MStack360 Transformation Roadmap | From Zero to Intelligent

From Zero to Intelligent

Your Complete Microsoft 365 Journey

We help small businesses go from messy email and scattered files to a fully automated, AI-powered workspace. No IT department needed. Just clear steps that make sense.

See How It Works

Your 5-Step Path to Success

01
Level 1

Core 365

Get Professional Email & Office Tools

Stop using personal Gmail for business. We set up professional email with your company name and give your whole team Microsoft Office apps. Everything works on phones, tablets, and computers.

Exchange Online
Microsoft 365 Apps
OneDrive
Outlook
Word
Excel
PowerPoint
  • Professional email addresses (you@yourcompany.com)
  • Microsoft Office (Word, Excel, PowerPoint, Outlook, OneNote)
  • We move your old emails safely (Gmail, GoDaddy, etc.)
  • 1TB OneDrive cloud storage for each person
  • Email works on your phone automatically
  • Setup done in 1-3 days
Real Customer Story:

A 12-person marketing agency had personal Gmail accounts. We moved everything over one weekend. By Monday, they had professional emails and could work on documents together in real-time.

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02
Level 2

Cloud 365

Work Together From Anywhere

Stop sending files back and forth in email. We build you a central place where everyone can find files, chat with the team, and make calls. Plus, you get a real business phone system.

SharePoint Online
Microsoft Teams
Teams Phone System
OneDrive for Business
Microsoft Forms
Planner
  • SharePoint: One place for all your company files with version control
  • Microsoft Teams: Team chat, video meetings, and screen sharing
  • Teams Phone System: Business numbers, call routing, voicemail to email
  • Auto attendants and call queues for professional call handling
  • Automatic meeting recordings and AI-powered transcriptions
  • Custom training tailored to how your team works
Real Use Cases:
  • Project document tracking with automated folder creation for new jobs
  • Secure client file storage with automatic backups and version control
  • Cross-location team collaboration with Teams channels and file sharing
  • Professional phone system with call routing and voicemail transcription
  • Meeting recordings automatically saved and searchable
Real Customer Story:

A nonprofit team across 3 states was drowning in email attachments. We organized everything in SharePoint. Their director now saves 10 hours every week. They also saved $400/month by replacing their old PBX with Teams Phone System.

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03
Level 3

Secure 365

Protect Your Business From Hackers

Small businesses are target #1 for hackers. We put bank-level security on your email and files. Block phishing scams, protect company phones and laptops, and know when something suspicious happens.

Microsoft Entra ID
Intune
Defender for Office 365
Conditional Access
Azure Information Protection
Compliance Center
  • Multi-factor authentication (MFA) stops 99.9% of hacking attempts
  • Microsoft Defender: Automatic blocking of fake emails and scams
  • Intune mobile device management: Control company phones and laptops
  • Conditional Access policies: Right people, right time, right device
  • Remote wipe capability for lost or stolen devices
  • Monthly security reports showing threats we blocked
Real Customer Stories:
  • Blocked a fake wire transfer request for $45,000 before it reached the inbox
  • Kept patient data private and HIPAA compliant on all company devices
  • Detected suspicious logins from 3 countries and locked the account in 12 minutes
  • Prevented ransomware attack by blocking malicious email attachments
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04
Level 4

Managed 365

We Keep Everything Running Smoothly

You don't have time to watch your IT systems all day. We do it for you. We catch problems before they happen, keep things organized, and make sure you're not wasting money on unused licenses.

Microsoft 365 Admin Center
Compliance Manager
Microsoft Purview
Usage Analytics
Service Health
Audit Logs
  • Monthly usage reports: Who's using what and where we can optimize
  • Retention policies: Automatic cleanup of old files and emails
  • Data Loss Prevention (DLP): Stop sensitive data from leaving your company
  • Proactive tenant health monitoring and maintenance
  • License optimization: Make sure you're not paying for unused seats
  • Direct access to real Microsoft 365 experts (no phone menus)
Real Use Cases:
  • Automatic detection and protection of sensitive documents (SSN, bank info, tax IDs)
  • Storage optimization: Found 200GB of redundant files before hitting limits
  • License management: Identified and removed 15 unused licenses saving $3,000/year
  • Proactive alerts for inactive users and orphaned files
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05
Level 5

Intelligent 365

Automate Boring Tasks With AI

Stop doing the same tasks over and over. We build custom tools that work automatically using Microsoft's Power Platform and AI. New employee? Everything sets up by itself. Invoice arrives? It routes for approval automatically. This is where the real time savings happen.

Power Automate
Power Apps
Power BI
Copilot Studio
Microsoft Copilot
AI Builder
Dataverse
  • Power Apps: Build custom apps without expensive programmers
  • Power Automate: Automate repetitive tasks completely (emails, approvals, notifications)
  • AI Builder: Use AI to read invoices, forms, and documents automatically
  • Power BI: Create dashboards that show your business data in real-time
  • Copilot Studio: Build custom AI chatbots for your employees and customers
  • Microsoft Copilot: AI helps write emails, summarize meetings, and analyze data
Automation Examples:
  • Employee onboarding: Auto-create accounts, licenses, Teams access, and send welcome emails
  • Invoice processing: AI reads invoice, routes to approvers, updates tracking automatically
  • Equipment tracking: QR code scanning, automated reminders, real-time availability dashboard
  • Time tracking: Log hours by project, auto-approve, feed to invoicing system
  • Document generation: Create proposals, contracts, reports from templates automatically
  • Customer support: AI chatbot answers common questions 24/7 via Copilot Studio
Real Customer Stories:
  • Reduced project setup from 15 hours/week to 2 minutes with Power Apps automation
  • Prevented equipment failures at 40 locations, saved thousands with Power App tracking
  • Automated invoice approval process, reduced processing time by 80%
  • Built custom chatbot handling 500+ employee questions per month automatically
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The MStack360 Difference

500+
Clients Globally
3
Languages Supported
100%
Satisfaction Guarantee
2022
Founded

Ready to Start Your Journey?

Book a free call to talk about your business. We'll explain which level makes sense for you and answer all your questions. No pressure, no sales tricks—just honest advice.