Modern work consulting · Microsoft 365 and Teams

The tools are there. Digital Work isn't.

Digital Work turns the tools you already own into a way of working that holds up day to day.

We look at how work really happens in your company today, across departments, systems and locations. Out of that comes a target picture with binding rules your people carry. The technology follows.

PASSION4IT workshop in a conference room: a Microsoft Teams video call with six participants is on the large screen while three people collaborate on laptops at the table.

At a glance

What modern work consulting covers with us.

Modern work consulting at PASSION4IT means putting the way you work in order across departments and systems, and taking the workforce along. Usually that is implemented in Microsoft 365 and Teams. Internally we call it Digital Work.

Service
Consulting along the way you actually work

Collaboration, file structure and permissions, processes and enablement for the whole workforce. Usually implemented in Microsoft 365 and Teams.

Who it is for
Mid-sized companies with 20 to 1,000 employees

Managing directors, IT leads and the people responsible for digitalisation.

Entry point
A conversation about how you work

Should the company get better, do you want to work more digitally? We look at how the work happens today and derive the first step from that.

Duration
2 to 4 weeks of analysis, 8 to 16 weeks for the first roll-out stage

Enablement runs alongside instead of being tacked on at the end.

Funding
Eligible for the German BAFA grant, consultant number 222542

The grant covers the consulting share, the amount depends on location and company size.

Region
Bavaria and the DACH region, on site and remote

Based in Viechtach in Lower Bavaria, consulting in German and English.

The figures come from projects in the German Mittelstand. What applies to you is settled once the assessment is done.

Why

Why work more digitally at all?

The answer is never in the product sheet. It shows up in what runs differently day to day. These six effects are the ones our customers name most often.

  • Efficiency

    • Invoices are captured digitally, checked in a workflow and posted.
    • ERP and CRM are connected instead of being maintained twice.
    • Hours logged in the field land straight in the system.
  • Flexibility and mobility

    • On site, quotes are available on the tablet.
    • Before a customer meeting, current figures come from the CRM.
    • Security training happens on the train to the customer.
  • Collaboration

    • Project status sits in the team, not in forty emails.
    • Tasks live in a task list instead of in someone’s head.
    • For a quick question to a colleague: chat instead of email.
  • Customer satisfaction

    • Customers see their orders in the portal.
    • Requests flow automatically into the service tool and its knowledge base.
    • Quotes and contracts are signed digitally.
  • Competitive edge

    • The quote goes out in two days instead of two weeks.
    • Digital services your competitor does not offer.
    • Barcodes in the warehouse: faster picking, fewer errors.
  • Sustainability

    • 40 percent less paper thanks to digital processes.
    • Less infrastructure of your own lowers energy consumption.
    • Material consumption analysed digitally, waste reduced.

No company needs all six at once. The question is which two of them would make the biggest difference for you right now.

Status quo

Why everyday work still stalls.

Six patterns show up in almost every company, regardless of industry and size.

  • Everything still runs through email

    Modern tools are in place, yet approvals, tasks, sign-offs and document versions still travel by email. Collaboration slows down and becomes hard to trace afterwards.

  • Nobody knows for sure what goes where

    What belongs in a channel, what in a chat, what in an email? Where are files stored? Without a binding answer, parallel ways of working emerge, and each one costs time.

  • Documents live everywhere and nowhere

    The same file in OneDrive, in the team, on SharePoint, on the network drive and locally on the device. Which version applies and who is working on it, nobody knows for certain.

  • The system landscape grew, it was never planned

    Tools were added over the years, but the decision about the role each system plays in the bigger picture was rarely made. The result is broken handovers, processes jumping between systems and scattered information.

  • Digitalisation happens on the side

    There are no fixed owners for tools and systems, the last training was two years ago, and guidelines for digital work are missing. So everyone falls back into old habits.

  • “That’s an IT topic”

    Microsoft 365, CRM or ERP get treated as a technical rollout. In reality this is about ways of working, responsibilities, training, processes and leadership.

And without clean data, documents and processes, AI stays a promise. Plenty of companies talk about it, few have the foundation for it.

What you get

What ends up on the table.

Digital Work delivers working foundations your teams keep using. A workshop protocol is not one of them.

  • A record of how you work today

    Captured in conversations with the business units, across departments and locations.

  • Target picture for the system landscape

    Which role each system takes on, and where duplication and broken handovers disappear.

  • Guidelines for digital work

    Settled for good: what goes in a channel, what in a chat, what in an email, where files live.

  • Storage and document structure

    A structure where everyone finds the current version, including a plan for retiring network drives.

  • Role and key user model

    Named owners per system, with a clear job description and a time budget.

  • Training and communication plan

    Who learns what and when, and how the new way of working stays in place after the project.

Microsoft 365

When Microsoft 365 is the foundation.

For most of our customers Microsoft 365 is a given. Then we make sure the foundation is technically sound before ways of working are built on top of it.

Other systems such as ERP, CRM, DMS or ticketing go into the same picture. What counts is the role a system plays in your processes.

Putting AI to work in your company
  1. 01

    Setup and health check Microsoft 365

    • Installation
    • Microsoft licences
    • Tenant structure
    • AD synchronisation
    • Apps
    • Permissions
  2. 02

    Teams and channels

    • Team structure
    • Naming conventions
    • Channel or chat
    • Guest access
    • Lifecycle
  3. 03

    Files and documents

    • SharePoint structure
    • OneDrive
    • Storage logic
    • Versioning
    • Retiring network drives
  4. 04

    Communication and meetings

    • Chat, channel or email
    • Meeting rules
    • Minutes
    • Task management
  5. 05

    Security and permissions

    • Role concept
    • Access rights
    • MFA
    • External sharing
    • Handling sensitive data
  6. 06

    Operations and further development

    • Key user model
    • Training formats
    • Guidelines
    • Regular review

A digital workplace that actually works. In the whitepaper.

Collaboration, systems and processes that fit together instead of running side by side. Our whitepaper shows how modern work succeeds in mid-sized companies, without a sprawl of tools.

Download the whitepaper

BAFA funding

Up to 80% subsidy on your consulting.

PASSION4IT is registered as a consulting firm with BAFA, Germany's Federal Office for Economic Affairs and Export Control (consultant ID 222542). Through the federal program "Förderung von Unternehmensberatungen für KMU", consulting costs of up to €3,500 per engagement are subsidized — as a direct, non-repayable grant.

50%
Subsidy in the former West German states, Berlin, and the Leipzig region — up to €1,750.
80%
Subsidy in the former East German states plus the Lüneburg and Trier regions — up to €2,800.
  • Eligible: small and medium-sized enterprises and liberal professions under the EU SME definition, based or with a branch in Germany.
  • Up to five funded consulting engagements per company through the end of 2026, with a maximum of two per calendar year.
  • Applications are submitted online via the BAFA platform and must be filed before the consulting starts — the offer and consulting contract are only signed after approval.
  • We guide you through the entire application process — from filing to the final proof of use.

Whether your project qualifies is something we clarify in the first conversation. Review and approval rest with BAFA.

More about the program at BAFA

Digital Work only works when people come along.

That is why every structure we build comes with enablement. No PowerPoint theory, no tool euphoria.

FAQs

What is modern work consulting?

Modern work consulting aligns Microsoft 365 and Teams with the way people actually work: a target picture, binding rules for file structure, channels and permissions, plus enablement for the workforce. At PASSION4IT the service is called Digital Work.

Who is modern work consulting for?

For mid-sized companies with 20 to 1,000 employees that want to put their collaboration on a more structured, more digital footing.

Do we need a particular system for this?

No. We work with the system landscape you already have. In most cases Microsoft 365 is the foundation, alongside ERP, CRM and line-of-business applications.

Is this just about technology?

No. The focus is on ways of working, responsibilities, enablement and how people actually collaborate day to day. Technology then implements it.

We want to use AI. Does that fit in here?

Yes, with one caveat: AI only delivers value once data, documents and processes have a clean foundation. That is exactly what digital work creates.

How quickly do results show?

Often quickly, once the biggest points of friction are named and standards are introduced consistently.

Who works with us on this?

Andreas Hackl, Head of Business Operations at PASSION4IT. He looks after digital work and regularly runs webinars on the topic.

What does modern work consulting for Microsoft 365 cost?

The entry point is the Digital Check at a fixed price of 3,950 EUR plus travel costs. It delivers the assessment and a prioritised roadmap from which the scope of delivery follows. Only after that can the effort be quoted seriously, because it depends on how many areas are affected and how much standardisation already exists.

View the Digital Check
Do we need additional Microsoft licences for this?

In most cases, no. Most of what is missing in daily work is already included in Microsoft 365 Business Standard or Business Premium and simply not set up. Whether an additional purchase makes sense, for example Copilot, is decided after the assessment rather than before it.

How long does the introduction take?

The Digital Check takes 2 to 4 weeks. For the first delivery stage covering file structure, permissions and binding standards, 8 to 16 weeks is realistic depending on size. Enabling the workforce runs alongside it, not as a block at the end.

How is modern work consulting different from a plain Microsoft 365 rollout?

A Microsoft 365 rollout provides technology. Digital Work settles beforehand how work should be done: which storage structure applies, who takes which decision, which channels serve which purpose. Without those decisions the same disorder appears as before, just in a new system.

How are employees trained?

Through the PASSION4IT Academy in short units of 20 to 30 minutes, without classroom dates and with a certificate per completed module. Entry is at 59 EUR per user and year, which keeps enablement affordable even when the whole workforce has to be reached.

View the Academy
Is modern work consulting eligible for BAFA funding?

The consulting share is. Through BAFA funding for management consulting, your own contribution for the Digital Check falls to 2,200 EUR in the western and 1,150 EUR in the eastern German states. The application runs through an online form at the BAFA and has to be approved before the consulting starts. PASSION4IT is registered with the BAFA under consultant number 222542.

Do you also work on site with companies in Bavaria?

Yes. We are based in Viechtach in Lower Bavaria, most of our clients are in Bavaria and we run workshops and reviews on site. Everything else works remotely, including Austria and Switzerland.

Digitalisation is not a destination. It is the road.

Start walking it today. In a free call we look at where you stand and sort out what comes first.