How It Works

A clear path from first call to finished project.

Every engagement follows the same steps: a free conversation, a written scope with a fixed price, focused implementation, and a documented handoff. You know what you are getting, when, and for how much before any work begins.

  1. 01Discovery callFree · 30 minutes
  2. 02Proposal and scopeFixed price
  3. 03KickoffStart date set
  4. 04ImplementationTypically 2 to 4 weeks
  5. 05Validate and hand offSign-off
  6. 06Ongoing administrationOptional monthly plan

The process

Six steps. Each one ends with something you can hold us to.

01

Discovery call

Free · 30 minutes

Tell us what's slowing the business down. We ask about your people, devices, platforms, and goals, share what we see, and recommend where to start.

You get: A clear read on your environment and a recommended package

02

Proposal and scope

Fixed price

We put the recommendation in writing: included systems, deliverables, timeline, responsibilities on both sides, and a fixed price.

You get: A written statement of work

03

Kickoff

Start date set

Once the agreement is signed, we confirm access, contacts, and prerequisites, and agree how and when you will hear from us.

You get: A kickoff checklist and schedule

04

Implementation

Typically 2 to 4 weeks

We configure, migrate, enroll, and test against a documented plan, with an update at every milestone.

You get: Progress updates you can act on

05

Validate and hand off

Sign-off

We test against the acceptance criteria in your statement of work, document the environment, and walk your owner through it.

You get: Documentation, an admin walkthrough, and sign-off

06

Ongoing administration

Optional monthly plan

Keep the foundation current: joiners and leavers, groups and access, policy changes, and app and OS updates through device management.

You get: A defined monthly administration plan

Who does what

Clear responsibilities keep projects on schedule.

Most delays come from waiting on access or decisions. Agreeing on both sides up front keeps the work moving.

We do not operate a helpdesk or break-fix support desk.

What we handle

  • Design and configuration of the systems in scope
  • Testing against the agreed acceptance criteria
  • Documentation of the finished environment
  • An owner walkthrough and clean handoff
  • Updates at every milestone

What you provide

  • One decision-maker who can approve changes
  • Admin access to the platforms in scope
  • License and hardware purchases
  • A current list of users, devices, and apps
  • Timely feedback and approvals

Scope and changes

No surprises on either side.

Everything starts with a written statement of work. If something new comes up, we scope and price it before doing it, so the budget you approved is the budget you pay.

A fixed price for the agreed scope

New requests are quoted as a change order before work begins

Acceptance is checked against the criteria in your statement of work

You own every account, configuration, and document

Communication

You always know where things stand.

One point of contact

You work directly with the engineer doing the work, from the first call to handoff.

Updates at every milestone

You always know what is done, what is next, and what we need from you.

Decisions in writing

Scope, changes, and approvals are documented, so nothing depends on memory.

Process FAQ

Common questions.

How long does implementation take?

Most focused implementations are completed within two to four weeks. Timing depends on the selected package, current environment, user or device count, migrations, and application dependencies. We define the expected timeline before work begins so there are no open-ended projects.

How are projects scoped and priced?

Pricing follows the selected package and the real work required in your environment—not an open-ended block of IT hours. Before implementation starts, we document the included systems, deliverables, responsibilities, assumptions, and any work that falls outside the agreed scope.

Do we need an internal IT team to work with you?

No. We regularly work with founders, operations leaders, office managers, and the people closest to the business. You do not need a complete technical plan before reaching out; we translate business friction into a practical system design and clear next steps.

What happens after implementation is complete?

We validate the work, document the environment, train the appropriate owner, and complete a clean handoff. If you want continued ownership, Ongoing Infrastructure Administration is available separately for supported cloud, identity, device, and security systems.

Who owns our systems, accounts, configurations, and data?

You do—completely. Your platforms, configurations, credentials, and data remain under your control. We document the environment and maintain clear administrative ownership so your business is never trapped by a provider.

Are you a 24/7 security operations center or incident-response provider?

No. Synergy Stack implements and administers preventive business systems and supported security controls. We are not positioned as a 24/7 SOC, emergency incident-response firm, or employee helpdesk; those services require a different operating model.

Step one

Start with a free discovery call.

Thirty minutes to talk through your environment, what is slowing you down, and where to start. No obligation.

Book a discovery call