A focused engagement to declutter, reconfigure, and govern your Microsoft 365 tenant. The technology realignment that pays for itself by making everything you do next, including AI, land without friction. Project-based. Three to six months. Senior-led from kickoff to handoff.
Without the right guardrails, Microsoft 365 environments grow more complex and stale each year. Every person that asked for a Team got one. Every project that needed a SharePoint site got a SharePoint site. People still kept most content in OneDrive even if they were told not to. Five years in, the environment is a layered archaeological ruin where early decisions and current-state live side by side.
You probably already have:
The cost of this used to be invisible. AI brought it to the surface.
Most consulting firms come in with a list of things to add. New tools to deploy. New sites to build. New policies to write. We start with subtraction.
Sara Teitelman’s book Zen and the Art of Digital Transformation (Wiley, 2025) calls this the technology haircut. The Marie Kondo borrow is intentional. Before you ask what an environment should look like, ask what does not earn its place. The Teams nobody uses. The SharePoint sites whose owners left. The legacy file shares that predate the cloud migration and never got fully decommissioned. The five overlapping tools that all do similar things badly.
The decluttering pass is the part of the engagement that nobody volunteers to lead and everybody benefits from. It is also the part that gives the rest of the work its credibility. By the time we start redesigning, the environment is small enough to redesign carefully, and the people who will live with the results trust in the “why.”
Naming the engagement shape publicly is a deliberate counter to the SaaS convention of hiding scope behind “contact us.” Premium buyers reward clarity. Here is what the work actually looks like.
We run a structured assessment of your Microsoft 365 tenant. Configuration, usage, licensing, AI readiness across your data estate. The AI Readiness Assessment is often the on-ramp here. We also do listening sessions with the people whose work the environment actually supports. The deliverable is a written current-state read your leadership can act on.
The technology haircut. We identify the Teams that do not earn their place, the SharePoint sites without owners, the legacy file shares that should have been decommissioned years ago, and the licensing that does not match how people actually work. We bring the recommendations to your team and we do the cleanup together.
With the environment smaller, we redesign what is left. Site structures, permissions, sharing controls, content lifecycle, governance policies. Where it makes sense we deploy Microsoft Purview for sensitivity labeling, data loss prevention, and compliance posture.
The work has to be your team’s, not ours. We document the governance decisions, the configuration choices, the permission policies, and the rationale behind each. Your internal team can maintain what we built and explain it to the next leader who asks.
SharePoint intranet build (the Staff Resource Hub). Microsoft Purview rollout if not already deployed. Migration support from legacy cloud or on-premises platforms.
Optimizing the Microsoft 365 environment is not busy work. The cleanup produces clarity and infrastructure that scales. This clears the path for safe and successful AI adoption. An organization that invests in this step will not lose its top AI talent in 2027.
If you are about to invest in Copilot, AI agents, or any meaningful AI platform, this is the work that earns those investments. If you have already invested and the returns feel underwhelming, this is often why.
One of the world’s largest LGBTQ+ organizations 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 after the redesign. The internal governance committee now owns ongoing decisions.
LA LGBT Center · Major nonprofit A major philanthropy migrated 25+ departments off Dropbox, Google Drive, and on-premises servers onto a governed Microsoft 365 tenant. Enterprise search now surfaces knowledge across the organization. The Tech Ambassador program we stood up is still running two years later.
Robert Wood Johnson Foundation · Philanthropy A behavioral health organization migrated 18 departments onto a governed M365 environment with Purview policies designed for patient-data compliance. Zero PHI incidents during the migration. The governance framework continues to expand to new departments and new data classes.
Catalight Foundation · Behavioral health A 30-minute call with one of our co-founders. No consultant-speak. No pressure. Let’s explore some possibilities together.
If you would rather start with a structured outside read, the AI Readiness Assessment scores your environment across five domains in five business days and tells you where to start.
Or read Zen and the Art of Digital Transformation before you decide.
