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
  • Inventory source account data storage
  • 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

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

Technical Pilot testing (Advanced Project Type only)

  • Advise Customer about pilot selection criteria:
    • Up to 2 Mailboxes
    • Up to 2 User Drives (if in scope)
    • 1 Team (Shared) Drive (if in scope)
  • Prepare admin authentication; build and validate software configuration
  • Perform Pilot Migration into test accounts in targetConfirm results with Company; remediate up to 4 times if necessary
  • Upon completion of Technical Pilot Migration, obtain Technical Pilot approval

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:

Post-Migration Support

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