Explore Discovery Options & Consulting Services
20+ years helping real workplaces get results with SharePoint, Teams, OneDrive and modern information architecture — from “fix the mess” cleanups to full implementations and training.
Discovery Packages
Start small or go deep. Every option delivers practical next steps you can act on immediately.
Quick Catch-Up & Recommendations
A rapid expert check-in to clarify your challenges and outline practical next steps.
- 30-minute consultation (Teams/Zoom)
- Discuss current issues and goals
- 1-page recommendations report (immediate next steps + risks)
Targeted Site/Problem Review
A focused deep-dive into one SharePoint site, library, or specific issue with clear, actionable guidance.
- 1-hour review (remote or on-site)
- Assessment of one site/library or defined problem
- 3–5 page recommendations report (quick wins + longer-term fixes)
Full Discovery (Small, Medium, Enterprise)
A structured discovery tailored to your organisation’s size and complexity, culminating in a strategic roadmap.
- Small Business – $3,000: 1–2 workshops (up to 3 hrs), review of up to 2 sites/Teams, 10–12 page report & roadmap.
- Medium – $6,000: 3–4 workshops (up to 6 hrs), up to 5 sites/Teams, permissions & governance audit, 15–20 page report with 6–12 month roadmap.
- Enterprise – $12,000–$15,000: multi-department workshops, 10+ sites/Teams/OneDrive usage, IA & governance deep-dive, permissions audit, Copilot readiness, executive report & presentation.
Consulting Services
Engagements can be fixed-scope, retainer, or full projects. I blend strategy + hands-on delivery so you see real outcomes fast.
Information Architecture (IA)
Design a structure people actually use: functions, document types, metadata, content types, views, navigation, and governance that scale.
- Functional classification scheme & taxonomy
- Content types, site columns, managed metadata
- Library templates, views, filters, rules
- Permissions model & lifecycle guidance
AI Readiness (Copilot & Search)
Make your content discoverable, compliant, and AI-ready so Copilot can return the right answers with confidence.
- Content quality & location audit (noise vs signal)
- Permissions hygiene & sensitivity labels
- Metadata standards aligned to business language
- Search tuning, queries, and result sources
Advisory & Retainers
Trusted advisor for your leaders and project teams. Regular cadence to steer decisions, review designs, and unblock delivery.
- Monthly advisory hours (flexible bundles)
- Design reviews & solution playbacks
- Change, comms, and adoption coaching
Roadmaps & Governance
Pragmatic roadmaps that sequence delivery by impact and readiness. Governance that prevents sprawl without slowing people down.
- 6–12 month roadmap & investment cases
- Site provisioning, naming, and lifecycle
- Policy & compliance alignment
Full Implementations
End-to-end delivery across SharePoint, Teams, OneDrive, Loop integrations, and content migration with real-world guardrails.
- Blueprint → pilot → scale
- Templates for sites, libraries, and content types
- Migrations: mapping, cleanup, validation
- Automation: rules, approvals, and Power Automate
Intranets & Content Design
Plan, design, and build modern intranets people trust. Content models that make news, policies, and resources easy to find.
- Comms & hub sites, navigation & IA
- Content types, page templates, web parts
- Editorial workflow & approvals
Training (Face-to-Face & Online)
Hands-on, scenario-based training for end users, site owners, and leaders. Tailored materials, cheat sheets, and workflow cards.
- Beginner → Advanced SharePoint & Teams
- Workflows, views, metadata, permissions
- “Fix the Mess” clinics and clean-up sprints
Train the Trainer
Enable your internal champions to deliver consistent, high-quality training and support across the business.
- Trainer guides, slide decks, demo scripts
- Use-case library & knowledge base patterns
- Office hours & coaching for champions
Experience & Credibility
Two decades of hands-on delivery across industries — from highly regulated enterprise to agile small business.
20+ Years in Microsoft 365 & SharePoint
- Enterprise information architecture, governance, and intranet strategy
- Large-scale migrations, content cleanup, and search optimisation
- Department rollouts: HR, Finance, Legal, Operations, Communications
- Training programs: end user, site owner, and leadership
- Copilot readiness: permissions hygiene, metadata, content quality
Who I’ve Worked With
- Large corporates: collaboration at scale, regulated content, risk-aware sharing
- Small & medium businesses: lean IA, fast wins, pragmatic governance
- Councils & government: compliance, records needs, public-facing comms alignment
I translate real-world constraints into workable solutions your teams will actually use.
Capabilities Snapshot
How We Work
- Start with Discovery: clarify goals, risks, and constraints. Quick win recommendations included.
- Blueprint: IA, permissions, governance, and adoption approach — pragmatic and right-sized.
- Pilot: validate with real content and real users; adjust based on feedback.
- Scale: templates, automation, migration, training, and enablement for champions.
- Support: advisory retainer, health checks, and iterative improvements.
Outcome-first. Minimal disruption. Guardrails that make sense in the real world.
Not Sure Where to Start?
Book a free 15-minute discussion with Liza. We’ll clarify your goals and recommend the quickest path to results.
