Trial lock

This Research is for Members Only

Not a member? Unlock a free sample of our research now!

Already a member?

Sign in now

Infrastructure Operations icon

Migrate to Windows 10

Developing a migration and deployment plan for Windows 10 is harder than it looks – Windows 10 is leading the way to an entirely new world of end-user computing.

Unlock a Free Sample

View Storyboard

Solution Set Storyboard Thumbnail


  • Onuora Amobi, CEO, The Windows News Network
  • Hanan Luftiyya, Professor and Chair of Computer Science, Western University, Canada
  • Hutton Henry, Director, Beyond Migration
  • Stephen Lewis, Manager: Administrative Computing Team, Senior Computing Consultant, Lehigh University
  • 4 anonymous contributors

Your Challenge

  • Windows-as-a-Service means that updates and ongoing management have become more complicated.
  • Organizations are chained to previous versions of Windows due to legacy applications and web applications that only work in older versions of Internet Explorer.
  • The costs of migrating operating systems are daunting and there is confusion about new features, making a business case difficult.

Our Advice

Critical Insight

  • Windows 10 is not just another upgrade; it is leading to transformative change. Big changes for Microsoft mean big changes for you.
  • Plan the migration immediately. Rapid consumer adoption, BYOD, and new hardware make an immediate plan a necessity; waiting for Windows 7’s end of life will not cut it.
  • Take it one step at a time: define rings of users and let these categories guide migration methods and timing.

Impact and Result

  • Create a migration plan that incorporates your end users’ and organization’s unique pain points.
  • Start your pilot as soon as possible by representing the most common user groups.
  • Choose a deployment strategy that is best suited for your organization.

Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why migrating to Windows 10 is necessary, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Launch the Windows 10 migration

Assess the impact of a Windows 10 migration and start gathering requirements.

2. Organize user groups into rings and plan initial deployment

Map user groups onto the Windows Update branches and create a pilot ring that represents the most common user group.

3. Deploy Windows 10

Explore Windows 10 deployment scenarios and address people issues that will arise among end users and within IT.

Guided Implementations

This guided implementation is a ten call advisory process.

Guided Implementation #1 - Launch the migration

Call #1 - Explore Windows 10 for your organization.
Call #2 - Review your current state.
Call #3 - Review your future state and cost/benefit analysis.

Guided Implementation #2 - Prepare for deployment

Call #1 - Map user groups into Windows-as-a-Service.
Call #2 - Create a test strategy.
Call #3 - Review your test and plan your pilot.
Call #4 - Review the pilot results.

Guided Implementation #3 - Deploy Windows 10

Call #1 - Scope out deployment strategies and training requirements.
Call #2 - Review Windows 10 deployment plan.
Call #3 - Review IT training plan and end-user assistance 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: Assess Your Current State and Define Your Future State

The Purpose

Understand how Windows 10 will impact the organization.

Key Benefits Achieved

Deployment strategy tailored to your end users’ pain points and the organization’s goals.




Establish core stakeholders and contributors, and their concerns.

  • Business case for Windows 10

Identify current organizational goals.


Obtain feedback on end users’ current pain points.


Perform a user group analysis.


Perform a cost/benefit analysis.


Choose an edition.

  • Chosen edition of Windows 10

Choose a start date for your Windows 10 migration.

  • Start date for migration

Identify your milestones and success metrics.

  • Milestones and success metrics

Module 2: Prepare for Deployment

The Purpose

Create a strategy for testing, piloting, and deploying Windows 10.

Key Benefits Achieved

  • Prioritized testing and piloting for key groups of end users.
  • Deployment strategy that reflects the unique needs and concerns of each user group.




Map user groups to rings.

  • Plan for Windows-as-a-Service

Set up your Windows 10 test ring.

  • Strategy for testing

Generate tasks associated with testing and add them to your migration roadmap.


Set up and generate tasks associated with piloting.

  • Strategy for piloting

Determine the deployment type that best suits each user group.

  • Deployment strategy

Configure your images and/or provisioning packages.


Deploy to standard, stable, and mobile rings.

Module 3: Address People Issues

The Purpose

Incorporate training into your migration roadmap.

Key Benefits Achieved

  • Kick-started your Windows 10 knowledgebase.
  • Developed a training and assistance plan that reflects your end users’ needs.




Develop an IT and pilot ring training plan.

  • IT and pilot user training plan

Expand your knowledgebase.

  • Initial set of knowledgebase articles

Develop an end-user transition support plan.

  • Training or assistance plan for end users

Finalize your migration roadmap.

  • Finalized migration roadmap

Search Code: 58813
Published: June 21, 2013
Last Revised: March 16, 2016