Kicking off onboarding to Office 365
Within 30 days of purchasing Office 365, a Microsoft Onboarding expert will contact you to assist you through the onboarding process. Starting with a kickoff meeting, your Microsoft Onboarding team and your own project team will review:
- the roles and responsibilities of your project team, your partner and Microsoft
- the services you want to onboard,
- the requirements for each,
- and walk through your deployment plan.
We will also discuss the level of assistance you’d like from your Microsoft Onboarding team, and if it hasn’t already been done, take you through FastTrack Getting Started. In order to get you up and running on Office 365 as quickly as possible we will work with you to create a deployment plan.
Assessing your environment
Once you’ve created your deployment plan and discussed it with your Microsoft Onboarding team, the next step is to assess your current environment. During this phase of onboarding you will determine any areas of your existing infrastructure that should be changed to ensure a great Office 365 experience.
Your Microsoft Onboarding team will support you with tools and guides to assess your client operating systems, DNS, network, infrastructure and Active Directory. If we find some areas that are unhealthy, or need attention, we will work with you to develop a remediation checklist and plan to remediate any issues. Once you’ve completed assessing your environment it’s time to begin any remediation work.
If you plan on migrating your email to Office 365, you should take that into consideration at this time as well. Now would be a good time to review the tools, resources, and templates to help you develop an email migration schedule, prepare your email system, align your internal support teams, and communicate with your organization so that your migration can be fast and easy for you and your users.
Remediate any issues
As a result of your assessment there may be some areas of your environment that need your attention. While all you need to access much of Office 365’s functionality is a web browser, we recommend you complete these actions so you get your users up and running on Office 365 as quickly possible with the best experience.
For instance, you may decide to clean up some of your active directory elements, align your network to anticipate changes in traffic or ensure that appropriate updates and configurations are applied to your mail servers to enable smoother migration.
During the assessment phase we will provide you with a checklist and plan to remediate the issues. You’re not alone though, we are here to support you along the way and if you need more assistance, we can help you find a partner. We will work with you, according to the plan, and check-in regularly to make sure remediation is going according to plan and see if there is anything we can assist you with.
Enabling core capabilities
Generally, enablement will include connecting your existing directory infrastructure with Office 365, then assigning user licenses and permissions so that they can begin using the core services. Depending on the services you plan to use, there may be other configuration in order to provide your users with an experience customized for your organization, so we’ll make sure that services such as:
- Lync will be enabled to work with your network for online meetings.
- SharePoint sites will be provisioned,
- Yammer is ready for users to log on and start communicating, and
- Office apps are packaged for deployment to your users desktops.
If you plan to migrate email, there are some additional preparation tasks and steps you’ll need to work with the Onboarding team before you’re ready to start moving email data en masse.