Pre-Engagement Questionnaire - Office 365

Overall Business Goals

In general terms, what are your expectations from this Microsoft Migration engagement? Please include any expectations related to timeline for deployment.

Is there a specific capability area(s) you would like to focus on? Any critical requirements for the migration or the solution? Is there a Business Value that O365 meets for the Organization?

Is the focus of this engagement related to a particular project or initiative within your organization? If so, please give details, key stakeholders and any other departments or initiatives this project touches or influences.

Is there a Business Unit we are focusing on?

What are the 3-5 Strategic Goals of this Unit/migration/solution?

What are the major issues/problems blocking the attainment of these goals?

Are the stakeholders for this project identified and onboard?

Yes

Don't know

Customer Technology Infrastructure

Client

What version of Windows do you have in place? (i.e. Windows 10, Windows 8, Windows 7, Vista, XP, 2000)

Which Web browsers and versions are supported in your environment? (i.e.Edge, Internet Explorer 11, Internet Explorer 10, Safari, Firefox, etc.)

What version of the Office System do you have in place? (i.e. 2003, 2007, 2010, 2013, 2016)

Number of mobile users in your organization. Please also describe types of mobile devices in use (BlackBerry, Windows Mobile, IPhone, other)?

Server Platforms

What server operating systems are used in your organization? (i.e. Windows 2000 Server, Windows Server 2003, Windows Server 2008, Windows 2012, Windows 2016. Include service pack levels)

What email servers are used in your organization? – Microsoft Exchange, or other (what SP? SP3 RU11 or above for Exchange 2010 recommended)

How many user mailboxes are on your Email servers? Resource Mailboxes? Groups?

Do you utilize Public Folders with MS Exchange?

Yes

Don't know

Do you utilize Unified Messaging with MS Exchange?

Yes

Don't know

Do you have an Email Archiving / Email Security / 3rd party add-on solution in place today for your MS Exchange system?

Yes

Don't know

Do you want to migrate archived emails?

Yes

What data would you like to automatically migrate from Exchange to Office 365? (Email, calendar, permissions, Notes, Public Folders, Archives, etc…)

What sort of cutover do you envision from Exchange to Office 365?

What is your average mailbox size?

What is the largest mailbox size?

Which directory services are used in your organization? (i.e. Active Directory, Novell, LDAP, etc.) Version? Single/Multi Forest? How many domains?

Do you use Active Directory Federation Services today?

Yes

Don't know

Do you require Single Sign-on to Office 365?

Yes

What collaboration servers are used in your organization (i.e Microsoft SharePoint Server or other collaboration servers? Include service pack levels)?

What VOIP/Conferencing servers and/or services are used in your organization (i.e. OCS, Lync, Skype, LiveMeeting. Include service pack levels)?

Does your organization have Blackberry Enterprise Server deployed in your corporate network?

Yes

Don't know

Do you utilize any other MDM solution today if you don’t use BES?

Yes

Don't know

What Internet-facing proxy servers are used in your organization? (TMG, UAG, Netscaler, etc…)

Network

Network 1 Network 2 Network 3

Indicate which of the above network architectures most closely resembles your environment and try to provide an estimate on the number of users you are considering migrating to Office 365. If possible, please indicate the users’ distribution in the network and/or geographically.

What is your Internet Bandwidth?

Are you interested in seeing alternative options for your internet bandwidth provider?

Yes

Business Environment

Which languages would your business need to be supported by Office 365?

Does your organization have any Regulatory Requirements with which the engagement should adhere? (HIPAA, Sarbanes Oxley, etc.)

Does your organization have any Operational Standards with which the engagement should adhere? (Six Sigma, OSI compliance, ISO Compliance, ITIL Operations Model, etc.)

Does your organization have any Security compliance standards that must be met/followed?

Does your organization follow any Change Management practices?

Yes

Don't know

Can data migration happen during normal business hours?

Yes

Helpful Info

Budget (per month)

What is your expected "Go Live" date for this project?

Why O365? Feel free to give some additional info below.

Attachment (please attach any specifications, diagrams, or equipment lists)

Add another

Administration

First Name (Client)

Last Name (Client)

Title

Email Address (Client)

Phone Number (Client)

Company (Client)

# Employees

Address (Client HQ)

City

State

Zip Code/Postal Code

ePlus Account Manager (AM)

ePlus AM Email

ePlus AM Phone

Assessments

Pre-Engagement Questionnaire - Office 365

Overall Business Goals

Customer Technology Infrastructure

Client

Server Platforms

Network

Business Environment

Helpful Info

Administration