AI Transformation

Unleash AI-powered productivity in Microsoft 365

Building an AI-Enabled Workforce Has Never Been Easier

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Harness the power of Microsoft 365 Copilot to boost efficiency, streamline collaboration, and drive real business value.

Our Transform365™ service is a one-stop solution for mid-sized organizations looking to harness the potential of AI in Microsoft 365 and achieve measurable ROI. From strategy to outcomes—our experts will position you to thrive in an AI-driven world.

A dedicated team for every stage of the journey

Transform365™ is a monthly subscription for mid-sized companies looking to quickly build an AI-enabled workforce.

You have the vision, we provide the additional expertise and effort needed to make it a reality. 

As soon as you sign up, you’ll be assigned a dedicated team of digital transformation experts who are 100% focused on unlocking the value of Copilot and Microsoft 365 for your organization.

Within weeks, you’ll have a 24-month AI Transformation Roadmap and a Transformation Team mobilized around quarterly roadmap milestones. From AI agent rollouts and staff training to M365 administration and change communication, nothing is left to chance.

The result is measurable ROI aligned to your business strategy and skilled employees fully equipped to leap into the AI-powered future.

 

CSP Modern Work Color

“The knowledge that Ideal State brings to the table across Microsoft 365 AI and change management is invaluable. We couldn't have asked for a better partner.”

 

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Frank Williams, Director of IT, Humanity United

Services Included With Your Subscription  

Every Transform365™ subscriber receives a full suite of services designed to supercharge your AI journey, all for a flat monthly fee

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strategy

AI Transformation Roadmap

The roadmap forms the foundational element of Transform365. It is a tailored 24-month plan to develop an AI-enabled workforce. Crafted collaboratively via in-depth discovery research—encompassing stakeholder interviews, reviews of existing Microsoft 365 usage, IT ecosystem analysis, and AI readiness evaluations—this roadmap distills your specific challenges and opportunities into a sequenced array of activities, deliverables, and milestones. Jointly developed by your dedicated transformation team, it aligns initiatives like Copilot adoption and governance with clear, business-aligned objectives. 

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adoption

Copilot Adoption

This service supports the full rollout of Microsoft Copilot, encompassing in-app Copilots (for tools like Outlook for email summarization, Word for drafting, PowerPoint for slide generation, and Excel for data analysis), the Copilot for Microsoft 365 app for cross-tool assistance, and Copilot agents for automated tasks. It begins with use case identification tailored to your needs, followed by configuration, live user training workshops, ongoing support, and continuous monitoring with improvements based on analytics and surveys.
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self service

AI-Powered Self Service

Here, your team builds and maintains employee-facing AI-powered Knowledge Hubs in SharePoint Online, creating interactive self-service portals for topics like HR policies, IT troubleshooting, and more. This involves refreshing site architecture, deploying standardized templates, integrating Copilot agents for query handling, auditing outdated content, and migrating files. You can expect enhanced knowledge management, reduced manual errors, improved compliance, and smarter content discovery, empowering employees to resolve issues independently and freeing IT for strategic work

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AI-Powered Collaboration

This service optimizes your Microsoft 365 collaboration tools—such as Teams for meetings and channels, SharePoint for document sharing, OneDrive for personal storage, and Planner for task management—while unlocking integrated AI features like Copilot in Teams for enhanced workflows. It includes retiring outdated elements, streamlining structures with standardized templates, delivering training on effective usage, and overseeing file migrations. AI integration leads to more efficient communication, automated task handling, and boosted team productivity.
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administration

M365 Modern Work Administration

To augment your internal IT, this provides full administrative support for core Microsoft 365 apps and tools, including SharePoint Online, OneDrive, Teams, Purview for compliance, Viva Suite for employee experiences, and Copilot for Microsoft 365. It encompasses ongoing configuration, weekly usage monitoring, technical documentation, Tier 2 issue resolution, and quarterly licensing reviews. Outsourcing elements like these reduces costs, boosts efficiency, and allows your IT team to focus on innovation rather than routine maintenance.
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governance

Governance & Change Communication

This service establishes a cross-functional governance committee to guide decisions about your digital workplace, ensuring alignment across departments like IT, HR, and operations. We prioritize inclusive communication to keep staff informed and engaged, using feedback loops and tailored messaging to build trust and reduce resistance. Our Transformation Delivery Manager applies professional project management to track roadmap milestones, manage risks, and coordinate stakeholders—ensuring your transformation stays on schedule and delivers measurable results.

Your AI Transformation Team

Your dedicated team works alongside you to achieve rapid results fully aligned to your organization's culture and desired outcomes 

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AI Strategist

Sets the strategic vision and roadmap, formulates solutions to complex challenges, responsible and accountable for Customer satisfaction, ensures high-impact results

M365 solutions expert

M365 Solutions Expert

Configures and deploys M365 solutions, augments Customer’s internal M365 admin resources, provides end-user support and training

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Transformation Delivery Manager

Provides rigorous project management support to ensure successful, on-time completion of roadmap milestones, change communication leader

Key Benefits

Transform365™ excels where traditional MSPs fall short

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Leadership

Develop leadership capabilities to leverage AI for business outcomes.

  • Executive sponsorship
  • AI-business strategy alignment
  • Use case prioritization
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Behavior change

Manage the human side of business transformation with robust change management.

  • Change communication
  • Champions community
  • Skilling and training
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Security and compliance

Build and advance technical skills to deliver impact and accuracy.

  • Secure your data infrastructure
  • Review policies
  • Roll out security & compliance features
  • Optimization assessment

What We'll Accomplish Together

Our proven methodology ensures you are in capable hands. In fact, you may be surprised how far your company can go in a short period of time! 

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Copilot Adoption Outcomes

Transform365 will deliver strategic quick wins across the organization, building internal capacity to leverage AI tools 

People

  • Champions mobilized from across the organization

  • Employees empowered to apply AI for maximum impact

  • Increased understanding among leadership through a strong business case

  • WIIFM (what's in it for me?) answered based on real-world results

  • Human-centered change management practices that will continue to add value as capabilities evolve

Process

  • AI impact measurement aligned with organizational KPIs

  • Innovation pipeline fueled by evolving AI capabilities supporting process improvement

  • M365 governance in place to maintain the security and integrity of the data estate

  • IT equipped to monitor and support AI adoption, security, and accuracy

  • Employee self-service experiences strengthened through intelligent agents

Technology

  • M365 Copilot enabled and configured in line with user needs and org policies

  • Microsoft Purview configured to protect and govern content across the data estate 

  • License and data consumption optimized and aligned to budgets and priorities 

  • Linkages to 3rd-party data sources enabled (where applicable)

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Need a jumpstart?

Our rapid AI Readiness Check delivers a clear path to AI-enabling your workforce—all in a low-commitment, low-cost first step.

Learn More About Our AI Readiness Check
Forrester
AI drives 30% faster operations
Forrester, 2024

Monthly Subscription

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All of the Above for One Monthly Fee

  • Cancel anytime with no penalty
  • Three month initial term, then auto-renew monthly
  • Pause subscription anytime (2x per year)
  • Scaled to your desired pace of change
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Ready for an AI-Enabled Workforce?

Let’s empower your workforce with AI. Contact us to explore how Transform365 can elevate your company.

Schedule a free consultation