Microsoft 365 Optimization Consulting

Embark on a transformative journey with Ideal State as your guide. We help your organization harness the full power of your Microsoft 365 licenses, with a special focus on SharePoint, Teams, and OneDrive. Our process is a four-phase approach that ensures a thorough understanding of your needs, a strategic optimization of your tools, a seamless roll-out, and robust training and support.

Discovery Phase: Unearthing Opportunities
Our journey begins with the discovery phase, where we conduct comprehensive stakeholder interviews, focus groups, and user stories to map out your technology landscape. We delve deep to uncover the unique needs, opportunities, and challenges your organization faces in utilizing Microsoft 365. This phase culminates in a detailed findings and recommendations report. This report lays out what we learned, what is needed, and details a roadmap that provides a clear path forward.

Optimization Strategy: Tailoring Your Tools
With insights from the discovery phase, we craft an optimization strategy that defines the ideal configuration, usage, and governance of the Microsoft 365 platform. This strategy is aligned with your priority user stories and your vision for the future. We set clear adoption and engagement KPIs, ensuring that the tools not only meet your current needs but also propel you towards your long-term goals.

Change Management Plan: Ensuring a Successful Result The third phase is where we provide detailed guidance on how to conduct the rollout in a way that will ensure a good result. Our unique approach ensures that all the right stakeholders are informed and includes a communications plan complete with draft copy for communications and marketing materials.

Training and Support: Empowering Your Team
Our service extends beyond implementation. We provide comprehensive training and support, including user guides, instructional videos, and self-help tools. Our virtual group and one-on-one training sessions are tailored to your needs, offering deep dives into specific use cases. And for those times when you need immediate assistance, our on-demand live support is just a call away.

A Partnership for Success
Our consulting service is more than just a pathway to better utilize Microsoft 365 licenses—it’s a partnership. We’re committed to your success, providing continuous support and insights to ensure that SharePoint, Teams, OneDrive and the rest of the Microsoft 365 ecosystem are not just tools, but catalysts for growth and innovation in your organization.

Begin Your Journey Today
Take the first step towards unlocking the full potential of your Microsoft 365 licenses. Contact us to discover how our consulting service can revolutionize the way you work with Microsoft 365. Together, we’ll pave the way for a more collaborative, efficient, and secure future for your organization.