Your Roadmap to the Cloud
Discovery + Consultation + Statement of Work Created
Audience: Stakeholder(s)
Method: Teams Meetings + Email
- Establish Project Scope
- Application(s) Migration Plan
- User Definition (MFA)
- Computer Definition (profile migration)
- File Definition
- Security Definition
- Create Statement of Work
Statement of Work Approved + Planning Completed
Audience: Stakeholder(s)
Method: Teams Meetings + Email
- Finalize Project Plan Details
- Application(s) Migration Plan
- User Migration Plan (MFA)
- Computer Migration Plan (profile migration)
- File Migration Plan
- Security Implementation Plan
Kick Off Call
Audience: Stakeholder(s)
Method: Teams Meeting
- Establish project schedule
- Establish communication plan
- Set expectations for the project
Week 1-2
Town Hall Meeting
Audience: All employees
Method: Teams Meeting (with recording)
- Explain what is changing
- Perform initial Teams/OneDrive/SharePoint 101 Training
- Assign individual user training via our client portal
- Prepare users for MFA enrollment
Week 3
Multi-Factor Authentication (MFA) Enrollment + Onsite Support
Audience: All employees
Method: Dedicated Remote and Onsite Support
- Set up all Users with MFA (Microsoft Authenticator on mobile device)
- Exclude any accounts that don't support modern authentication (printers/copiers)
Week 4
Microsoft Teams/OneDrive/SharePoint Training
Audience: All employees
Method: Teams Meeting (with recording)
- Check-in on assigned user training progress
- Demo actual Teams environment with your file structure
- Explain computer to cloud file syncing
- Explain external sharing / collaboration
Week 5-6
Files + Printer(s) Migration Cutover + Onsite Support
Audience: All employees
Method: Dedicated Remote and Onsite Support
- Remove access to old file shares and begin using files in M365
- Migrate local printer access
- Ensure all users are logged into OneDrive on their computers
- Assist with any end user issues / questions
Week 7
Microsoft Teams/OneDrive/SharePoint Q&A
Audience: Stakeholders
Method: Teams Meeting (with recording)
- Answer your prepared questions
- Follow up on any lingering issues
- Begin discussing further usages / integrations
Week 8
Computer Profile Migration
Audience: All employees
Method: Dedicated Remote and Onsite Support
- Migrate computers to Microsoft's 365 Entra ID (use M365 login for computers)
- Enroll in Windows Hello for Business (biometrics option if computer supports)
Week 9
Project Closure
Audience: Stakeholders
Method: Teams Meeting
- Ensure all prepared steps are completed
- Decommission existing on-premise infrastructure (as applicable)
- Ensure all end user issues are resolved and satisfaction is met
Managing IT for small and medium sized businesses in St. Louis since 1985.
