Our methodology
Microsoft project methodology in 6 steps
Assessment, planning, configuration, deployment, training, documentation. The io4 methodology, proven across 500+ projects: the rigor of a big firm, the agility of a close-knit team.
Assessment & analysis
An audit of your current situation (technical, organizational, contractual). Definition of measurable objectives and sizing.
Deliverable: a scoping note
Planning
A realistic schedule, resource allocation, risk-mitigation strategies.
Deliverable: a project plan and a responsibility matrix
Configuration
Customization of the technical infrastructure: security, compliance, integrations.
Deliverable: a validated pre-production environment
Deployment
Phased go-live with rigorous testing and a communication plan to keep operations running smoothly.
Deliverable: a managed cutover
Training & adoption
Supporting users through tailored training and reinforced support to ensure adoption.
Deliverable: an adoption program + metrics
Documentation
Creating complete documentation for users and administrators to ensure the system's longevity.
Deliverable: guides + knowledge transfer
Project tooling
Microsoft Project, Azure DevOps, Teams, SharePoint.
We deliver with the Microsoft tools your teams already use: centralized documentation on SharePoint, communication on Teams, task and user-story tracking on Azure DevOps, and scheduling in Microsoft Project.
Frequently asked questions
Frequently asked questions about our method.
Another question? Write to us.
Yes, in a lighter version. On a 20-hour engagement, assessment and planning fit into one meeting and a one-page document. What stays constant, whatever the size: the documentation delivered at the end, and the fact that you own it.
One to two weeks for an environment under 200 users, three to four for a multi-site organization. It produces a quantified picture of the current state and a priority list: deliverables that belong to you, whatever comes next.
A named io4 project lead, plus the technical specialists brought in. You get a single point of contact for progress and budget, and direct access to the experts on technical questions.
Microsoft Project for the schedule, Azure DevOps for technical tracking, Teams for day-to-day collaboration, SharePoint for documentation. Follow-up is weekly by default, with a governance review each quarter on recurring engagements.
The target architecture, the configuration decisions and the reasoning behind them, the operating procedures, and the access. The goal: your team, or any other provider, takes over the environment with full autonomy.
Yes, that is the fifth step. Training is built per persona: leadership, IT, end users. Each audience gets a session tailored to its questions and the time it has available.
30 minutes to frame what matters.
A direct conversation with one of our experts: free, focused and practical. You leave with a clear, reasoned perspective on your situation.

