01Compare
Platform & vendor selection
Structured comparison of platform options — Microsoft 365 vs. Google Workspace, endpoint security vendors, cloud providers — based on your actual requirements.
- Requirements gathering and stakeholder input
- Side-by-side platform comparison
- Cost modeling across options
- Migration complexity assessment
- Recommendation with implementation path
Best for: Organizations evaluating a platform switch or new vendor who want an independent comparison.
Typical timeline: Platform assessments typically take 1–2 weeks.
02Design
IT architecture & strategy
IT roadmap and architecture planning that accounts for where you are today and where you're headed over the next 1–3 years.
- Current-state IT assessment
- Architecture design and documentation
- Multi-year technology roadmap
- Budget planning alignment
- Risk and dependency mapping
Best for: Growing organizations that need a coherent IT plan instead of ad hoc purchases.
Typical timeline: Roadmap engagements typically take 2–4 weeks.
03Enable
AI & Copilot readiness
Assessment of your data, licensing, and governance posture before rolling out Microsoft 365 Copilot or other AI tools.
- Copilot readiness assessment
- Data access and governance review
- Licensing and rollout planning
- Use-case identification by department
- Pilot group design and success metrics
Best for: Organizations planning a Copilot or AI rollout who want governance built in from day one.
Typical timeline: Readiness assessments typically take 2–3 weeks.
04Assess
Security & compliance advisory
Independent review of your current security posture against common frameworks and practical risk priorities.
- Security posture and gap assessment
- Zero Trust and identity strategy input
- Compliance requirement mapping
- Prioritized remediation roadmap
- Vendor and tooling recommendations
Best for: Businesses that want an outside view of security gaps before committing to specific tools.
Typical timeline: Security assessments typically take 1–3 weeks depending on scope.
05Adopt
Change management & adoption
Structured rollout support so a new platform decision actually changes how people work, not just what's on the invoice.
- Stakeholder communication planning
- Training and enablement sessions
- Adoption metrics and tracking
- Change champions program design
- Post-rollout feedback loop
Best for: Organizations that have been burned by low adoption after a past platform switch or rollout.
Typical timeline: Change management planning typically runs alongside the first 4–6 weeks of rollout.
06Negotiate
Vendor contract & negotiation advisory
Independent advice on vendor contract terms, pricing structures, and negotiation leverage before you sign, not after.
- Contract and pricing structure review
- Negotiation leverage assessment
- Vendor comparison for commercial terms
- Renewal and multi-year deal guidance
- Red-flag clause identification
Best for: Organizations negotiating a significant vendor contract or renewal who want an independent second opinion.
Typical timeline: Contract review and negotiation support typically takes 1–2 weeks before signing.
