FT Benefit Delivery: Core or Service Onboarding Project Phases

Awareness

The Core or Service Onboarding Project Phase is to execute the guidance focused on the technical delivery of the envisioned services of the Deployment Plan Project. This is a series of activities that leads to the enablement of the service

Objectives​

Partners receive the opportunity to work with customers through:

• The referral process
• Quick to Market programs
• Voucher programs
• Campaigns

For more information on this, please review articles on the Knowledge Base or review the FastTrack Partner Community Terms and Conditions.

The objective of the Core and Service Onboarding Projects is to provide the customer with the technical enablement guidance of the envisioned services that are agreed on with the customer during the deployment planning process.

Outcome of the Core and Service Onboarding Projects

• The FastTrack Ready Partner has aligned with the Customer Success Unit and/or FastTrack Architects for P2000 customers, and the Microsoft Account Team for non-P2000 customers to identify the customer stakeholders and scheduled the initial Kick-off meeting.
• The FastTrack Ready Partner has conducted the FastTrack Kick-off meeting with the customer.
• The FastTrack Ready Partner has confirmed the service intent (which can be adjusted if the customer purchases value-added services from the partner) with the customer.
• The FastTrack Ready Partner directs the customer with the ADGs for self-service. A technical assessment could be conducted when the partner assists the customer with an out-of-scope service, to specify the additional work that needs to be provided to establish technical enablement.
• The FastTrack Ready Partner and customer have agreed on a timeline towards enablement of the services with intent.
• The FastTrack Ready Partner has provided technical guidance towards enablement of the services with intent in line with the Service Description and any additional value added services sold.
• The FastTrack Ready Partner has validated with the customer that the terms of the Statement of Work have been met and that the enablement is complete.

Execution

The guidance of all onboarding activities can be found in the Playbook section: Activities to onboard M365.

The full guidance of all activities to onboard M365 is divided into eight groups:

1. Core Onboarding – Configure identity and authentication.
2. Advanced secure identity
3. Security
4. Microsoft Purview
5. Cloud managed endpoints
6. Comms and conference with Teams
7. Email migration and security
8. Collaboration

Each engagement with the customer is staged in several phases, each of the activities is defined in one of the phases.

Kickoff

The Kick-Off stage initiates the working relationship between the Partner Team and the customer with conversations that focus on learning what the customer does, and what they are looking to achieve with this deployment journey. The partner may also discuss with the customer what value-added services that the partner provides which may be helpful in achieving their objectives and that are not provided by the FastTrack Benefit.

Plan

During this stage, the Partner Team begins to develop an understanding of the customer's security, infrastructure, and business needs to determine what is needed for a smooth transition to the cloud. The team looks at the customer's on-premises environment, user security model, remote access restrictions, and any infrastructure constraints that might potentially slow the deployment process for all services.

Technical Onboarding

Microsoft provides customers with technology and guidance to assist with deploying Microsoft 365, Microsoft Viva, and security services.

Microsoft-approved Partners can provide support with out-of-scope services, including remediating any issues found from any initial assessments completed during the Deployment Plan stage.

The following services are out of scope, but can be delivered by the partner through value-added services as listed and documented in the signed Statement of Work (SOW).

• On-site support.
• Project management of the customer’s remediation activities.
• Ongoing management, threat response, and remediation.
• Security information and event management (SIEM) or API integration.
• Troubleshooting issues encountered during engagement (including devices that fail to onboard)
• Ongoing management and threat response.
• Management of break/fix issues related to already deployed services
• Custom scripting and coding
• Design, architect, and third-party document review.
• Tenant to Tenant migration

Migration

The migration of eligible customer data (500+ seats) is in scope for Microsoft FastTrack. Please review the FastTrack Service Description for detailed information on what is in-scope for migration.

During this stage, the Partner team will guide and assist the customer with activities related to migration. The guidance covers how to use self-service migration tools or involve the dedicated migration team to perform the migration.

Closeout

The partner and customer meet to review the Deployment Plan Project to ensure that all in-scope services and features have been enabled and migrated. The partner should notify the customer that upon completion of services that have met or exceeded 15% they will receive a survey from Microsoft to solicit feedback on the FastTrack and Non-FastTrack Partner Delivery.