Moving Your LA Investment Advisory

Firm to Office 365

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

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Many LA investment advisory

firms are considering migrating

to Office 365 these days

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Proper Planning

Prevents Poor Performance

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As with all aspects of their

technology, when considering

the move to Office 365 an

investment advisory firm

needs to consider and plan

for security and compliance

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Get Your Infrastructure Ready

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The following will also have

to be disabled, archived,

or deleted:

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• Users

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• Sites

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• Mailboxes

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• Public Folders

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• SharePoint objects

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Document How Email Works

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Before the migration begins,

verify and document how

email enters the network

and how it is processed

in Exchange

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Other required information

includes:

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• How the firm’s employees

connect to the mail server

to retrieve their messages

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• A list of email servers and

the network components

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• Any devices or applications

that relay e-mails using

MAPI or SMTP

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• SSL certificates as well as

all settings for encryption

and archiving

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• External DNS MX

and A records

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Put the Migration Toolkit

Together

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There are tools available

to make the migration to

Office 365 easier

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Bottom Line

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Although it may seem complex

on the surface, moving a firm

to the Office 365 Cloud is

no more complicated or

challenging than any

system upgrade

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Has your investment advisory

firm made the switch

to Office 365 yet?

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If so, have you noticed

a lot of improvements over

the previous system?

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Let us know your thoughts

in the Comments box below

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