What Smarter Consulting does

Smarter Consulting is a Microsoft 365-focused IT consultancy headquartered in Lenexa, Kansas, providing consulting, governance, migration, custom Power Platform application development, and training services to US businesses. Founded in 2017, the company operates with a team of 1-10 employees drawing on over 30 years of combined Microsoft 365 experience, and holds certified Microsoft Partner status. It explicitly serves organizations of all sizes, from SMB to enterprise, on a nationwide basis, with a project-based, quote-based professional services revenue model.

The firm's service portfolio spans four core lines. Consulting services cover Microsoft 365 strategy, planning, and implementation. Migration services handle transitions from legacy, on-premises, or hybrid environments to Microsoft 365, including assessment, data transfer, system rebuilding, and post-migration optimization. Governance services include assessment, tune-up, framework development, compliance management, information architecture design, lifecycle planning, and Copilot readiness. Learning and training programs deliver instructor-led and on-demand courses on Microsoft Teams, SharePoint, Power Platform, Copilot, and AI writing tools, including certification preparation and hands-on workshops. In parallel, the company has built a suite of seven custom Power Apps—Room Booking, Timesheet, Onboarding, Offboarding, Fleet Management, Vendor Solutions (Pay App), and Inventory Management—developed on Power Apps with SharePoint and Dataverse integration, and resold or deployed for client-specific workflows.

Commercially, Smarter Consulting runs a sales-led, consultative go-to-market motion combined with event-driven community marketing. Discovery is facilitated through Outlook-based consultation booking and free initial consultations, while demand generation leans on self-organized industry conferences (CollabCon, M365 Community Days at Sea), Microsoft Tech Community contributions, newsletter, YouTube content, and PRLog press releases. Distribution includes direct sales nationwide, the Microsoft Partner Network as a referral and credibility channel, and a self-serve Kajabi platform for on-demand training courses. The firm maintains a broad ecosystem of complementary technology partnerships (AvePoint, Nintex, Orchestry, Valo, SysKit, WEBCON, Rencore, ProvisionPoint, KWizCom, Crow Canyon, InfoWise, TechSmith, GoGuardian, TD SYNNEX) to support bundled solution delivery. No external funding has been raised; the company is privately held as an LLC.

Name

Smarter Consulting

Legal name

Smarter Consulting, LLC

Website

https://smarter-consulting.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Smarter Consulting is a Microsoft 365-focused IT consultancy providing consulting, governance, migration, custom Power Platform application development, and training services to US businesses of all sizes from its Lenexa, Kansas headquarters.

Ownership category

akta.pro rank

Product category

Microsoft 365 Consulting Services

NAICS

Management Consulting Services (54161), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)

akta.pro primary industry

Digital & Technology Transformation Consulting (BPAHACAH)

akta.pro secondary industries

Digital Workplace & Collaboration Consulting (BPAHAEAH), Tools & Platforms Training (Jira, Azure DevOps, MS Project, Smartsheet, etc.) (EDABAHAH), Work Management & Collaboration Suites (BPAMAMAG), Data, Analytics & AI Consulting (BPAHAEAF)

Keywords

• Microsoft 365 consulting
• SharePoint governance services
• Cloud migration services
• Power Platform development
• Enterprise IT training

Headquarters

HQ city

Lenexa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Microsoft 365 Consulting: Consulting engagements for Microsoft 365 strategy, planning, implementation, and optimization. Projects typically involve discovery, roadmap development, and execution support.
2. Migration Services: End-to-end migration services including assessment, planning, data transfer, system rebuilding, and post-migration support for organizations transitioning to Microsoft 365.
3. Governance Services: Governance assessment, tune-up, framework development, compliance management, and Copilot readiness programs to help organizations manage their Microsoft 365 environments effectively.
4. Learning and Training Programs: Instructor-led and on-demand training programs covering Microsoft 365, Teams, SharePoint, Power Platform, Copilot, and AI writing tools. Includes certification preparation and hands-on workshops.
5. Power Platform App Development: Custom Power Apps applications (Room Booking, Timesheet, Offboarding, Onboarding, Fleet Management, Vendor Solutions, Inventory Management) built and deployed for client-specific needs.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Smarter Consulting provides professional services for Microsoft 365 environments, including consulting, governance assessments and framework development, migration from legacy and on-premises platforms, and instructor-led and on-demand training. They also design and deploy custom business applications using Microsoft Power Apps integrated with SharePoint and Dataverse.

Product overview

Smarter Consulting offers a portfolio of professional services and custom-built applications centered on Microsoft 365 and Power Platform. Their core service offerings include Consulting Services, Migration Services, Governance Services, and Learning/Training Programs. These services are complemented by a suite of custom Power Apps including Room Booking App, Timesheet App, Offboarding Form, Fleet Management, Onboarding Form, Vendor Solutions (Pay App), and Inventory Management—all built with Power Apps and integrated with SharePoint or Dataverse. The company specializes in helping organizations plan, migrate to, govern, and optimize their Microsoft 365 environments, including Copilot readiness services.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Over 30 years of combined industry experience serving clients nationwide

Named customers2 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• RealActivitycoreStrategic or Co-development Partner · 20 March 2024Strategic partnership announced on 3/20/24 to bring together two innovative companies in the healthtech industry, combining RealActivity's solutions with Smarter Consulting's Microsoft 365 expertise to advance healthcare technology.
• MicrosoftcoreTechnology or IntegrationSmarter Consulting is a certified Microsoft Partner, leveraging Microsoft's ecosystem for credibility, referrals, and access to Microsoft's collaboration and productivity tools. They participate in the Microsoft Global Community Initiative and deliver Copilot Readiness, governance, migration, and training services aligned with Microsoft's product roadmap.
• Synnex (TD SYNNEX)minorChannel Partner/ Reseller/ DistributorDistribution partner through Synnex (now TD SYNNEX) for Microsoft ecosystem solutions.

Scale indicators2 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Klarinet Solutions: Klarinet Solutions is a Microsoft-focused consulting firm specializing in SharePoint, Teams, Power Platform, and M365 migrations and custom development. It is a close direct peer to Smarter Consulting in both service mix (consulting, migration, custom apps) and target customer (US SMB and mid-market).
• 2toLead: 2toLead is a Microsoft-focused consultancy specializing in SharePoint, Teams, Power Platform, and digital workplace solutions. It is a direct peer to Smarter in niche and service mix, particularly around Power Apps and Microsoft 365 collaboration consulting.
• NW Logic: NW Logic is a Microsoft 365 and SharePoint consulting firm offering migration, governance, and custom development services. It is a direct peer to Smarter in the small Microsoft-partner consultancy segment, serving similar US mid-market customers.
• Engaging External IT: Engaging External IT is a small Microsoft partner consultancy delivering Microsoft 365, Power Platform, and Azure services to SMB and mid-market clients. It is a direct peer in scale and offering, competing for similar Microsoft-centric transformation, training, and governance engagements.

Emerging players

• Orchestry: Orchestry is a Microsoft 365 governance, adoption, and migration tooling vendor and services provider. It overlaps with Smarter's governance and migration offerings and is listed as a partner, but competes as a productized SaaS plus services player rather than a pure consultancy.
• Content Panda: Content Panda is a Microsoft 365 governance, permissions, and lifecycle management tooling vendor. It is comparable to Smarter's governance practice as an emerging productized player that competes for the same Microsoft 365 governance and compliance budgets.
• Practical 365 (Rencore): Practical365 is a Microsoft 365 community, content, and training brand now connected to Rencore. It is comparable as a community/training-led Microsoft player that overlaps with Smarter's learning, newsletter, and governance positioning, though its model is media-plus-tools rather than consulting-led.

Broad incumbents

• Slalom: Slalom is a large technology and business consulting firm with a dedicated Microsoft practice covering M365, Azure, and Power Platform transformations. It is comparable to Smarter as a Microsoft-focused consulting competitor, but serves enterprise clients with regional offices across North America and globally.
• BDO Digital: BDO Digital is the technology consulting arm of BDO USA, delivering Microsoft 365, ERP, and digital transformation engagements. It is a comparable incumbent that competes for the same mid-market and enterprise transformation work that Smarter targets, but with broader advisory capabilities and a larger delivery bench.
• Avanade: Avanade is a joint venture between Accenture and Microsoft and the largest pure-play Microsoft services consultancy. It is comparable as a broader incumbent operating across the same Microsoft 365, Azure, and Power Platform stack that Smarter Consulting serves, but at vastly greater scale and global footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCuIockgDKy_ZotY5dwr-tpw
• LinkedInlinkedin.com/company/smarter-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Smarter Consulting