Microsoft 365 & SharePoint Consulting
A shared way to run the work.
Microsoft 365 can provide the foundation for a small firm without every process living in a separate tool. WDA connects the practical pieces: business email, shared documents, intake, trackers and the permissions that determine who can do what.
Scoped to the mandate, built to hand off.
- 01
Bring structure to the workspace
We begin with the users, brands and entities the workspace needs to support. A defined implementation can include custom domains, shared role inboxes, SharePoint sites, document libraries and group-based access. Existing configurations are reviewed before changes are proposed.
- 02
Connect intake to follow-through
Forms and trackers should reflect the actual workflow. Client, project or inquiry intake can feed a SharePoint List, with agreed stages, ownership and notifications. Automations are scoped around specific triggers and outcomes so the team knows what happens next.
- 03
Access that follows responsibilities
Permissions are designed around roles and the information each role needs. Client document areas, internal resources and shared inboxes have different access requirements. External sharing, administrative ownership and ongoing maintenance are agreed as part of the scope.
- 04
A system the team can maintain
We provide documentation and a walkthrough of the configuration and daily workflow. Software subscriptions, migrations, custom integrations and ongoing administration are identified separately when relevant. The result is a workspace with a defined operating purpose.
What an engagement can include.
- Tenant and workspace review with prioritized recommendations
- Branded email and SharePoint workspace configuration
- Lists, intake and defined workflow automations
- Access structure, documentation and handoff
Engagements are scoped to the business, the responsibilities and the outcome.
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Tell us where the business is, and where you need it to be. We typically respond within one business day.
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