Boutique Microsoft 365 operations consultancy

Clean up the chaos behind your team’s daily work.

ClearPath helps businesses organize Microsoft 365, simplify workflows, and make information easier to find.

Schedule an Exploratory Call Explore Services
How ClearPath works Call → Assessment → Buildout → Delivery

Call

Explore the need

Discuss what is creating friction and whether ClearPath may be able to help.

Assessment

Understand the work

Examine the relevant workflows, tools, handoffs, and operational challenges.

Buildout

Improve the system

Build practical improvements using the Microsoft 365 tools the business already has.

Delivery

Hand over the solution

Show the team how the completed system works and how to maintain it.

What ClearPath does

ClearPath is not generic tech support. We improve how businesses organize information, manage recurring work, and use Microsoft 365 day to day.

SharePoint Organized sites, document libraries, permissions, navigation, and resource hubs that make information easier to find and maintain.
Microsoft Teams Clearer team workspaces, channels, shared files, and working practices that support day-to-day collaboration.
Microsoft Lists Practical intake and tracking systems that clarify status, ownership, priorities, and next steps.
Power Automate Automated notifications, approvals, reminders, and recurring processes that reduce manual work and keep information moving.
Copilot Practical guidance and solutions using Copilot Chat, Microsoft 365 Copilot, and Copilot Studio to help teams find information, work more efficiently, and build useful AI agents.

Our Process

After an Exploratory Call, ClearPath assesses the work, builds the right improvements, and shows your team how to maintain them.

01

Workflow Assessment

The Workflow Assessment helps ClearPath understand how your company operates, where work gets stuck, and what needs to be improved before implementation begins.

$500 flat fee
  • Understand daily operations
  • Review workflows, tools, pain points, and handoffs
  • Use guided admin access to review relevant Microsoft 365 systems
  • Assess SharePoint, Teams, Lists, Forms, and Power Automate
  • Identify clutter, duplication, manual work, and process gaps
  • Define the Buildout scope before implementation begins
  • Receive a written Workflow Assessment that demonstrates ClearPath’s understanding of your business and defines the full scope of the recommended Buildout
  • Available in-person or virtually
02

Buildout

The Buildout is where ClearPath improves the parts of your Microsoft 365 environment that need structure, automation, or cleanup. Scope determines timeline.

Starting at $1,500fixed fee based on approved scope.
  • Scoped after the Workflow Assessment
  • Focused or broader depending on complexity
  • SharePoint sites, navigation, permissions, and document libraries
  • Teams workspace and channel organization
  • Shared file structure and operational content cleanup
  • Microsoft Lists for intake, requests, and tracking
  • Forms, Power Automate workflows, approvals, reminders, and Copilot solutions
  • Final scope, timeline, deliverables, and fixed fee are defined in the written Workflow Assessment before implementation begins
03

Delivery

Delivery is the handoff step. ClearPath shows your team what was built, how it works, and how to maintain it.

Included with Buildout
  • Walkthrough of the completed Microsoft 365 setup
  • Review of key workflows, structures, automations, and responsibilities
  • Guidance on how to maintain the system after handoff
  • Practical orientation for day-to-day users or system owners
  • Receive written documentation covering the completed solution, key responsibilities, and routine maintenance
  • Clear transition from ClearPath implementation to client-owned operation

Best-fit clients

ClearPath is ideal for businesses already using Microsoft 365 but still experiencing too much friction in their daily work.

Small to midsize organizations

  • Need stronger Microsoft 365 structure without hiring a full-time specialist
  • Want practical improvements that fit their size, needs, and budget

Nonprofits and mission-driven teams

  • Often stretched thin by manual coordination and scattered information
  • Benefit from simple systems that reduce administrative load

Service businesses and small offices

  • Need clearer intake, approvals, document organization, and task ownership
  • Want useful improvements without replacing the Microsoft tools they already have

Frequently asked questions

A few quick answers that help the offer feel clearer and easier to trust.

Do clients need to be advanced Microsoft 365 users already? 01
No. ClearPath is designed for teams that already have Microsoft 365 but are underusing it, using it inconsistently, or struggling with clutter, manual work, scattered files, disconnected Teams spaces, or unclear task ownership.
What happens after the Exploratory Call? 02
When ClearPath and the prospective client agree there is a suitable opportunity to work together, the next step is a paid Workflow Assessment. It allows ClearPath to understand how the business operates, review the relevant Microsoft 365 systems with guided access, and define the appropriate Buildout.
Do we have to give ClearPath full control of our Microsoft 365 environment? 03
No. The assessment uses guided access with your team involved, so ClearPath can review the relevant systems without taking unnecessary control.
Can ClearPath build a new system from scratch? 04
Yes. That is exactly what Buildouts are for. ClearPath can create or renovate SharePoint environments, structure document libraries, automate workflows, and build internal AI tools as part of the implementation.
Does ClearPath replace an internal IT department? 05
No. ClearPath complements IT by focusing on operational structure, workflow design, collaboration habits, task visibility, and internal usability inside Microsoft 365.

Ready to start with an Exploratory Call?

We’d love to hear from you.

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