Formal Decision Frameworks Facilitate Cloud

Investment Optimization
The cloud promises to deliver a range of benefits, which
need to be examined carefully and mapped against a
number of challenges, including security, lack of
transparency, and integration needs.
Source: Gartner; Five Cloud Computing Trends That Will Affect Cloud
Strategy Through 2015; April 2, 2012


Decision Points

Stakeholders

Customer Questions Answered & Decisions Made

Governance
CIO & key
stakeholders
Who in my organization will own key decisions on cloud
solutions, and Office 365 specifically? How can I ensure all
stakeholder needs are met?
Capability &
Technical Fit
IT
What is Office 365? How will these solutions work in my
environment? How does it meet my security, privacy and
compliance needs? Why, when and how should I transition
to Office 365? How do I get ready?
Transaction
Procurement
& Finance
How are the contracts structured, and what is the best way
to transact?
Lifecycle
Services&
Support
IT
What deployment consulting services do I need? How do I
prepare for the migration? How do I migrate? Which
support offerings underpin Office 365?
G
o



N
o

G
o
?

Vision for Project?
Need?
Business & Tech
Alignment?
Business Case?
Fit? Gaps?
Mitigation?
Migration
Deployment
Plan Feasible?
Capability & Technical Fit [ 5 steps]

Governance [Ongoing]


Transaction / Procurement [ 4 steps]

Lifecycle Services & Support [7 steps]

O365 Briefing
Governance
Customer Decision
Framework and
Evaluation Plan
C-Level Review
Contract, SOW
Negotiations
Capability &
Technical Fit
Cloud Vision and
Future of
Productivity

Short O365
Overview
(1: few, 1:many
events)

O365 + Office +
EA Offer
Cloud Principles
Security
Privacy, Compliance
Overview
Tech Briefing &
Solution Alignment
Security & Demo

Sandbox POC
Lifecycle Services
Validation
Transaction &
Procurement
Proactive
Proposal

Licensing
Initial Proposal
Contract &
SOW Signed
Lifecycle
Services &
Support
Assessments
(optional)
Value Add
Svc Definition
Evaluation
Plan
Agreement on
Deployment &
Lifecycle Svc

SOW
Migration &
Remediation
Proposal
Deployment Plan
Start
Design
Prepare /
Migrate/ Deploy
Outcomes:


Key Dates:
Vision and Value Add Definition Evaluation
Plan
SAW Report
Migration Scope

Feasibility Report
Validation
Signed Contracts
Migration Preparation
EVALUATE
What steps will customer have to take to
get the solution?
How will we evaluate?
How will we deploy?
Evaluation Plan
Meeting
CA: PAM CA: Partner CA: SSP Prod
CIO
Project Team
Key
stakeholders
who have to
sign off

CONFIRM
FIT
Can we agree on all decision influencers
needed?
(incl Legal, Security, Procurement etc.)
C-Level Review

(ongoing; includes
key milestones and
conversations)
CA: PARTNER CA: Partner CA: SSP Prod
CXO-Level,
Exec
sponsor(s),
Project Teams
User
Community
Rep

FINALIZE &
SIGN
How do we keep track of all outstanding
gives/gets?
Negotiations
Agreement Close
Plan
CA: PAM CA: Partner CA: SSP Prod
ALIGN
What is Office 365?
What do I need to be aware of when moving to the cloud
(cloud principles)
Office 365 L100
Briefing
Cloud Principles
CA: PAM

CA: Partner

CONFIRM
FIT
Does Office 365 address my needs? What is the roadmap?
How does it work (demo)? What is the security like?
Is my IT environment ready for Office 365?
What does the deployment lifecycle, Cloud Vantage and
Microsoft recommended deployment partners offer look
like?
Tech Briefing,
Solution Alignment
Workshop (SAW)
Demo,
Security
CA: PAM CA: Partner CA: SSP Prod

IT


CONFIRM
FIT
How will /O365 work? How will it work in my environment?
How long will it take to deploy?
What is Microsofts recommended deployment partners
offering? Who will do my deployment (Partner, Self?)
What is the expectation or plan for support coverage, once
live? Do we need to do further Due Diligence for Migration?
Sandbox POC

Customer confirms
deployment choice
CA: PAM CA: Partner CA: TSP

IT


DUE
DILIGENCE
What is the final technical feasibility report based on my
unique environment?
How will my solution be supported?
Is our solution approach valid?
How do we close on outstanding items?
Lifecycle Services
Validation
CA: PAM CA: Partner CA: TSP

IT


Insert names & DATES
*For Deployment Discussions at Confirm Fit/40%: SE in Major and where assigned. Services Desk or partner equivalent for in all other accounts.
SE: If appropriate, follow up on Premier Support needs. If technical requirements not met for /O365 opportunity, discuss Microsofts remediation options.
ALIGN
How can a partner help transform my IT org and allow it focus on value
added tasks?
What services can Microsoft s partner offer in the customer lifecycle (i.e.
Risk Assessment Workshops etc.)
What is my network, client and Active Directory state relative to /Office
365 requirements?
What should I know about how deployments typically work?
What value added services are needed?
Define Value
Added Services
Strategy
CA: PAM CA: Partner CA: SSP Prod IT
EVALUATE
What are the milestones for evaluating the solution?
What does deployment look like? What proactive pre-Microsoft Premier
Deployment services will better prepare the customer or address
identified gaps?
Which Microsoft funds or programs can help offset the cost for
deployment?
Joint Evaluation
Plan
CA: PAM CA: Partner CA: SSP Prod IT

CONFIRM
FIT
What will it take to migrate and provision the solution? What is the
partners offering for deployment? Who will do my deployment
(Partner, Self?)
What is the expectation or plan for support coverage, once live?
How do I manage the project? How do I prepare our infrastructure?
How do I configure our collaboration systems?
Will this be standard or non-standard services work? (complex AD,
need for ADFS etc)
Which Microsoft funds or programs can help offset the cost for
deployment?
What is the expectation for availability and hours of support ?
How does this compare to what I have in place today?
What activities are needed to ensure successful adoption?
What is the plan for support coverage once live?
Agreement on
Deployment and
Lifecycle Services

DUE
DILIGENCE
Does the Deployment and Lifecycle Support Proposed SOW meet my
needs?
Which Microsoft funds or programs can help offset the cost for
deployment?
Migration
Proposal and
Remediation
Proposal (if
needed)
CA: PAM CA: Partner CA: TSP IT
EVALUATE
Does Office 365 present an attractive solution to my business
challenges? Can it help me reduce cost, achieve better
business outcomes?
Proactive Proposal
Microsoft
Marketing &
Account Teams
Procureme
nt, Legal &
Finance
(optional)
DUE
DILIGENCE
How do we get a deal that is advantageous to our
shareholders?
How do I buy the solution?
What is the business value of the updated EA? Why should I
sign now vs. waiting?
What Offers can I take advantage of?
Which Microsoft funds or programs can help offset the cost
for deployment?
Who are the stakeholders to get the transaction completed?
Initial Proposal;

Business Analysis and
Planning, Procurement
CA: PAM CA: LAR CA: LSS
Procureme
nt Project
team, User
Groups

FINALIZE &
SIGN
What are the mechanics of the agreement?
How does it fit with other agreements I have today with
Microsoft?
How can the subscription be activated?
Final Proposal CA: PAM
CA: Partner
LAR
CA: LSS +
SSP O365
CA

Envisioning and Business Alignment: Joint Evaluation Plan
Action Status
Target
Date
Customer
Partner or Microsoft
Owner
Deliver Office 365 Briefing, Demo Name
Develop High Level Value Proposition and Business Case Name
Technical Deep Dive Name
Discuss Deployment and Services/Partner Engagement Name
Review Cloud Principles Name
Test-Drive Trial w/ Cloud IDs starts Name
Deliver Deployment Statements of Work Name
Deliver Solution Validation
Perform SOW & Procurement Agreement Review Name
Trial Concludes Name
Deployment Preparation begins Name
End User Migration Begins Name
Deployment Complete Name
What is Office 365?
Plans and Pricing
www.office365.com
Customer Evidence http://www.microsoft.com/en-us/office365/customer-stories.aspx
Office 365 Daily Live Demo and Chat
On-Demand demo Webcast
http://www.microsoft.com/en-us/office365/events.aspx
Office 365 Privacy, Security and Compliance
Trust Center:
http://www.microsoft.com/en-us/office365/security.aspx
Office 365 Support | Community support
Office 365 FAQ
IT Pro Resources
http://www.microsoft.com/en-us/office365/support.aspx
Find an Office 365 Expert
Office365 Marketplace

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