AI Foundations - Document IQ

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.