Diagnostic

Files, Teams & Workflow Cleanup Plan

Clean up files, Teams, permissions, and manual workflows into a structure your team can keep tidy.

"Nobody can find the final version of anything, we have more Teams than people, and approvals still run on emailed spreadsheets."

Fixed fee

$6,500
See the level of detail in a representative sample report →

A smaller Compact scope (from $1,500) covers eligible bounded environments, confirmed before you pay.

Build the Cleanup Plan →

5.0out of 5

Top Rated on Upwork · 100% Job Success · on every client-rated engagement, scored by Upwork. Delivered work →

What moves the number: tenants, sign-in, how many apps sign in through Microsoft 365, mail, Azure and endpoints. Headcount is only one of them. The scope-fit check tells you where you land →

What you walk away with

What you keep when this is done

You keep a written record of what is broken, what it is costing you, and what it costs to fix, in a form your leadership can act on. It also sets the fixed price of the fix, so nothing after this is open ended.

  • A plan for the file structure that replaces nested folders: the categories every document falls into and the labels each one carries, so the final version of a contract is one search away.
  • Every Team you have, listed with how much it actually gets used and a keep, merge or archive decision on each one.
  • A map of who can see what across the sites and Teams under review, plus the rules for how new Teams get named, created and retired, so the clutter does not build back up.
  • The manual routines your team still runs by hand, emailing spreadsheets for approvals or retyping the same data into two systems, each one written up with the hours it costs.
  • A ranked list of what to automate first, which steps Copilot can safely handle, and which need a guardrail before AI touches the data, with the build quoted as a separate project.

The panel shows one part of the plan, the document categories and labels that replace the folder tree. The keep, merge or archive list for Teams and the write-up of manual routines are other sections of the same deliverable.

How the diagnostic works

01Read-only inspection

Your live environment is inspected directly, read-only. Nothing changes and nothing breaks.

02Findings, scored and priced

You see what is actually risky, what it is costing you, and a fixed quote to fix what matters. Ranked in plain language.

03Your plan, either way

The remediation plan is yours to keep. Take the fix at the quoted price, or hand the plan to your own team or another vendor.

This is for you if

  • You have a real decision or risk on the line: an audit, a renewal, a migration, a board question, or an AI rollout.
  • You want findings at the sample report's level of specificity: named roles, quantified waste, tested assumptions.
  • You want the price fixed in writing before the work starts.

It is not for you if

  • You need a quick checkbox scan rather than findings you plan to act on.
  • You are looking for open-ended staff augmentation with no defined finish line.

After the diagnostic

Remediation is scoped from the evidence

Remediation is quoted as a fixed scope rather than open-ended hours. The diagnostic shows exactly which of these you need, and what it should cost.

Stabilize

Close the urgent gaps the evidence surfaced, on a fixed scope, before they become an incident.

Control

Stand up the controls and operating model the environment was missing, in staged, measurable releases.

Oversee

Fractional Architecture Oversight once the foundation is in place: scheduled senior review on a defined monthly cadence, offered as a follow-on. Implementation is separately scoped.

Talk through the problem → How remediation works

Delivery, access, and scope boundaries

Typical delivery

15 business days, elapsed. The window begins after the scope is confirmed, the kickoff is complete, required access works, and requested exports and documentation have been provided. Client, licensing, or third-party delays pause the timeline.

Access needed

Read-only access to selected SharePoint sites, Teams, permissions and Power Platform information, existing process documentation, and up to two stakeholder interviews. Access is time-limited, protected with MFA, and read-only wherever the platform allows. Credentials should never be submitted through the website.

Not included

No content migration, bulk permission changes, workflow implementation, custom application development, user training, or organization-wide change management.

Every assessment includes one kickoff and one findings review; extra workshops or revision rounds are a change order. Unless the signed statement of work says otherwise, no assessment includes production changes, remediation, implementation, emergency incident response, 24/7 availability, software or licensing costs, legal attestation, or third-party vendor fees. The signed statement of work controls if it differs from this page.

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Prove your access controls before an audit, insurance renewal, or incident forces the question.

Copilot & Shadow AI Exposure Report

See what Copilot and other AI tools can reach before you roll them out, including the AI nobody approved.

$6,500

Files, Teams & Workflow Cleanup Plan

Talk through the problem