WORKSHOPS

Transform the Way You Work with Office 365

Finally make sense of Microsoft 365. Learn how to organize your SharePoint, connect your tools, and empower your team with confident digital workflows.

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The Reality for Most Teams in Microsoft 365

Even powerful tools like SharePoint, Teams, and OneDrive become frustrating when there’s no shared structure or training. Files get buried. Workflows stall. Productivity suffers.

But when Microsoft 365 is designed with people in mind, the shift is dramatic.

Before the Workshop

  • Shared drives filled with outdated documents

  • Inconsistent folder names and broken links

  • Manual workflows that drain time

  • Unclear permission settings that block collaboration

BEFORE

Disjointed experience with limited insight and collaboration

After the Workshop

  • Centralized libraries with the latest documents

  • Consistent naming and folder logic everyone can follow

  • Workflows that run automatically in the background

  • Smart permission settings that support collaboration

AFTER

Enhanced and up to date content that promotes teamwork & efficiency

It felt like we had so many tools, but I wasn’t using them to their potential. Until Leger & Co came along.”

-Saundra, Owner, Dermasology

WORKSHOP BENEFITS

What If Office 365 Actually Worked for You?

Imagine a SharePoint library where everything has a place—and your team knows exactly where to find it.

Where task approvals, onboarding, and document updates happen automatically.
And where your team feels empowered, not overwhelmed.

ORGANIZE

Bring Clarity
to Chaos

Clear, consistent folder structures across departments

AUTOMATE

Free Your
Team’s Time

Automated workflows replace repetitive manual tasks

CONTROL

Manage Access
with Confidence

Controlled access and visibility based on team roles

MEASURE

Track what
Matters

Dashboards to track document use, updates, and deadlines

STANDARDIZE

Build Repeatable
Excellence

Standard templates to save time and reduce errors

COURSE SYLLABUS

OFFICE 365 ACCELERATOR COURSE

This five-part journey builds your team's confidence and capability across Microsoft 365—from understanding the ecosystem to launching your own Copilot.

Module 1 – Foundations of Microsoft 365

Learn how Microsoft tools connect. We’ll demystify the “waffle” and show how SharePoint, Teams, OneDrive, Planner, and Outlook all work together.

  • Explore the 365 homepage

  • Set up smart navigation tiles

  • Align tools to your team’s workflow

Learning Outcome: Know the power of the Ecosystem and it’s potential in your day to day.

Module 2 -
Smart Collaboration

Unify your communication and content. Discover how to avoid duplication, confusion, and “Where did that go?” fatigue.

  • Shared files + real-time editing

  • Teams vs. OneDrive vs. SharePoint clarity

  • Version Control and revisions

Learning Outcome: Understand search, versioning, and file sharing.

Module 3 –
Organize SharePoint

We’ll walk through how to restructure your SharePoint libraries so they serve your team

  • Clean, permissioned site structure

  • The power in a name - why naming conventions are so powerful

  • One central team library, built live

Learning Outcome: Understand permission, naming conventions + build a powerful SP Library

Module 4 – Connecting Tools You Already Have

In this session, we’ll map out how apps like Planner, Lists, Forms, and To Do can create smart, lightweight workflows—without code or complex tools.

  • Explore the 365 homepage

  • Set up smart navigation tiles

  • Align tools to your team’s workflow

Learning Outcome:
Understand how to connect core Microsoft 365 apps

Module 5 – Building Your Custom AI Copilot

Now that your foundation is strong, we’ll explore how Microsoft Copilot can personalize your workday:

  • Surface documents

  • Answer questions based on data grounded in your tenant

  • Accelerating content creation using the tools and content you already use.

Learning Outcome:
Learn how to configure and apply Microsoft Copilot to your daily workflows

Module 6 — Wrap-Up & Action Planning

In this session, we’ll bring the entire journey together—helping your team reflect, align on next steps.

  • Recap key concepts from all modules

  • Define department-specific priorities

  • Identify quick wins vs. long-term shifts

Learning Outcome:
Leave with clarity, confidence, and curated tools to apply what you've learned across your team.

Ready to make Microsoft 365 your team’s greatest asset—not their biggest headache?

Schedule a workshop for your team and let’s begin the transformation.