Client Migration Checklist

Microsoft 365 Migration Onboarding

Once you have decided to move ahead with the migration, we will schedule a 30 min session to cover the following questions. After I review the answers, I will then work on a soft quote for your migration. I post this list publicly as I feel you as the client, should know all the steps that are required and the work needed to complete a transition from your current email host to M365 Exchange. This page is any size migration. See my about me section at the bottom if you want to learn more about me.

Questionnaire

  • User count
  • Mailbox sizes
  • Operating System Mac or Windows or OWA
  • Current Office licenses/personal/business/Do you have a business account already?
  • Any current security setup for the Intermedia accounts?
  • Any users using a POP/IMAP in their Outlook?
  • Purchase options: Direct or Vendor support
  • Licenses for 365
  • Licenses for BitTitan
  • Windows users/personal account for Windows or local
  • Users in office/remote/out of the country
  • Teams/OneDrive/SharePoint current use or if you want to use it after you’ve setup 365
  • 2nd step onboarding costs
  • Migration costs (labor and licenses for the software)
  • PC/Mac/Phone Outlook setup
  • Phone support
  • Security
  • Backup

Admin tasks

  • Verify DNS/log in
  • Setup Accounts and tenant
  • Gather passwords from current mailboxes
  • Create M365 mailboxes
  • Turn off security during migration time

Documentation sent to end users

I will have detailed, easy to understand documentation for your staff to be able to do a lot of the Outlook profile work themselves. I will also have a video for some things. If you want personalized help for each end user, I’m happy to offer that but with so many employees these days being a bit more tech savvy and want to do things themselves. I’m happy to offer the documentation with no extra fees. This helps your budget and offers me more time to do other tasks.

Migration date and any info they need

  • Phone setup instructions
  • How to change Outlook profiles
  • What comes with, what will need an appt with me

Actual migration cut over date

  • Schedule with lead/Owner/IT

Day of migration

  • Change MX/CNAME
  • Verify mail delivers
  • Change the domain delivery
  • After care for those that need help

365 Purchase Options: My Vendor Vs Direct Microsoft

  • My vendor is a US Based 365 sales and support IT company based out of Florida. I have worked with them since 2011 and they manage over 1000 of my client accounts. I work day to day as an Outlook/365 consultant, they are my backbone that helps keep my consultancy at top performance. They are open 24×7 and this is a great option for those don’t want to
  • If you chose to go direct with Microsoft, that’s just fine. Keep in mind that if you are having issues with your account or a technical issue, you are always welcome to call me but I sometimes are not available when you have an urgent issue. You will need to contact Microsoft yourself unless you can wait for me to get you in the queue.

About me

In 2009, migrating email was becoming a service I knew I had to learn as I was getting many requests. I didn’t like telling clients I didn’t know how to do them, so I decided to learn how. It took me six months to research and know everything I could about the process. I completed my first large migration and then many more. Lots of learning curves and still to this day, sometimes a new issue arises. One thing I learned about working with clients on migration projects is this….I know how to ride the hiccups that come up. At this point, I have done over 2000 Exchange migrations to business 365 and over 1500 home users to a Outlook/Phone synchronizing platform (mini migrations) What’s a mini migration? Click here to find out.

Pricing

  • (Required) All migrations of any size have an onboarding/admin/tasks rate of $240 per hour, tracked in minutes. Time depends on how many users are involved in the migration.
  • (Required) Migration costs per mailbox $75
  • Aftercare, depending on how many end users need my assistance, billable in 15 min increments. $240 per hour, tracked by the call time
  • Half day rate $840 (this is optional, if you want me to be available after cut over to help everyone if they need it)
  • Full day rate $1680 (again optional, this is for larger migrations and to be available to help everyone if they need it)
  • On-going support as needed, see pricing page here