Microsoft and SharePoint Consulting

Integrations, Trainings, and Consulting

Why Rego for Microsoft?

Rego Consulting is dedicated to helping your organization leverage the full potential of SharePoint and Microsoft 365. In today’s digital era, these powerful platforms offer seamless collaboration, enhanced productivity, and transformative business solutions.

Success depends on the right combination of technology, strategy, and implementation.
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We specialize in seamless SharePoint and Microsoft 365 upgrades and migrations while avoiding common pitfalls and transition challenges.
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Our team of Microsoft specialists conducts a thorough Health Check to identify areas for improvement in your business’s SharePoint or Microsoft 365 system.
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Strong security measures are essential for managing passwords, enabling single sign-on, synchronizing with Active Directory, enforcing user management policies, and establishing federated security frameworks.
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Microsoft has powerful solutions—like SharePoint, Microsoft Project, and Microsoft Flow. When you connect Office 365 with project and portfolio management, great teams become exceptional.
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Rego Consulting’s Microsoft 365 services are your gateway to transforming the way you collaborate, innovate, and operate with Clarity.
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Boost Productivity and Collaboration with Our Microsoft 365 Add-On Apps
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Microsoft Power BI can help you gather and combine essential data from your existing applications, providing reliable business intelligence in the preferred format.
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We’re a certified Microsoft Partner offering IT resources for remote and on-site assistance.
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We can help your organization quickly and easily adopt SharePoint and/or Microsoft 365 through tailored training courses based on your team’s needs.
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Our Approach

At Rego Consulting, we recognize that SharePoint and Microsoft 365 hold the key to unlocking efficient teamwork and streamlined processes. Our experienced consultants combine technical expertise with industry insights to guide you through a successful implementation.

Why Choose Rego Consulting:

  • Experienced consultants with a proven track record in SharePoint and Microsoft 365 projects
  • Customized solutions tailored to your unique business needs
  • Industry insights that inform best practices and optimization strategies
  • Collaborative approach to guide your organization to digital success

Rego Consulting’s SharePoint and Microsoft 365 Consulting services are your gateway to transforming the way you collaborate, innovate, and operate. Let us partner with you to harness the power of these platforms for enhanced productivity and growth.

Ready to embark on a journey of digital transformation? Contact us today to explore how Rego Consulting can lead you towards SharePoint and Microsoft 365 excellence.

Value to You

Foster seamless collaboration and information sharing

Enhance productivity through streamlined business processes

Leverage data-driven insights for informed decision-making

Drive innovation and transform your organization’s digital landscape

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Fortune 100 Companies
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Fortune 20 Companies
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Years in Business

I couldn’t have been happier with what was delivered with the assessment.  It will go a long way to helping us strategically drive things in the direction we want to go moving forward – simplification / reduction of complexity, better end user experience, and more OOTB / ad-hoc reporting.

Kristin R., Project Manager

RegoU is simply the most informative conference on all aspects of the Clarity solution. A must attend for everyone from the early adopting team to the most experienced users.

Jerry V., PMO Lead - Chubb

Rego has provided responsive, qualified Clarity PPM consulting help to us for a number of things both big and small over the last year. They’ve helped us do integrations of PPM with our other internal systems, provided system customization, performed data migration/data cleanup and helped us with a number of complex issues. They are reasonably priced and are experts in their field. I only wish we would have known about them sooner!

Mark S., Portfolio Project Manager

Since 13.2 upgrade a couple of years back, we have been actively engaging Rego team for any consultation / implementation service and also working closely related to future Clarity upgrades. We are receiving tremendous support from Rego on a need basis. Thanks for all your support and contributions thus far. We look forward to work with you in the future too. Thanks.

Sriram, Ford

This was my first year at RegoU after running Clarity for 18 months. Since I am the only person (with Rego’s outstanding help) running the PPM at my company, I needed both Functional and Technical classes. I was able to attend both and learned many things to take back to my organization.
The level of knowledge of all the presenters was very high, and even for subjects that I felt well-versed in, I learned new ways of thinking about how it could better fit my team, as well as new tips. Each class was useful and had people attending at every experience level from beginner to seasoned pro, and it was clearly of benefit to all levels.
I plan to attend RegoU every year if at all possible.
Truly a class act!

Leslie H., Portfolio Project Manager - Anixter

I just wanted to drop you both a quick note to thank you for the time and energy you put into completing the PPM Assessment for us. The information you provided us in the Executive Summary and other supporting documents achieved our goals. Thank you again for all of your work – it is very much appreciated.

Frank I., Ford

Rego consultants have a great degree of knowledge and expertise with Clarity. They were able to quickly understand the nuances of our implementation and plan and execute the steps necessary to perform the upgrade with minimum disruption to users. While there may be a small team performing the work they are able to leverage the knowledge of the entire organization to solve problems along the way.

C. Creed, Principal Systems Analyst - Fortune 500 Company

Ramesh solved our problem this morning and it is a big relief. His knowledge and your stepping up reflects the expertise and professionalism we have experience with Rego over these many years.

R. Wolverton, State of Massachusetts

RegoUniversity is an outstanding conference in every way!

Loved the presentations, and especially the downloaded presentation docs – all done professionally and thoroughly with great content!

Matt M., Lead Technical Developer

A huge thanks to you both for your help and guidance! In 40 years of working with other companies and consultants, this has been one of the most positive and constructive working arrangements I’ve had. Your demonstration, day in and day out, of your genuine interest in our success has been welcome and much appreciated. Thank you! It’s been a true pleasure working with you!

Paul S., Samaritan Health

Resources we had assigned to us were very knowledgeable, responsive and helpful. We had numerous sessions which they attended to help us thru our upgrade activities across each of our environments culminating with our product deployment over the course of a Saturday. Any issues that were identified, were reviewed and resolved in a timely manner and communication was good throughout the process.

Alex H., Project Manager - Charter

Built a whole portfolio management charter with Rego as part of the contract process.

Jared P., Large Financial Institution

Screens that took more than 20-30 sec to show up now take very few sec (2-4 sec). This is awesome and dramatically impacts the user experience.

Ron R., Sandisk

Just want to take a moment and recognize the awesome and extremely effective work you have done at BBH with this assessment.  Your decision to take it much broader than Clarity to look at their ecosystem was exactly what they needed. I found your findings insightful and informative, helping me as well understand factors to their stagnation on usage.

I think the presentation to management this morning could not have gone better, extremely professional and personable, articulating what is and could be. Super job.

Sonja F., Solutions Engineer

Impressed with the POV, they knew this space very well, allowed us to do ITSM and PPM at the same time (two partners).

Clint D., Fortune 500 Tech Company

In a few months’ time, Meisterplan has been leveraged to assist with our Portfolio and Resource Management here at Citrix.  The rapid up-take of the tool would not have occurred without Rego’s assistance in helping us customize the tool, understand our data gaps, and automate its features.   We look forward to utilizing the tool further with the help of Rego’s expertise.

Scott M., Portfolio and Project Analyst - Citrix

It is clear that the Rego team members are great friends—like family, makes me feel good to be around people who care about each other. Wish we could do events as well as this.

Melissa H., RegoUniversity Attendee

We are extremely pleased with our services from Rego Consulting, they assisted us with upgrades, trained us on numerous modules and reporting one being Jaspersoft. Rego is our go to for small or large initiatives on our PMO roadmap.

Tammi Reel-Davis, Montefiore

I attended Rego University for the following:
1) Learn some best practices from other companies
2) Sharpen some technical skills that I rarely get a chance to use
3) Meet other industry contacts and exchange ideas/best practices.

I can check off all three items.

Greg H., Manager of Reporting and Analysis - Scottrade

I wanted to reach out and thank you and the team for setting up the session for everyone. I know it is not an easy task going over so much content in a short amount of time. I look forward to future learning sessions and continuing my knowledge of the Clarity PPM tool.

Matt K., World Wide Technology, Inc.

There are no words for how I can thank you properly.  You have been an amazing partner through out our partnership.  I most humbly thank you and am truly blessed to have worked with the best people.

Cindy B., Restaurant Industry

I can’t say enough about Rego. Everyone from our executives to our team members are aligned and having success in the tool because of them.

PMO Leader, Global Financial Organization

I don’t think I’ve ever been more impressed with consultants that I’ve worked with in over 30 years in IT!

Jennifer D., IT PMO

Rego assists us with integrations, upgrades and other various items as needed. The quality of resources Rego has hired fits our needs and we will continue to use Rego as our PPM partner.

Joan K., PPM System Administrator - BayCare Health

Development and Implementation

Customized Solutions

Success depends on the right combination of technology, strategy, and implementation. Rego integrates these critical ingredients to develop a customized solution for your organization, building on out-of-the-box features to increase ROI more rapidly.

Our offerings include the following: 

  • Implementations
  • Design and customization of apps to upgrade legacy systems with adaptable, scalable solutions and a user-friendly interface
  • Maximize productivity and manage your enterprise by integrating your current applications, including ERP and CRM systems
  • Design an easy-to-manage platform and content repository by merging your intranet, extranet, and website solutions
  • Develop hybrid solutions
  • Build an attractive and functional website crucial for online success
  • Optimize marketing measurement with enterprise search solutions on all platforms to succeed online

Migration and Upgrades

Transition with Confidence

We specialize in seamless SharePoint and Microsoft 365 upgrades and migrations while avoiding common pitfalls and transition challenges. We ensure integrated data and content throughout the process and can help with legacy system transitions.

We also support migrations from existing data storage like file servers to SharePoint and OneDrive, implementing group policy objects to help users with the transition.

Health Assessment

Personalized Recommendations

Our team of Microsoft specialists conducts a thorough Health Check to identify areas for improvement in your business’s SharePoint or Microsoft 365 system. We provide recommendations for the most suitable technical platform, whether it’s on-premises, Microsoft 365, or a hybrid solution. Achieve better performance and stability to reach your business objectives. After the Health Check, we’ll give you personalized recommendations and strategies based on industry best practices.

Assessment Includes: 

  • Review and analysis of your Microsoft 365 tenant, including SharePoint, Teams, groups, apps, Power Automate, and associated services provided by Microsoft
  • Asses the web apps, site collections, use of 3rd party add-ons
  • Examine problems with the server, including issues with applications, antivirus software, and alerts from the health analyzer
  • Review and validate web application and site collection configuration
  • Review the configuration of the farm, including hardware, software, and service accounts
  • Validate web application and site collection configuration
  • Provide suggestions to help increase operational efficiency, maximize system stability, and reduce costs

Business Intelligence and Process

Unleash the Potential of Microsoft Power BI

Microsoft Power BI can help you gather and combine essential data from your existing applications, providing reliable business intelligence in the preferred format. Efficiently extracting significant enterprise data, such as project reports and sales forecasts, can be helpful for your organization.

We support:

  • Reporting Services
  • Visio Services
  • Business Connectivity Services
  • SQL Reporting Services
  • Dashboard and Reporting
  • Governance and Workflows (Process Automation, Strategic Planning)
  • Excel Services
  • In-depth assessment process ensures all your user and business requirements are addressed.
  • Gain real-time data by streamlining information access with one point of entry for all applications

We also offer Power BI dashboards for Clarity PPM.  Click here for more information.

Training

Ensure Successful End-User Adoption

We can help your organization quickly and easily adopt SharePoint and/or Microsoft 365 through tailored training courses based on your team’s needs.

We offer:

  • Offer a wide range of Microsoft 365 strategies, insights, and proven methodologies
  • Installation of the Microsoft Learning Portal as a self-service learning destination with current and in-depth content for users
  • Live or recorded training
  • Ability to accommodate a limitless number of participants
  • Interactive
  • A tailored training program

Managed Services

World-class, Responsive Managed Support

We’re a certified Microsoft Partner offering IT resources for remote and on-site assistance. Our experience spans various industries, including healthcare, technology, pharmaceuticals, manufacturing, telecommunications, retail, finance, and government. We specialize in helping organizations maximize the value of Microsoft 365 through analysis, development, and training. Let Rego bridge the gap between your business and technology for measurable results.

Security

We Take Security Seriously

Strong security measures are essential for managing passwords, enabling single sign-on, synchronizing with Active Directory, enforcing user management policies, and establishing federated security frameworks. It also helps limit access to content and prevents users from accessing unauthorized areas.

We Can Help With:

  • Content-specific security
  • Role-based as well as individual security
  • Collaboration security: Cross Team, Cross Organization, and Cross Company
  • Specific permission sets for types of access and functionality
  • Secure farms to desired protection levels with a proven track record of meeting high standards through client penetration testing
  • By installing and configuring ADFS, ensuring secure identity management for remote locations, and enabling Single Sign-On for authenticated employees
  • FBA Configuration to allow access for partners, clients, or board members without an active directory account

Integrations

Systems Integration Experts

Microsoft has powerful solutions—like SharePoint, Microsoft Project, and Microsoft Flow. When you connect Office 365 with project and portfolio management, great teams become exceptional.

We Can Help With:

  • Turn multiple tools into a single collaborative environment
  • Connect with PPM tools Clarity, Apptio, Rally, Jira, Smartsheet etc.

Clarity and Microsoft 365

Seamless Integration Between Clarity and Microsoft 365 by Rego Consulting

Unlock the full potential of your project management and collaboration tools with Rego Consulting’s cutting-edge integrations between Clarity and Microsoft 365. Experience seamless data flow, enhanced user experience, and streamlined project execution like never before.

Available Integrations:

Certified Power Automate Connector

  • Generic connector for Clarity to pass data to any application in the Microsoft ecosystem
  • Enables easy connections to platforms like HubSpot

Avatar Sync

  • Sync your Microsoft avatar to your Clarity resource record
  • Display that avatar within the Clarity UI

Teams Integration

  • Automatic Teams site creation upon initiating a Clarity project
  • Drag and drop document sharing within the Clarity UI
  • Bi-directional syncing of conversations between Clarity and Teams
  • Auto-launching of team chat from Clarity UI
  • Bi-directional syncing of other project objects like milestones, issues, risks, and status

PowerPoint Plugin

  • Pulls real-time data from Clarity to populate values in PowerPoint slides
  • Builds charts and graphs on the fly from Clarity data

SharePoint Integration

  • Automatic SharePoint site creation upon initiating a Clarity project
  • Drag and drop document sharing within the Clarity UI
  • Bi-directional syncing of other project objects like milestones, issues, risks, and status

Outlook Integration

  • Bi-directional syncing of action items or tasks between Clarity and Outlook
  • Outlook Calendar’s out-of-office status syncs to Clarity availability

For more information, please watch our Clarity PPM Microsoft Project Integration webinar.

Microsoft Add-Ons

Boost Productivity and Collaboration with Our Microsoft 365 Add-On Apps

Our suite of Microsoft 365 and SharePoint add-on apps are designed to supercharge your organization’s productivity and collaboration.

With People Finder, connecting with colleagues across the globe is a breeze. Easily locate and contact any employee by name, title, office, or department with a single click, making collaboration smoother than ever.

Time Bank simplifies time off and absenteeism management, putting accrued balances at your fingertips for efficient tracking.

And when it comes to project management, Plan Board offers a fun, flexible, and rewarding way to prioritize tasks with lists and cards that can be used individually or as a team. Discover how these powerful add-ons can elevate your Microsoft 365 experience and drive success for your organization.

Expert Roadmap

Enhance Your SharePoint Experience: Secure, Collaborate, and Streamline with Our Expert Roadmap

Maximize the potential of Microsoft SharePoint for external sharing with our tailored solutions designed to enhance security, streamline communication, and boost productivity. By leveraging our expertise, you can safeguard your organization against security threats such as data breaches and unauthorized access, while enabling external users to collaborate effectively and understand your processes with ease.

Key Offerings:

  • 2-Week Assessment: A comprehensive review to determine current external file-sharing practices and sharing configurations.
  • Tailored Roadmap: A strategic plan featuring secure content-sharing methods, quick wins, and a clear set of goals and guidelines.
  • Governance and Security: Expert advice on configuring permissions and security settings to protect your sensitive information.
  • SharePoint Setup: Hands-on assistance with defining settings, establishing links, and specifying shareable content.
  • Training and Documentation: In-depth training for your staff, complemented by best practice documentation for continuous reference.

Microsoft 365 Optimization Services

Maximize Efficiency with Rego: Elevating Microsoft 365 to New Heights of Productivity and Security

Unlock the full potential of Microsoft 365 with Rego’s bespoke optimization services. Our team of experts is dedicated to transforming your organization’s use of Microsoft 365, ensuring it becomes a cornerstone for productivity, streamlined operations, and robust security.

Here’s How We Can Help:

  • Strategic Planning: Develop a Microsoft 365 adoption roadmap that’s in perfect sync with your business objectives.
  • Technology Assessment: Evaluate your current tech setup to prepare for a seamless Microsoft 365 transition.
  • Seamless Migration: Transfer your existing systems to Microsoft 365 with ease, covering data, email, and account setups.
  • User Empowerment: Provide comprehensive training and change management to maximize Microsoft 365 utilization.
  • Custom Solutions: Create a Microsoft 365 environment that’s tailored to your organization with custom SharePoint sites and integrations.

Choose Rego for:

  • Proven Expertise: Trusted by industry leaders, with over 60% of Fortune 500 companies as partners.
  • Senior Consultancy: Benefit from our senior Microsoft consultants’ extensive experience for a better return on your Microsoft 365 investment.
  • Customized Collaboration: Receive a personalized action plan for enhanced security, productivity, collaboration, and streamlined operations.

Seamless Collaboration

Streamline your business process and enhance team productivity with Rego’s SharePoint services. By optimizing Microsoft SharePoint, Rego transforms your digital workspace, enabling centralized data management and seamless collaboration across all levels of your organization.

Rego’s Custom SharePoint Enhancements:

  • Central Information Hub: Quickly locate essential data, minimizing duplication and data loss.
  • Revision Management: Facilitate cooperative work on documents with efficient tracking of changes.
  • Protected Data Access: Secure sensitive content with tailored permission settings.
  • Unified Collaboration Tools: Improve project management using shared resources and integration with familiar Office 365 applications.

Choose Rego Because:

  • A trusted partner for over 60% of Fortune 500 companies.
  • Expert consultants with proven success in leveraging SharePoint to deliver tangible business results.

Our SharePoint Services Include:

  • Strategic Assessments: Align SharePoint with your company’s objectives for a clear path forward.
  • Custom Solutions: Tailor SharePoint with custom libraries, workflows, and components to meet your unique needs.
  • Governance and Compliance: Implement robust policies for data consistency, security, and compliance.
  • Comprehensive Training: Equip your team with the knowledge to fully adopt and use SharePoint effectively.

Rego Consulting has worked with 60% of Fortune 100 Companies.

Receive personal, one-on-one attention from an expert guide with a FREE Digital Ecosystem Assessment.