Microsoft Office 365

Manufacturers

Microsoft Corporation

Qualification Questions

What Existing Licenses Do You Want To Transfer?
Does A New Office 365 Tenant Need To Be Provisioned?
Is Sharepoint Online User Required? If So, How Many Users?
Is Onedrive Migration Clio Assessment Required? If So, How Many Users?
Is Onedrive Migration Clio Integration Required? If So, How Many Hours?
Is License Exchange Online (plan 1) Required? If So, How Many Users?
Is Migration Toolset Required? If So, How Many Mailboxes?
Is License E3 Required? If So, How Many Users?
Is Transfer Domain Name Required? If So, How Many Domains?
Is License Business Basic Required? If So, How Many Users?
Is Csp Licensing Required? If So, How Many Tenants?
Is License Microsoft 365 Business Standard Required? If So, How Many Users?
Is Manual Mailbox Migration Required? If So, How Many Block Hours?
Is Dns Changes Required? If So, How Many Block Hours?
Is End User Device Setup Required? If So, How Many Block Hours?
This Is Required For All Migrations
Is Exchange Online Cutover Required? If So, How Many Tennants?
Is Sync And Migration Of Data To Exchange Online Required? If So, How Many Tenants?

Example Project Plan

Discovery
  • Obtain CSP Authorization
  • Identify If Existing Billing Is Through Microsoft Directly Or Through Another MSP
    • Confirm When The Billing Ends For The Microsoft Licenses
    • If Billing Is Through Another MSP, Notify MSP That AIS Will Be Taking Over The CSP For Microsoft Licensing
    • Ensure AIS Have Global Admin Access For Related Microsoft Tenants
  • Discovery
    • Provider Will Perform A Review Of Existing Environment And ISP Connectivity As Needed Per The Discovery And Pre Deployment Phases Of The Project In Addition, A Migration Reediness Assessment Will Be Performed To Ensure The Success Of The Migration Toolset
  • Requirements Gathering
    • Provider Will Perform Work Using Internal And Microsoft Provided Toolsets Provider Will Review The Details To Understand And Document Requirements Including The Verification Of File Compatibility
  • Perform Review Of Existing Office 365, End User Desktops/laptops, And ISP Connectivity
  • Perform A Domain And Office 365 Email Audit Using Provider Provided Toolset
  • Desktop Readiness Assessment Will Be Performed To Ensure The Success Of The Migration Toolset
Planning
  • Coordinate Billing Cutover Date
    • Which Day AIS Will Convert The CSP To Ingram Micro
    • Which Date Customer Desires Licenses To Be Added
    • Send Email To MSP/Client/AIS Project Team Using Template In Portal
  • Migration Preparation
    • Provider Will Start The Integration Of The Toolset To Users’ Computers, Existing Mail Service, And Office 365
    • Provider Will Start The Integration Of The Toolset For Office 365 The Preparation Process Will Address File Compatibility, ISP Related Issues
  • Migration Pre Deployment Tasks
    • Mutually Schedule With Provider The File Directory Review With Customer Project Contact
    • Provide Any Special Requests And Requirements Prior To The Start Of The Project
    • Confirmation Of The Completeness And Accuracy Of The Information Provided To Provider During The Review Process
    • Provide Provider With A Domain Admin Account And Office 365 Global Admin Account For Migration Services And Administrative Work To Be Performed By Provider
    • All Customer Users Are Aware Of The Process And Associated Downtime
    • Customer Users Are Responsive To The Communications That Are Being Sent Out And Follow Their Instructions
    • Providing Provider With Remote Access To Systems Associated With Office 365 And Active Directory
    • Mutually Schedule The Review With Customer Site Contact
    • Conduct Office 365 And File Directory Audit
    • Configuration Of Migration Toolset
    • Verify Remote Access To All Required Systems
    • Perform The File Readiness Assessment
  • Implementation Preparation
    • Provider Will Start The Integration Of The Toolset For Office 365 The Preparation Process Will Address File Compatibility, ISP Related Issues
  • Implementation Pre Deployment Tasks
    • Verify Remote Access To All Required Systems
    • Configuration Of Implementation Toolset
    • Conduct Office 365 And File Directory Audit
    • Mutually Schedule The Review With Customer Site Contact
    • Confirm Remote Access To Systems Associated With Office 365
    • Customer Users Are Responsive To The Communications That Are Being Sent Out And Follow Their Instructions
    • All Customer Users Are Aware Of The Process And Associated Downtime
    • Confirm Office 365 Global Admin Account For Implementation Services And Administrative Work To Be Performed
    • Confirmation Of The Completeness And Accuracy Of The Information Provided To Provider During The Review Process
    • Confirm Any Special Requests And Requirements Prior To The Start Of The Project
    • Mutually Schedule File Review With Customer Project Contact
    • Perform The File Readiness Assessment
  • Connect Migration Source
  • Connect Migration Destination
  • Setup Transfer Request
Implementation
  • Confirm That Admin Team Has All Required Information
  • Assign Licenses To Users
  • Provision And Assign Licenses To Users
  • Migration
    • The Migration Tools Will Be Connected To The Onsite File Storage And The Office 365 Account When The Integration Of The Two Environments Is Complete, The Provider Will Start The Migration Of Data And Ensure That All Required Components Are Flowing Correctly
  • Migration Communication Coordination
    • Ensure Users Are Responsive To The Communications That Are Being Sent Out And Follow Their Instructions
    • Ensure Users Will Be Onsite The Day Of Cutover
    • Ensure Users Will Be Logged Into Their PC On The Date Of Cutover
  • Implementation Communication Coordination
    • Ensure Users Are Responsive To The Communications That Are Being Sent Out And Follow Their Instructions
    • Ensure Users Will Be Logged Into Their PC On The Date Of Cutover
  • Add OneDrive To Clio
  • Migrate Files To OneDrive
  • Base Configuration
  • Generate Code For Transfer
Closing
  • Confirm That Previous MSP/Billing Agent Has Removed Old Licenses From Microsoft On Agreed Upon Termination Date
  • First Day Of Service
    • Once The System Migration Activities As Defined In The Previous Sections Are Complete, Provider Will Monitor The Solution, Track, And Resolve Migration Related Incidents Remotely
  • Implementation Verification
    • Once The System Implementation Activities As Defined In The Previous Sections Are Complete, Provider Will Monitor The Solution, Track, And Resolve Implementation Related Incidents Remotely
Design Review
  • Communicate Expectations
    • Send Expectations Email To Client/AIS Project Team And AIS Billing Using Template In Portal
Validation
  • Cutover
    • Provider Will Work With Customer Staff To Complete The Migration Of The Existing File Structure To Office 365 SharePoint Online
  • Transfer Domain Confirmation
Solution Design
  • Create Migration Plan
    • Present Migration Plan

Last modified August 16, 2021