Building the Foundation for AI

AI Foundations – Document IQ helps organizations move their unstructured content, files, folders, and knowledge, from legacy file shares into modern, secure, cloud-based environments such as OneDrive and Microsoft Teams. This is a strategic foundation in your organization’s ability to harness AI. AI systems can only leverage the data they can access. If business-critical content remains locked in on-premises file shares, it is invisible to AI tools like Microsoft 365 Copilot and other intelligent platforms. This offer delivers the discovery, planning, and implementation roadmap to ensure a seamless, secure, and efficient migration to the cloud, enabling your organization to unlock AI-driven productivity, collaboration, and insights.

Key Offer Highlights

Current Environment Assessment: A thorough evaluation of existing file shares, security settings, and storage architecture is conducted to understand the current environment.
Migration Planning: A detailed migration strategy is developed, including mapping, governance policies, and resource planning to ensure a smooth transition.
Reporting and Documentation: Comprehensive documentation and reports are created to capture assessment findings, migration plans, and client feedback through regular review sessions.
Organizational Change Management: User adoption is supported through defined processes, training, communications, and post-migration office hours to ensure a smooth transition.
Content Migration: Teams architecture is built, migration jobs are configured and monitored, and support is provided during cutover along with additional user training as needed.

What’s Included

Discovery & Planning Phase

Inventory and Analysis: Review of existing file shares, file types, sizes, and usage patterns
Security and Access Review: Evaluation of current security settings and permissions
Architecture Review: Analysis of the existing file storage design
Migration Strategy: Development of timelines, resource needs, and risk mitigation plans
Mapping and Worksheets: Creation of migration mappings and supporting worksheets
Governance Planning: Establishment of governance policies to ensure compliance and data integrity
Assessment Report: Summary of findings, issues, and recommended actions
Migration Plan Documentation: Step-by-step documentation of the migration approach and timeline
Client Review Sessions: Regular sessions to review findings and refine the plan

Discovery & Planning Deliverables 

Comprehensive assessment report of the current file storage environment.
Detailed migration strategy and plan
Migration mapping and worksheets
Organizational Change Management Plan 
Complete estimate and project plan for migrating content 
Selection of Appropriate Migration Tool

Total Cost for Discovery & Planning  $25,000-35,000 depending on complexity 

Migration Implementation Phase

Destination Architecture: Build Teams/SharePoint sites and libraries with the defined permission model
Migration Job Setup: Configure and schedule migration jobs from file shares to Teams
Migration Monitoring: Track job progress, resolve errors or throttling, and restart jobs as needed
Cutover Support: Support delta migrations and final data validation during cutover

Migration Enablement and Readiness

Process Definition: Develop UAT scenarios, feedback channels, communications, and training plans
End User Training: Deliver virtual or recorded training sessions before go-live
Communications: Prepare and distribute end user communications outlining timing, purpose, and expectations
Post-Go-Live Support: Provide additional training sessions and office hours after migration

**Migration Implementation Deliverables **

End-User and Administrator Training 
Execution of Change Management Plan 
Migration of File Share/non-Microsoft related content to Microsoft 365
Post-implementation support for 30 days.

Migration Licensing & Pricing Licensing and service pricing will be provided following a discovery call to ensure accurate scoping based on content volume, complexity, and business requirements.

What You’ll Gain

Centralized, AI-ready content repository.
Reduced risk and improved compliance with modern governance.
Enhanced searchability and collaboration through Microsoft 365.
Streamlined user adoption supported by training and change management.
Foundational readiness for Microsoft 365 Copilot and other AI tools.

Business Impact AI Foundations – Document IQ bridges the gap between legacy content and modern intelligence. By migrating your organization’s knowledge into the Microsoft cloud, you unlock the potential of AI to drive productivity, decision-making, and efficiency across every department.

Call to Action Contact us today to schedule a discovery consultation and learn how AI Foundations – Document IQ can help.

AI Foundations - Document IQ

Citrin Cooperman Advisors, LLC

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