12
© 2016 Planet Technologies. 1 The Blueprint for Office 365 Success Getting Started the Right Way
© 2016 Planet Technologies. 1
The Blueprint for
Office 365 Success
Getting Started the
Right Way
© 2016 Planet Technologies. 2
© 2016 Planet Technologies. 3
Managing Transition to Office 365!
Envisioning Planning Preparation Pilot Migration Post
Migration
© 2016 Planet Technologies. 4
Envisioning Phase: What does success look like?
What is the Vision?
•Provide a clear definition of what the current problem is
•Define what the solution should look like and what the high level requirements are
What is the Scope?
•Clearly define what is in scope and what is out of scope
What is the Approach?
•Describe what the high-level approach that the organization will take to implement these goals
What are the Risks?
• Identify potential risks to the project
•Analyze the risks to the project – what is the likelihood and potential impact?
Envisioning
© 2016 Planet Technologies. 5
Planning
Planning Phase: The big picture…
Office 365 Tenant Configuration Plan
Active Directory Remediation Plan
Directory Synchronization
Plan
Active Directory Federation Services
Client Preparation
Plan
Messaging Infrastructure
Plan
User Acceptance Test (UAT) Plan
Communications and Training Plan
Master Project Schedule Plan
© 2016 Planet Technologies. 6
Preparation
The Key to Success – Setting Expectations!
The Preparation Phase is the key to your success! If you fail to
prepare, then you might as well plan to fail! Migrating an agency to
Office 365 involves much more than just technology.
• Getting your users to embrace change…
• Start by running a general “Awareness Campaign”
• Identify Early Adopters who are eager to embrace the technology
• Communicate with the entire early and often!
• Tailor your communications appropriately based upon the target audience
• Identify early on what users can expect to change
• Use this as an opportunity to highlight new features / capabilities
© 2016 Planet Technologies. 7
Preparation
The Key to Success – Get to know your Users!
Get to know your users work together, or better yet get to know someone who already knows to help provide guidance…
• Life will be better if you can migrate in the following order…
• Move Regular users first
• Move Mailboxes with Delegated rights and the Delegates second
• Move Shared, Conference Rooms, and Equipment mailboxes last
• Look for the obvious and plan to fix it now
• Look for Mailboxes close to or over 50 GB!
• Are Outlook clients able to successfully reconfigure Mail Profiles
• Etc.
© 2016 Planet Technologies. 8
Preparation
The Key to Success!
Plan accordingly now - win Executive Leadership confidence later!
• Active Directory: Clean up after yourself!
• Office 365 Tenant: Configure all of it, not just part of it!
• Dir. Sync: Know who you want to sync and how!
• AD FS: Think Availability! You need to plan for 99.99% or more!
• Messaging: Which migration strategy works for your Agency?
• Clients: Confirm Clients meet the Req’s – don’t just assume!
• Test Plan: Confirm Success before Claiming Success
• Project Plan: Develop the big picture so you know where you are
© 2016 Planet Technologies. 9
Pilot
Pilot Phase: Time to kick the tires!
Don’t expect everything to work right the first time! Expect to fall short of the goal knowing full well you will need to incorporate “Lessons Learned”
Wave 1 Pilot
Test Accounts
Review Lessons Learned
Major Process Corrections
Wave 2 Pilot
Some Early Adopters
Review Lessons Learned
Minor Process Corrections
Wave 3 Pilot
Remaining Early Adopters
Review Lessons Learned
Small Refinements
© 2016 Planet Technologies. 10
Migration
Migration Phase: It’s time to get a move on!
By now it should be a machine…
• Make sure everyone know their Roles and Responsibilities
• Hold daily Post-Migration Meetings to brief teams on success / failures
• Host a “Command Center” where Service Desk can escalate to if
necessary.
• If appropriate, obtain perform adjust staffing to support…
• Staff a Kiosk in a lobby that users can walk up to and get immediate support
• Increase staff on Service Desk to handle uptick in call volume
• Have support staff roam the halls or perform ‘white-glove’ support for Sr. Mgmt.
© 2016 Planet Technologies. 11
Post
Migration
Post-Migration Phase – In the home stretch
Cleaning up and winding down…
• Transitioning Line of Business Applications (LoB)
• Updating Mail flow (If applicable)
• Decommissioning of legacy messaging systems
• Perform any post-migration communications / surveys
© 2016 Planet Technologies. 12
Panel Discussion
