M365 & SharePoint Roadmap

Reduce risk, align stakeholders, and create a clear path forward before committing to implementation.

Turn assessment findings and business goals into a clear, executable plan.

Whether you’re planning an intranet refresh, a SharePoint reorganization, or new workflows, a roadmap provides structure, alignment, and confidence before any build work begins.

Who This Is For

This roadmap is a good fit if:

  • You know changes are needed but want to avoid missteps
  • Stakeholders are aligned on that something should be done, but not how
  • You want executive clarity before approving budget or scope
  • You’re planning a phased rollout rather than a single large project
  • You want documentation your internal team can actually use
  • If you need clarity before approving scope, budget, or timelines, this engagement is designed for that moment.

What We Do

We translate business goals, technical constraints, and assessment findings into a structured, actionable plan. 

This typically includes:

  • Clarifying business goals and success criteria
  • Defining scope, priorities, and sequencing
  • Designing high-level architecture and solution approach
  • Identifying governance, security, and adoption considerations
  • Aligning technical decisions with organizational realities

What You Receive

At the conclusion of the roadmap, you’ll receive:

  • A documented roadmap with phased recommendations
  • Clear priorities and dependencies
  • High-level solution architecture Implementation considerations and risk areas
  • Guidance on what to tackle now vs. later
  • The roadmap can be used internally, shared with leadership, or provided to any delivery partner.
  • A shared reference point that aligns IT, leadership, and delivery teams

Timeline & Engagement

Typical duration:
  • 2–4 weeks

Format:
  • Remote
  • Collaborative Workshops + Documentation
  • Minimal disruption

Prerequisite:
  • Often follows an assessment but can be delivered independently

Why Start with a Roadmap?

Projects fail most often due to unclear scope, misaligned expectations, or decisions made too early.  A roadmap:
Reduces rework and scope creep
Creates shared understanding across stakeholders
Enables more accurate budgeting and timelines
Enables more accurate budgeting and timelines
A roadmap replaces assumptions with shared understanding.

What Happens Next

After the roadmap, you can:

Proceed with phased implementation

Request targeted builds or automation

Use the roadmap for internal delivery

Pause with confidence, knowing you have a plan

There is no obligation to continue beyond the roadmap.

Schedule a Roadmap Call

Frequently asked questions

How is this different from the assessment?

An assessment identifies risks, gaps, and opportunities. The roadmap turns those findings into a structured plan with priorities, sequencing, and architecture.

Do you build during the roadmap phase?

No. This engagement is focused entirely on planning and alignment. Implementation is optional and can occur later.

Can we use this roadmap with another partner?

Yes. The roadmap is yours to use internally or with any vendor. It’s designed to be clear, portable, and actionable.

Who should be involved from our side?

Typically IT stakeholders, business owners, and decision-makers involved in the solution. We’ll help identify who needs to participate.

Is this only for intranets?

No. Roadmaps can support intranets, document management, workflow automation, governance improvements, or broader Microsoft 365 initiatives.

Is pricing fixed?

The roadmap is delivered as a fixed-scope engagement. Final pricing depends on complexity and is confirmed before work begins.

Not sure where to start? Many clients begin with a Microsoft 365 & SharePoint Assessment before moving into a roadmap.

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