AI Readiness Check
Looking for an easy way to get started? We'll prepare a comprehensive report and set of actionable recommendations to help you prepare your people, processes, and M365 tenant for AI.
Services
Start making the most of your Microsoft 365 investment while building an AI-enabled workforce
“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 Pearce, Dir. of Administration, Southern Environmental Law Center
Our consulting services meet you where you are, whether you're...
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Looking to Migrate to Microsoft 365
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Already using Microsoft 365 but have content living in multiple cloud and on-prem platforms
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Struggling with sub-optimal Teams adoption or too many inactive Teams or SharePoint sites
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Ready to roll out Microsoft 365 Copilot
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Needing to secure your content environment to get AI ready
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Needing to take a more proactive approach to content governance
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Ready to take advantage of Purview security and compliance solutions but don't know where to start
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Ready to deploy simple to advanced AI agents for specific use cases
Microsoft 365 Consulting
Tailored optimization and user enablement that leverages the platform’s full power
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Adoption & Change Management Services
DiscoverAI and Copilot Consulting
From strategy to adoption—ensuring your organization thrives in an AI-driven world
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Ideal State unlocks value at every stage of the digital transformation journey
Stage 01: Optimize
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Conduct a Microsoft 365 AI Readiness Check
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Migrate from legacy cloud and on-prem file stores
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Cleanup Teams and SharePoint and refresh configuration
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Review Microsoft licensing and ID cost savings opportunities
Stage 02: Adopt
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Introduce secure collaboration practices for Teams and beyond
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Roll out security and compliance in Microsoft Purview
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Establish content lifecycle management and governance
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Build a modern SharePoint intranet or Staff Resource Hub
Stage 03: Accelerate
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Pilot AI-driven solutions with M365 Copilot and agents
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Build agent-based self-Help portals for IT and HR
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Design and deploy advanced AI agents in Copilot Studio
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Monitor AI adoption and performance
FAQs
Do you offer M365 licenses?
Yes we do! We're a Microsoft indirect reseller partner and can support all of your licensing needs. As a bonus, we provide a complimentary annual license review and cost containment recommendations report to our licensing customers.
What sectors or industries do you serve?
Since our focus is on a specific set of Microsoft solutions, we find that we can easily work across industries, and across private and public sectors.
What geographies do you work in?
We are based in the United States but have worked with many international clients. As long as time zones work out, we're happy to work with clients outside of North America. We cannot offer Microsoft licensing, however, outside of the U.S.
Do you offer monthly support packages?
Most certainly! Once you meet with us for your free consultation we'll be happy to quote a tailored package that will suit your needs and budget.
Do you offer nonprofit discounts?
Absolutely! We love working with nonprofits and can provide discounted consulting services and Microsoft licensing to qualifying nonprofits.
What's the first step to get started?
Easy! The first step is to reach out to us via our Contact page to schedule a session with one of our knowledgeable advisors. We'll take it from there.
Let's get started!
Seriously, what are you waiting for? Get in touch so we can explore how to get you on a glidepath to success.