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Scoping

Turn a clear requirement into a fixed-price plan you can sign off

For organisations with a clear need to roll out a Microsoft product or service, whether through bespoke development or consultancy. We turn your brief or RFP, or your requirements if you don’t have one yet, into a prioritised MoSCoW report with a fixed price, fixed outcomes, timelines and all ongoing licensing and support costs. Book a free discovery call and we’ll send you a proposal for budget purposes, setting out the cost, approach and timeline of your scoping workshop.

Step 1
Free discovery call
Step 2
Proposal: cost, approach & timeline
Step 3
Your scoping workshop

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Book a free discovery call

You’re enquiring about Scoping

No obligation. We’ll never share your details.

Trusted by organisations like yours

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How it starts

Start with a free call. Only pay once you’ve seen the proposal.

  1. 01Free

    Discovery call

    No cost, no obligation. We talk through your goals and situation.

  2. 02Free

    Proposal

    A proposal for budget purposes, setting out the cost, approach and timeline.

  3. 03Fixed fee

    Your Scoping workshop

    The engagement itself, at the fixed price agreed in your proposal.

Is this the right service?

Scoping is right for you if…

  • You have a clear need to roll out a Microsoft product or service
  • You have an RFP or brief and need it turned into a costed, recommended budget
  • You know what you need, but want help translating requirements into the right solution
  • You need the full picture for sign-off: timelines, pricing, and ongoing licensing and support

How it works

  1. Free discovery call

    We talk through your requirements, and one of our consultants prepares a budgetary proposal for the workshop.

  2. The scoping workshop

    Onsite or remote. We learn your business requirements and current ways of working, and translate them into the right solution.

  3. Your MoSCoW report

    Every requirement prioritised as Must, Should, Could or Won’t have, so you can see exactly what you’re buying and why.

  4. Fixed price handover

    A fixed price and fixed outcomes, with timelines and all required ongoing licensing and support costs.

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.

Solutions Partner Designation Badge Security
Solutions Partner Designation Badge AI Business Solutions
Solutions Partner Designation Badge Cloud & AI Platforms

All Microsoft Solution Partner Designation Badges

What you get

What you leave with

  • A MoSCoW report prioritising every requirement
  • A fixed price with fixed outcomes and a clear timeline
  • All ongoing licensing and support costs, so there are no surprises
  • A recommended solution matched to your brief and ways of working

Have an RFP or brief? Share it on the discovery call. No brief yet? Our consultant will help you shape your requirements into one.

“Good scoping gives everyone clarity from the start. It helps us understand exactly what needs to be delivered, identify any potential challenges early, and make sure the solution is realistic, achievable and aligned with what the customer actually needs.”

Sam Gareh · Pre-Sales Consultant, Valto

Case studies

How we've helped organisations like yours

View more case studies

Questions about Scoping

A document that lists every requirement and prioritises it as Must have, Should have, Could have or Won’t have this time. It makes the scope, and the reasons behind the price, clear to everyone signing it off.
Yes. Some organisations arrive with a detailed RFP, others with a clear need but no written brief. Our consultant helps translate your requirements into the right solution either way.
Scoping workshops can support technology implementations, digital transformation initiatives, AI projects, automation programmes, intranet developments, CRM implementations, data projects, and wider business change initiatives.
Typically, key stakeholders, decision-makers, subject matter experts, operational teams, and project sponsors should participate to ensure a complete understanding of requirements and priorities.
Deliverables usually include documented requirements, key findings, identified opportunities, agreed priorities, project considerations, recommendations, and suggested next steps.
An envisioning session focuses on exploring possibilities and identifying opportunities. A scoping workshop is more focused on defining requirements, narrowing priorities, and establishing the foundations for a specific project or initiative.
Where appropriate, yes. Technical considerations may form part of the discussion, but recommendations are always aligned to business objectives rather than centred on technology alone.
Yes. We regularly work alongside internal teams and other suppliers.
Valto combines business consultancy expertise with deep Microsoft knowledge to help organisations define projects more effectively. Our workshops create clarity, reduce risk, and provide the foundations needed for successful delivery and long-term value.