Migration and New PC Outline
Onboarding – During the onboarding appointment the following will be covered. A “game plan” will be created and notes kept on end users desktop. Next steps will be taken and scheduled.
Approximate time: 15-60 min
- Account management decision/Vendor or Microsoft Direct/GoDaddy
- DNS verfication
- How many mailboxes
- OneDrive data
- Teams setup for data sharing
- Office license
- 3rd party apps/special/custom requirements
- Teams/Zoom app for Outlook
- Phone synching
- MFA security
- Data backup
Migration/Set up day
Approximate time: 2-3 hours
- Microsoft 365 Account set up, mailbox creation/DNS updates
- Data backup and migration
- Phone security set up
- Training on Admin account
- Office installation if required (business license)
- Teams add-on for calendar verification
Next day/follow up
Approximate time: 30 min or less
- Fine tuning of Outlook/questions/close this project
Teams setup/data file sharing – New project
1+ hour, depending on data time to upload
- Review data needing to be shared
- Create Teams/add members
- Create desktop sync
- Upload data
- Training how data is saved/tips for travelers
Desktop set up/new pc
30+ min
- Setup Computer with the right email account
- Install business Office
- Configure Outlook
- Sync Teams data file share
- Install other software needed
Final notes:
- Training
- Discuss backup solutions
- On-going support ticket decision
