Workspace Setup and Admin

Your email and collaboration platform, configured correctly.

We set up, migrate, and administer Microsoft 365 and Google Workspace environments for organizations that need it done right from the start, or need to fix a messy environment that has grown without a plan. We act as your admin, get everything organized, and train your team.

Two Platforms, One Team

Microsoft 365 and Google Workspace.

We're comfortable in both environments and will help you choose the right platform for your organization before setup begins.

Exchange, Teams, SharePoint, OneDrive and more

The strongest fit for SMBs already in the Microsoft ecosystem, or organizations with compliance requirements that favor Azure Active Directory and tighter security controls.

  • Exchange Online email setup and migration
  • Teams configuration, channels, and governance
  • SharePoint sites and document library structure
  • OneDrive user setup and sharing policies
  • Azure AD user management and security groups
  • Conditional access, MFA, and security defaults
  • License assignment and cost optimization

Gmail, Drive, Meet, Docs and more

A great fit for organizations that prefer browser-based collaboration, startups, or teams that find the Google suite more intuitive for their workflow.

  • Gmail setup with custom domain and MX records
  • Google Drive shared drive structure and permissions
  • Google Meet and Calendar configuration
  • User provisioning and organizational units
  • Admin console security settings and policies
  • 2-step verification and device management
  • Migration from legacy email providers
What We Do

Setup, migration, admin, and training.

SET

New Environment Setup

Starting from scratch with a new domain or org. We configure your workspace from the ground up: DNS, email routing, user accounts, security defaults, and initial shared folder structure.

M365 Google
🔄

Email and Data Migration

Moving from Gmail to Outlook, from on-premise Exchange to the cloud, or from one Google Workspace tenant to another. We migrate mailboxes, calendar data, contacts, and files with minimal downtime.

M365 Google
🏗️

SharePoint and Teams Architecture

We design and build your SharePoint site structure and Teams environment so it reflects how your organization actually works, with clear governance to keep it maintainable.

M365 only
🔐

Security and Compliance Setup

MFA enforcement, conditional access policies, device compliance rules, data loss prevention, and retention policies configured to match your industry requirements and risk tolerance.

M365 Google
👥

Ongoing Admin and User Management

We act as your admin on a retainer basis: adding and removing users, managing licenses, responding to access issues, applying security updates, and keeping the environment tidy.

M365 Google
🎓

Staff Training and Adoption

Practical training for your team on the tools they'll actually use every day. We focus on the workflows your organization runs on, not generic platform tours.

M365 Google
Platform Guidance

How we help you choose between the two.

We don't have a preferred platform. The right answer depends on your situation, your team, and your existing tools.

M365

Microsoft 365 tends to be a better fit when...

  • You have strict compliance requirements or internal security policies
  • You're already paying for Microsoft 365 or have Windows devices
  • You need SharePoint for document management or intranet
  • Your team uses Teams heavily for internal communication
  • You have Azure AD or plan to use other Microsoft services
  • You need advanced security and compliance tooling (Defender, Purview)
G Suite

Google Workspace tends to be a better fit when...

  • Your team is small and values simplicity over power
  • You already use Google tools personally and want consistency
  • Your primary use case is email, Docs, and Drive collaboration
  • You're a startup or early-stage business starting from scratch
  • Cost is a primary concern and you want a simpler pricing model
  • You use Google Cloud Platform or other Google services
Our Process

From assessment to live environment.

01

Audit and Scope

We review your current setup, user count, existing tools, and requirements. If you don't have a platform yet, we help you choose the right one.

02

Design and Plan

We design your account structure, naming conventions, security policies, and permission model before touching anything in production.

03

Configure and Migrate

We set up the environment, migrate data and email, and configure all security settings. Staged rollout available for larger teams.

04

Train and Handover

We train your team, document everything, and either hand over admin credentials or stay on as your ongoing admin on retainer.

What Comes Next

Common next steps for SMBs early in their IT journey.

Once your workspace is set up and running, these are the two most frequent follow-on needs we see. They are add-on engagements, not standalone offerings, and they pair naturally with a workspace setup or refresh.

SEC

IT Security Policies and Procedures

Many SMBs are now required to demonstrate basic cybersecurity controls, either to qualify for cyber liability insurance or to meet a client or vendor's vendor assessment requirements. We help you build the documentation to get there.

  • Acceptable use, password, and data classification policies
  • Incident response and breach notification procedures
  • Vendor and third-party access controls
  • Documentation aligned to cyber insurance questionnaire requirements
Cyber Insurance Client Requirements Policy Documentation
L&D

L&D Learning Paths

Technology is only as effective as the people using it. When your team has just gone through a platform change, structured learning paths help adoption stick. We build curricula and assign training on the platforms your organization already has or is considering.

  • Security awareness training on KnowBe4
  • Role-based technical training on Skillsoft or Coursera
  • Custom learning path design and content curation on TalentLMS
  • Progress tracking, completion reporting, and manager dashboards
KnowBe4 Skillsoft TalentLMS Coursera

Need your workspace set up properly?

Whether you're starting fresh, migrating from an old provider, or inheriting a messy environment, we'll get it organized and running the way it should.