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MICROSOFT 365 IMPLEMENTATION

Implement Microsoft 365 the Right Way—Secure, Compliant, Adoption‑Ready

From identity and devices to collaboration, data protection, and compliance—our delivery approach builds security and governance into every step, with clear quality gates and a smooth handoff to operations.

What we deliver

Day‑0 Security

Zero Trust baseline

Clean Cutovers

Pilot → Go‑live

As‑Built & Runbooks

Ops‑ready handover

Delivery Outcomes You Can Count On

We turn Microsoft 365 from a set of apps into a secure, compliant operating platform that drives measurable business value.

Predictable Delivery

Milestones, quality gates, and risk controls reduce rework and surprises.

Security at Day‑0

Identity, device, data, and threat protections enabled before scale‑up.

Compliance Alignment

Controls mapped to FINRA/SEC/GLBA (and others) baked into the build.

Adoption that Sticks

Pilot, training, and communications packaged for sustained use.

Implementation Methodology

A practical 8‑step flow with security and compliance integrated throughout. Each stage ends with a quality gate and clear exit criteria.

01

Plan & Mobilize

Charter, timeline, RAID, comms plan, environments, access, and governance bodies stood up.

✅ Scope • ✅ RACI • ✅ Environments • ✅ Risk Register

02

Discover & Assess

Identity, devices, mail/files, apps, data classifications, legal/records scope, interop, and dependencies.

🔎 Inventory • 🗺️ Data Map • 🔐 Risk Profile • 📦 Migration Batches

03

Design

Target architectures: Entra ID/Conditional Access, Intune baselines, Teams/SharePoint IA, Defender, Purview.

📐 Reference Patterns • 🧭 Governance • 🏷️ Labels • 🧩 Integrations

04

Build & Configure

Tenant configuration and policy deployment across identity, device, collaboration, security, and compliance.

⚙️ Entra • 💻 Intune • 🗂️ SharePoint/Teams • 🛡️ Defender • 🧭 Purview

05

Integrate & Migrate

Directory sync, app SSO, mail/files migration (staged), and coexistence or cutover planning.

🔗 SSO • ✉️ Mail • 📁 Files • 🔄 Coexistence • ⏱️ Cutover Plan

06

Secure & Validate

Policy enforcement, end‑to‑end and UAT testing, rollback plans, and operational readiness checks.

🧪 UAT • 📋 Test Scripts • 🧯 Rollback • 🛰️ Monitoring

07

Pilot & Adopt

Pilot cohorts, training, Copilot safety and prompts, feedback loops, and success measures.

👥 Champions • 🎓 Training • 🤖 Copilot • 📈 Adoption KPIs

08

Launch & Transition

Cutover/hypercare, as‑built documentation, runbooks, and transition to operations or managed services.

🚀 Go‑Live • 🤝 Hypercare • 📘 As‑Built • 🗂️ Runbooks

Implementation Lanes

Intelligent Solutions & Workplace

  • ✅ Copilot Enablement: data readiness, safety guardrails, pilot rollout
  • ✅ Teams/SharePoint Buildout: IA, templates, lifecycle & provisioning
  • ✅ Endpoint Modernization: Intune baselines, Autopilot, Windows 365
  • ✅ Content Migration: sites/libraries, metadata, retention & records
  • Enterprise Security

  • 🛡️ Zero Trust Baseline: MFA/CA, PIM, role separation
  • 🛡️Defender XDR: MDE/MDI/MDO, Defender for Cloud Apps
  • 🛡️ Data Protection: sensitivity labels, DLP, secure external/B2B
  • 🛡️ SOC Enablement: incident queues, playbooks, Sentinel integration
  • Governance, Risk & Compliance

  • 🧭 Purview Compliance: retention, records, eDiscovery (Premium)
  • 🧭 Insider Risk & Comm Compliance: policies, privacy separation
  • 🧭 Evidence & Audit: control mapping, Compliance Manager templates
  • 🧭 Data Governance: classification taxonomy, lifecycle & holds
  • Implementation Packages

    Core Tenant & Identity
    Entra ID config, Conditional Access, MFA, SSO patterns, baseline policies
    2–4 weeks
    Collaboration Foundations
    Teams/SharePoint IA, provisioning, external access, meeting/room standards
    3–6 weeks
    Endpoint Modernization
    Intune baselines, compliance, Autopilot, app packaging, Windows 365 (optional)
    4–8 weeks
    Security & XDR
    Defender onboarding, policies, threat hunting, Sentinel connectors & analytics
    3–6 weeks
    Data Protection & Compliance
    Labels/DLP, retention/records, eDiscovery, insider risk with role separation
    3–6 weeks
    Migration (Mail/Files)
     
    Discovery, batching, pilots, coexistence or cutover, change & comms
    Varies by scope

    What You Get

    As‑Built Documentation

    Tenant configs, policy sets, and architecture records.

    Runbooks & SOPs

    Operational procedures, playbooks, and escalation paths.

    Test & UAT Results

    Signed exit criteria and rollback plans.

    Training & Adoption Kit

    Role‑based guides, Copilot safety & prompts, comms plan.

    Quality Gates & Risk Controls

    Every phase includes an approval checkpoint to protect timelines and production stability.

    Gate 1 — Design Sign‑Off

    Reference architectures, policies, and governance accepted.

    Gate 2 — Security Baseline

    MFA/CA, device compliance, and data protections verified.

    Gate 3 — Pilot Exit

    Adoption KPIs, defects, and rollback readiness approved.

    Gate 4 — Go‑Live Readiness

    Cutover plan, comms, support model, and staffing confirmed.

    Ready to scope your Microsoft 365 implementation?

    Book a scoping workshop or request a sample project plan.

    Frequently Asked Questions

    How do you minimize downtime during migration?

    We favor staged migrations and coexistence, with rehearsed cutovers, pilot cohorts, and clear rollback plans. Communications and support staffing are aligned to each wave.

    What are the prerequisites for Copilot?

    Data access hygiene (least privilege), sensitivity labels and DLP, SharePoint/Teams lifecycle controls, and tenant safeguards like Conditional Access are addressed during implementation.

    Can you align with NIST/CMMC/SOC2 or other regulatory standards?

    Yes. We implement Purview controls (retention, records, supervision/eDiscovery) and map evidence to your policies for audit readiness.

    Do you provide documentation and training?

    Yes—full as‑built documentation, runbooks/SOPs, UAT results, and role‑based training including Copilot safety and prompts.

    Can you transition into managed services?

    Yes. We offer a clean handoff to your team or to our Managed Services, including hypercare and optional optimization sprints.

    “We transform how people work.”

    Company Details

    DUNS NUMBER: 078570307
    CAGE Code: 6TX26
    NAICS Codes: 541690, 541990, 541611, 54618, 611420, 541370, 541519

    Indentifies As

    Veteran Owned
    Small Business

    Our Services

    Business Information

    Headquarters: Spring Lake, MI
    Email: info@jadexstrategic.com
    Phone: +1(833)568-3925
    Jadex Strategic Group BBB Business Review

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