MANUFACTURING

A manufacturer

How a manufacturer got a full Microsoft 365 health check and a 90 day plan in 48 hours

A 50 person manufacturer did not know where their biggest Microsoft 365 risks were. Inside 48 hours they had one plain language report and a prioritized 90 day plan, with nothing touched.

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To a full report and a 90 day plan
48 hoursTo a full report and a 90 day plan
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90 dayPlan
THE CHALLENGE

Where They
Started.

The team lived in Outlook, Teams, and SharePoint every day. The bills came in every month. What leadership did not know was whether any of it was set up safely. There was no internal IT person to ask. The honest answer to where the biggest risks were was a shrug. The worry was not one specific fire. It was the feeling of flying blind. Were licenses being wasted on people who had left. Was sign in actually secure. Were files scattered in places nobody could find. They wanted the full picture in one place before any big project or spend. The fear was not a single fire. It was not knowing where any of the fires might be.

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THE WORK

What We
Did.

The whole point of the sweep was to turn a shrug into a clear picture. We reviewed six areas of the tenant in one pass and ranked each one. At a glance, leadership could see where the risks were, what was already healthy, and what to fix first. Here is the shape of that report, from the flags we raised to the plan that closes them. Email and deliverability were part of the sweep. Want to see where your own domain stands first? Our free DMARC record generator shows you in minutes.

01

Read only access, nothing touched

We started with least privilege, read only access. That let us review the tenant without changing anything. The team kept working as normal while we looked.

02

A 360 degree sweep

We reviewed all six areas in one pass. Identity and sign in protection, Exchange and mail flow, Teams, SharePoint and file structure, Security posture, and the full license picture.

03

Quick wins flagged live

As we went, we noted the fast, high value fixes, so leadership could see value before the report even landed.

04

One report, plain language

We pulled everything into a single document, written so a busy owner could read it in one sitting, with risks ranked by impact.

05

A 90 day plan

We turned the findings into a sequenced action list: what to do this month, next month, and after. The team could act without feeling overwhelmed.

We'd scope the same kind of engagement for your business, with timelines and effort against each stage.

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We finally have the whole picture in one place. The report told us in plain English where the real risks were and what to do first. It was the easiest decision we have made all year.
Operations lead · a manufacturing companyA manufacturer
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A field services company

This field services company had rented an off the shelf tracking tool for years. It almost fit. The field teams bent their day around the software, not the other way round. Every month the subscription invoice landed for a product nobody loved. Half the fields were ignored, and the one screen they truly needed was never there. When they looked at the alternatives, the story repeated. Every serious platform meant a bigger monthly fee and a long onboarding. Each one added another login and another place their data would live. They did not want a heavier rental. They wanted a tool that matched how they worked, and they wanted to own it. They did not want a heavier rental. They wanted a tool shaped around their work, living in their own system, that was theirs to keep.

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A growing construction firm

The owner ran the business. They were also the person every Microsoft 365 question landed on. A password reset here, a new hire's laptop there, a mailbox that stopped syncing, a Teams setting nobody could find. None of it was their job. All of it was eating their week. As they put it to us, they did not want to figure this stuff out anymore. It was not what they did, and it took too much time. They were not looking for a one and done fix either. They wanted a partner that could grow the system as the business scaled. Every IT problem had no home except the owner's inbox, and the owner had a company to run.

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