01 / Microsoft 365 Services
Identity and administration
Give everyday administration a documented approval path.
- Review user, group and administrator roles
- Plan joiner, mover and leaver processes
- Assess MFA and conditional-access options
Microsoft 365 Services
Make your workplace easier to use—and easier to govern.
Connect Microsoft 365 administration, identity, collaboration and adoption around the way your people actually work, with clear ownership of your tenant and data.
01 / Operate
More than a collection of licenses.
Email, meetings and shared files become business-critical long before their permissions and ownership are well documented. We help review the tenant, organize access and turn practical workplace needs into a manageable plan for Microsoft 365.
02 / What we do for your organization
The work, explained.
Your proposal selects the activities and deliverables that fit your environment. These are the areas we can scope with you.
02 / Microsoft 365 Services
Email and collaboration
Organize shared work so people know where information belongs.
- Review mailbox and shared-mailbox needs
- Define Teams and SharePoint ownership
- Plan file structure, sharing and guest-access rules
03 / Microsoft 365 Services
Licensing and adoption
Connect spending and training to actual responsibilities.
- Map license requirements by role
- Review unused assignments and renewal dates
- Create practical guidance for agreed workflows
04 / Microsoft 365 Services
Data protection and AI readiness
Understand what users and connected tools can reach.
- Review permissions and external sharing
- Assess retention and backup requirements separately
- Define pilot access and approvals for AI adoption
03 / Deliverables & scope
Know what you are agreeing to.
Before work begins, the proposal identifies what will be delivered, who is responsible and how completion will be reviewed.
- A tenant and administrator ownership review
- A prioritized identity and collaboration improvement plan
- A license and renewal view tied to supported roles
- An agreed administration and adoption handoff
Important scope details
Available controls depend on your subscriptions and configuration. Licensing, third-party backup, migration, premium security and AI products are scoped separately unless included in your agreement. A Microsoft 365 subscription does not by itself confirm backup coverage or regulatory compliance.
A clear commercial starting point
Recurring services use an agreed service schedule. Assessments and projects use a defined statement of work. Your proposal states the actual charges, dependencies, exclusions and approval process—before you commit.
Review your Microsoft 365 environmentA useful first conversation
Bring the challenge. We’ll help define the next step.
Tell us which systems or sites are involved, who depends on them, what is not working and any deadlines. Existing diagrams, service agreements or equipment lists help, but you do not need a finished technical brief to begin.
04 / Common questions
A little clarity before we talk.
Do we keep ownership of our Microsoft tenant?
Your organization should retain tenant and domain ownership, authorized recovery contacts and appropriate administrative visibility. We review the current setup before proposing changes.
Can you move us from another email platform?
A migration can be scoped through CloudShift, including discovery, data handling, pilot testing, cutover and stabilization. Not all platform features migrate one-for-one.
Can you build SharePoint workflows or intranets?
Yes, as defined projects with requirements, permissions, testing and a named content owner. Ongoing content administration is separately agreed.
Can you help us prepare for AI tools?
We can assess identity, sharing, data access and acceptable-use requirements before a pilot. Product selection and licensing follow the approved use case.
Let’s talk about your next step
Let’s plan Microsoft 365 around your organization.
Tell us about your tenant, identities, licenses and the way your people collaborate. We’ll help define the work, responsibilities and scope before you commit.
Prefer to talk? 877-327-6106 · Already a client? Visit the Client Center.