As a user and a business readiness lead I have learnt many lessons about Operation System migrations - from a business perspective. Here are four simple rules to a low cost migration that delivers its benefits.

1. Business Readiness
Achieve 98% first time migrations
Photo by Alexander Redl on Unsplash

2. Business Readiness
Achieve 98% first time migrations
Don’t pay for mop-ups
Photo by Alexander Redl on Unsplash

3. Four critical actions
1. Agree the scope with the business
2. Select a good IT contractor
3. Use best practice communications and
organisation
4. Implement a BAU solution for people on
long-term leave or secondment
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4. When you scope
1. Ask how you will realise the benefits –
and what will stop you
− EG: Reduced support costs by moving to a single platform ∴ everyone must migrate
2. Ask how to minimise disruption
− EG: Who works with whom, the dates of critical periods
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5. When you scope
1. Ask how you will realise the benefits –
and what will stop you
− EG: Reduced support costs by moving to a single platform ∴ everyone must migrate
2. Ask how to minimise disruption
− EG: Who works with whom, when are critical periods
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If your migration stops people doing their job – the scope is wrong

6. A good IT contractor
1. Builds in flexibility
2. Proactively addresses concerns
3. Focuses on minimising disruption and
maximising benefits
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7. A good IT contractor
1. Builds in flexibility
2. Proactively addresses concerns
3. Focuses on minimising disruption and
maximising benefits
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If a contractor tells you your needs are unrealistic – don’t hire them

8. Communications
& Organisation
1. Tell people WHY, WHAT, HOW, WHEN,
WHERE and WHO
2. Learn about the people, their tools, their
constraints
3. Track every person from discovery to signoff
4. Resolve all issues and prevent reoccurrence
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9. Communications
& Organisation
1. Tell people WHY, WHAT, HOW, WHEN,
WHERE and WHO
2. Learn about the people, their tools, their
constraints
3. Track every person from discovery to signoff
4. Resolve all issues and prevent reoccurrence
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Don’t expect people to share your vision – share theirs

10. Use BAU to ‘mop-up’
1. Know everyone you miss
2. Set up a trigger so they are migrated on
return
3. Tell them what to do and expect
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11. Use BAU to ‘mop-up’
1. Know everyone you miss
2. Set up a trigger so they are migrated on
return
3. Tell them what to do and expect
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Returning to work is stressful – don’t add IT to the list

12. Contact Delta Swan for expert advice or action
Photo by Alexander Redl on Unsplash
Could your upgrade stop
your business?