Twelve months, on one page

Tab & Shift Engineering Ltd. · April 2026 to March 2027

Prepared for	Prepared by	Date	Status
Priya Shah, Marcus Chen	Floor 16 Technologies	Apr 24, 2026	v1.0 · Issued

Five phases, in the order the dependencies set. Lock down decides what AI can find, so AI waits for it, and building runs alongside because it does not.

$0the Scan: automated scan, four interviews, the report

$65k to $104kFloor 16 work over twelve months, priced one phase at a time

$6,200a year in unused licenses, recovered in month two

DoneThe phase that mattersPlanned, not startedNot firm yet

AprMayJunJulAugSepOctNovDecJanFebMar

1 · Assess$0

The Scan and report

2 · Clean up$12k to $18k

Retention schedule

Owners, retire 34 sites

Duplicates, then archive

3 · Lock down$10k to $16k

Everyone grants removed

Labels, retention policies

Restricted discovery

4 · Build$28k to $45k

Project register

Expense approvals

Job sheet capture

5 · AI$15k to $25k

Boundary check

Pilot, then the rest

Two agents

Each step, and why it sits where it does

Phase	What happens	Cost range	Why here
1 · Assess Apr 2026	Automated scan of every site, drive and setting; four 30-minute interviews; the report, fix list and this page.	$0	Nothing gets recommended before it is measured.
2 · Clean up May to Jul	Retention schedule signed. Two owners per site. 38,400 duplicates removed, content older than Jan 2023 archived read-only, 34 sites retired, unused licenses dropped.	$12k to $18k	The rule comes before the content, so nothing is archived without a schedule behind it. Archiving 62% of the files first means there is far less to lock down next.
3 · Lock down Jun to Sep	Everyone grants replaced with named groups. Six sensitivity labels with library defaults. Retention policies on. Restricted content discovery on HR, finance and leadership sites.	$10k to $16k	AI answers from whatever a person can open. This is the step people skip, and it decides what Copilot, Claude and ChatGPT can find.
4 · Build Jul to Dec	A project register in SharePoint, expense approvals with receipts, job sheets captured on crew phones and exported to billing.	$28k to $45k	None of it depends on labels, so it runs alongside lock down. It pays back in hours every week: the Monday list rebuild, the month-end chase, the retyping.
5 · AI Sep to Mar	A two-week boundary check, one pilot team (Bids and Proposals), then the rest in waves. Agents for email triage and invoice coding.	$15k to $25k	Switched on last, onto content that is current, owned and labeled. One team first, so the seat count follows evidence rather than a reseller's deal.
Twelve months		$65k to $104k

Cost range by phase

Estimated range, fixed price quoted per phase

Clean up$12k to $18k

Lock down$10k to $16k

Build$28k to $45k

AI$15k to $25k

$0$10k$20k$30k$40k$50k

Licensing, separate from the work

Item	When	Per year
Unused seats removed: former staff, Project, Visio, Power BI	Month 2	−$5,100
Three unused Copilot seats reassigned to the pilot team, not repurchased	Month 1	$0
Business Premium for the 63 Business Standard staff, if chosen	Month 4	$6k to $8k
Purview add-on for library default labels and content rules, for the people those rules protect	Month 4	[reseller quote]
Further Copilot, Claude or ChatGPT seats	After the pilot	[after the pilot]

Scenario list prices. Licensing is bought through Tab & Shift's reseller, not through Floor 16.

Four decisions along the way

Decision	Who	By
The archive date (we suggest untouched since Jan 2023)	Priya Shah, Marcus Chen	May 8
Retention schedule signed	Marcus Chen	May 22
Business Premium for all staff, or not	Marcus Chen	Jul 31
Boundary check passed, pilot may start	Priya Shah, Sam Okafor	Sep 25

Sample on a made-up company. Tab & Shift Engineering Ltd. and everyone named here are fictional. Costs are scenario ranges; Floor 16 quotes a fixed price for each phase after the Scan.