Smart Starts

Expert consultation to give you the resources, knowledge and confidence to use CloudM.



Speed up implementation or get a head start on your migration using one of our CloudM Smart Start packages

CloudM Smart Starts are bespoke, expert-led sessions, designed to give you the resources, knowledge and confidence to easily use CloudM. Quickly learn everything you need to know to get the best out of any of our four modules: Migrate, Automate, Email Signature and Archive.

CloudM Smart Starts are provided in blocks of time, which can be purchased in the following three different amounts*, each valid for 6 months:

  • 1/2 days (4 hours)
  • 1 day (8 hrs)
  • 2 days (16 hrs)

*Additional time can be purchased as a time block (4, 8 or 16 hours) or by the hour if required

What’s included?

Below, you can see some examples of what your Smart Start can be used for. However, your exact requirements will be identified in collaboration with your allocated expert, as part of your free discovery call:


Migration estimation and strategy, migration infrastructure setup, source and destination platform configuration and testing, migration items list, general migration settings, monitoring and reporting, test / bulk / delta migration stage and review


Installation, initial domain settings, directory / user configuration, Smart Teams and Groups setup, user profile fields, onboarding workflows, offboarding policies, on-premise and / or app integrations

Email Signature

Create email signature(s), email signature library & management, using variables & custom tags, conditional formatting, HTML assistance


Google Cloud storage and/or Microsoft Azure storage prerequisites and setup, configuration of CloudM Archive, testing CloudM Archive, restoring data from storage to CloudM


GCP or AWS prerequisites and setup, create/assign a Backup admin role, create/edit, assign or remove a backup policy, how to perform a restoration or view status, how to purge backups