# Microsoft 365 modernization roadmap

Audience: IT leaders, Microsoft 365 owners, security teams, and business sponsors
Published: August 1, 2026
Last reviewed: August 1, 2026
Author: Temen Systems Microsoft 365 Practice
Reviewer: Cloud Security and Operations Review

## Working checklist

- [ ] Current-state inventory
  - Owner:
  - Evidence:
  - Decision or follow-up:
- [ ] Business and user journeys
  - Owner:
  - Evidence:
  - Decision or follow-up:
- [ ] Identity and device target
  - Owner:
  - Evidence:
  - Decision or follow-up:
- [ ] Information architecture
  - Owner:
  - Evidence:
  - Decision or follow-up:
- [ ] Security baseline
  - Owner:
  - Evidence:
  - Decision or follow-up:
- [ ] License plan
  - Owner:
  - Evidence:
  - Decision or follow-up:
- [ ] Adoption and support
  - Owner:
  - Evidence:
  - Decision or follow-up:
- [ ] Operating model
  - Owner:
  - Evidence:
  - Decision or follow-up:

## Official sources

- Microsoft Learn: Microsoft 365 enterprise deployment overview
  https://learn.microsoft.com/en-us/microsoft-365/enterprise/setup-overview-for-enterprises
- Microsoft Learn: Microsoft Intune overview
  https://learn.microsoft.com/en-us/intune/fundamentals/what-is-intune
- Microsoft Learn: Microsoft Defender XDR
  https://learn.microsoft.com/en-us/defender-xdr/get-started

Planning guidance only. Validate current product terms, customer facts, eligibility, architecture, security, and commercial terms before purchase or production action.