CATEGORY
Microsoft 365 Transformation
DELIVERY FORMAT
On-site or Virtual
DURATION
1 day
COST
Starting at $20,000
Why this workshop exists
Most organizations own powerful M365 capabilities but only use a fraction — leaving productivity, automation, and knowledge gains on the table.
• Too many tools and overlapping apps create confusion
• Governance gaps slow adoption and increase risk
• Teams don’t know what’s possible, so value stays unrealized
What you’re buying
An executive-friendly modernization day: we demonstrate what’s possible, then connect it to your workflows and priorities to produce a practical action plan that makes adoption achievable.
• Discover underused features you already pay for
• Map real business problems to M365 solutions
• Prioritize quick wins and governance improvements
What's Included
• Curated demos aligned to your needs
• Facilitated scenario mapping
• Prioritized action plan
• Adoption and governance recommendations
How it works
1. Orientation: your current state and priorities
2. Demonstrations: high-value capabilities relevant to your teams
3. Guided exploration (hands-on when feasible)
4. Scenario mapping: pain points to features and patterns
5. Prioritization: quick wins vs. strategic investments
6. Roadmap: actions, owners, and next steps
Deliverables
Core Solutions
• M365 Modernization Mini-Roadmap
• Quick-win opportunity list
• Governance and adoption recommendations
Optional Executive Support
• Executive summary memo for alignment and sponsorship
Add-On Services
• Optional: governance design sprint
• Optional: adoption campaign and measurement plan
• Optional: communications and adoption rhythm outline
Optional diagnostic module (recommended)
Diagnostic Module
We can add a brief maturity snapshot to surface governance and adoption blockers, so your roadmap is realistic and right-sized.
What We Assess
• Information architecture and governance
• Collaboration patterns and adoption
• Automation readiness
• Content hygiene and risk hotspots
Sample Questions
Outcomes
• Faster adoption of high-value capabilities
• Reduced tool sprawl and clearer governance
• Improved alignment between business and IT on what to do next
Before
“We have M365, but adoption is uneven and we’re still paying for too many extra tools.”
After
“We have a prioritized modernization roadmap and a clear governance and adoption path.”