Onboarding | Project Phases | Best Practices | Glossary of Key Terms

Project Phases

Express Migration Services Projects include the following project phases:

  • Setup
  • Production
  • Post-Migration Support
    • Basic Support (Standard Project Type)
    • Premier Support (Advanced Project Type)

Setup

The Setup phase is when Transend prepares for migration. This includes, but is not limited to:

Project Management

  • Internal project management platforms and services
  • Project Portal
  • Kickoff meeting
  • Custom Project Plan
  • Learning of any custom preferences that deviate from the defined Scope of Work or default migration methodologies, and if necessary, preparing an Amendment to account for required deviations

Basic Platform Setup

  • Validate credentials provided by customer
  • Verify up to 3 domains in target tenant
  • Target platform licensing guidance
  • User account object provisioning
  • Validate objects are provisioned and licensed, as necessary
  • Validate user accounts in scope can be authenticated
  • Production readiness – confirm the target platform is prepared for migration and all migration concepts are understood by customer
  • Notification that Setup is complete and customer can schedule the Cutover

Pre-Migration Assessment (Advanced Project Type only)

  • Inventory all objects that exist in the source tenant
  • Planning Meeting – review with customer the objects that exist in the source, and the plan for object provisioning in the target platform (either as the same object type or different object types)
  • Once the Object Provisioning Plan is defined, Transend will provision all objects in the target in accordance with the Object Provisioning Plan

Once all Setup tasks have been performed, Transend will close the Setup phase move to the Production phase.

Production

The Production phase includes, but is not limited to:

  • Schedule the cutover
  • Communicate to customer the migration details
  • Provision migration farm
  • Configure migration software
  • Mailbox migration (if Staged)
    • Begin the Stage-1 mailbox migration
    • Perform the Cutover, or (if performed by customer) coordinate the Cutover
    • Perform Stage-2 and Stage-3 migrations, as necessary
  • Mailbox migration (if Single-pass)
    • Perform the Cutover, or (if performed by customer) coordinate the Cutover
    • Perform Single-pass migration of all mailbox data in scope
  • Perform Single-pass file migration, if in scope

Post-Migration Support

Each project includes a post-migration support period for 1-week after the Cutover.