The document outlines a comprehensive approach for managing Windows 7 migration, emphasizing planning, stakeholder identification, and communication as key components. It recommends assessing risks, creating contingency plans, and learning from past migrations to avoid pitfalls. Eden Technologies offers consulting services to assist organizations with their migration strategies and challenges.

1. 10 Ways To Keep Your Windows 7
Migration On Track
Eden Technologies’
Carpe Windows 7 Series

2. ❿ IT’S ALL IN THE PLANNING
Get all project stakeholders in one room and review:
 The goal of your Windows 7 migration:
 Why are we migrating, and how will we benefit?
 Project success markers and priorities:
 What is most important-- end user satisfaction, speed of deployment, cost?
 Potential, ongoing challenges:
 What are some potential obstacles-- insufficient physical resources, restrictive
budget, office relocation, poor application inventory?
 The risk:
 What is the worst-case scenario for each project component, and what are our
back-up plans?
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3. ❾ IDENTIFY SUB-PROJECTS NOW
The move to Windows 7 is an opportunity to
get your assets, applications and data in order.
 Recognize these potential sub-projects in advance:
 Desktop Management
- Mobility Management (Your Windows 7 asset inventory can be the framework).
- Application Management (Your Windows 7 application inventory can be the start).
- Virtualization (Evaluate your desktop virtualization and remote access strategy).
 Compatibility
- Hardware (Determine minimum hardware requirements for all computers).
- Software (Application upgrades, including Office 2010, Enterprise
apps, custom applications and plug-ins).
 Strategic Projects
- IT Infrastructure (Server consolidation, data center enhancements, office
moves, cloud services, mobility management and BYOD).
- Security ( Data Leakage Prevention, data governance, policy changes, compliance
considerations, secure remote access authentication).
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4. ❽ MASTER THE MASTER LIST
Get your hands on the master project list
 Review and understand every major project going on
within your organization:
 Check with all team leads and managers (what are you working on?)
- Is there a cross-departmental project tracking tool?
 Share the list with your team and anyone who can provide insight.
 Understand the business purpose of each project, their importance, and how
they can potentially impact your migration.
 Communicate up and down the management chain.
 Plan regular meetings to stay abreast of all major happenings.
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5. ❼ TAKE ME TO YOUR LEADER
Identify stakeholders, team leads, and PM’s
for every project.
 Who understands and controls each given project?
 Hint: sometimes it’s engineers or trainers, not necessarily project managers or team leads.
 Introduce yourself, each other, and your projects. Explain why regular communication is
imperative, and what you can do to help each other.
 Share your Project Plan – ask for theirs.
 Share project deliverables, important milestones, and
communicate how each project might impact the other.
 Create a calendar for regular project updates.
 TALK TO EACH OTHER!
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6. ❻ SEE IT FROM ALL ANGLES
Understand the project scope and deliverables
from all points of view.
 Know exactly how every decision will impact your:
 Project team
 Business and finance departments
 Compliance department
 Training and communications
 Helpdesk and support
 Senior executives
 Operations and human resources
 END USERS
 Ask detailed questions about the project impact from those different
perspectives– get all departments/perspectives involved.
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7. ❺ LEARN FROM YOUR MISTAKES
Reflect on past projects and previous migrations
 What specific pain points affected your previous migration(s)?
 Desktop design and build
- Were all the necessary applications included in your core computing platform?
- Did you identify appropriate minimum hardware standards?
 Application management
- Were all of your applications compatible with the new OS?
- Did you leverage your application inventory as the start of an app management strategy?
 Training and communication
- Did your users know what changes were coming, and why they were necessary?
- Did your users know how to use the new OS upon day 1 of deployment?
 Desktop and end user migration
- Did your users have the hardware necessary to fully leverage your OS migration?
- Did you lose data during a pilot migration?
 Help desk and ongoing support
- Was there enough floor support to address post-deployment end user problems?
- Did you create a documented ticket escalation system for fast and efficient problem resolution?
 If you weren’t with your organization during the previous OS migration, find
someone who was and review how each phase went and was perceived.
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8. ❹ PLAN FOR PROBLEMS
Always have Plans B and C– you’ll need them
 Start by assessing your risk
 What happens if this doesn’t go as planned? How does this impact – the project? The
business? End users? Other projects?
 Always know what your risks are, and what impact worst-case scenarios will have.
 Understand interdependencies
 How does one project component affect another?
 Plan B and C can be your best friend
 Assume your best-laid plans won’t work. Having contingency plans will ensure that small
hurdles don’t become major blockades.
 Weigh tolerance for discomfort (workarounds) vs. tolerance for delay
 What is your corporate culture, and what is most important to senior-level executives and
your end users? Consider your organization’s priorities with every decision you make.
 TEST TEST TEST!
 The longer the pilot, the better. A 2-3 week pilot period with a cross-departmental/location
reach will make for the least amount of problems upon rollout.
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9. ❸ IDENTIFY POTENTIAL GOT-YA’S NOW
Pinpoint possible sticking points before they arise.
 Some projects that affect deployment
 Upgrades to Desktop Management Tools
 Hardware Procurement
 Printer Upgrades
 Facilities/Operations Projects (moves, build outs, cabling, new apps)
 HR Events (hiring programs)
 Some projects that affect end users
 All of the above
 New Applications/Functionality
 Updated App/Asset request process
 Remote access changes
 Exchange Upgrade
 Desktop Virtualization
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10. ❷ COMMUNICATION IS KEY!
Effective and regular communication is the
crux of every successful OS migration
 Communicate before you begin:
 Explain to users why the migration is occurring/how they’ll be impacted.
 Across departments to ensure that there are no upcoming projects that could potentially
impact your migration.
 Talk to senior executives—find out likes and dislikes of the current IT infrastructure, what
they’d like to see in a new OS, and what their priorities are.
 Communicate during your migration:
 Keep your users aware of all important activities that can potentially impact them.
 Across departments to report on any bumps in the road.
 With key executives to stay current on all major organizational events/changes.
 Communicate after your migration:
 Keep tabs on your users to make sure they don’t have any problems.
 With all divisions to ensure that a departmental issue doesn’t have a wide-reaching affect.
 To executives to ensure that everyone has what they need.
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11. ❶ TALK TO EDEN
We’ve got 10 years of OS migration experience
under our belt, and we’ve seen it all…
 Meet with Eden’s founding partners for a free
Executive Briefing and in as little as 30 minutes, we’ll:
 Assess your project and needs.
 Review the steps you’ve taken so far to make sure you haven’t overlooked anything.
 Offer a project roadmap that will keep you on track and help you avoid common got-ya’s.
 Show you how you can leverage your migration as the start of application, mobility and data
management.
 SCHEDULE YOUR FREE EXECUTIVE BRIEFING:
 CALL TODAY: 212-273-3267
 EMAIL US: DDILLON@EDENTECHNOLOGIES.COM
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12. ABOUT EDEN TECHNOLOGIES
Eden Technologies is the northeast region’s premiere U.S.-based, enterprise-level IT consulting
and managed services provider. With 10 years’ experience, over 300,000 desktops deployed and
2,000 endpoints under management, Eden stands as the company of choice for over 300
organizations, in a wide range of industries including legal services, financial services,
manufacturing and health care.
For IT professionals facing a Windows 7 migration, Eden has developed fixed-priced, fixed-scope
Windows 7 migration “packages” that are easy to purchase and quick to deploy, with no-
nonsense results and ROI. With more than 17 flexible offerings, Eden provides fast, efficient, just-
where-you-need-it help. More information is available at http://www.edentechnologies.com/it-
consulting/windows-7.html.
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