Microsoft 365 Setup & Management
How to scope Microsoft 365 setup and management services
Microsoft 365 setup is more complex than most businesses realize, requiring careful planning of user accounts, security policies, and application configurations. Pricing it correctly means understanding both the initial setup complexity and ongoing management requirements.
The line item below shows you how to structure Microsoft 365 proposals with clear setup phases and management options. It demonstrates how to break down M365 services into comprehensive components that help clients understand the value of professional Office 365 implementation.
Sample Line Item
Breaking Down Microsoft 365 Setup Scoping
Microsoft 365 setup services need to be comprehensive yet scalable based on organization size and complexity. The key is providing complete implementation that maximizes the value of the Microsoft 365 investment.
Examples of What to Include
Here are the core components of effective Microsoft 365 setup services. These elements work together to provide comprehensive Office 365 implementation that enables productivity and collaboration while maintaining security.
User Account Setup & Configuration: Complete user account creation and configuration including email setup, application licensing, and security policy assignment.
Security & Compliance Configuration: Implementation of security policies, multi-factor authentication, and compliance settings to protect business data and meet requirements.
Application Integration & Training: Setup of core Microsoft 365 applications with basic user training and integration with existing business processes.
Potential Upsells and Add-ons
Here are enhanced Microsoft 365 services that can significantly improve security and functionality. These upsells help clients get more value from their M365 investment while increasing your project and recurring revenue.
Advanced Security Configuration
$75/userEnhanced security with conditional access and threat protection
Advanced security provides comprehensive protection against modern threats and ensures business data remains secure in the cloud environment.
SharePoint & Teams Setup
$100/userComprehensive collaboration platform configuration
SharePoint and Teams setup enables effective collaboration and document management, maximizing productivity across the organization.
Ongoing M365 Management
$25/user/monthMonthly management and optimization services
Ongoing management ensures Microsoft 365 continues to meet evolving business needs and stays optimized for performance and security.
Email & Data Migration
$50/userMigration from legacy systems with minimal downtime
Migration services ensure smooth transition from existing email and collaboration systems with minimal business disruption.
Limitations to Consider
These boundaries help prevent scope creep and clarify what's outside the core Microsoft 365 setup scope.
No custom development: Standard configuration only, custom applications require separate development scope.
No third-party integrations: Microsoft 365 setup only, third-party integrations require separate scope.
No hardware procurement: Software setup only, hardware purchases require separate coordination.
Standard training included: Basic user training only, comprehensive training programs require separate scope.
Professional Microsoft 365 setup that maximizes productivity
Microsoft 365 setup is essential for modern business productivity and collaboration. By providing comprehensive setup services with proper security and user configuration, you create valuable project opportunities while helping clients maximize their Microsoft 365 investment.
Use this line item as your foundation for scoping, pricing, and selling Microsoft 365 services. The per-user pricing model scales with organization size while providing complete setup that enables productivity and collaboration.
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