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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

  • Google to Office
    • Won't have a way to login to ChromeChrome. From what I can tell if people want any sort of browser syncing.... they will have to use (cough) Edge.

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.
  • 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.

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

  • Test 1

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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