If you're like one of the millions of organizations that has or is thinking of moving to Microsoft Office 365 but are not entirely sure of where to start, don't fret! We've got you. After working with so many organizations with their Office 365 migrations, we've seen it all – the good, the bad, and the ugly. We've outlined some of the biggest do's and don'ts when thinking about your move.
6 Biggest Do's and Don'ts
1. Choose an experienced partner
There are so many Microsoft partners out there. So, it might be difficult to know which one to choose for your goals. Different industries deal with different struggles (e.g. compliance is a major issue for government and healthcare). Therefore, it's important that your partner understands the potential hurdles and solutions for your industry.
2. Be selective with your data
Just like when you move homes, the first step is to de-cluttter. Similarly, in your transition to the cloud, you really shouldn’t bring everything over. Whether it’s PST files, 20 versions of the same document your team has been collaborating on, or pictures of your office parties, only move what is necessary in order to save time, money, and space.
3. Have a roll-out plan
As a technologically minded, innovative individual, you are likely MORE than ready to move to the cloud and solve security, collaboration, and ongoing maintenance issues.But don’t think that all your end users will be on the same page or open to change. Make sure you work internally and with your partner to develop a segmented, strategic approach that allows your end users to ease into their new systems. Otherwise, your help desk will be flooded with calls.
4. Rush through the planning phase
As mentioned before, you’re likely eager to get going and if you’ve got full buy-in and budget approval you are ready. But rushing through the planning phases just means more clean up later. Make sure you work with your partner to hash out all the details from planning, to deployment, through end-user roll out.
5. Ignore security
One of the beauties of a cloud-based environment is that you have access to Microsoft’s built-in compliance and security. Use the Microsoft Trust Center to explore questions and features you or others in your organization might have about keeping your environment secure and compliant.
6. Forget about training
This might fall under your roll out plan, but if it doesn’t, you should probably consider it. While letting end users “figure it out” using online resources and YouTube videos, you’re sending them down an infinite wormhole and ask-ing for support requests. Think about investing in a self-guided training for your employees that you can customize and track as you see fit.