Infrastructure Operations icon

Create a Strategy and Roadmap for Office 365

You are going to move to Office 365; your need for SharePoint functionality determines when.


This content requires an active subscription.

Access this content by logging in with your Info-Tech Research Group membership or contacting one of our representatives for assistance.

Speak With A Representative Sign In
or Call: 1-888-670-8889 (US) or 1-844-618-3192 (CAN)


Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.

View Storyboard

Solution Set Storyboard Thumbnail


  • 56 organizations contributed information to assist with the development of this solution set. Due to the sensitivity of the information, all contributors requested confidentiality.

Your Challenge

  • Microsoft is pushing Office 365 aggressively to the C-suite.
  • The complexity of SharePoint and Exchange implementations outweigh the benefits.
  • Office 365 licenses are more expensive than upgrading the applications.

Our Advice

Critical Insight

  • When moving to Office 365, cost savings are dependent on your ability to decommission SQL, SharePoint, and Exchange on-premise servers.
  • Microsoft is focused on cloud applications; you need a strategy – even if it is to just wait.
  • The value of Office 365 can only be realized through matching the license level with the needs of specific user populations. This will minimize your overspend.

Impact and Result

  • Consolidating your Exchange and SharePoint licenses into a single Office 365 license can save at least 15% in license cost over a three-year span.

Research & Tools

1. Determine if Office 365 is an option for the organization

Understand the value of Office 365 and evaluate the benefits for IT.

2. Develop a cost/benefit analysis

Assess the organization’s dependency on Microsoft products.

3. Determine the timeframe for migration

Evaluate the key storage concerns across five key factors.

4. Create an Office 365 strategy

Outline Office 365 benefits that enable IT’s strategy and define a long-term strategy.

5. Build an Office 365 roadmap

Determine the pre-project steps, IT training plan, and the technical steps.

Guided Implementations

This guided implementation is a five call advisory process.

Call #1 - Learn the basics of Office 365

Clarify the features and actual headaches with an Analyst prior to committing to Office 365.

Call #2 - Review your cost/benefit analysis

Review your cost/benefit analysis from Info-Tech’s Office 365 Value and Strategy Tool with an Analyst.

Call #3 - Evaluate the actual risks of Office 365 rather than the hype

Make a decision on moving to Office 365 based on the real world experiences of your peers and not the fear of the unknown.

Call #4 - Understand the potential licenses in moving to Office 365

Take advantage of early adopter knowledge to plan your Office 365 move.

Call #5 - Review the implementation plan

Review your proposed implementation timeline to catch any known issues with your plan.

Onsite Workshop

Discuss This Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Evaluate Office 365 needs

The Purpose

  • Define the realistic cost of Office 365.
  • Evaluate key metrics for Office 365 value.
  • Define organizational future needs for Office 365.

Key Benefits Achieved

  • An understanding of the benefits and drawbacks to Office 365.
  • A clear view of your spend with Microsoft.
  • Define the capacity and use of key Microsoft licenses.




Define the current needs for content based on user needs.

  • A license based view of your current use of Office 365 related applications and infrastructure and the cost of replacing those licenses with Office 365

Evaluate the growth of information in the organization

  • A go/no-go decision on Office 365.

Map the gaps in your current strategy

Module 2: Build a roadmap for Office 365

The Purpose

  • Identify technical gaps for moving to Office 365.
  • Identify key infrastructure time points.
  • Combine the organization needs with best practices for Office 365.

Key Benefits Achieved

  • A complete timeline view of the projects needed to implement Office 365.




Define the current IT skill set

  • Identify the necessary before, during, and after projects for Office 365 success.

Define when storage will be a critical concern


Set start and finish dates for Office 365


Build a timeline

  • A single inclusive timeline of projects.

Search Code: 74563
Published: March 31, 2014
Last Revised: April 2, 2014