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Rebrand Roadmap - eFileCabinet to Revver

Please list the following:

  • Software or service to transition
  • Contractual period
  • Partial transition steps
  • Full transition steps
  • Tests Needed
  • Tests Completed

Large Hurdles

  • Mobile phones
    • Outlook email and Calendar will not work the same
  • Google to Office
    • Won't have a way to login to Chrome. From what I can tell if people want any sort of browser syncing.... they will have to use (cough) Edge. Firefox would have a solution for this probably. That might be the best alternative.
    • Outlook won't retain sub labels that exist in Google. May be an issue for some.
    • Comments in documents and spreadsheets might no transfer over
    • Excel on Macs might be weird
  • Office 365
    • I don't think our F3 license will get us what we want. I think we will need business basics. Currently our F3 license limits us to 2GB of storage space. Business Basics gives everyone 1TB. 
  • Phone Migration
    • Teams Phones won't work with our current desk phones.
  • Slack to Teams
    • Apps in use by Emily:
      • Datadog alerts
      • Uptime Monitor alerts
      • Change Management automation (Release pipeline messages, automated messaging related to change/reminders) 
      • StatusPage notifications
      • Tier 3 form results
      • SOCNOC alerts (Emails from esentire, azure, etc)
      • Reminder for support about emails (per Curtis's request)

Google to Office 365

(Contract: Month to month on the 1st. 129 seats)

Partial transition steps

  • Add aliases to all employees and groups

Full transition steps

Tests/Tasks Needed

  • Create aliases for all employees and groups
  • Find out what to do with Google Meet hardware. Are we paying for this? Can we turn this into Teams hardware?
  • Do we want to keep the same naming convention? My vote would be to go for first name only then first name last initial. 
  • Employees will no longer be able to sign into Chrome for syncing info. We need to find an alternative solution to this probably. Firefox?
  • Try doing the export / import for everything

Tests/Tasks Completed

  • Aliases have been setup for each employee and group. There were some groups that have already maxed out their number of aliases.
  • Barracuda has partially been setup. Brian needs to add some info on his end.
  • Looked into the Google Meet hardware. Basically a paperweight unless we are going to use it for Google Meet.

Azure AD - eFileCabinet to Revver

(Contract: NA)

Partial transition steps

  • Setup users in secondary domain?

Full transition steps

Tests/Tasks Needed

  • Find out if you can change secondary domain to primary domain. Create a test users. Find out if licensing can transfer between domains.
  • Find out if we can transfer users to different domains. Do we need to transfer documents?

Tests/Tasks Completed

  • Test 1

Slack to Teams?

(Contract: 2022-08-23 - 2023-08-23)

Partial transition steps

  • Have employees start using Teams while we still have Slack

Full transition steps

  • Transition for find replacements for webhooks and apps that we are using in Slack

Tests/Tasks Needed

  • Find out apps and webhooks that are in use and who uses them. Find out if there are Team alternatives. 

Tests/Tasks Completed

  • Test 1

Phone System - Jive to Zoom / Microsoft 

(Contract: Month to Month)

Partial transition steps

  • We could transition one team at a time but it probably makes more sense to do everything at once.

Full transition steps

  • Full eval of Microsoft phone
  • Rebuild everything from ground up

Tests/Tasks Needed

  • Do demo with Microsoft
  • Find ways to reduce toll free usage (already sent an email but didn't get an actual response)
  • Test Yealink phones with Microsoft

Tests/Tasks Completed

  • Did major research on Teams phones. I don't think it will work for us. To demo we need to go through the VAR. Reporting is not as good. Our desk phones would not work with Teams. I think it would end up costing us more than Zoom.

Zoom to Teams

(Contract: 2022-12-28 - 2023-12-28)

Partial transition steps

  • Start using Teams concurrently with Zoom

Full transition steps

  • No account creation necessary... just start using teams for calls and webinars

Tests/Tasks Needed

  • Find out if Gong can be used with Teams. Any alternatives?
  • Find out what Marketing needs specifically in webinars to see if we can duplicate that.
  • Find out how recording works.
  • Verify camera controls with the Near bars
  • See if the Google Meet hardware can work with Teams

Tests/Tasks Completed

Barracuda

(Contract: NA)

Partial transition steps

  • Add secondary domain. See if Aliases auto-populate

Full transition steps

  • Change primary domain to Revver

Tests/Tasks Needed

  • Test aliases

Tests/Tasks Completed

  • Barracuda has partially been setup. Brian needs to add some info on his end.


Smaller Tasks / Transitions

  • Bookstack
    • Have everyone login with their new accounts. Reassign roles
  • Zammad
    • Not sure... This might be tricky. Need to look into this more
  • SnipeIT
    • Probably leave as is and add new domain. When checking out just check out to the new domain. Historical data should make sense showing the older domains.
  • TalentLMS
    • Need to find out more info about changing users. This might be tricky. 
  • Salesforce
    • Discuss with Anna. Probably recreate integration. Ooohh boy. This should be fun. 









Copy Paste Template

(Contract: 2023-XX - 2024-XX)

Partial transition steps

  • Step 1

Full transition steps

  • Step 1

Tests/Tasks Needed

  • Test 1

Tests/Tasks Completed

  • Test 1
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