Outcomes Over Outputs
We turn Microsoft 365 from a set of apps into a secure, compliant operating platform that drives measurable business value.
Microsoft 365 Consulting
Modernize, Secure, and Govern Microsoft 365 with Confidence
Strategic consulting that aligns Microsoft 365 to your business outcomes—productivity, security, and compliance by design. Purpose-built for regulated industries including financial services (FINRA, SEC, GLBA), defense industrial base (CMMC, NIST), and the public sector (SOC2, ISO).
What you gain in 30 - 90 days
Roadmap
12 - 24 month plan
Governance
Decision rights & guardrails
Readiness
Copilot, Zero Trust, Purview
Faster Value Realization
Convert licenses into tangible gains with clear use cases and adoption metrics.
Security & Compliance by Design
Reduce risk with identity, device, data, and threat controls mapped to your policies.
Operating Clarity
Decision rights, roles, and processes that scale across business units.
Adoption that Sticks
Change management built for humans—communications, training, and champions.
Consulting Focus Areas
Aligned to our three service pillars to ensure coverage from business value to cyber defense and compliance.
Intelligent Solutions
Security & Defense
Security & Defense
Consulting Services
We start with consulting to set direction and de-risk delivery, then enable smooth handoff to implementation, managed services, and ongoing optimization.
Strategy & Roadmap
Architecture & Design
Operating Model & Governance
Requirements & Use Cases
Change Mangement & Adoption
Program & Risk Management
Engagement Models
Strategy & Roadmap | Assessment, value hypothesis, prioritized roadmap, executive brief | 3–6 weeks |
Copilot Readiness Sprint | Data safety, prompt guardrails, pilot design, adoption plan | 2–4 weeks |
Security Baseline & Zero Trust Review | Identity/device/data controls, tiering model, quick wins | 3–4 weeks |
Compliance Alignment Sprint | Map controls to FINRA/SEC/GLBA/& more; evidence & audit plan | 3–6 weeks |
Tenant Governance & IA | Teams/SharePoint structure, lifecycle, provisioning | 4-8 weeks |
What You Get
Executive Strategy Brief
Concise story for funding & decisions.
Roadmap & Cost/Value Scenarios
Prioritized waves with ROI narratives.
Reference Architectures
Identity, security, data, and collaboration.
Governance Framework
Policies, standards, decision logs.
Data Classification & Retention Matrix
Records, holds, lifecycle controls.
Adoption & Training Plan
Curriculum, comms kit, KPIs.
Trusted by Regulated Organizations
“Jadex helped us turn Microsoft 365 into a secure, compliant operating platform—not just a set of apps.”
— Client, Financial Services
Ready to align Microsoft 365 with your business goals?
Book a strategy session or request a sample deliverables pack.
Frequently Asked Questions
How is this different from a technical assessment?
We start with business outcomes, risk, and governance. Technical design follows the operating model and compliance needs—so implementation runs faster with fewer rework cycles.
Can you work within FINRA/SEC/GLBA/NIST/CMMC or other regulatory expectations?
Yes. We align information governance, supervision, records, and evidence to your regulatory profile and map controls to Microsoft Purview and related features.
Do you support Copilot for Microsoft 365?
Absolutely—our consulting ensures data readiness, prompt safety, privacy boundaries, and adoption enablement, so AI drives value without exposing sensitive data.
What happens after consulting?
You can hand off to your team or engage us for Implementation, Managed Services, and Optimization. The initial consulting package seeds all downstream work (requirements, designs, and governance)
What size organizations do you serve?
Typically 100–5,000 users, with particular strengths in regulated and security-conscious environments.
What will we have in-hand at the end?
A practical roadmap, target architectures, governance framework, and adoption plan—plus executive-ready materials that make decisions and funding straightforward.
Company Details
DUNS NUMBER: 078570307
CAGE Code: 6TX26
NAICS Codes: 541690, 541990, 541611, 54618, 611420, 541370, 541519
Indentifies As
Veteran Owned
Small Business
Small Business
Our Services
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