twitter
facebook
linkedin
youtube
Skip to Main Navigation
Skip to Main Content
Skip to Footer
Twitter
LinkedIn
Facebook
Youtube
OneSource IT Login
Careers
Contact
888-482-1122
Search
Menu
Assessments
Home
O365 Pre-Engagement Form
AddThis Sharing Buttons
Share to Print
Print
Share to Email
Email
Share to More
More
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
No
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
No
Don't know
Do you utilize Unified Messaging with MS Exchange?
Yes
No
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
No
Don't know
Do you want to migrate archived emails?
Yes
No
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
No
Don't know
Do you require Single Sign-on to Office 365?
Yes
No
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
No
Don't know
Do you utilize any other MDM solution today if you don’t use BES?
Yes
No
Don't know
What Internet-facing proxy servers are used in your organization? (TMG, UAG, Netscaler, etc…)
Network
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
No
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
No
Don't know
Can data migration happen during normal business hours?
Yes
No
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)
This field is required
Add another
Administration
This field is required
First Name (Client)
This field is required
Last Name (Client)
Title
This field is required
Email Address (Client)
This field is required
Phone Number (Client)
This field is required
Company (Client)
# Employees
This field is required
Address (Client HQ)
This field is required
City
This field is required
State
This field is required
Zip Code/Postal Code
This field is required
ePlus Account Manager (AM)
ePlus AM Email
ePlus AM Phone
Submit
