Create a Strategy and Roadmap for Office 365

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


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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.


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

Want to Participate in Our Research?

  • Analyst Interviews: Share your best practices, opinions, tools or templates with your peers.
  • Webinars: Interactive session to keep us focused on topics you want to tackle.
  • Upcoming Workshops: Accelerate your project with an onsite, expert analyst to facilitate a workshop for you. Contact us for more details.

Become a Participant

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See how all the steps you need to take come together, with tools and advice to help with each task on your list.

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Get to Action

  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 Implementation icon Guided Implementation

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

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.

Activities: Outputs:
1.1 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
1.2 Evaluate the growth of information in the organization
  • A go/no-go decision on Office 365.
1.3 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.

Activities: Outputs:
2.1 Define the current IT skill set
  • Identify the necessary before, during, and after projects for Office 365 success.
2.2 Define when storage will be a critical concern
2.3 Set start and finish dates for Office 365
2.4 Build a timeline
  • A single inclusive timeline of projects.

Workshop Icon 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 road map in place to complete your project successfully.

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

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