Manufacturers

Microsoft Corporation

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Example Project Plan

Discovery

• Obtain CSP Authorization
• Identify if existing billing is through Microsoft directly or through another MSP
• Configure auto attendant
• Discovery
• Requirements Gathering
• 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
• Migration Preparation
• Migration Pre Deployment Tasks
• Implementation Preparation
• Implementation Pre Deployment Tasks
• 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
• Migration communication coordination
• Implementation communication coordination
• Add OneDrive to Clio
• Migrate files to OneDrive
• O365 Email Cutover
• O365 Tenant 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
• Implementation verification

Design Review

• Communicate Expectations

Solution Design

• Create Migration Plan

Validation

• Transfer Domain Confirmation