Stop Guessing in Microsoft 365 — Follow Practical Workflows Instead

Workflow cards + comprehensive manuals to fix the everyday confusion your team faces — no videos, no courses, just clarity.

  • Collaboration Essentials

    • Stop version chaos
    • Know where files belong
    • Fix teamwork habits
    Start with this deck 
  • Sharing & Permissions Essentials

    • Stop oversharing & access mistakes
    • Understand Share vs Copy Link
    • Share securely with confidence
    Start with this deck 

What's Included in Every Deck

High-Resolution Workflow Cards: 30-45 beautifully designed, poker-style cards with visual workflows on the front and step-by-step instructions on the back. Print them, share them, use them in training.

Comprehensive Companion Manual: A complete guide covering every workflow, best practices, implementation strategies, and troubleshooting. 15,000-25,000 words of expert guidance.

Quick Reference Guide: Guide on how to use your cards.  

The 9 Essential Decks

✅ Collaboration Essentials

Master real-time teamwork in Microsoft 365. Learn co-authoring, feedback, version control and external collaboration.

✅ Sharing & Permissions Essentials

Master secure file sharing. Learn the difference between "Share" and "Copy Link," permission levels, and safe external sharing.

✅ Copilot & AI Essentials

Unlock free AI power in Microsoft 365 (no premium license required). Learn to summarize, draft, research, and proofread using free Copilot features.

✅ Organisation & Metadata Essentials

Master SharePoint organization for AI-ready libraries. Learn metadata, column types, views, and naming conventions. This premium deck has over 45 workflow cards and a 25,000 word manual to help you implement metadata and organise your content. 

✅ Teams & Meetings Essentials

Run effective meetings in Teams. Learn scheduling, preparation, facilitation and follow-up.

✅ Document Lifecycle Essentials

Manage documents from creation to archive. Learn workflows for document management and retention.

✅ Productivity & Workflow Essentials (Coming Soon)

Automate and optimize your work. Learn automation, workflow creation and productivity optimization.

✅ Navigation & Access Essentials (Coming Soon)

Manage documents from creation to archive. Learn workflows for document management and retention.

Why Microsoft 365 Essentials Works

Problem-First Approach

We start with the real problems your team faces—confusion, inefficiency, security risks—then solve them with clear, step-by-step guidance.

Visual Learning

Each card uses visual diagrams to show the workflow. You understand the process at a glance, then follow step-by-step instructions.

Complete Package

Cards + comprehensive manual + training resources. Everything you need to master each topic.

Proven Framework

Based on real workplace scenarios and best practices from organizations of all sizes.

Builds Confidence

After working through a deck, you will understand the topic deeply and be able to teach others.

Perfect For

Individual Professionals who want to work smarter and more efficiently in Microsoft 365.

Team Leads & Managers training their teams on best practices and Microsoft 365 capabilities.

IT Administrators rolling out Microsoft 365 and implementing governance and best practices.

Organizations improving digital capability, reducing support tickets, and building confidence.

Anyone tired of searching for "how do I..." answers in Microsoft 365.

If Microsoft 365 feels overwhelming, these workflow cards turn everyday chaos into confident, repeatable ways of working—one clear workflow at a time.

Ready to Work Smarter in Microsoft 365?

Start using practical workflows, clear guidance, and real examples—not trial and error.