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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.

  • 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.

Migrate to Windows 10 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.

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.




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Renown Health

Guided Implementation




Fred and Sandi provided some good guidance to the team on our Win10 upgrades and provided resources to review. Thanks.

The Abramson Center for Jewish Life

Guided Implementation




I believe that Ken validated some of our assumptions and gave us some industry information that assisted us in our implementation.

Care New England Health System

Guided Implementation




The ability to discuss the strategy document was valuable (Positive) no negative

Toronto Community Housing Corporation

Guided Implementation




It was affirmative that we are heading in the direction to be successful. While the team may be over confident Mark was able to direct the team to... Read More

Alectra Utilities

Guided Implementation




Workshop: Migrate to Windows 10

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 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
Migrate to Windows 10 preview picture

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 3-phase advisory process. You'll receive 10 touchpoints with our researchers, all included in your membership.

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.


Ken Weston

Michael Battista

John Sloan


  • 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
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