Migration Project Checklist

Hi Folks, this is a list of everything that needs to be done to complete your email and data migration to Microsoft 365. I am very transparent with my clients when it comes to project work and managing expectations.

Step 1:

• This is typically a 30 min appointment to gather information for the migration and I will offer a soft quote of how long it will take and price. If this is a small project, I may do your backups as well. I will take notes and leave them on your computer.

Step 2: Kicking off Migration

• Setup 365 accounts with vendor or direct with Microsoft, verify DNS, misc. admin tasks
• Setup your account with Sherweb https://shop.sherweb.com/accountcreation/?aid=37978

Step 3: Start Migration

• Setup Microsoft mailboxes, backup data

Step 4: Migration Day

• Final data migration verification
• Update the DNS records
• Configuring Outlook and phones

Step 5: Aftercare

• Assist with any questions end users have after their email has migrated and their Outlook is working

Step 6 Final step with the lead of the project

• Backup
• Security
• Admin training
• Teams setup
• Explain how I can continue to support your company