Services

Three ways into the work. Transformation that sticks.

Every engagement is shaped to the client. Most arrive through one of three doors. Each is led by a senior consultant who stays in the room from kickoff to handoff. All three build toward the same thing. The skills, governance, and infrastructure for AI transformation that keeps producing value long after we are gone.

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The three pillars

Different paths. Same methods.

Each pillar is a distinct shape of engagement, scoped to the way change actually moves through an organization. Most clients run more than one over time, either sequentially or in parallel.

01 PILLAR

Transform365

Managed service · monthly rhythm

A managed service for the AI era. We build and run the people, governance, and solutions pipeline that turn AI investments into AI impact.

What is in scope. A 24-month AI Transformation Roadmap built collaboratively in the first weeks of the engagement. A dedicated team (AI Strategist, M365 Solutions Expert, Transformation Delivery Manager) accountable for milestones. The Trailblazers Program. The AI Adoption Hub in Teams. M365 governance and Copilot administration. Agent lifecycle management. A monthly rhythm that builds momentum and a quarterly leadership review that keeps strategy and execution aligned.

The shape. A monthly subscription. Three-month initial term, then auto-renewing monthly. Scaled to your desired pace of change.

Proof. Model Group turned a no-Copilot starting point into 82% active usage firmwide, a 59-member internal Copilot community, and construction-specific use cases in production. The transformation sticks without us in the room.

Best for organizations that have bought Copilot or AI agents and want a dedicated, multidisciplinary transformation team accountable for the people- and results-side of the equation. Especially well-suited to mid-sized companies and nonprofits that do not have an internal Chief AI or Transformation Officer or AI Center of Excellence and want one functionally in place within sixty days.

Learn about Transform365

02 PILLAR

Microsoft 365 Optimization

Focused engagement · 3–6 months

A focused engagement to modernize and consolidate your Microsoft 365 ecosystem. SharePoint, Teams, OneDrive, Purview, governance. A clean environment and healthy adoption is the foundation that everything else relies on.

What is in scope. A discovery and assessment phase that maps your current configuration, usage, licensing, and AI readiness. A decluttering pass on Teams, SharePoint, and OneDrive (the technology haircut). Reconfiguration of structure, permissions, and governance policies for the way your people actually work today. Optional add-ons include a SharePoint intranet (the Staff Resource Hub), Teams refresh for decluttering and collaboration optimization, and a Microsoft Purview rollout for security and compliance.

The shape. A project engagement, typically three to six months depending on scope and tenant size. A defined start, a defined end, and a handoff that includes the documentation your IT team needs to maintain what we built.

Proof. LA LGBT Center consolidated 548 Teams, 740 SharePoint sites, and scattered HIPAA-regulated content into a governed environment. Teams engagement up 39% in chat and 47% in meetings. The internal governance committee now owns ongoing decisions.

Best for organizations whose M365 environment has grown by accumulation rather than design. The signal is usually obvious: too many Teams, unused SharePoint sites, staff confusion around where to store and find content. Most engagements that begin here lead naturally into Transform365 or AI Rollout & Adoption work once the foundation is clean.

Learn about Microsoft 365 Optimization

03 PILLAR

AI Rollout & Adoption

Change & knowledge management · 3–12 months

Change management and knowledge management for the AI era. We listen to the people who will be using AI every day, surface their hopes, fears, and dreams, and design the rollout so AI becomes a core competency, not a tool we leave behind.

What is in scope. A discovery phase grounded in one-to-one listening sessions and workshops. A strategic roadmap and communication plan tailored to the way your organization actually makes decisions. The Trailblazers Program for the cohort of employees who will become AI builders and mentors after we are gone. A knowledge management framework that makes the content AI relies on canonical, not chaotic. Training, support, and a governance structure that scales with adoption.

The shape. A project engagement, typically three to twelve months depending on organization size and ambition. Often paired with Transform365 (managed service) or M365 Optimization (clean foundation). Can stand alone for organizations with strong technical capability whose gap is squarely on the human side.

Proof. Robert Wood Johnson Foundation stood up a Tech Ambassador program during their migration. Two years later, the program is still running and training each new cohort of staff. The Trailblazers Program is the current generation of the same idea, redesigned for AI.

Best for organizations whose people are already using AI on the side and need the infrastructure to make it count. The typical client often tells us some version of “our staff is ahead of our AI policies.”

Learn about AI Rollout & Adoption

Where to start

We start where you are.

Most visitors to this page do not need the full menu. They need to know which door to walk through. Five common situations. Five honest recommendations.

“We just bought Copilot and need help making it land.”

Start with AI Rollout & Adoption if the gap is squarely on the human side. Start with Transform365 if you want a dedicated team that handles the technology, the people, and the governance together.

AI Rollout & Adoption

“Our M365 environment is a mess. We need to clean up before we can think about AI.”

Start with Microsoft 365 Optimization. A clean tenant is what AI compounds on, and trying to roll out AI on a messy foundation creates the second problem on top of the first.

Microsoft 365 Optimization

“We want a dedicated AI partner who works alongside us monthly.”

Start with Transform365. The monthly subscription gives you a senior transformation team accountable for milestones, not junior consultants waiting on instructions.

Transform365

“We have specific AI use cases in mind and want help designing and shipping them.”

Start with Transform365 (the AI Solutions Delivery track). If your governance, knowledge management, and change capacity are still maturing, an AI Rollout & Adoption engagement may be the right precursor.

Transform365

“We are not sure where we are. We need an outside read.”

Start with the AI Readiness Assessment. Five business days. One dashboard. A clear picture of where you sit and what to do next. From there, we recommend the right pillar to start from.

AI Readiness Assessment

Still not sure? Book a discovery call and we will guide you. If one of these options isn’t exactly right, we will tailor something just for you.

In their words

What partnership feels like.

Ideal State’s structured approach is turning AI from a concept into a practical tool for our team, enhancing how we build thriving communities.

David RobertsChief Development Officer, Model Group

Their expertise in M365 optimization ensured our data is not just managed, but truly ready to drive meaningful impact.

Doris Evans, MPAAssociate Director, Catalight Foundation

Working with Ideal State has taught me so much about how to get it right the first time with large-scale tech projects. I wish we had hired them years ago.

Mary Margaret PearceDirector of Administration, Southern Environmental Law Center

Our methodology

Field-tested. Future-proof.

Our three signature services share the same human-centered methodology. We listen first, then look. We map the hopes, fears, and dreams of the people who will live the change before we recommend. We subtract before we add. We treat knowledge management and change management as prerequisites, not afterthoughts. We build for capability that lasts, not for an implementation that ends. Every engagement is evaluated by what is still adding value 12-months post-engagement.

Read the manifesto

The outcomes

What lasting impact looks like.

Each engagement looks different on the surface. The shape of what we leave behind is the same.

TRANSFORM365 · IN PRACTICE

82% active Copilot usage

A Copilot habit on $1.5B in active projects.

82% active usage firmwide, a 59-member internal Copilot community, and construction-specific use cases in production.

Model Group · Commercial real estate

M365 OPTIMIZATION · IN PRACTICE

548 Teams consolidated

From digital chaos to governed environment.

548 Teams, 740 SharePoint sites, and HIPAA-regulated content consolidated into a governed environment. Teams engagement up 39% in chat, 47% in meetings.

LA LGBT Center · Major nonprofit

AI ROLLOUT · IN PRACTICE

+2yrs and still running

An ambassador program that outlasts the engagement.

A Tech Ambassador program built during the engagement, still running two years later, training each new staff cohort. The Trailblazers Program is the current generation of the same idea, redesigned for AI.

Robert Wood Johnson Foundation · Philanthropy

See all stories

FAQ

Common questions.

How long does a typical engagement run?

Transform365 is a monthly subscription with a three-month initial term and indefinite renewal. Microsoft 365 Optimization is a project engagement, typically three to six months. AI Rollout & Adoption is a project engagement, typically three to twelve months depending on organization size. Most clients run more than one pillar over time, either sequentially or in parallel.

Do you offer Microsoft 365 licensing?

Yes. We are a Microsoft reseller. Licensing customers are eligible for all available discounts and promotions and receive a complimentary annual license review and cost containment report. Licensing is only available within the United States.

Do you serve specific industries?

We work across industries and across private and public sectors. Where we have the deepest relationship counts are mid-sized commercial and professional services firms, large nonprofits, and philanthropic organizations.

Do you offer nonprofit pricing?

Yes. We provide discounted consulting and Microsoft licensing to qualifying nonprofits.

What is the first step to engage?

Book a 30-minute discovery call with one of our co-founders. We’ll guide you on the best fit for an engagement and offer a “test drive” of our services in the form of the AI Readiness Assessment. The assessment is the right starting point if you want a structured read on where your organization sits before you bring us on as a partner.

Do you work outside the United States?

We are US-based but work with international clients frequently. Microsoft licensing is US-only, but consulting services are not geographically limited.

Connect with us

Let us help you choose.

A 30-minute call with one of our co-founders. No consultant-speak. No pressure. Let’s explore some possibilities together.

Book a discovery call Take the AI Readiness Assessment