level security, and report sharing practices to ensure analytics assets are governed and sensitive data is protected.
Data-Driven Organizations
Workspace Structure & Ownership
Audit all Power BI workspaces for admin coverage, workspaces with only one admin, personal workspaces hosting shared reports, and workspaces with no active usage in the past 90 days.
Tenant-Level Settings Review
Review Power BI admin portal settings including who can publish to web, export data controls, embedding settings, service principal permissions, and whether guest access to reports is restricted.
Dataset Refresh & Gateway Health
Identify datasets with failed scheduled refreshes, datasets relying on personal gateways instead of enterprise gateways, and datasets with credentials that expire and cause silent failures.
Row-Level Security Implementation
Review whether sensitive datasets have RLS configured, validate that RLS roles are correctly mapped to user attributes, and identify reports showing confidential data to all workspace members.
External Sharing & Publish to Web
Identify reports published to the public web, reports shared with guests outside the organization, and dashboards embedded without authentication that expose internal data publicly.
Premium Capacity & License Audit
Review Power BI Pro vs Premium Per User vs Premium capacity allocation, identify users accessing premium workspaces without appropriate licenses, and optimize license spend against usage data.
What You Get
Clear Deliverables. No Guesswork.
Every Power Platform Health Check ends with a structured set of documents and sessions to ensure you can act on what we find.
Detailed Findings Report
Full audit results across all five areas — Governance, DLP, Power Automate, Power Apps, and Power BI — with severity ratings and evidence.
Prioritized Remediation Plan
A sequenced action plan organised by severity — Critical, High, Medium — with specific steps to address each governance gap.
Recorded Review Session
A live walkthrough of every finding with time to ask questions, align on priorities, and discuss next steps for remediation or retainer support.
Before You Book
What We Need to Audit Your Power Platform
The audit is entirely read-only and non-disruptive. Here is what is needed to get started quickly.
Power Platform Admin Role
We require Power Platform Administrator access to review environments, DLP policies, and the admin center. This is a read-only use of the role — no configurations are changed.
Discovery Call
A 30-minute call before the audit begins to understand your environment size, business context, known pain points, and what you most need the audit to focus on.
No Downtime Required
The entire audit is passive and read-only. No flows are paused, no apps are modified, and your users experience zero disruption during the review.
Report Within 24–48 Hours
Once access is granted, your full Power Platform Health Check report is delivered within 24 to 48 hours, followed by a live walkthrough session at a time that suits you.
We only use read-only access during the audit. We never store credentials, modify configurations, or retain access beyond the agreed engagement window.
What Gets Reviewed Across All 5 Areas
Governance & Admin — Environment strategy, CoE Kit, ALM
DLP & Connectors — Policy coverage, blocked connectors, data groups
Power Automate — Orphaned flows, errors, sharing, permissions
Power Apps — App quality, sharing scope, dependency risks
Power BI — Workspace governance, sharing, sensitivity labels
What You Get
Your Power Platform Health Check Report
Every engagement concludes with a structured, documented set of deliverables you can act on immediately or use to prioritize your remediation roadmap.
Executive Summary
A one-page overview of your Power Platform governance health, overall risk level, and the top three actions your team should take immediately.
Detailed Findings Report
A full audit covering all five areas — Governance, DLP, Power Automate, Power Apps, and Power BI — with findings categorized by severity and mapped to compliance frameworks.
Prioritized Remediation Plan
A step-by-step action plan ordering findings by risk and effort, so your team can work through governance improvements systematically without getting overwhelmed.
Recorded Walkthrough Session
A live presentation of all findings with your team. We walk through every issue, answer questions, and agree on a realistic remediation timeline before we close out.
Before You Book
What We Need to Get Started
The audit is fully read-only and requires minimal setup on your side. Here is what to expect and what access is needed before we begin.
Power Platform Admin Role
We require Power Platform Admin access to review environment settings, DLP policies, CoE toolkit configuration, and capacity data. This role is read-only for our audit activities.
30-Minute Discovery Call
Before the audit starts, we schedule a brief call to understand your environment size, license tier, number of flows and apps, and any known governance pain points.
No Downtime or Disruption
The audit runs entirely in the background using read-only access. No flows are paused, no apps are modified, and no DLP policies are changed during the engagement.
Report Within 24 to 48 Hours
Once access is provided, your full Power Platform health check report is delivered within 24 to 48 hours, followed by a live walkthrough session at a time that suits your team.
We only use read-only, time-bound access throughout the engagement. We never store credentials, never modify configurations, and never retain access beyond the audit window.
What Gets Audited Across All 5 Areas
Governance & Admin — Environments, CoE, Policies
DLP & Connectors — Classifications, Scope, Gaps
Power Automate — Flows, Owners, Errors, Triggers
Power Apps — Canvas Apps, Quality, Sharing
Power BI — Workspaces, Sharing, Row-Level Security
How It Works
From Booking to Full Remediation Plan in 4 Steps
A structured, low-disruption process that gives you full visibility into your Power Platform environment and a prioritized action plan.
Discovery Call
We learn your license tier, environment structure, and current automation footprint to scope the audit correctly before we begin.
30 minutesPlatform Audit
We review your Power Platform admin center, environments, DLP policies, flows, apps, and Power BI tenant settings across the full tenant.
3 to 5 hoursReport Delivery
You receive a detailed health check report with findings categorized by severity, including screenshots, risk ratings, and specific remediation steps.
Within 24 hoursRemediation Walkthrough
We walk you through the findings, prioritize the governance and security fixes, and give you an action plan or handle the remediation for you.
60 minutesOngoing Platform Governance
Power Platform Governance Is Not a One-Time Fix.
It Is an Ongoing Commitment.
A health check reveals what is broken and ungoverned. A managed support retainer keeps everything under control as your automations and apps keep growing. Get continuous oversight, monthly platform health reports, and a dedicated team ensuring your environment stays clean.
- Continuous environment and DLP policy governance
- Monthly Power Platform health and usage reports
- Flow ownership reviews and orphan remediation
- Priority response within 4 to 24 hours
- Full M365 coverage beyond just Power Platform
- 30-day satisfaction guarantee
From $299
Per month
3 Plans
Flex, Priority, Partner
500+
Businesses supported
30 Day
Satisfaction guarantee
Your Power Platform Health Check is included free with any Priority or Partner retainer plan.
FAQ
Common Questions
Everything you need to know about the Power Platform Health Check before you book.
We require Power Platform Admin access to review environments, DLP policies, and governance settings, and Global Reader access for Microsoft 365 context. Both roles are read-only and time-bound to the duration of the audit. No changes are made to your environment.
The audit typically takes 1 to 2 business days from point of access. We begin with a 30-minute discovery call to understand your environment size and goals, followed by the read-only review. You receive a full report within 24 to 48 hours, followed by a walkthrough session.
The report includes an Executive Summary, a Detailed Findings Report covering all five audit areas (Governance, DLP and Connectors, Power Automate, Power Apps, and Power BI), a Prioritized Remediation Plan, and a Recorded Walkthrough Session.
No. The entire audit is read-only using the Power Platform Admin Center, PowerShell, and the CoE Toolkit where available. No flows are modified, no apps are changed, and no DLP policies are touched. The audit has zero impact on your end users or automations.
Yes. We use a risk-based approach to prioritise review of business-critical flows, apps in production environments, and flows with external connectors. We document all findings by severity and provide an overview of the full environment inventory including orphaned resources, error states, and governance gaps.
Pricing is confirmed during the discovery call as it varies based on the number of environments, flows, and apps in scope. The health check is included free with any Priority or Partner retainer plan. Book a discovery call or contact us for a tailored quote.
Yes. Following the audit, we offer a separate remediation engagement to implement DLP policies, reassign orphaned flows, restructure environments, and deploy the CoE Toolkit. Many clients choose to continue with a managed retainer for ongoing governance oversight.
The Power Platform Health Check maps findings to GDPR, HIPAA, PCI-DSS, NIS2, and SOC 2 frameworks where applicable. Unblocked connectors and ungoverned data flows are particularly relevant to GDPR and HIPAA compliance, and we highlight these explicitly in the report.
How Governed Is Your
Power Platform Right Now?
Book your health check today. We will find the governance gaps before they become a data or compliance incident.