We help Microsoft sellers land and expand E5, E7, and Copilot.
The fastest path to AI runs through your data security. Find the customer situation, then share a practical next step.
What's your customer's situation?
Open a scenario for a customer-safe play you can share directly. The play cards and linked solution pages are public and customer-ready.
Copilot is stalled on security
For the customer: Find and fix the data exposure that is holding up rollout.
For Microsoft: Unblock the Copilot conversation with a scoped security-first path the customer can act on.
Bring us into this dealE5 renewal is at risk
For the customer: Put unused security and endpoint capabilities into production.
For Microsoft: Give the renewal conversation a clear E5 value-realization plan with visible deployment progress.
Bring us into this dealThe customer is exploring E7 and agents
For the customer: Build agents with clear identity, access, and governance.
For Microsoft: Turn E7 and Agent 365 interest into a governed agent plan the customer can confidently advance.
Bring us into this dealCopilot licenses are sold, adoption is flat
For the customer: Turn licenses into useful, measurable day-to-day work.
For Microsoft: Create measurable adoption progress from the customer's Copilot investment.
Bring us into this dealAn E3 customer needs stronger security
For the customer: See exposure first, then choose the right protection and endpoint work.
For Microsoft: Connect the E3 security concern to a staged, evidence-led path into E5 capabilities.
Bring us into this dealTenants are consolidating or modernizing
For the customer: Simplify a move to Microsoft 365 without carrying forward old risks.
For Microsoft: Give the customer a clear modernization plan and a path to continued Microsoft 365 adoption.
Bring us into this dealE3 to E5 to E7
Offerings plotted at the point they help move this customer forward.
Selected scenario: Copilot is stalled on security
- E3
Assess and prepare
- E5
Secure and adopt
- E7
Govern and extend
No offer mapped to this step for the selected scenario.
A clear route from first conversation to handoff.
We align on the customer outcome, scope a fixed-scope engagement with the account team, then deliver and hand off a practical next step.
- AlignConfirm the customer situation and the outcome the account team is working toward.
- ScopeUse a 30-minute readiness call to select an appropriate offer and confirm fit.
- DeliverFront-door assessments typically take 1–2 weeks. Implementation timing is shown on each solution and confirmed during scoping.
- HandoffGive the customer a clear next step, with ongoing operation available through Serraform Concierge.
Coverage: US · Canada · Europe · India
Tell us where the customer is stuck.
Share your contact details and the customer scenario. We’ll follow up to align on the next step.
Prefer to book directly? Open the readiness-call page.Ready to move the customer forward?
Book a readiness call to align on a customer-first next step.