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Plan and Implement Office 365

Implementing Office 365 is not just about migrating email to the cloud, or getting the latest in productivity applications, or implementing SharePoint Online. It is about all of the above.


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Your Challenge

  • Organizations are faced with the decision to move Microsoft Exchange, Office, and SharePoint deployments to the cloud through the implementation of Office 365.
  • Microsoft’s push for Office 365 is complicating on-premise and hybrid deployment models of Exchange and SharePoint.

Our Advice

Critical Insight

  • Matching each user’s needs to the correct licensing scheme is difficult and time consuming. Microsoft’s marketing materials are unclear about which services are included in each version of Office 365.
  • Office 365 is its own ecosystem with improved integration between services. Hybrid deployments require a significant increase in work for compatibility and ease of use for end users.

Impact and Result

  • Assess the needs of users in workgroups and departments.
  • Deploy the needed Office modules to each employee without overspending.
  • Create a deployment strategy to roll out Office 365.
  • Create a governance strategy to manage the deployment and continued use of Office 365.

Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should plan and implement Office 365, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

2. Migrate to Exchange Online

Prepare for the Exchange migration.

3. Implement collaboration and Office applications

Implement Collaboration and Office.

4. Get on the right track for SharePoint Online

Define a SharePoint-based information organization strategy.

Guided Implementations

This guided implementation is a nine call advisory process.

Guided Implementation #1 - Plan your implementation

Call #1 - Office 365 overview
Call #2 - Our implementation strategy

Guided Implementation #2 - Migrate to Exchange Online

Call #1 - Define Exchange migration pilot
Call #2 - Plan the migration groups

Guided Implementation #3 - Implement collaboration and Office applications

Call #1 - Review collaboration strategy
Call #2 - Review Office deployment needs

Guided Implementation #4 - Get on the right track for SharePoint online

Call #1 - SharePoint architecture
Call #2 - Plan to govern SharePoint
Call #3 - Long-term SharePoint management

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: Plan Your Implementation

The Purpose

  • Discuss the general project overview for the Office 365 implementation.
  • Create a strategy for deploying Office 365.

Key Benefits Achieved

  • Office 365 implementation is planned out in the correct order for the most convenient rollout.




Map order of deployment of Office 365 applications.

  • Project Framework

Develop end-user communication.

  • Communication Plan

Module 2: Migrate to Exchange Online

The Purpose

  • Plan the migration to and the deployment of Exchange Online.

Key Benefits Achieved

  • Know the correct migration method for Exchange Online.
  • Prepare user profiles for the rest of the Office 365 implementation.




Determine the correct migration strategy based on current version of Exchange.

  • Exchange migration strategy

Plan the user groups for a gradual deployment.

  • User groups organization by priority of migration

Module 3: Implement Collaboration and Office Applications

The Purpose

  • Implement collaboration and productivity tools.

Key Benefits Achieved

  • Skype for Business use case defined.
  • Office Productivity Suite deployment planned.




Review the organization’s collaboration strategy.

  • Office and Skype for Business deployment plan.

Use defined user groups to choose best-case licensing.

Module 4: Get on the Right Track for SharePoint Online

The Purpose

  • Define a SharePoint-based information organization strategy.
  • Develop a governance framework for SharePoint.
  • Enable SharePoint users through workflow.

Key Benefits Achieved

  • SharePoint governance plan created before the rollout.
  • Greater adoption of SharePoint by end users.




Plan SharePoint architecture based on user needs.

  • SharePoint site architecture

Create a SharePoint governance plan.

  • Framework for SharePoint governance

Plan the SharePoint migration path.

  • SharePoint deployment plan

Search Code: 76000
Published: May 27, 2015
Last Revised: May 27, 2015