This consulting service helps organizations start using Microsoft 365 cloud services by providing guidance on implementation and use, recommendations on suitable products and licensing, and preparation of a cloud services implementation plan. It is a consulting engagement only and does not include direct setting or implementation of any service.
IT Partner provides consulting for organizations planning to use Microsoft 365 cloud services. The engagement focuses on understanding the client’s goals and objectives, answering questions, preparing recommendations on what products might suit the client and how to best use them, and explaining licensing tailored to the client’s specific situation to help use the budget effectively. IT Partner can also discuss problems that may occur and ways to mitigate their impact on workflow.
Kickoff and scope confirmation — confirm the engagement objectives, client stakeholders, meeting cadence, decision makers, expected outputs, and any known business or technical constraints.
Discovery and requirements gathering — collect information about the organization’s goals, current collaboration and productivity environment, Microsoft 365 or Office 365 licensing status, user groups, security or compliance considerations, and business priorities.
Current-state and readiness review — review the information provided by the client to identify key readiness considerations, dependencies, potential blockers, and areas that may require additional assessment before a future implementation.
Product and licensing guidance — map the client’s stated requirements to appropriate Microsoft cloud services and licensing options, with emphasis on practical adoption, budget efficiency, and avoiding unnecessary licensing overlap where possible.
Risk and mitigation planning — identify common implementation risks such as user impact, change management needs, identity dependencies, data migration complexity, security settings, vendor coordination, and business continuity considerations.
Implementation roadmap preparation — prepare a high-level cloud services implementation plan with recommended phases, workstreams, assumptions, prerequisites, dependencies, and suggested next actions.
Review and handoff — walk the client through the recommendations and implementation plan, answer questions, capture agreed refinements, and provide the final consulting deliverables for client approval.
IT Partner’s Cloud Services Setup and Implementation service includes consulting on how an organization can start using Microsoft 365 cloud services. The engagement covers understanding goals and objectives, answering questions, recommending suitable Microsoft cloud products and licensing, and preparing a cloud services implementation plan.
No, this service does not include direct setup, configuration, migration, or implementation of any Microsoft 365 service. It is a consulting engagement only, focused on guidance, recommendations, licensing advice, and preparation of an implementation plan.
The stated deliverables are recommendations on which Microsoft cloud products may suit the client and how to use them, plus a cloud services implementation plan. These deliverables are intended to help the client understand options and plan adoption of Microsoft 365 cloud services.
The listed duration is 1 week. The exact schedule and meeting cadence are coordinated with IT Partner and your assigned point of contact, and depend on stakeholder availability during discovery.
The service is billed at $175 per hour. IT Partner confirms the expected number of hours and a written estimate before the engagement starts, and no out-of-scope hours are billed without your written approval.
During the engagement, IT Partner works to understand the client’s goals and objectives, answer Microsoft cloud service questions, discuss product and licensing options, and prepare recommendations. IT Partner can also discuss potential problems and ways to reduce their impact on the client’s workflow.
The service includes explaining licensing tailored to the client’s specific situation and providing guidance intended to help use the budget effectively. The final licensing choice remains a client decision and should be validated against current Microsoft licensing terms.
You should assign a dedicated point of contact and make stakeholders available for discovery discussions. Useful inputs include current tenant and licensing details, user counts, domains, identity approach, and any security, compliance, budget, or timeline constraints. Administrative access is not required, because this engagement includes no hands-on setup.
The consulting engagement itself should not cause technical downtime because it does not include direct setup or implementation of services. IT Partner can discuss potential problems that may occur during a future cloud implementation and ways to mitigate their impact on workflow.
No, the stated scope does not include migration of email, files, users, or applications. The service can help plan cloud services adoption and provide recommendations, but any hands-on migration or implementation would need to be handled separately.
You receive product and usage recommendations plus a cloud services implementation plan covering recommended phases, workstreams, dependencies, assumptions, risks, and next steps. You review the deliverables, ask clarification questions, and reasonable final adjustments are made within the engagement.
After completion, the client can use IT Partner’s recommendations and cloud services implementation plan to guide a Microsoft 365 adoption or implementation effort. Any hands-on setup, deployment, or migration is not included in this service and would need to be arranged separately if needed.