Typical engagement 01 · Professional services
Microsoft 365 rollout for a growing professional services firm
A growing advisory firm had Microsoft 365 licences in place, but files, email and collaboration were still inconsistent across teams. Staff used a mix of local folders, shared mailboxes and informal workarounds, which made handovers slower and created uncertainty around access permissions.
Evidence status: Illustrative engagement example. This is not presented as a verified customer case study.
Challenge
- Files were spread across personal drives, email attachments and legacy shared folders.
- Teams adoption was inconsistent, with staff unsure where conversations and documents should live.
- Permissions needed tightening before more client information moved into SharePoint and OneDrive.
Approach
- Mapped departments, document types and permission groups before migration.
- Built a SharePoint and Teams structure that matched how people actually worked.
- Migrated data in stages, trained key users and reviewed access after go-live.
Intended outcome
- Staff had a clearer place for client documents and internal knowledge.
- Managers gained confidence that permissions were controlled and reviewable.
- The business had a cleaner Microsoft 365 foundation for future automation and reporting.
Microsoft 365SharePointTeamsOneDriveSecurity review