Envisioning
A clear strategy for Microsoft technology in your organisation
Whether you’re rolling out a specific product or want to know where AI, data and automation could make the biggest difference, we give you a clear, costed plan, ranked by return on investment and ready for your board. Book a free discovery call and we’ll send you a proposal for budget purposes, setting out the cost, approach and timeline of your envisioning session.
- Step 1
- Free discovery call
- Step 2
- Proposal: cost, approach & timeline
- Step 3
- Your envisioning session
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You’re enquiring about Envisioning
Trusted by organisations like yours
How it starts
Start with a free call. Only pay once you’ve seen the proposal.
- 01Free
Discovery call
No cost, no obligation. We talk through your goals and situation.
- 02Free
Proposal
A proposal for budget purposes, setting out the cost, approach and timeline.
- 03Fixed fee
Your Envisioning session
The engagement itself, at the fixed price agreed in your proposal.
Is this the right service?
Envisioning is right for you if…
- You’re planning to roll out a Microsoft product or service and want a clear strategy first
- You’ve started rolling out, but governance, adoption or the rollout plan is worrying you
- Your team needs to get up to speed on the platform before making decisions
- You need a plan leadership can sign off, covering rollout, training, security and cost
- You’re assessing new technology like AI and need to show the board where it will pay back
Not quite right?
Another starting point may suit you better
- You already know what you need built: Try Scoping instead
- You already run a platform that isn’t performing: Try a Health Check instead
Your opportunity roadmap
Illustrative example| Opportunity | Type | Ease | Rollout cost | Ongoing cost | Savings |
|---|---|---|---|---|---|
| 1. Automate invoice approvals | Automation | High | Low | Low | Hours saved each month |
| 2. Consolidate reporting into one platform | Data | Medium | Medium | Medium | Fewer tools and licences |
| 3. AI agent for customer enquiries | AI | Medium | Medium | Low | Faster response, hours saved |
| 4. Replace spreadsheet-based tracking | Power Platform | High | Low | Low | Less rework and fewer errors |
How it works
- 01
Free discovery call
A no-cost call to understand your goals, followed by a proposal with the cost, approach and timeline.
- 02
Pre-workshop scoping call
We tailor the agenda so the session covers exactly what you need, and agree who should be involved.
- 03
Business & department interviews
Where useful, our consultant interviews teams to understand ways of working, current processes, tools and manual effort.
- 04
Education
We bring your team up to the same level of knowledge on the platform as us, with examples of how it’s used, configured and governed, and case studies from your sector.
- 05
Your rollout plan
Together we build a clear plan covering rollout, training, adoption, security, and cost and licensing, or where to focus first if you’re still choosing.
- 06
Your strategy
A strategy document with recommendations and next steps, plus a ranked opportunity roadmap where interviews are included.
Not sure where to start?
Find where technology will pay back first
Envisioning can include interviews with your business and departments. One of our consultants gets to know how your organisation really works, then shows where data, automation and AI could make a difference. Every recommendation is ranked by how easy it is to implement, what it costs to roll out, what it costs to run, and what it saves, whether that’s consolidating tools or freeing up people’s time. You get a real view of return on investment, ready to take to your board.
What our consultant looks at
Ways of working
How each department actually operates day to day.
Current processes
Where work flows smoothly, and where it gets stuck.
Tools in use
What you pay for, what overlaps and what goes unused.
Manual effort
The heavy, repetitive tasks that eat into people’s time.
Microsoft expertise you can trust
Valto are one of the UK's few Microsoft Partners to hold all Microsoft Solution Partner Designation Badges, across all Microsoft Solution Partner Designation Pathways. For our customers, this means you can rely on one partner for end-to-end support across all your organisation's needs.
All Microsoft Solution Partner Designation Badges
What you get
What you leave with
- A strategy document with clear recommendations and next steps
- A team that shares the same understanding of the platform
- A rollout plan covering training, adoption, security, and cost and licensing
- Examples and case studies from organisations in your sector
- A ranked opportunity roadmap with rollout costs, ongoing costs and savings
Who should attend: the decision maker, the people who will own the rollout, and someone from IT and security. We agree this on the pre-workshop scoping call.
“Envisioning sessions give organisations the space to step back and think about what they actually want to achieve. It’s about understanding the challenges, exploring what’s possible with Microsoft technology, and making sure there’s a clear direction before jumping into a solution.”
Case studies
How we've helped organisations like yours
View more case studies
Questions, answered plainly
Practical answers on Valto Envisioning Sessions
Other ways to start
Not what you’re looking for?
Know what you need?
Scoping
Turn a clear requirement or RFP into a fixed-price plan, with timelines and ongoing costs.
Find out moreProject in trouble?
Health Check
For projects that are failing, overspending or causing concern, with a clear plan to get back on track.
Find out moreSomething else?
General enquiry
Not sure which fits? Tell us what’s going on and we’ll point you the right way.
Contact us