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
- Google to Office
- Won't have a way to login to Chrome
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
- If staying with Google - Change Primary Domain - https://support.google.com/a/answer/7009324?hl=en&ref_topic=6302293
- Create new accounts in Azure AD. Create new groups.
- Export / Import Mail, Calendar, Docs
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.
- Try doing the export / import for everything
Tests/Tasks Completed
- Test 1
Azure AD - eFileCabinet to Revver
(Contract: NA)
Partial transition steps
- Setup users in secondary domain?
Full transition steps
- Change Primary Domain - https://learn.microsoft.com/en-us/azure/active-directory/enterprise-users/domains-manage
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
- Test 1
CopyZoom Pasteto TemplateTeams
(Contract: 2023-XX2022-12-28 - 2024-XX)2023-12-28)
Partial transition steps
StepStart1using Teams concurrently with Zoom
Full transition steps
StepNo1account 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
- Looks like Gong to Teams is possible: https://integrations.gong.io/integrations/microsoft-teams
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
1aliases
Tests/Tasks Completed
- Test 1
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