Where do you want to go?
For most small businesses, the Microsoft 365 journey often begins with email. Typically, companies start by implementing Exchange Online for managing their email communication. Basic email protection is put in place, such as configuring SPF records, with the option to add enhanced security as needed. Once the email system is stable and functioning smoothly, businesses often begin to explore the platform’s additional features.
Moving to the Cloud with OneDrive and SharePoint
After emails are set up, the next step usually involves migrating files. Businesses start by moving personal files, such as contracts or individual training documents, to OneDrive. These are documents related to an employee’s specific role and are stored privately.
For shared files, businesses turn to SharePoint. This allows teams like finance, operations, and marketing to collaborate seamlessly in shared folders, accessible from anywhere—enabling remote work with ease.
Embracing Collaboration Tools: Microsoft Teams
In parallel, small businesses begin to use Microsoft Teams. Initially, Teams may serve as a replacement for Skype, providing chat, video calls, and text communication. The pandemic pushed video calls and virtual meetings to the forefront, making Teams a critical tool for staying connected and productive.
The Role of Office Apps in Your Business
Microsoft 365 also includes desktop versions of familiar applications like Outlook, Excel, Word, and PowerPoint. While some businesses may attempt to use Google’s productivity tools, they often run into compatibility issues when dealing with clients who use Microsoft-based solutions. In many cases, businesses find that they eventually adopt Microsoft 365 for a smoother, more integrated experience.
Device Management and Security
As businesses grow more comfortable with Microsoft 365, they begin to explore more advanced features, like device management. This is where tools like Intune (MDM and MAM) come into play, providing centralized management and security for devices. These tools are particularly valuable for businesses looking to meet certification requirements such as Cyber Essentials.
Security should be a priority from the start, though it’s often overlooked. Businesses start by securing their data, emails, and devices, then move toward Microsoft Defender for endpoint security and Purview for data protection. Identity protection is another key consideration to secure user accounts and prevent unauthorized access.
What’s Next for Your Business?
Once your Microsoft 365 environment is optimized, it’s essential to think about the next steps. Are you fully utilizing its features? Are you meeting new business requirements? The next stage could involve AI automation or scaling your business to meet new demands.
Where are you in your Microsoft 365 journey? Whether you’re just starting or ready to explore more advanced features, Microsoft 365 offers powerful tools for small businesses—especially in today’s ever-evolving, and increasingly risky, digital landscape. Make sure your business has the security and management systems in place to fully leverage its potential.