Microsoft SharePoint
Consulting Services

We partner with organizations of all sizes from small businesses and nonprofits to mid-market and enterprise corporations across a wide range of industries, including finance, healthcare, professional services, manufacturing, and more. Our consultants tailor strategies to fit your organization’s needs and industry standards.

We start with a discovery session to understand your existing environment and business objectives. From there, we provide a clear roadmap covering assessments, solution design, implementation, training, and post-launch support. Our process is collaborative, transparent, and always aligned with your organizational goals.

We help you understand how features like Microsoft Copilot and AI can transform your workflows, search, and content generation. Our team will demonstrate real use cases, recommend best practices for secure AI adoption, and guide you in configuring Copilot in line with your governance and compliance requirements.

We provide best-practice frameworks for SharePoint permissions, security trimming, data sensitivity labeling, and compliance setup. We can also set up audit trails, access reviews, and integrate Microsoft Purview for optimal protection.

Absolutely. Our designers collaborate with you on everything from wireframes and mockups to full implementation of branding, custom imagery, and modern site layouts. You’ll be able to preview designs before launch, ensuring final results meet your vision.

We offer flexible training for all user levels—from end users to admins and power users. This can include live sessions, custom documentation, webinars, and even recorded training videos. We also provide ongoing support and resources to address new needs as they arise.

We offer a range of post-project support: monthly managed services, ad hoc consulting, help desk support, feature enhancements, and additional training. You choose the level that fits your team and goals.

Yes, security is a top priority. Our process includes encrypted transfers, strict permission handling, comprehensive backups, and compliance with your industry regulations.

Many clients notice immediate benefits in collaboration and findability after initial changes. Larger projects are phased with clear milestones, so you’ll see steady progress from start to finish.

No problem! We specialize in helping organizations modernize classic SharePoint environments, migrate custom workflows, and re-architect for the latest Microsoft features. We assess what should be carried over, rebuilt, or replaced for optimal performance and usability.

Yes! We build custom automations using Power Automate, SharePoint workflows, and integrate AI and Copilot where appropriate to eliminate manual work, reduce errors, and increase efficiency for your team.

We have experience supporting clients in regulated industries (healthcare, finance, government, etc.). We identify compliance gaps, set up retention policies, sensitivity labels, audit trails, and review configurations to meet or exceed your regulatory obligations.

Simply contact us for a free consultation. We’ll discuss your needs, answer specific questions, and lay out your next steps—no commitment required!