windows 10 and office 365 proplus success plan … · web viewwindows 10 and office 365 proplus...
TRANSCRIPT
Microsoft FastTrack
Windows 10 &Office 365 ProPlus Success PlanUser Guide
Windows 10 and Office 365 ProPlus Success Plan User Guide
ContentDocument Purpose.................................................................................................................2Success Plan Summary...........................................................................................................3Scope...................................................................................................................................... 3Team....................................................................................................................................... 3Success Plan Timeline.............................................................................................................4Vision...................................................................................................................................... 5Scenarios & Solutions.............................................................................................................6Success Metrics......................................................................................................................7Risks....................................................................................................................................... 8Summary of Current Environment..........................................................................................9Recommended Actions: Current Environment......................................................................11Adoption and Use Summary.................................................................................................12Deployment & Implementation Summary.............................................................................15
1
Windows 10 and Office 365 ProPlus Success Plan User Guide
Document PurposeThis document is intended to guide a Microsoft FastTrack Partner and Microsoft Account Team on how to complete a Windows 10 and Office 365 ProPlus success plan in order to help a prospective FastTrack customer successfully deploy Windows and Office. The user guide explains how the sample success plan was created for the fictious company CONTOSO. All of the questions in the Success Plan Business Case, Services Readiness, and Adoption Planning sections must be completed including the summary of the current environment (both installed base and forecast for next 12 months). The questions detailed in the Success Plan Onboarding section are considered optional, although we strongly recommend that you answer as many of the questions as possible as they will lead to the creation of a more comprehensive success plan and will help to guide the deployment engagement by highlighting products, technologies and processes that are currently used by the customer for software update management, security, compliance, application management, and application compatibility. Microsoft FastTrack Partners and Microsoft Account Teams should also feel free to add any information necessary to the success plan to reflect the proposed deployment engagement.
2
Windows 10 and Office 365 ProPlus Success Plan User Guide
Success Plan SummaryThis section provides a high level summary description of the plan that will become the focus for the rest of the FastTrack engagement. Provide a short (1000-character) description of the plan to ensure it can readily be identified. This typically covers the business requirements i.e. what the solution must deliver in order to meet a business challenge or opportunity, technical requirements i.e. the technical parameters and feature characteristics of the solution, and operation requirements i.e. the regions impacted and the supportability and usability of the solution.Example: Contoso will use a traditional Wipe-and-Load approach to deploy Windows 10 and Office 365 ProPlus, and roll-out modern devices providing additional security, productivity and mobility, in North America, across sales and marketing. This process will be used to capture data and settings, deploy (custom) OS images, inject drivers, install apps, and restore data and settings. A thin image will be used and all apps will be applied at deploy time of the OS or post-install. OS deployment must support over-the-wire and stand-alone deployment solution. PXE-support is needed at major locations. User state migration is needed and there are at least 5 custom applications that need their settings and data migrated.
ScopeThis section provides a drop down list of workloads to choose from for the Success Plan. Simply select all of the workloads required to meet your success plan solution goals (i.e. Windows 10 and Office 365 ProPlus). If you have already conducted a Windows 10 and Office 365 ProPlus Value Discovery Workshop with the customer you can select the workshop results and the scenarios will be imported to start your success plan.Example:
Technical Workloads Selected
Windows 10 Windows 10 Enterprise Office 365 Office 365 ProPlus
TeamThis section defines the business and technical contacts that will be accountable for the success plan and deployment engagement. You can copy contacts from other success plans and workloads/scenarios if they share the same responsibilities.Example:Primary Customer Contact
NAME TITLE PHONE EMAILROLE OR SYSTEM OWNERSHIP
Sara Davis IT Manager 425-555-1212 [email protected] IT
3
Windows 10 and Office 365 ProPlus Success Plan User Guide
Contoso Deployment TeamThe following staff have been identified to take key roles in the plan:
ROLE NAME RESPONSIBILITIES EMAILExecutive Sponsor Garth Fort Desktop experience [email protected] Lead
Allie Bellow Desktop experience [email protected]
Business Owner/BDM
Garret Vargas
Desktop experience [email protected]
Partner TeamPartner team resources are also available to support the plan. The following team resources have been identified.
ROLE NAME RESPONSIBILITIES EMAILPartner Contact/Leader
Ben Walter
Microsoft desktop deployment [email protected]
Microsoft TeamMicrosoft team resources are also available to support the plan. The following team resources have been identified.
ROLE NAME RESPONSIBILITIES EMAILATS Brian Shiers Microsoft desktop deployment [email protected]
mTAM Chris Hopkins Microsoft desktop deployment [email protected]
om
Success Plan TimelineAll success plans should have a well-defined timeline. Use this section to specify the timeline for this deployment engagement and outline any key drivers that may impact the plan timeline.Example:
Plan Start Plan CompleteDecember 05 2016
March 31 2017
Success Plan Priority: Important Existing plan sponsorship: Strong sponsorship
4
Windows 10 and Office 365 ProPlus Success Plan User Guide
The following outlines the key milestones and phases identified for the Contoso success plan.
PHASE MILESTONE START END COMMENTSSuccess Plan Kickoff 11/07/2016 Technical plan initiated
Pilot 01/09/2017 Initial pilot in Seattle office
Go-live 02/20/2017 Broad deployment initiated in NY
Plan Completion 03/31/2017
FoundationIn the table below, each group is broken down by size, location, and workload.
GROUP LOCATIONNUMBER OF USERS OR DEVICES WORKLOAD
Pilot users Seattle 50 Windows 10 and Office ClientEnterprise New York 2,450 Windows 10 and Office Client
VisionAll success plans should also have a well-defined vision that articulates what success looks like for the organization. Provide a short (250-character or less) description of the vision which typically outlines the business goals and benefits that deployment of Windows 10 and Office 365 ProPlus will deliver.Example:
Drive digital transformation in CONTOSO by providing a more manageable and secure desktop platform,
that enhances agility and flexibility while reducing overall costs.
5
Windows 10 and Office 365 ProPlus Success Plan User Guide
Scenarios & SolutionsThis section provides a business description of the customer’s situation that will become the focus for the rest of the engagement. This should include a description of the technical problems or other business drivers. A business driver should be high level. Some common examples would be to improve operational efficiency, reduce costs, improve business integration, reduce risk exposure, etc. This section should also provide a high level overview of the solution and technologies that will be used to solve the customer’s problem(s). Example:Scenario Windows 10 and Office 365 ProPlusTarget Group
All
Description
Contoso wants to move away from their home-grown method of OS deployment and use standard Microsoft tools. Contoso places a high premium on end-user experience and cannot afford for user data and settings to be lost during migration from Windows 8.1 to Windows 10. They are also very concerned about user training for Office 365 ProPlus, since Office 2007 is use throughout the organization.
Solution The Wipe-and-Load process will be used to capture data and settings, deploy (custom) OS images, inject drivers, install apps, and restore data and settings. Additional requirements gathering is needed to further engineer the specifics of a custom image. Contoso can use Software Assurance benefits and choose various levels of end-user training.
Technologies Contoso can take advantage of the Microsoft Deployment Toolkit (MDT) 2013 to deploy a Windows 10 image. System Center 2012 R2 Configuration Manager could also be considered for application deployment, OS deployment, and management. The User State Migration Tool (USMT) provides enterprise level capabilities to migrate user data and settings. USMT integrates with MDT and Configuration Manager.
6
Windows 10 and Office 365 ProPlus Success Plan User Guide
Success MetricsThis section details the success criteria that will be used to measure the success of the plan. List metrics for each phase of the Success Plan detailing what data source will be used to track, measure and report on metrics, as well as example goals.Example:
SUCCESS CRITERIA METHOD/SOURCE METRICS EXAMPLE GOALApplication testing and remediation
App compat analysis for each region, and application packaging (as appropriate) using the Windows Upgrade Analysis Toolkit and/or Microsoft Assessment Planning Toolkit
Number of applications identified and remediated
Analysis of business applications using telemetry data will provide upgrade readiness insights and recommendations about the computers, applications and drivers in the organization
Image creation Creation and optimization of 64-bit image using the Microsoft Deployment Toolkit (MDT)
Number of images created
Standardize desktop images to improve security and ongoing configuration management
User state migration Migration of user documents and settings using the User State Migration Toolkit
Number of documents and settings successfully migrated
Capture user accounts, user files, operating system settings, and application settings to streamline and simplify user state migration of Windows operating systems
Platform delivery Automated migration from previous versions of Windows and Office (for bare metal devices, OS refresh, and device replacement) using the Microsoft Deployment Toolkit (MDT)
Time required to deploy Zero touch deployment of Windows 10 and Office applications
Reduced operating costs Quantitative reporting; Finance/ accounting reports; Help desk reports
Help desk calls Comparison of pre- and post- Windows and Office reports will show cost savings
Training effectiveness Quantitative reports; Qualitative End-user surveys; Yammer groups feedback
Employee satisfaction Comparison of pre- and post-training usage reports will show increasing adoption per month. Employee net user satisfaction score based on final training survey.
7
Windows 10 and Office 365 ProPlus Success Plan User Guide
RisksThis section documents any issues, constraints or risks that need to be considered as part of the success plan. For each risk identified specify the anticipated impact of the risk (low, medium or high) and the probability of it happening (low, medium or high). Also for each of the identified risks provide strategies to be implemented to mitigate and have an action contingency if required.Example:RISK IMPACT PROBABILITYRemote sites have limited bandwidth
Low Low
Limited development staff to evaluate in-house applications
High Medium
Driver support for 64bit OS for certain devices used in the field
Low Medium
Change in scope Low Medium
Schedule slips past completion deadline
High High
Risk Remote sites have limited bandwidthMitigation/Contingency
Research use of Branch Cache and stand-alone media
Risk Limited development staff to evaluate in-house applicationsMitigation/Contingency
Additional external resources may be needed
Risk Driver support for 64bit OS for certain devices used in the fieldMitigation/Contingency
Investigate with OEM if compatible with Windows 10
Risk Change in scopeMitigation/Contingency
While every effort has been made to ensure that the scope of the deployment is clearly documented in this deployment plan, unforeseen circumstances and business conditions may result in a sudden change of scope.To reduce the risk of additional scope items being introduced after success plan kickoff, the draft deployment plan will be circulated for review with all stakeholders before the plan is finalized and work begins. Any request for change in scope will be reviewed by the success plan sponsor and success plan owner and, if possible, deferred to a follow-up success plan after the completion of this success plan.If a scope change is deemed necessary and approved by the success plan sponsor, the success plan team will identify the effort required to make the change and any additional costs the success plan will incur. As this item would not have been budgeted for, the success plan owner will seek additional budget from the success plan sponsor, or requestor.
8
Windows 10 and Office 365 ProPlus Success Plan User Guide
9
Windows 10 and Office 365 ProPlus Success Plan User Guide
Risk Schedule slips past completion deadlineMitigation/Contingency
The success plan sponsor has indicated that for budget reasons, this success plan must be completed by the defined timeline. If the success plan draws out longer than this, additional costs from supporting the existing platform may be incurred.To reduce the risk of success plan slippage, a 1 week buffer has been added to the end of every phase to account for any potential overruns.If a slippage does occur, the success plan owner will communicate any impact to the success plan sponsor in the weekly status report. If a phase slips longer than the allocated buffer time, low priority tasks will be cut from the success plan and will be reviewed for inclusion in a post-deployment success plan.
Summary of Current EnvironmentComplete the Success Plan Services Readiness section to describe the state of the customers’ IT infrastructure relevant to the plan and if required outline tasks you need to carry out to adjust the current environment for the success plan.
Example:Contoso Current Physical and Operational InfrastructureInformation Type DetailsHow many PCs/Workstations does the customer have in the overall enterprise?
Device Current Installed Base
Next 1 Yr Projection
Desktops 500 500Laptops 1,500 1,750Thin Clients 250 250Managed Mobile Devices 250 500Total 2,500 3,000
What is the split of Microsoft Surface and OEM devices in the customer’s environment?
Device Current Installed Base
Next 1 Yr Projection
Microsoft Surface 250 500OEM device 2,250 2,500Total 2,500 3,000
What is the count of the current operating systems in the environment?
Operating System Build Number Current Installed Base
Next 1 Yr Projection
Windows 10 50 3,000Windows 8.1 0 0Windows 8 250 0Windows 7 2,000 0Windows Vista 200 0Other (Mac, Linux, Unix, etc.)
200 200
10
Windows 10 and Office 365 ProPlus Success Plan User Guide
Total 2,700 3,200What version of Windows 10 is the customer licensed for, or intends to adopt?
Windows 10 version Current Installed Base
Next 1 Yr Projection
Windows 10 Pro 50 0Windows 10 Enterprise E3 0 3,000Windows 10 Enterprise E5 0 0
What is the existing Office Suite breakdown in the overall enterprise?
Version Build Number Current Installed Base
Next 1 Yr Projection
Microsoft Office 2016 50 3,000Microsoft Office Professional Plus 2013
2,000 0
Microsoft Office 2010 0 0Microsoft Office 2007 450 0Other (Open Office, etc.)
200 200
Total 2,700 3,200What version of Office 365 is the customer licensed for, or intends to adopt?
Office 365 version Current Installed Base
Next 1 Yr Projection
Office 365 ProPlus 50 0Office 365 Enterprise E1 0 0Office 365 Enterprise E3 0 3,000Office 365 Enterprise E5 0 0
What Directory and User Account management tools are currently in place? Is a directory service migration to Active Directory needed or underway?
Active Directory is currently in place
What client deployment tool or tools are currently in place?
CONTOSO has some experience with the Microsoft Deployment Toolkit and Windows Update for Business solution is used to maintain enrolled systems.
What reporting tool or tools are currently in place?
CONTOSO currently uses Active Directory Management and Reporting tools
11
Windows 10 and Office 365 ProPlus Success Plan User Guide
Recommended Actions: Current EnvironmentThis section provides a summary of the recommended actions or next steps. List activities that have been identified as tasks you need to take for this plan to update your current environment and as a follow-on engagement. Example:Planning WorkshopConduct a planning workshop to help validate certain application compatibility concerns as well as user state migration requirements.
Architectural DesignCreate a full design covering the following topics
Image engineering System Center Configuration Manager (Current Branch) Remote access architecture Group Policy Objects
Coordinate planSocialize the plan requirements to ensure restrictions are mitigated.
12
Windows 10 and Office 365 ProPlus Success Plan User Guide
Adoption and Use SummaryThis section details the activities by major timeline phase that need to be carried out to drive adoption of the success plan. These activities are broken out into 3 phases:
Pre-Launch activities are planned to be completed prior the success plan launch Launch activities are planned to be completed at the day or week of the launch Post-Launch activities continue beyond your success plan completion.
Timelines are relative to the primary deployment date in weeks.
Example:Pre-Launch
TIMELINE CATEGORY DESCRIPTION OWNERN-5 Community Create a Yammer group to engage with pilot
members and anyone interested before launch.Community Manager
N-5 Communications
Send a “Countdown email” to let your audience know what’s coming, set expectations, and spark interest by focusing on the “What’s in it for me?”.
Communication Lead
N-4 Support Ensure your helpdesk is trained & ready for launch.
Training Lead
N-4 Engagement Events
Host an in-person event to train champions & pilot members. Use customizable training decks mapped to the most fundamental Windows 10 and Office 365 ProPlus usage scenarios.
Training Lead
N-3 Training Use an internal team site to store training resources such as getting started guides and tips & tricks. You can also direct users to Microsoft’s public Learning Centers.
Training Lead
N-3 Measurement Circulate a baseline survey shortly before champions participating in your soft launch receive deployed desktops, to gather data about their knowledge of Windows 10 and Office 365 ProPlus.
Project Manager
N-3 Communications
Ensure that Windows 10 and Office 365 ProPlus have a visual presence throughout your locations with posters, flyers, educational booklets, and other print messaging.
Communication Lead
N-2 Measurement Release a survey halfway through your soft launch to gather data about champions’ experiences with Windows 10 and Office 365 ProPlus, and use the results to make any adjustments prior to a general rollout.
Project Manager
N-2 Communications
Work with Internal Communication to make announcements across your Company Portal, IT Portal, etc. as needed.
Communication Lead
N-2 Communications
Play teaser videos during pre-launch event(s), perhaps by the elevator(s) or by the cafeteria.
Communication Lead
13
Windows 10 and Office 365 ProPlus Success Plan User Guide
It’s a great way to generate buzz and excitement.
N-1 Measurement Use a final survey immediately after the champions’ soft-launch period to determine whether you need to make further adjustments to your general training and awareness materials.
Project Manager
N-1 Engagement Events
Host an in-person event where users can discover Windows 10 and Office 365 ProPlus, talk to a project team member at various scenario stations, and access training resources. Have the event in a high-traffic area such as a lobby or lunch room.
Training Lead
Launch TIMELINE CATEGORY DESCRIPTION OWNERN-1 Measurement Circulate a baseline survey shortly before users
receive deployed desktops, to gather data about their knowledge of Windows 10 and Office 365 ProPlus.
Project Manager
N Communications
Send out an “Announcement email” to let users know what’s available, how to get started, and where to go to find help and resources.
Communication Lead
N Engagement Events
Host a large-scale launch event, such as a company all-hands or town hall style meeting, in which the executive sponsor and rollout team can officially introduce Windows 10 and Office 365 ProPlus and discuss the value proposition.
Communication Lead
Post-Launch TIMELINE CATEGORY DESCRIPTION OWNERN+2 Communicatio
nsPeriodically share tips with end-users by using the “tips & tricks” email templates to sustain momentum and broaden the use of each scenario.
Communication Lead
N+2 Engagement Events
Periodically host in-person events (bi-weekly or monthly Buzz Days) where users can browse Windows 10 and Office 365 ProPlus, talk to a project team member at various scenario stations, and access training resources. Have the event in a high-traffic area such as a lobby or lunch room.
Training Lead
N+4 Communications
Periodically share tips with end-users by using the “tips & tricks” email templates to sustain momentum and broaden the use of each scenario.
Communication Lead
N+4 Engagement Events
Periodically host in-person events (bi-weekly or monthly Buzz Days) where users can browse Windows 10 and Office 365 ProPlus, talk to a
Training Lead
14
Windows 10 and Office 365 ProPlus Success Plan User Guide
project team member at various scenario stations, and access training resources. Have the event in a high-traffic area such as a lobby or lunch room.
N+4 Measurement Release a survey halfway through your launch to gather data about users’ experiences with Windows 10 and Office 365 ProPlus and use the results to make any necessary adjustments.
Project Manager
N+6 Communications
Periodically share tips with end-users by using the “tips & tricks” email templates to sustain momentum and broaden the use of each scenario.
Communication Lead
N+6 Engagement Events
Periodically host in-person events (bi-weekly or monthly Buzz Days) where users can browse Windows 10 and Office 365 ProPlus, talk to a project team member at various scenario stations, and access training resources. Have the event in a high-traffic area such as a lobby or lunch room.
Training Lead
N+6 Measurement After your organization-wide rollout, use a final survey to assess user satisfaction. You can release this survey 90 days after launch, and then in quarterly increments to continue to measure user adoption from a satisfaction and productivity standpoint.
Project Manager
Monthly Measurement Track results based on your previously defined Success Metrics and measure progress against your benchmark. Periodically report results to key stakeholders.
Project Manager
Ongoing Support Maintain a Frequently Asked Questions (FAQ) list to address the most anticipated questions. Post the FAQ on your internal site, or Yammer group, and assign a team to update it regularly.
Training Lead
Ongoing Training Along with end-user training, be sure to communicate your organization’s specific policies and best practices so users are aware of specific guidelines and how they’re expected to use Windows 10 and Office 365 ProPlus.
Training Lead
Ongoing Measurement Capture success stories & showcase them through “Spotlight Days,” where an employee or team are recognized for their successful use of Windows 10 and Office 365 ProPlus, and in-person “Buzz Days” to inspire users.
Community Manager
Ongoing Community Make sure to encourage your users and champions to develop ideas for how Windows 10 and Office 365 ProPlus can improve business practices and to share them with others via a Yammer group. Use these ideas to generate additional usage scenarios and kick off additional trainings.
Community Manager
Ongoing Support Keep an eye on Windows 10 and Office 365 Service Updates and leverage our communication templates to let people know
Project Manager
15
Windows 10 and Office 365 ProPlus Success Plan User Guide
about new features released to the service.
ResourcesYou can obtain resources to support these activities at http://fasttrack.microsoft.com/office/drive-adoption including email templates, getting started guides, and more.Windows 10Get the latest news, resources, tools, and guidance to help you explore and deploy Windows 10; migrate from Windows 8.1 or Windows 7; and manage your existing Windows client infrastructures successfully—and with less effort. Sign up to receive the newsletter.Also join the Windows Insider Program and you'll be able to opt-in to receive preview builds and get ready for coming updates and upgrades. Get Started Already an Insider? Sign in Office 365Join the Office 365 adoption conversation on the Office 365 community. You can hear from the community and be inspired. http://aka.ms/Office365Network/DrivingAdoption Also join the Office Insider Program and get early access to the new Office innovations. Get Office Insider now for: Windows Desktop | Mac | Android | Windows Mobile
Deployment & Implementation SummaryThis section provides an overview of the implementation of the technology required for the success plan. Each of the technology workloads you selected for the FastTrack Success Plan are listed in this section. Deployment Services from Microsoft PartnersGet help from a Microsoft partner that specializes in Windows 10 and Office 365 deployment.Find a partner
Implementation & Deployment Assistance Get planning assistance from qualified partners to help you plan your deployment. Desktop Deployment Planning Services employs Microsoft best practices and materials to help lower the risks and costs of planning for your next Windows and Office deployment. Learn morePartner guidance Implementation & Deployment GuidanceWindows 10 proof of concept - Accelerate your adoption of Windows 10 with a self-service proof of concept kit. Get started
Office 365 deployment guide - Use this step-by-step guidance to help ensure a smooth deployment process.Getting started guide for deploying Office 365 ProPlus
16