1. Info-Tech Research Group1 1 Info-Tech Research Group, Inc. Is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2015 Info-Tech Research Group Inc. 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.

2. Info-Tech Research Group2 2 This Research is Designed For:This Research Will Help You: This Research Will Assist:This Research Will Help You: This Research Is Designed For:This Research Will Help You: This Research Will Also Assist:This Research Will Help Them: Our understanding of the problem CIOs who are planning to move to Office 365 for corporate email, productivity applications, or enterprise documents. IT Leaders and Project Managers leading the migration effort to Office 365. Assess your readiness to roll out Office 365 in your organization. Develop an implementation and communication plan for your Office 365 rollout. IT Technical staff and Consultants tasked with moving the organization to Office 365 Evaluate key decisions at critical points in the project.

3. Info-Tech Research Group3 3 Resolution Situation ! Complication ? Info-Tech Insight Executive Summary 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. 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. 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. 1.Office 365 is the future of Microsoft Office. Your adoption of its cloud-based services is not a question of “if,” but a question of “when.” 2.The implementation timeline is not linear. As a complex multi-app platform, Office 365 offers many potential starting points for migration, optional modules, and application dependencies that are not always obvious.

4. Info-Tech Research Group4 4 Some applications integrate smoother on the backs of others. Follow our ordered 4-phase approach to ensure a successful migration Phase 1: Plan the Implementation: This planning phase will prepare you for critical decisions and prepare the project charter. Phase 2: Migrate to Exchange Online: Establish all the Office 365 user IDs and migrate your corporate email to the cloud. Phase 3: Implement Collaboration and Office Applications: Integrate Skype for business with Exchange and roll out the Office 365 edition of Word, Excel, and PowerPoint to the enterprise. Phase 4: Get On the Right Track for SharePoint Online: Develop a plan to properly manage corporate information using SharePoint and OneDrive for Business.

5. Info-Tech Research Group5 5 Do not underestimate the value of proper information architecture. Set yourself up for success with document collaboration Office 365 is not just an email migration. It’s an entire business productivity platform that includes an information and document management and team collaboration portal: SharePoint. Employees need to share information. Let SharePoint be the solution to the problem of documents being buried in emails or stored in personal third-party cloud drives. Phase 4 of this blueprint will put you on the road to setting up a platform that is inviting to users, and establishes a good practice of information classification and governance.

6. Info-Tech Research Group6 6 Implementing Office 365 is many projects rolled into one, and relies on a variety of IT skills and roles to be executed successfully. Assemble the appropriate skillsets to tackle key areas in your project Infrastructure specialist: This role is the subject matter expert in the corporate email platform, Active Directory, and the network infrastructure which is uplinked to the cloud. Application specialist: This role will have the most active interest in how applications are deployed to users, such as Outlook, Word, and Excel. They will also play a key role in the inter- operability of the various Office 365 applications (such as the ability to use Skype for Business within Outlook). Information architect: This role is concerned with the organization and classification of information. This role is critical for success in the final phase of this project, which strays far from an infrastructure or application upgrade, and into information management and governance.

7. Info-Tech Research Group7 7 Our existing blueprint entitled Create a Strategy and Roadmap for Office 365 is a critical prerequisite to this project.Create a Strategy and Roadmap for Office 365 Map out your journey before hitting the road In this blueprint, we provide insights to the following questions: 1.Is Microsoft Office 365 the right solution for your organization? What are the alternatives? 2.How can you maximize the cost benefit of moving to Office 365? 3.Does implementing Office 365 fit properly into your Infrastructure Roadmap? 4.What are the training and skills development prerequisites for moving to Office 365?

8. Info-Tech Research Group8 8 Choose the implementation path based on current needs Now Exchange Only Office Suite Only SharePoint Only Most Convenient Path to Full Implementation

9. Info-Tech Research Group9 9 Fast-track the implementation planning by using your roadmap and user descriptions The Create a Strategy and Roadmap for Office 365 Blueprint can help plan all of the steps prior to implementation.Create a Strategy and Roadmap for Office 365 Use the Office 365 Value and Strategy Tool to document your decisions.Office 365 Value and Strategy Tool Re-evaluate the key items from each step. Consider where the pre- projects and skill development tasks can be integrated into the implementation using the Project planning workbook. Go back to the initial user definitions to define the order of deployment across the organization; move from key content creators and finish with analytical departments/workgroups. Evaluate the need to re-organize the groups to ensure that cross-department processes and projects are not impacted by the migration process.

10. Info-Tech Research Group10Info-Tech Research Group10 Clients who use this project plan save 10-15% on the total cost of the planning and implementation of Office 365. Use the Implement Office 365 Workbook to plan your deployment and migration The Implement Office 365 Workbook will streamline with the planning, deployment, and management of your Office 365 implementation.Implement Office 365 Workbook Included is a high-level overview of the required steps for your organization to implement Office 365 along with a Gantt chart to map a timeline. Also included is a detailed project plan with links to relevant TechNet articles for each step of the project. Organizations concerned with Active Directory and AD Federation Services can learn more in Phase 1: Plan the Implementation. Couple the Office 365 Workbook with Microsoft’s ADFS Capacity Planning Worksheet for increased project visibility.

11. Info-Tech Research Group11Info-Tech Research Group11 Info-Tech offers various levels of project support to best suit your needs DIY Toolkit Guided Implementation Workshop Consulting Info-Tech Involvement “Our team has already made this critical project a priority, and we have the time and capability, but some guidance along the way would be helpful.” “Our team knows that we need to fix a process, but we need assistance to determine where to focus. Some check-ins along the way would help keep us on track.” “We need to hit the ground running and get this project kicked off immediately. Our team has the ability to take this over once we get a framework and strategy in place.” “Our team does not have the time or the knowledge to take this project on. We need assistance through the entirety of this project.” Degree of Customization Diagnostics and consistent frameworks used throughout four options

12. Info-Tech Research Group12Info-Tech Research Group12 Best-Practice Toolkit 1. Understand Office 365 Implementations 2. Prepare for the Exchange Migration 3. Implement Collaboration and Office 4. Define a SharePoint- Based Information Organization Strategy 5. Develop a Governance Framework for SharePoint 6. Enable SharePoint Users Through Workflow Guided Implementations Call 1: Office 365 overview Call 2: Our implementation strategy Call 1: Define Exchange migration pilot Call 2: Plan the migration groups Call 1: Review collaboration strategy Call 2: Review Office deployment needs Call 1: SharePoint architecture Call 2: Plan to govern SharePoint Call 3: Long-term SharePoint management Onsite Workshop Module 1: Strategy & Implementation Module 2: Email Migration & Archiving Module 3: Collaboration & Productivity Module 4: Document Management Phase 1 Results: Communication plan Project framework Phase 2 Results: Exchange deployment defined Exchange migration planned Phase 3 Results: Skype for Business use defined Office deployment planned Phase 4 Results: Site architecture defined Framework for SharePoint governance Plan for deployment of SharePoint Plan the Implementation Migrate to Exchange Online Implement Collaboration & Office Applications Get On the Right Track for SharePoint Online Project Overview

13. Info-Tech Research Group13Info-Tech Research Group13 Day 1Day 2Day 3Day 4Day 5 PreparationWorkshop Day Working Session Workshop Preparation Introduction of IT strategy benefits. Determine company focus. Map out Office 365 administrative portal. Determine hybrid vs all cloud strategy. Define project risks. Define Office 365 applications that are needed based on current portfolio. Morning Itinerary Map order of deployment of Office 365 apps. Develop end-user communication. Afternoon Itinerary Identify required data and documents for pilot. Determine Office 365 implementation applications. Configure Skype, Office, and OneDrive options. Morning Itinerary Define general set-up parameters for SharePoint. Define IT capabilities for managing SharePoint. Plan for initial site architecture. Afternoon Itinerary Build a SharePoint access control plan. Establish the risk profile for SharePoint content. Plan the content migration. Morning Itinerary Develop a governance structure for SharePoint. Define a list of potential stakeholders to involve. Plan the governance committee and integrate SharePoint governance into information governance. Afternoon Itinerary Evaluate need for pilot in terms of: o End user needs o Required functions o “Nice to have” functions o Build a backlog of additional projects Workshop Debrief Review Office365 project plan and establish a timeline. Determine ability to execute on wanted final state. Determine need for hybrid solution in the long term. Define an Information Management Project Plan (Rollout Strategy). Review the Final Deliverable. Workshop Overview This workshop can be deployed as either a four or five day engagement depending on the level of preparation completed by the client prior to the facilitator arriving onsite. The light blue slides at the end of each section highlight the key activities and exercises that will be completed during the engagement with our analyst team. Contact your account representative or email Workshops@InfoTech.com for more information.Workshops@InfoTech.com