Targeted M365 Builds & Automations

Deliver focused improvements with defined scope, timelines, and outcomes—without open-ended consulting.

Deliver focused improvements with clear scope, outcomes, and accountability.

When the path forward is clear, a targeted build turns planning into action—without the risk, sprawl, or uncertainty of a large, open-ended project.

Who This Is For

This engagement is a good fit if:

  • You have a defined problem or priority to address
  • You want visible progress without a full platform overhaul
  • Scope, timeline, and outcomes need to be clearly controlled
  • You want a senior resource delivering hands-on work
  • You prefer phased improvements over “big bang” launches

What We Build

Targeted builds are intentionally narrow and outcome-focused. Examples include:

  • Department or team SharePoint sites
  • Workflow or approval automation
  • Document library restructuring and permissions cleanup
  • Intranet components or feature enhancements
  • Governance and lifecycle improvements
  • Power Platform solutions supporting specific processes
  • Each build is designed to integrate cleanly into your existing Microsoft 365 environment.

How the Engagement Works

Every targeted build follows a clear delivery pattern:

  • Confirm scope, success criteria, and constraints
  • Finalize design and technical approach
  • Build, configure, and test the solution
  • Validate outcomes and document the solution
  • There are no open-ended hours or shifting goals—scope is defined up front.

What You Receive

At the conclusion of the build, you receive:

  • A working, production-ready solution
  • Configuration and design documentation
  • Clear ownership and handoff guidance
  • Optional training or walkthroughs
  • A solution designed for long-term maintainability
  • A solution that fits cleanly into your existing Microsoft 365 environment

Timeline & Engagement

Typical duration: 
2–6 weeks (depending on scope)
Format:
Remote delivery with scheduled check-ins
Prerequisite:
Often follows a roadmap; may proceed independently for well-defined needs

Why Targeted Builds Work

Large projects fail when scope grows faster than clarity.
Deliver visible value quickly
Reduce risk and rework
Allow for phased investment
Improve adoption and maintainability
Each build delivers a complete, usable improvement—not a partial or experimental solution.
Keep teams aligned around outcomes

What Happens Next

After the targeted build, you can:

Expand the solution incrementally

Move into additional phases

Apply lessons learned elsewhere

Pause with a complete, usable improvement

Each engagement stands on its own.

Schedule a Discovery Call

Frequently asked questions

How is this different from general consulting?

Targeted builds are fixed-scope delivery engagements with defined outcomes. You’re not buying time—you’re investing in a specific result.

Can this be done without an assessment or roadmap?

Yes, if scope and goals are already clear. For more complex environments, an assessment or roadmap helps ensure the build is aligned and scalable.

How do you control scope?

Scope, success criteria, and assumptions are documented before work begins. Any changes are discussed and agreed upon—no surprises.

Who owns the solution after delivery?

You do. All solutions are built within your Microsoft 365 tenant and documented so your team can support and extend them.

Do you provide training?

Yes. Training or walkthroughs can be included to ensure your team is comfortable managing the solution.

Is pricing fixed?

Targeted builds are delivered as fixed-scope engagements. Pricing is confirmed once scope is defined.

Not sure what to build first? Many clients begin with an assessment or roadmap before moving into implementation.

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