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WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH
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Your Migration Path
to Teams: A
Comprehensive Guide
Daniel Cohen-Dumani – Withum Digital
Jill Hannemann – Avanade
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What to Expect From Today’s Session
• Evolution of Skype for Business
and Microsoft Teams
• The history behind why Teams is
replacing Skype
• The benefits of moving to
Teams and features it offers that
Skype doesn’t
• Tips and insights on how to best
approach your migration from
Skype to Teams
▪ Understand the migration path to
achieve a smooth transitions to MS
Teams
▪ Understand the migration options and
end user experiences
▪ Understand how to manage co-
existence
▪ How is Teams different than Skype for
Business
▪ How to manage change
▪ Where to get started
Agenda Objectives
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Skype online to be retired by 7/1/2021
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010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000
000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100
000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001
111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010
101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010
101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110
110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000
00000000000000011111011011011
Skype for Business Teams
Roadmap/History
2006
Office
Communicator
2010
Lync
2015
Skype for
Business
Nov 2016
MS Teams
Launch
Preview
March
2017
MS Teams
is widely
available
September
2017
Microsoft
announced
Teams will
replace
Skype for
Business
July 2018
Free
version of
Microsoft
Teams
August
2018
Microsoft
announces
Teams voice
features are
now
available
Q1 2019
Additional
Voice
features
coming
Better
Interop
2021
Skype
Online
Retire
ment
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Why Should You Migrate to Teams?
Why you should actively consider it now…
Features and
capabilities
 Teams can already do more
than Skype for Business Online
 Rich Intelligent
Communications roadmap and
rapid innovation
User
experiences
 Modern, rich experiences
 State-of-the-art cross-platform
and mobile experiences
 Collaboration, Teams and
Channels
Operational
performance
 Modern client built on modern
infrastructure
 Teams can provide
improvements in quality and
operational metrics
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Migration Paths
New Customer < 500 users now or all customers after Sep 1 2019
Migration from Skype for Business Online (and may be a Teams
users already)
Migration from Skype for Business on-premises or Hybrid (and may
be a Teams users already)
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Skype for Business not deployed yet
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New tenant < 500 users or tenant created after Sep 1, 2019
Good news Microsoft Teams is your only option
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New tenant or Teams not in use > 500 users
You should consider Teams rather than Skype for Business
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Upgrading from Pure Skype for Business Online
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Pure SfB Online Organization: User Perspective
Full Side by Side Approach
• Enable Teams with full functionality
• Allow users to experience full benefits of Teams digital transformation soonest
• All users must run both SfB and Teams clients at all times until they become Teams Only
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Pure SfB Online Organization: Org perspective
• Full side-by-side approach
• Drive rapid adoption across your organization to saturation, while leaving SfB enabled.
• Deploy Teams side-by-side with SfB Online with full functionality in Teams
• Once you have reached a saturated level of adoption and all room devices are deemed Teams compatible, upgrade all
users to Teams-only as rapidly as possible.
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What is a Teams-Only User?
Long Story:
Experience of a Teams-Only user
Short Story:
“Upgraded User” “Teams-Only User”= Chat & Calling
Receives and initiates all chats and calls in Teams
Can interop (IM/call) with any SfB user
Is redirected to Teams if they try to sign in to SfB
Meetings
Schedules all new meetings in Teams
Can join existing SfB Meetings
Data that gets migrated
Existing contacts from SfB
Existing on-premises SfB meetings to Teams (TAP only)
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Upgrade for Skype for Business (on-premises/
hybrid) and More Complex Organizations
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SfB + Teams Collaboration: Upgrade From a User’s Point of View
For on on-prem & hybrid orgs, or if end users are confused having two apps with same functionality
• Starting point: User is in SfB with UC functionality
• Introduce Teams to the user, without UC functionality*
• All calls & chat continue to land in and originate from SfB
• User can explore net new functionality of Teams (Channels/apps/etc)
• Switch UC functionality over to Teams
• Non-upgraded users and upgraded users rely on interop to communicate
* Recently made available
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010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000
000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100
000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001
111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010
101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010
101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110
110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000
00000000000000011111011011011
Org perspective: Upgrade without overlapping functionality
• For on on-prem & hybrid orgs, or if end users are confused having two apps with same functionality
• Variation A: No prior Teams usage
 During migration, users in SfB can communicate with users in Teams via interop
 Presence is aligned with routing
 SfB users can use non-UC functionality in Teams prior to upgrade
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010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000
000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100
000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001
111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010
101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010
101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110
110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000
00000000000000011111011011011
Org perspective: Upgrade without overlapping functionality
For on on-prem & hybrid orgs, or if end users are confused having two apps with same functionality
Variation B: For orgs with prior Teams usage
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010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000
000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100
000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001
111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010
101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010
101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110
110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000
00000000000000011111011011011
SfB + Teams Collaboration and Meetings: Upgrade from a user’s point of
view: Meetings First
For on on-prem & hybrid orgs, that will move to Meetings First before going Teams Only
• Begin State: User is in SfB with UC functionality.
• Introduce Teams to the user, without UC functionality, previously described
• Switch Meetings scheduling functionality from SfB to Teams
• Up to this point, all calls and chats initiate from and land in SfB
• Upgrade fully to Teams-Only Teams
• Chat & Calling between Upgraded (Teams-Only) users and all other users relies on interop
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How About Co-existence and Interoperability?
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User
Experience
During Co-
Existence
Customers manage interop & coexistence via
“mode”
• Exposed in Teams Admin Center UX and PowerShell
Mode governs:
• Routing of incoming messages and calls
• In what client do you initiate chat and calls (requires
upcoming TeamsAppPermissionsPolicy)
• In what service do you schedule meetings?
Mode is a per user assignment, achieved using
O365 admin tools
• Can also be assigned to on-prem users (except TeamsOnly)
If necessary, can mix and match modes across an
org
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Co-existence Modes
Mode Calls and Chats
Meeting
Scheduling
Teams Channels
available?
Recommended Use Case
Teams Only
(Requires home in SfB Online)
Teams Teams Yes
The final state of being upgraded.
Will also be default state for *new* tenants as of 9/1/2019
SfB With Teams Collab And
Meetings*
SfB Teams Yes
“Meetings First” scenario: Enables on-prem customers to
benefit from Teams meeting functionality, if not yet ready to
move calling to the cloud.
SfB With Teams Collab* SfB SfB Yes
Recommended starting point for on-prem/hybrid orgs. Also
for online orgs that want tighter admin control
Calls and chats always routed to only 1 client throughout the
migration.
SfB Only* SfB SfB No Specialized scenario for orgs with strict requirements
Islands Either Either Yes
Recommended for online orgs that can migrate fast (default
setting)
Allows a single user to evaluate both clients side by side.
Chats and calls can land in either client; Users must continue
to run both clients.
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Co-existence mode example
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Interoperability
• What is interop?
• Native Interop
- 1:1 chat
- Calling
• Interop
Escalation
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Interoperability
• Coming soon
• Screen sharing between Skype for Business and Teams
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010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000
000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100
000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001
111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010
101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010
101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110
110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000
00000000000000011111011011011
Devices
• Don’t forget your devices
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Getting Started:
Designing Your Path to
Teams
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“13 million daily active
users,” says Microsoft
Teams chat app is now
growing faster than Slack
- July 11, 2019
Competition is getting Nasty
https://www.businessinsider.com/microsoft-teams-daily-active-users-slack-
2019-7
"Slack Takes Aim at Teams'
Weaknesses"
Slack introduces a
'snappier, more efficient
Slack desktop experience.
- July 22, 2019
https://www.petri.com/slack-aims-teams-weaknesses
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Teams and Channels are the Hub for Collaboration
• Teams can have many channels
• Channels are where tabs exist:
• Conversations
• Documents
• Wiki
• Notes
• Other apps/bots
• Channels can be private
• Teams correlate with SharePoint site
collections
• Channels correlate with folders
• Information architecture is flat –
everyone in the tenant shares the space
• Users can control what teams they see
and the order in which they appear
• Create templates for common scenarios
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When you
Create a
Team…
Here’s what gets created:
• A new Office 365 Group
• A SharePoint Online site and document library to
store team files
• An Exchange Online shared mailbox and calendar
• A OneNote Notebook
• Ties into other Office 365 apps such as Planner
and Power BI
When you create a team from an existing group, that
group’s membership, site, mailbox and notebook are
surfaced in Teams.
31
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Interesting
things…
CHANNEL
MODERATION
SCOPED DIRECTORY
SEARCH
PRIVATE CHANNELS STAFF HUB/SHIFTS
32
Many more coming in the next six months
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Managing changes
• Everyone has their threshold for change capacity. Is your organization:
❑ Upgrading from Skype for Business
❑ Upgrading Windows, Office or other Office apps?
❑ Replacing desk phones with headsets?
❑ Moving or redesigning physical office space?
❑ Merging with or acquiring a new company?
❑ Internal reorganization?
❑ Other _________?
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What We Know for Sure
• is more
prominent than
ever
• 80% admit to
using their
communication
tool of choice1
Organizations are made
up of innovators,
laggards and everyone
in between
Resistance is a normal,
human behavior that
takes time
‘Deploy it and they will
come’ doesn’t work
1“What is Shadow IT?”, https://www.skyhighnetworks.com/cloud-security-university/what-is-shadow-it/ (accessed March 2017)
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Upgrade: The Worst Kept Secret
• People talk, rumors start. Bring users into the conversation early and
often, helping them feel part of the change.
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010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000
000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100
000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001
111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010
101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010
101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110
110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000
00000000000000011111011011011
Building your
user acceptance
plan
How to generate
excitement for
the upgrade to
Teams
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Creating Governance at the Company Level
Teams Creation and
Management
• Process for new team
creation – why and when
for new teams vs. channels
• Naming convention
• App store access
• Use and accessibility of
other Office 365 workloads
• Recommended IA
• SharePoint vs. Teams
IT Operations and
Security
• Meeting policies – i.e.
screen sharing, white board
• Network assessment
• Heavy client presence
• Teams content retention
• Teams archival and
abandonment
• eDiscovery, labels and
classification
External Access
• Determine level of
interaction with people
outside your organization
• Chat and call federation
• Guess Access for
collaboration
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010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000
000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100
000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001
111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010
101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010
101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110
110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000
00000000000000011111011011011
Take Your Plan Out for a Test Drive
• Conduct a pilot with end-users to validate user and organizational
readiness.
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010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000
000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100
000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001
111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010
101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010
101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110
110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000
00000000000000011111011011011
Challenges: It’s a new way to work
Reality – Teams is intentionally transparent.
Reality – Your company culture may not be.
Conversations and document sharing may be a culture shift.
• No more attachments
• No more emailing colleagues
• Teams becomes a core part of every day
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH
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Key takeaways
Users may have
limited discretion
in upgrading to
Teams, but they
do control how
much they will
use it (and
Adoption is key
to business value
realization/ROI)
01
Managing user
change is critical
for overall
upgrade success
02
Technical and
user readiness
planning and
implementation
should happen
simultaneously
03
Microsoft is
providing tools
for you to
manage your end
to end migration
04
Whether coming
from on-premise
or online, there
is a simple path
to get from skype
for business to
Teams
05
You can
customize the
deployment path
to fit your needs
06
This is more than a technical migration
WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH
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Thank You!
@dcohendumani
@ImJillHannemann

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Your migration path to microsoft teams a comprehensive guide

  • 1. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 1 SM Your Migration Path to Teams: A Comprehensive Guide Daniel Cohen-Dumani – Withum Digital Jill Hannemann – Avanade
  • 2. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 2 SM What to Expect From Today’s Session • Evolution of Skype for Business and Microsoft Teams • The history behind why Teams is replacing Skype • The benefits of moving to Teams and features it offers that Skype doesn’t • Tips and insights on how to best approach your migration from Skype to Teams ▪ Understand the migration path to achieve a smooth transitions to MS Teams ▪ Understand the migration options and end user experiences ▪ Understand how to manage co- existence ▪ How is Teams different than Skype for Business ▪ How to manage change ▪ Where to get started Agenda Objectives
  • 3. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 3 SM Skype online to be retired by 7/1/2021
  • 4. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 4 SM 010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000 000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100 000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001 111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010 101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010 101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110 110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000 00000000000000011111011011011 Skype for Business Teams Roadmap/History 2006 Office Communicator 2010 Lync 2015 Skype for Business Nov 2016 MS Teams Launch Preview March 2017 MS Teams is widely available September 2017 Microsoft announced Teams will replace Skype for Business July 2018 Free version of Microsoft Teams August 2018 Microsoft announces Teams voice features are now available Q1 2019 Additional Voice features coming Better Interop 2021 Skype Online Retire ment
  • 5. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 7 SM Why Should You Migrate to Teams? Why you should actively consider it now… Features and capabilities  Teams can already do more than Skype for Business Online  Rich Intelligent Communications roadmap and rapid innovation User experiences  Modern, rich experiences  State-of-the-art cross-platform and mobile experiences  Collaboration, Teams and Channels Operational performance  Modern client built on modern infrastructure  Teams can provide improvements in quality and operational metrics
  • 6. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 8 SM Migration Paths New Customer < 500 users now or all customers after Sep 1 2019 Migration from Skype for Business Online (and may be a Teams users already) Migration from Skype for Business on-premises or Hybrid (and may be a Teams users already)
  • 7. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 9 SM Skype for Business not deployed yet
  • 8. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 10 SM New tenant < 500 users or tenant created after Sep 1, 2019 Good news Microsoft Teams is your only option
  • 9. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 11 SM New tenant or Teams not in use > 500 users You should consider Teams rather than Skype for Business
  • 10. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 12 SM Upgrading from Pure Skype for Business Online
  • 11. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 13 SM Pure SfB Online Organization: User Perspective Full Side by Side Approach • Enable Teams with full functionality • Allow users to experience full benefits of Teams digital transformation soonest • All users must run both SfB and Teams clients at all times until they become Teams Only
  • 12. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 14 SM Pure SfB Online Organization: Org perspective • Full side-by-side approach • Drive rapid adoption across your organization to saturation, while leaving SfB enabled. • Deploy Teams side-by-side with SfB Online with full functionality in Teams • Once you have reached a saturated level of adoption and all room devices are deemed Teams compatible, upgrade all users to Teams-only as rapidly as possible.
  • 13. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 15 SM What is a Teams-Only User? Long Story: Experience of a Teams-Only user Short Story: “Upgraded User” “Teams-Only User”= Chat & Calling Receives and initiates all chats and calls in Teams Can interop (IM/call) with any SfB user Is redirected to Teams if they try to sign in to SfB Meetings Schedules all new meetings in Teams Can join existing SfB Meetings Data that gets migrated Existing contacts from SfB Existing on-premises SfB meetings to Teams (TAP only)
  • 14. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 16 SM Upgrade for Skype for Business (on-premises/ hybrid) and More Complex Organizations
  • 15. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 17 SM SfB + Teams Collaboration: Upgrade From a User’s Point of View For on on-prem & hybrid orgs, or if end users are confused having two apps with same functionality • Starting point: User is in SfB with UC functionality • Introduce Teams to the user, without UC functionality* • All calls & chat continue to land in and originate from SfB • User can explore net new functionality of Teams (Channels/apps/etc) • Switch UC functionality over to Teams • Non-upgraded users and upgraded users rely on interop to communicate * Recently made available
  • 16. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 18 SM 010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000 000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100 000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001 111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010 101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010 101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110 110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000 00000000000000011111011011011 Org perspective: Upgrade without overlapping functionality • For on on-prem & hybrid orgs, or if end users are confused having two apps with same functionality • Variation A: No prior Teams usage  During migration, users in SfB can communicate with users in Teams via interop  Presence is aligned with routing  SfB users can use non-UC functionality in Teams prior to upgrade
  • 17. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 19 SM 010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000 000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100 000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001 111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010 101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010 101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110 110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000 00000000000000011111011011011 Org perspective: Upgrade without overlapping functionality For on on-prem & hybrid orgs, or if end users are confused having two apps with same functionality Variation B: For orgs with prior Teams usage
  • 18. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 20 SM 010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000 000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100 000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001 111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010 101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010 101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110 110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000 00000000000000011111011011011 SfB + Teams Collaboration and Meetings: Upgrade from a user’s point of view: Meetings First For on on-prem & hybrid orgs, that will move to Meetings First before going Teams Only • Begin State: User is in SfB with UC functionality. • Introduce Teams to the user, without UC functionality, previously described • Switch Meetings scheduling functionality from SfB to Teams • Up to this point, all calls and chats initiate from and land in SfB • Upgrade fully to Teams-Only Teams • Chat & Calling between Upgraded (Teams-Only) users and all other users relies on interop
  • 19. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 21 SM How About Co-existence and Interoperability?
  • 20. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 22 SM User Experience During Co- Existence Customers manage interop & coexistence via “mode” • Exposed in Teams Admin Center UX and PowerShell Mode governs: • Routing of incoming messages and calls • In what client do you initiate chat and calls (requires upcoming TeamsAppPermissionsPolicy) • In what service do you schedule meetings? Mode is a per user assignment, achieved using O365 admin tools • Can also be assigned to on-prem users (except TeamsOnly) If necessary, can mix and match modes across an org
  • 21. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 23 SM Co-existence Modes Mode Calls and Chats Meeting Scheduling Teams Channels available? Recommended Use Case Teams Only (Requires home in SfB Online) Teams Teams Yes The final state of being upgraded. Will also be default state for *new* tenants as of 9/1/2019 SfB With Teams Collab And Meetings* SfB Teams Yes “Meetings First” scenario: Enables on-prem customers to benefit from Teams meeting functionality, if not yet ready to move calling to the cloud. SfB With Teams Collab* SfB SfB Yes Recommended starting point for on-prem/hybrid orgs. Also for online orgs that want tighter admin control Calls and chats always routed to only 1 client throughout the migration. SfB Only* SfB SfB No Specialized scenario for orgs with strict requirements Islands Either Either Yes Recommended for online orgs that can migrate fast (default setting) Allows a single user to evaluate both clients side by side. Chats and calls can land in either client; Users must continue to run both clients.
  • 22. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 24 SM Co-existence mode example
  • 23. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 25 SM Interoperability • What is interop? • Native Interop - 1:1 chat - Calling • Interop Escalation
  • 24. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 26 SM Interoperability • Coming soon • Screen sharing between Skype for Business and Teams
  • 25. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 27 SM 010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000 000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100 000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001 111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010 101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010 101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110 110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000 00000000000000011111011011011 Devices • Don’t forget your devices
  • 26. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 28 SM Getting Started: Designing Your Path to Teams
  • 27. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 29 SM “13 million daily active users,” says Microsoft Teams chat app is now growing faster than Slack - July 11, 2019 Competition is getting Nasty https://www.businessinsider.com/microsoft-teams-daily-active-users-slack- 2019-7 "Slack Takes Aim at Teams' Weaknesses" Slack introduces a 'snappier, more efficient Slack desktop experience. - July 22, 2019 https://www.petri.com/slack-aims-teams-weaknesses
  • 28. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 30 SM Teams and Channels are the Hub for Collaboration • Teams can have many channels • Channels are where tabs exist: • Conversations • Documents • Wiki • Notes • Other apps/bots • Channels can be private • Teams correlate with SharePoint site collections • Channels correlate with folders • Information architecture is flat – everyone in the tenant shares the space • Users can control what teams they see and the order in which they appear • Create templates for common scenarios
  • 29. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 31 SM When you Create a Team… Here’s what gets created: • A new Office 365 Group • A SharePoint Online site and document library to store team files • An Exchange Online shared mailbox and calendar • A OneNote Notebook • Ties into other Office 365 apps such as Planner and Power BI When you create a team from an existing group, that group’s membership, site, mailbox and notebook are surfaced in Teams. 31
  • 30. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 32 SM Interesting things… CHANNEL MODERATION SCOPED DIRECTORY SEARCH PRIVATE CHANNELS STAFF HUB/SHIFTS 32 Many more coming in the next six months
  • 31. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 33 SM Managing changes • Everyone has their threshold for change capacity. Is your organization: ❑ Upgrading from Skype for Business ❑ Upgrading Windows, Office or other Office apps? ❑ Replacing desk phones with headsets? ❑ Moving or redesigning physical office space? ❑ Merging with or acquiring a new company? ❑ Internal reorganization? ❑ Other _________?
  • 32. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 34 SM What We Know for Sure • is more prominent than ever • 80% admit to using their communication tool of choice1 Organizations are made up of innovators, laggards and everyone in between Resistance is a normal, human behavior that takes time ‘Deploy it and they will come’ doesn’t work 1“What is Shadow IT?”, https://www.skyhighnetworks.com/cloud-security-university/what-is-shadow-it/ (accessed March 2017)
  • 33. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 35 SM Upgrade: The Worst Kept Secret • People talk, rumors start. Bring users into the conversation early and often, helping them feel part of the change.
  • 34. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 36 SM 010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000 000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100 000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001 111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010 101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010 101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110 110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000 00000000000000011111011011011 Building your user acceptance plan How to generate excitement for the upgrade to Teams
  • 35. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 37 SM Creating Governance at the Company Level Teams Creation and Management • Process for new team creation – why and when for new teams vs. channels • Naming convention • App store access • Use and accessibility of other Office 365 workloads • Recommended IA • SharePoint vs. Teams IT Operations and Security • Meeting policies – i.e. screen sharing, white board • Network assessment • Heavy client presence • Teams content retention • Teams archival and abandonment • eDiscovery, labels and classification External Access • Determine level of interaction with people outside your organization • Chat and call federation • Guess Access for collaboration
  • 36. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 38 SM 010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000 000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100 000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001 111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010 101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010 101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110 110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000 00000000000000011111011011011 Take Your Plan Out for a Test Drive • Conduct a pilot with end-users to validate user and organizational readiness.
  • 37. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 39 SM 010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000 000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100 000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001 111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010 101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010 101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110 110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000 00000000000000011111011011011 Challenges: It’s a new way to work Reality – Teams is intentionally transparent. Reality – Your company culture may not be. Conversations and document sharing may be a culture shift. • No more attachments • No more emailing colleagues • Teams becomes a core part of every day
  • 38. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 40 SM Key takeaways Users may have limited discretion in upgrading to Teams, but they do control how much they will use it (and Adoption is key to business value realization/ROI) 01 Managing user change is critical for overall upgrade success 02 Technical and user readiness planning and implementation should happen simultaneously 03 Microsoft is providing tools for you to manage your end to end migration 04 Whether coming from on-premise or online, there is a simple path to get from skype for business to Teams 05 You can customize the deployment path to fit your needs 06 This is more than a technical migration
  • 39. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 47 SM Thank You! @dcohendumani @ImJillHannemann