The Best Time For IT Consultants To Use WorkPoint 365 In Digital Transformation And Cloud Migration

In fact, right now there’s an even split between those organizations running on-prem servers and those with cloud-hosting – it’s 50/50 according to Statista. This represents both a challenge and a huge opportunity for IT consultants.

As a trusted advisor to your clients, you know that cloud migration is just the beginning of digital transformation, not the finish line. But too often, tech partners or IT consultants delay introducing workflow and governance tools until after the technical migration is complete. The result? Disorganized SharePoint environments, fractured processes, and frustrated end users. 

So, when should you introduce WorkPoint 365 to your clients as part of their cloud migration journey? The honest answer: much earlier than you think.

Is your client’s content cloud-ready?

When a client moves from on-prem servers to the cloud, there can be an assumption that migrating their content ‘as-is’ is the safest, fastest approach. In reality, it can mean:

•  Carrying over poor folder structures and inconsistent naming conventions
•  Copying manual processes in a digital environment without improvement
•  Creating security blind spots due to unclear permissions and access rules
•  Missing a critical window to restructure and optimize their information architecture

All of this leads to a ‘digital landfill’ in the cloud, unstructured, ungoverned, and unfit for the demands of the modern workplace - and that includes AI as well. As many of our own partners can testify, the key to a successful cloud migration is to get your client’s content cloud-ready before you even begin.

Make transformations stick, not just happen

Digital transformation isn’t just about digitizing manual work. It’s about digitalizing workflows, creating smarter systems that adapt, automate, and scale. That takes more than a migration checklist. It takes a strategy.

WorkPoint 365 is your secret weapon for helping clients transform their business, giving you the tools to solve today’s document, case, and project management challenges and build a foundation for what’s next, including AI-powered tools, regulatory compliance automation, and more.

Why choose WorkPoint?

Unlike standalone workflow or project tools, WorkPoint 365 is a native Microsoft 365 platform, meaning you’re not introducing something new. It lets you build on what your clients already trust. For IT consultants and solution providers, WorkPoint offers:

•  Speed: Deploy tailored, ready-to-go solutions faster using modular components
•  Scalability: Start with one department, then expand across the organization
•  Strategic Value: Shift your role from technical implementer to transformation partner

And because WorkPoint 365 supports structured data, lifecycle governance, and familiar user experiences, you drive faster adoption and long-term client success.

Sooner is better for a WorkPoint solution

Bringing in WorkPoint during the planning phase of a cloud migration allows you to do more than just ‘lift and shift’. Early implementation helps your clients rethink how their information flows, enabling smarter, scalable, and future-ready solutions. With WorkPoint, you can:

•  Standardize folder structures for documents, cases, and projects
•  Apply metadata, classification, and tagging from the start
•  Set up role-based permissions aligned with Microsoft 365 and business logic
•  Lay the groundwork for automated workflows and AI-driven insights

This doesn’t just prepare people for a cloud environment, it transforms the cloud into a structured, governed, and familiar workspace that employees will actually want to use.

Want to improve success rates in cloud migration?

Connect with our Partner Recruit Manager, Casper Pedersen, to learn how WorkPoint can support your clients from day one of their transformation journey.

Because real digital transformation isn’t just where data lives – it’s how work gets done