Current-state review
Understand tenant configuration, licences, collaboration patterns and ownership.
Microsoft 365 Consulting
A Microsoft 365 consultant helps you decide how Microsoft 365 should work for your organisation, then puts it in place. Umbrella Tech reviews your tenant, licences and collaboration patterns, designs how Teams, SharePoint, OneDrive, Exchange Online and Microsoft Entra ID should be used, and sets out a practical roadmap, so your IT team has clear decisions it can understand and maintain.
The problem
The challenge we help you address
Teams, SharePoint, email and identity can develop independently. The result may be duplicated information, inconsistent permissions and uncertainty about which tools should support each workflow.
The outcome
What the engagement should deliver
You receive a clear direction for the Microsoft 365 environment, with decisions that your IT team can understand and maintain. We can take the agreed design through deployment, migration and validation, or hand it to your team or provider.
How we can help
Target design
Decide where files, conversations and records belong, and how access and information governance work.
Licensing advice
Compare Microsoft 365 plans against your requirements so licences match the features you will use.
Security alignment
Build identity, device and sharing controls into the design with our Microsoft 365 Security service.
Delivery planning
Establish priorities, dependencies and an implementation roadmap.
Preparing for Microsoft 365 Copilot
Many organisations now ask whether their tenant is ready for Microsoft 365 Copilot, which works with the content each user can already access. Consulting work often includes tidying permissions and information structure first; our Microsoft 365 Copilot service covers the adoption side.
Frequently asked questions
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What does a Microsoft 365 consultant do?
A consultant reviews how your tenant is set up and used, recommends how each service should support your workflows and plans the changes. Umbrella Tech can also carry the design through deployment, migration and validation.
When should a business use one?
Before a migration or restructure, when Teams and SharePoint have grown without a plan, when licence costs need review, or before adopting Microsoft 365 Copilot.
Can you review an existing Office 365 environment?
Yes. Office 365 is still a common name for parts of the Microsoft 365 environment, and an Office 365 consultant review covers the same ground. We assess the services and subscriptions you use and recommend changes against your requirements.
How long does a consulting engagement take?
It depends on the size of the tenant, the number of services and teams involved and whether the work includes delivery or stops at a roadmap. Scope and timing are confirmed in discovery.
What are the main security or governance considerations?
Who owns each workspace, how external sharing is controlled, how administrator roles are assigned and how records are retained. These decisions are documented so they survive staff changes.
Plan the next improvement
Tell us what your Microsoft environment needs to do better, and we will scope the change.