Boutique Microsoft 365 operations consultancy

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

ClearPath helps organizations turn Microsoft 365 into a cleaner, more usable operating system for daily work — with better structure, smarter workflows, and easier access to the information teams need.

Book a Workflow Audit Explore Services
How ClearPath works Audit → Buildout → Delivery

Audit

Understand the work

Review how your team operates inside Microsoft 365.

Buildout

Improve the system

Build practical fixes across the tools your team already uses.

Delivery

Handoff

Show your team how to maintain what ClearPath built.

Outcome

Make work easier

Reduce chasing, clutter, confusion, and manual follow-up.

Microsoft 365 tools ClearPath works with
  • SharePoint and Microsoft Teams
  • Lists, Forms, and Power Automate
  • Internal AI tools and knowledge systems

What ClearPath does

ClearPath is not generic tech support. It is an operations-improvement business focused on helping organizations run better inside the Microsoft 365 tools they already use.

SharePoint Creation, renovation, structure, navigation, permissions, resource hubs, and document library architecture.
Microsoft Teams Cleaner shared workspaces, Teams channel structure, collaboration clarity, and better day-to-day communication flow.
Microsoft Lists Request tracking, intake systems, operational visibility, accountability, and lightweight process management.
Automation & AI Forms, Power Automate workflows, notifications, approvals, reminders, and internal knowledge tools.

Core Services

Every client starts with a Workflow Audit, then ClearPath scopes the right Buildout and hands over a usable system.

The process is intentionally simple: audit the way work happens, build the right improvements, then show your team how to maintain it.

01

Workflow Audit

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

$750 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
  • 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.

$3,500–$12,000+ typical range
  • Scoped after the Workflow Audit
  • 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 internal AI tools
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
  • Clear transition from ClearPath-built system to client-owned operation

Best-fit clients

ClearPath is ideal for organizations already paying for Microsoft 365 but still operating with too much friction behind the scenes.

Small to midsize organizations

  • Need more structure without hiring a full-time Microsoft 365 specialist
  • Want cleaner operations with modest internal complexity

Nonprofits and mission-driven teams

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

Service businesses and small offices

  • Need request intake, approvals, document structure, task ownership, and internal process clarity
  • Value practical improvements over flashy software projects

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.
Does every client really start with the Workflow Audit? 02
Yes. The Workflow Audit is the starting point for every engagement. It lets ClearPath understand how the company operates, review the relevant Microsoft 365 systems with guided access, and scope the right Buildout.
Do we have to give ClearPath full control of our Microsoft 365 environment? 03
No. The audit 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 a Workflow Audit?

Book the audit, identify the friction, and get a clear scope for the right Buildout.

Book a Workflow Audit

Email ClearPath at hello@clearpathworkflow.com to begin the audit conversation.