We set up your Microsoft 365 properly.
We switch on the security you’re already paying for, and add the backup your Microsoft 365 licences don’t include. Then we give your files one home and agree with you who sees them, so your team finds what it needs, and so will your AI.
8 in 10
problems answered by an engineer within the first hour
96%
Positive rating score
(over 1,500 ratings)5.0
rating
(88 reviews)
Are you getting what you pay Microsoft for?
1What happens
Everything’s in the cloud. Nobody can find anything.
- The latest version of a document is in someone’s OneDrive, a Teams chat, an email attachment or the old shared drive, and nobody’s sure which.
- A folder shared with everyone holds the payroll spreadsheet.
- Someone leaves, their account is deleted, and a month later their files are gone for good.
- You pay for security in your licences that nobody has switched on.
- You think Microsoft 365 includes a backup. It includes a recycle bin, for a while.
2How it feels
You pay Microsoft every month, and you’re not sure what for.
Nobody can tell you which features you use, or why the person who left in March still has a licence.
And everyone’s talking about Copilot, but you’ve a nagging feeling that switching it on would put the payroll in front of the whole office.
3Why it’s wrong
What your business knows has to be easy to find, and hard to lose.
Most of what your business knows lives in its emails and files. When they’re in order and protected, your team stops hunting for things, and you stop worrying about losing them.
It’s also what AI needs before it can help you: information it can reach, and limits on what it can see.
We run our own business on Microsoft 365, and AI on top of it.
AI on our own Microsoft 365
Our invoice agent reads supplier invoices from our Microsoft 365 inbox and drafts the bills in Xero, each one waiting for a person to approve.
How our invoice agent works on jerait.ai ↗One team, one agreement
The people who look after your IT also secure your Microsoft 365 and back it up, so nothing falls between two suppliers.
Certified ourselves
We hold Cyber Essentials Plus, independently audited, and ISO 9001 for quality management.
Microsoft Solutions Partner
Microsoft has designated us a Solutions Partner for Infrastructure, for Data & AI, and for Digital & App Innovation.
Your Microsoft 365 is set up, secured, backed up and ready for AI.
Microsoft runs the service. Its own guidance is clear that your data, and who can get at it, are yours to look after, whichever cloud service you use. That’s the part we take on, for businesses across Scotland, from our offices in Edinburgh, Glasgow and Aberdeenshire.
Microsoft 365 is easy to set up but difficult to manage. When we first look inside, we usually find problems with security: too many global administrators, inactive accounts, no policies in place and, most critically, no backup. I could add more but those are usually the day one problems.
Microsoft 365
We set it up around how your business works.
- We move you to Microsoft 365, or tidy the one you already have.
- We reset every administrator password when we start, so only you and we hold the keys.
- Setting up the security in your licences, starting with multi-factor sign-in, is a project we quote first. After that, keeping it running is part of your support.
- We look after your users and licences, from new starters to leavers, and stop you paying for people who have left.
SharePoint and Teams
Your team can find its files.
- We give your files one home in SharePoint and Teams, so each document lives in one place, in one version.
- We set who can see what, so sensitive folders stay with the people who need them. Expect a grumble or two from people who lose access to folders they never needed.
- We set up Teams around how your people actually work, with as few teams as you can get away with.
- We control guest access, so people outside the business see only what you share with them.
Microsoft 365 backup
A second copy is kept somewhere else.
- We keep a separate backup of your email, OneDrive, SharePoint and Teams, outside your Microsoft 365.
- If an email or file is deleted by mistake, or encrypted by ransomware, we restore it from the backup.
- Your backup goes back to the day we set it up, so a mistake found weeks or months later can still be put right.
- We monitor it, so a backup that fails gets fixed long before the day you need it.
Azure
Your servers run without the cupboard.
- If your software still needs a server, it can run in Azure rather than in your office.
- We monitor and patch servers in Azure just as we do the ones in your office.
- Server backup is a separate service, quoted on the number of servers, the amount of data, how fast you need them back and how much recent work you can afford to lose.
- Azure bills on what you use, so we’ll tell you when something costs more there than it’s worth.
Each part is priced on what drives its cost, and it all adds up to one monthly bill. The questions below say how.
Estimate your monthly cost →Is your Microsoft 365 ready for AI?
It’s ready when two things are true: your information sits where AI can reach it, and your permissions limit what it can see.
Microsoft’s own guidance says Copilot only shows people what they already have permission to open. So any folder that’s open to the wrong people today becomes very easy to find.
Our AI agents don’t inherit anyone’s access. Each one gets the information its job needs, and nothing more.
When you’re ready, your first AI agent is built free.* You pay only for the AI tokens it uses.
Our free two-minute check asks about your security basics and where your data lives, then recommends the agent to start with.
Before AI goes near your data
- We tidy who can see what, starting with anything shared with everyone.
- We move information out of inboxes and personal drives into SharePoint, where an agent can reach it.
- We make sure the basics are in place first: multi-factor sign-in, and security aligned to Cyber Essentials.
- We set rules for which AI tools your team can use, and set up the ones you choose inside your security.
Sorting out your Microsoft 365 takes four steps.
Step 1
Book an IT audit and business review
We audit your IT and learn how your business runs, with a close look at your Microsoft 365: your licences, your security settings, where your files live and who can see them. Then we tell you plainly what we’d change and what we’d leave alone.
You get: An honest opinion with no obligation.
Step 2
Review the migration plan
We map your systems and agree the handover with your current provider, including any move to Microsoft 365. You see the plan, the timings and the costs before you sign anything.
You get: No surprises.
Step 3
Sign up and complete the migration
We take over from your current provider, and you get a named account manager from day one. Then we move what needs moving, with the security and backup you’ve chosen switched on.
You get: Microsoft 365 that works the way your business does.
Step 4
Create your roadmap, build your agent(s)
Together we create your 12 to 24 month technology roadmap, reviewed at least once a year, or every quarter if you need it, and build your AI agents, starting with your first one free.* You pay only for the AI tokens they use.
You get: Hours back for your team and a plan with a budget.
We make every client three promises.
1Promise
Honest advice, even when it costs us.
We advise our clients regardless of the commercial consequences to ourselves. If the right answer is to spend less, or nothing at all, that’s what you’ll hear.
2Promise
Your secret’s safe with us.
We never name our clients: not on this website, not in our adverts, not on social media. A public client list tells criminals who to target and who to pretend to be. We will sign a non-disclosure agreement before we look at your systems.
3Promise
You have the right to walk away.
If, in your first 100 days, you decide we’re not right for you:
- We refund your IT support fee in full.
- We help you find a new IT partner.
- We pay for your first month with them.
The Jera 100-Day Guarantee
Your next year could go two ways.
If nothing changes
- You keep paying for licences nobody uses.
- A deleted folder or a ransomware attack takes data you thought was backed up.
- Your team keeps hunting for the latest version of a document, and keeps finding the wrong one.
- When you switch on AI, it either can’t find what it needs or finds things it was never meant to see.
With Jera
- You pay for the licences you use, and you use what you pay for.
- Your Microsoft 365 is backed up, so a deleted folder is a nuisance, not a disaster.
- Everyone knows where files belong, and who can see them.
- Your data is ready for AI, and your first agent is built free.*
Questions people ask us about Microsoft 365 and the cloud
Does Microsoft back up Microsoft 365?
Not unless you pay for a backup separately. Microsoft keeps the service running, and deleted items sit in a recycle bin for a limited time, but your licences don’t include a backup of your data. Our Microsoft 365 backup keeps a separate copy of your email, OneDrive, SharePoint and Teams, so if something is deleted or encrypted, we can put it back. Your backup goes back to the day we set it up.
Why Microsoft 365 needs a backup →How much does Microsoft 365 support from Jera cost?
Looking after your Microsoft 365 users and licences is part of our IT support, which is priced per user, so it adapts as your team changes size, up or down. Microsoft 365 backup is priced per user too. Your Microsoft licences and Azure are added on top, at what you spend today. Moving to Microsoft 365, and other projects that change your setup, are quoted separately, and you see the cost before any work starts.
Estimate your monthly cost →Can we just buy Microsoft 365 backup from you?
Not on its own. We don’t take on one piece of your IT by itself, such as backups. Microsoft 365 backup is part of a Jera IT support agreement.
Can you move us to Microsoft 365?
Yes. We plan the move with you and bring your email, calendars, contacts and files across. A move is a project, so it’s quoted separately, and you see the plan and the cost before any work starts. It takes some of your team’s time as well, mostly in the first month: someone to show us how things are organised today, and everyone getting used to where files now live.
Are we paying for Microsoft licences we don’t need?
Possibly, and it’s quick to find out. Licences get left on people who have gone, and plans get bought for features nobody uses. We track every licence as part of looking after your IT, and we’ll tell you when a cheaper plan does the job, even when that means you spend less.
Is Microsoft 365 Business Premium worth it?
Usually, if you hold client data or want Cyber Essentials. It adds device management, endpoint protection, Conditional Access and advanced email protection, which you would otherwise buy as separate tools. A small team with simple needs can manage on Business Standard and buy its security separately. Either way, the security only helps once it’s switched on and set up.
Business Premium, explained →Do we still need a server?
Not always. If your server only holds files and email, Microsoft 365 can usually take over. If you run software that needs a server, it can stay in your office or run in Azure, and we’ll tell you which makes more sense for you. We look after servers in Azure just as we do the ones in your office, and our estimate adds your Azure spend at what you pay today.
Is our data ready for Copilot or an AI agent?
It is when your information sits where AI can reach it, and your permissions limit what it can see. Microsoft’s own guidance says Copilot only shows people what they already have permission to open, so if a folder is shared with everyone, Copilot will find it for anyone who asks. We tidy permissions, and move information out of inboxes and personal drives, before AI goes near it. Our free two-minute check shows where you stand.
Find your first AI agent on jerait.ai ↗How do I qualify for a free first AI agent?
Every Jera IT support agreement includes one. We build, support and maintain your first agent from our catalogue at no charge; you pay only for the AI tokens it uses, which we estimate before you commit and show you every month. If you are an existing client, talk to us about it.
Related guides
Why your business needs to back up Microsoft 365
Microsoft 365 keeps deleted items for a while, but your licences don't include a backup. What Microsoft keeps, for how long, and what a backup adds.
Business data backup: 7 strategies to protect your company's data
How to back up business data properly: the 3-2-1-1-0 rule, and why Microsoft 365 needs a backup of its own that you have actually tested.
Microsoft 365 Business Premium: a UK guide to what you get and whether you need it
What's in Microsoft 365 Business Premium? The security and device management it adds, how it compares with Business Standard, and who needs it.
How to set up Microsoft Teams for your business: a step-by-step guide
How to set up Microsoft Teams properly: licences, teams and channels, guest and external access, security settings, phones and staff.
Microsoft Copilot for small business: which Copilot offers the best value?
Which Microsoft Copilot suits a small business? Copilot Chat vs Microsoft 365 Copilot, what each does, and how to get value without the risks.
Microsoft Teams guest access: how it works and how to keep it secure
Teams guest access explained: guests vs external access vs shared channels, how to set it up, and how to keep it secure.
