What’s included in the package:

01 — Internal Communication Portal

 

What you do now: the company’s mission, values, procedures, and policies are buried in old emails and documents that nobody can find when they need them.

 

What you get:

🔹 Internal portal with mission, vision, values, org chart, certifications, and work locations

🔹 Published and accessible work procedures — including GDPR policy

🔹 Internal news, updates, and employee directory (People Finder)

 

02 — Collaboration & Teamwork Hub

 

What you do now: every team works in silos — marketing files are in one place, IT applications in another, and company knowledge is not documented anywhere.

 

What you get:

🔹 Teamwork Hub, My Libraries, and IT application catalog — everything centralized

🔹 Dedicated site for marketing materials, accessible to the entire team

🔹 Internal knowledge base — information stays within the company, it doesn’t leave with people

 

03 — Work Schedule & Operational Team Site

 

What you do now: contract and memo approvals happen via email, the document register is an Excel file nobody can find, and the team’s work schedule is managed manually.

 

What you get:

🔹 Microsoft Shifts configured — digital work schedule for the entire team

🔹 Operational team site with a digital space for archiving contracts and asset information + document inbound/outbound register

🔹 Dedicated HR, CRM, and Administration sections integrated into the operational team site

 

04 — Training, Data Migration & Post Go-Live Support

 

What happens now: you have Microsoft 365 but your team doesn’t know how to use it — Outlook, Teams, and SharePoint are being used at 20% of their potential.

 

What you get:

🔹 Full collaboration training — Outlook, Teams, OneDrive, SharePoint, Planner

🔹 Existing data migration procedure (on request)

🔹 Post go-live Hypercare — 10 hours of support in the first 2 weeks after launch

What’s included in the package:

01 — AI Agent Design & Strategy

 

Where you are now: you know AI can automate interactions and processes in your business, but you don’t know where to start — which use case to pick, which AI model fits, and how to define the agent’s boundaries.

 

What you get:

🔹 Business use case analysis and conversation flow mapping

🔹 AI model selection: Microsoft Copilot Studio, Claude (Anthropic), or Azure OpenAI

🔹 Agent persona definition: tone, purpose, knowledge boundaries, and escalation rules

 

02 — Knowledge Base & MCP Integrations

 

Where you are now: your AI agent only responds from generic memory — it has no access to your company’s actual documents, procedures, and data, and cannot interact with your existing systems.

 

What you get:

🔹 Knowledge base setup: SharePoint, uploaded documents, internal wikis

🔹 MCP (Model Context Protocol) connectors to internal systems: ERP, CRM, HR, DMS

🔹 Secure data access: read/write actions via MCP tools on existing business systems

 

03 — Deployment & Security

 

Where you are now: an AI agent without proper security and access configuration can expose sensitive data or respond outside the permitted perimeter — without SSO, RBAC, and end-to-end testing you can’t launch with confidence.

 

What you get:

🔹 Deployment on Teams, web embed, or internal portal

🔹 SSO, RBAC, and data loss prevention (DLP) configuration

🔹 End-to-end conversation testing and validation of fallback and escalation flows

 

04 — Go-Live & Hypercare Support

 

Where you are now: after launch an AI agent can drift — incorrect responses, missed escalations, or low team adoption if there is no active monitoring and post go-live support.

 

What you get:

🔹 AI agent go-live with monitored rollout and user adoption session

🔹 Compliance, security, and business process alignment verification

🔹 Hypercare support: 10 hours / 2 weeks

Ce este inclus în pachet:

01 — Clienți & Contacte (Accounts & Contacts)

 

Ce faci tu acum: datele clienților și furnizorilor sunt împrăștiate în Excel-uri, emailuri și notițe — nu ai o vedere unică pe client, iar informațiile se pierd între colegi.

 

Ce primești:

🔹 Creare cont (Client / Furnizor) cu validare automată date firmă prin interogare ANAF

🔹 Vedere 360° pe cont: contacte, documente asociate (contracte, oferte, facturi), Last Activity Date

 

 

02 — Pipeline vânzări & Lead Management

 

Ce faci tu acum: lead-urile ajung pe email sau telefon și rămân nestructurate — nu știi în ce stadiu e fiecare oportunitate, cine urmărește ce client și ce venituri estimezi luna viitoare.

 

Ce primești:

🔹 Flux complet: Lead → Calificare → Oportunitate → Contract → Proiect → Factură

🔹 Pipeline management cu KPI Sales & Forecast, dashboard filtrabil pe perioadă / utilizator

🔹 Interacțiuni comerciale: Apel telefonic, Task, Întâlnire, Email cu reminder automat de follow-up

 

 

03 — Facturi & Integrări externe

 

Ce faci tu acum: facturile se gestionează separat de clienți și proiecte, documentele fiscale sunt pe hârtie sau în foldere disparate, iar reconcilierea cu ANAF e manuală.

 

Ce primești:

🔹 Gestiune facturi cu asociere factură–client–proiect și arhivare documente fiscale în DMS

🔹 Integrări: ANAF (eInvoice inbound), Salestrail (apeluri mobile), Email Marketing (opțional)

 

 

04 — Training și suport post go-live (Hypercare 10h/2 săptămâni)

 

Ce se întâmplă acum: echipa primește un tool nou și rămâne singură cu el — fără training structurat, fără suport rapid, iar adoptarea scade de la o săptămână la alta.

 

Ce primești:

🔹 Sesiune de training hands-on pentru utilizatori și administratori

🔹 Documentație operațională și ghiduri personalizate

🔹 Suport dedicat 10 ore în primele 2 săptămâni post go-live (Hypercare)

🔹 Opțional: Email Marketing, semnătură digitală DocuSign

What’s included in the package:

01 — Employee Files & On/Off-Boarding

 

What you do now: employee data is scattered across Excel files, server folders, and paper documents — onboarding is manual, and when someone leaves, you don’t know exactly which access needs to be deactivated.

 

What you get:

🔹 Centralized hub with the complete employee profile: personal, organizational and contractual data, full lifecycle management

🔹 Automated onboarding: CV upload with OCR → automatic file completion → Microsoft 365 identity creation + HR process activation

🔹 Structured offboarding: access deactivation, employee file archiving

 

02 — Leave Management

 

What you do now: leave requests circulate via email or paper — you have no clear record of available days, and approvals get lost or delayed.

 

What you get:

🔹 Complete digital workflow: employee request → automatic available days validation → manager approval → timesheet update

🔹 Exception handling: sick leave, replacement employee, CEO as requester

 

03 — Timesheets, Remote Work & Travel Orders (optional)

 

What you do now: timesheets are filled in retroactively or not at all, remote work requests arrive by email, and travel orders are on paper — with no centralized record.

 

What you get:

🔹 Daily timesheets with automatic validations (max 8h/day, no overlaps), locked at 11:30 PM and monthly reporting

🔹 Remote work: request → manager approval → timesheet and attendance update

🔹 Travel orders with direct manager approval

 

04 — Training & Post Go-Live Support (Hypercare 10h/2 weeks)

 

What happens now: the team receives a new tool and is left on their own — no structured training, no quick support, and adoption drops week after week.

 

What you get:

🔹 Hands-on training session for users and administrators

🔹 Operational documentation and personalized guides

🔹 Dedicated support for 10 hours in the first 2 weeks post go-live (Hypercare)

🔹 Also includes the QS Operational workflows (contracts + document register)

What’s included in the package:

01 — Document Register (inbound/outbound flow)

 

What you do now: incoming and outgoing documents arrive by email, chat, or on your desk — with no clear register, no registration number, and no record of who received what.

 

What you get:

🔹 Digital document register with automatically generated unique registration numbers

🔹 Approval workflow and automatic distribution to responsible departments

🔹 Structured archiving in SharePoint with classification and quick search

 

02 — Contract & Procurement Approval

 

What you do now: contracts and purchase requests circulate via email or paper — you don’t know where the approval got stuck, who signed, or what budget is left.

 

What you get:

🔹 Digital contract approval workflow with configurable levels (manager, director, CEO)

🔹 Purchase requests with estimated budget, cascading approval and automatic notifications

🔹 Dashboard with approval status, average processing time and ongoing contracts

 

03 — Asset Management (IT, furniture, vehicles, tools)

 

What you do now: company assets are tracked in Excel files or not tracked at all — you don’t know how many laptops you have, who is using them, or when the warranty expires.

 

What you get:

🔹 Centralized asset register with categorization (IT, furniture, vehicles, tools)

🔹 Assignment per employee with handover history and digital signature

🔹 Automatic notifications for warranty expiration, scheduled maintenance, or planned replacement

 

04 — Training & Post Go-Live Support (Hypercare 10h/2 weeks)

 

What happens now: the team receives a new tool and is left on their own — no structured training, no quick support, and adoption drops week after week.

 

What you get:

🔹 Hands-on training session for users and administrators

🔹 Operational documentation and personalized video guides

🔹 Dedicated support for 10 hours in the first 2 weeks post go-live (Hypercare)

What’s included in the package:

01 — Buffer Library – single upload point

 

What you do now: documents arrive by email, chat, or directly into random folders — nobody knows where the final version is, and classification is done manually, if at all.

 

What you get:

🔹 Central upload location with guided manual classification

🔹 Extra: automatic metadata completion with SharePoint + Power Automate OCR + AI

🔹 Automatic document routing based on a configuration list

 

02 — Structured archiving by functional domain

 

What you do now: operational documents, HR, CRM, and company assets are mixed together or stored in separate systems — finding a document takes at least 10 minutes of searching.

 

What you get:

🔹 Structured archiving by functional domain: Operational, HR, CRM, Assets

🔹 Native integration with eBirou applications

 

03 — Search & automatic notifications

 

What happens now: there is no quick way to find a document by content or metadata, and documents with an expiration date expire without anyone being notified.

 

What you get:

🔹 Metadata-based search engine — find any document in seconds

🔹 Automatic notifications for documents with an expiration date

 

04 — Governance & data migration

 

What happens now: documents are archived chaotically, without prior classification — and you have years of old documents that haven’t been migrated anywhere.

 

What you get:

🔹 Central governance layer — documents are classified before archiving

🔹 Existing data migration procedure — 100 GB included

🔹 Training session and post-migration support

What’s included in the package:

01 — Compliance Environment Setup

 

What you do now: you don’t know what compliance services are available in Microsoft 365 and nobody has ever activated them.

 

What you get:

🔹 Microsoft Purview activated and configured for your company

🔹 Access to the compliance portal with clearly defined roles

🔹 Compliance scope defined — which users and which data fall under protection

 

02 — Sensitivity Labels & Data Classification

 

What you risk now: an employee sends a confidential contract to the wrong address or posts it in a public Teams channel — without realizing it’s a problem.

 

What you get:

🔹 Sensitivity labels configured: Public, Internal, Confidential

🔹 Automatically applied to documents and emails

🔹 Encryption and access restrictions enabled for confidential data

 

03 — Data Loss Prevention (DLP)

 

What happens now: nothing stops an employee from sending a national ID number, an IBAN, or financial data via email or chat.

 

What you get:

🔹 DLP policies configured for Exchange, SharePoint, and OneDrive

🔹 Automatic protection for sensitive data types: personal and financial data

🔹 Real-time employee notifications and policy tips

 

04 — Audit, Retention & Reporting

 

What happens now: if an incident or a GDPR audit occurs, you have no proof that data was handled correctly.

 

What you get:

🔹 Audit logging enabled — everything that happens to your data is recorded

🔹 Retention policies configured — what is kept and for how long

🔹 Compliance reports and audit search available at any time

What’s included in the package:

01 — Security Environment Preparation

 

What you do now: you have a Microsoft 365 license but advanced security is not enabled — you’re paying for features you’re not using.

 

What you get:

🔹 Microsoft Defender for Endpoint activated and configured

🔹 Integrated with Microsoft 365 — a single control panel for everything

🔹 Baseline security settings applied according to best practices

 

02 — Antivirus & Anti-Ransomware Protection

 

What you risk now: an email with an infected attachment or a downloaded file can encrypt all your company’s data within minutes.

 

What you get:

🔹 Microsoft Defender Antivirus configured on all devices

🔹 Real-time protection and active anti-ransomware

🔹 Attack surface reduction — blocking common entry vectors

 

03 — Threat Detection & Response (EDR)

 

What happens now: if someone breaks into the system, you have no way of knowing — no alerts, no visibility.

 

What you get:

🔹 Endpoint Detection & Response (EDR) enabled

🔹 Configured alerts and full visibility into incidents

🔹 Automated investigation and remediation — the system responds without manual intervention

 

04 — Security Awareness & Administration

 

What happens now: nobody in the company knows what to do in case of an incident and there is no security documentation whatsoever.

 

What you get:

🔹 Administrator session — how to read the security dashboard and interpret alerts

🔹 Basic incident response guide — what to do when an alert appears

🔹 Complete documentation of implemented security policies

What’s included in the package:

01 — Device Control from Scratch

 

What you do now: you don’t know how many devices are accessing company data, who has what installed, or whether they are up to date.

 

What you get:

🔹 Microsoft Intune activated and configured for your company

🔹 Integrated with Microsoft 365 and Azure AD — a single point of control

🔹 Clear definition of which devices are company-owned and which are personal (BYOD)

 

02 — Enrollment & Compliance Policies

 

What you risk now: an employee with an outdated phone or no PIN can be the entry point for an attack.

 

What you get:

🔹 Windows, macOS, iOS, and Android enrollment into the management system

🔹 Automatic policies: encryption, mandatory PIN, OS updates

🔹 Basic device restrictions — what can and cannot be installed

 

03 — Secure Access Without VPN

 

What happens now: employees work remotely with no control whatsoever — any network, any device, any application.

 

What you get:

🔹 Conditional Access — only compliant devices can access company resources

🔹 Secure remote work without a complicated VPN

🔹 Zero Trust principles applied: no implicit trust, everything is verified

 

04 — Training & Documentation

 

What happens now: nobody knows how to enroll a new device or what to do when an employee leaves.

 

What you get:

🔹 Practical guide for employees — how to enroll their device in minutes

🔹 Administrator session — compliance monitoring, reports, and alerts

🔹 Complete documentation of all implemented settings

What’s included in the package:

01 — Ready-to-Go Work Environment

 

What you do now: you send emails from Gmail or hosting, and employees work with files on personal computers.

 

What you get:

🔹 Your company domain connected to Microsoft 365 (e.g. @yourcompany.com)

🔹 Up to 25 employees with their own account and assigned license

🔹 3 shared email addresses for the team (office@, sales@, info@)

 

02 — Security & Company Identity

 

What you risk now: simple passwords, compromised accounts, employees who leave but keep their access.

 

What you get:

🔹 Two-factor authentication (MFA) — nobody gets into an employee’s account without their phone

🔹 Employees can reset their own password without calling IT

🔹 Login page and Office applications branded with your company logo and colors

 

03 — Real Team Collaboration

 

What happens now: multiple versions of the same document, lost files, meetings with no agenda.

 

What you get:

🔹 Outlook, Teams, OneDrive, and Planner — all configured and ready to use

🔹 A Teams structure dedicated to your company, with channels per department or project

🔹 Documents accessible from anywhere, on any device, with clear control over who can edit

 

04 — Training & Control

 

What happens now: employees don’t know how to use the tools, and you don’t know what’s happening in the system.

 

What you get:

🔹 Training session with employees — email, Teams, OneDrive, and Planner in practice

🔹 Separate session with you or the designated administrator — how to add/block an employee, reset a password, and what to monitor in the admin panel