Project Phases
Implementation Roadmap
Click any checkbox to track progress. Click phase headers to expand or collapse.
Phase 1: Discovery & Assessment
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Week 1
Not Started
- Inventory current environment (email provider, file storage, devices, apps)
- Gather user list (names, roles, departments, existing email addresses)
- Identify licensing needs (M365 Business Basic / Standard / Premium)
- Confirm domain ownership
- Stakeholder kickoff call with client leadership
Phase 2: Tenant Setup & Identity
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Week 2
Not Started
- Provision M365 tenant and configure Entra ID
- Add and verify custom domain
- Create user accounts in Entra ID
- Set up security groups and role assignments
- Configure MFA and security defaults
- Set password policies and self-service password reset
Phase 3: Email & Data Migration
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Weeks 2–3
Not Started
- Determine current mail platform (Gmail, on-prem Exchange, other)
- Run mailbox migration (Migration Manager or BitTitan)
- Migrate calendars, contacts, and shared mailboxes
- Migrate existing files to OneDrive / SharePoint
- Set up shared drives and team sites
Phase 4: M365 App Deployment
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Week 3
Not Started
- Deploy Microsoft Teams, Outlook, and Office apps
- Configure Teams channels by department
- Set up SharePoint for internal docs and SOPs
- Train users on M365 basics (Teams, Outlook, OneDrive, SharePoint)
Phase 5: Security & Compliance
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Week 4
Not Started
- Apply Conditional Access policies in Entra ID
- Configure Defender for Business (if licensed)
- Set up DLP policies for sensitive data
- Enable audit logging and sign-in monitoring
- Review and harden admin accounts
Phase 6: Go-Live & Hypercare
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Weeks 4–5
Not Started
- Cutover DNS (MX records pointed to M365)
- Monitor sign-ins and mailflow for 48–72 hours
- Provide dedicated support channel for client staff
- Address any post-migration issues
- Decommission old systems after validation
Your Team
Dedicated Project Team
Professionals assigned to your migration.
T1
Team Member
Service Desk Tech II
User Support & Onboarding
T2
Team Member
Sr. System Administrator
Entra ID & Tenant Config
T3
Team Member
Sr. Systems Engineer
Infrastructure & Automation
T4
Team Member
Solutions Architect
Architecture & Strategy
T5
Team Member
Sr. IT Project Manager
Coordination & Timelines
Key Information
Project Guidelines
Success Criteria
- All users active on M365
- Email flowing through Exchange Online
- MFA enabled for all accounts
- Zero data loss during migration
- All files migrated to OneDrive/SharePoint
- Staff trained on core M365 apps
Risk Mitigation
- Full backup before any migration step
- Pilot group of 3–5 users before full rollout
- 48–72 hour hypercare post-cutover
- Rollback plan documented for each phase
- Daily status updates during active migration
Communication Plan
- Weekly status meetings with client leadership
- Dedicated Teams channel for real-time updates
- Email notifications at each phase milestone
- 24/7 emergency contact during go-live
- Post-migration survey for user feedback