Mergers and Acquisitions- Identity and Migration to Microsoft 365: 8-Wk Assessment and Planning

Agile IT

Shorten the time to value from an M&A activity and reduce the risk in organizational costs and frustrations by starting with an assessment and plan to rationalize identities, tenants, and costs.

Agile IT helps organizations with multiple existing identity services and one or more existing Microsoft 365/Azure Active Directory tenants already in use. This is often found in organizations that are in the process of or has previously grown their business through acquisition. In many acquisitions, there is a legacy of having separate local Active Directory Forests/Domains that may or not be trusted with one another./

Within "AgileAscend: Assessment and Planning for Identity and Migration to Microsoft 365", the objective is to collect technical details focused on what exists in the customers' environments, collaborate with business stakeholders, and the customers infrastructure and application teams to provide a roadmap towards a unified Microsoft 365/Azure Active Directory tenant.

The following are key activities during this service:

  • Technical discovery of existing environments to validate any assumptions, identify possible impediments, and scope future project execution actions/options
  • Interactive meetings and working sessions to understand the current and future state of the environments. This includes discussions on licensing, compliance and legal requirements, and integration with third-party services
  • Define a technical roadmap based on customer business objectives, existing environments and future environment in Microsoft 365
  • Application review and guidance will be provided within the scope of their existing identity service for authentication and authorization. Application guidance may also provide recommendations for using Azure Services if the customers intentions are to move them to Azure services
    Develop a customized Roadmap and timeline based on strategic meetings, review and findings between Agile IT and the customer
  • Results of this engagement would be to present this roadmap and documentation to the customer and review next steps to execute an architect and migration path
  • Documentation
    • Roadmap presentation (Microsoft PowerPoint)
    • Technical guidance and recommendation (Microsoft Word)
    • Planning and timeline (Microsoft Project)
    • Architecture diagrams (Microsoft Visio)
Depth and Scope
  • While the assessment of the existing environment and roadmap is part of the engagement, the overall output will not be a technical guide on how to accomplish these steps nor technical training to the customers system engineering team
  • Assessment of applications for the planning of the migration will not go into depth of each application on their application architecture, code, or development process. While Agile IT can provide this level of depth for specific applications, that is not currently in the scope of this service.
  • There are many areas within the environment discovery and assessment where Agile IT is capturing the high level architecture and deployment in order to build a strategic and technical roadmap. An example of the local Active Directory Group Policy assessment is not to look at each policy and assess its effectiveness and guidance for improvement in depth
Areas of Focus The following are key areas of focus for this engagement for discovery, assessment, guidance, and inclusion into the roadmap:
  • IT Environment (provided by the customer)
    • Networking
      • Firewall
      • VPN connectivity
    • Traditional Microsoft Windows Infrastructure (where applicable)
      • Local Active Directory
        • Forests, Trusts, and Services
        • Group Policy (only quantity and high level usage)
        • Health of replication and architecture
        • Organizational Unit depth and complexity
        • Schema level and health
      • Certificate Services
      • File Server
      • Exchange Server
      • SharePoint Server
    • Microsoft 365
      • Azure Active Directory
      • Endpoint Manager
      • Exchange Online
      • SharePoint Online
      • Power Platform (Power Apps, Power BI, Power Automate)
    • Azure Infrastructure
      • Blueprints, policies, and management groups
      • Virtual Networking
      • Virtual Servers
      • Storage
    • Line of Business Applications (on-premises or SaaS based)
      • Accounting/Finance
      • HRIS
    • Third-party services (on-premises or SaaS based)
      • Multi Factor Authentication (e.g. Duo)
      • Email SPAM Filtering and Protection

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