Verify users' operating systems are compatible with M 365 sync apps and Office apps.
Verify path and file names are not too long for Microsoft.
Check for illegal characters in file names or blank spaces at end of file names (especially if source is Mac-formatted).
Include time to add 2FA for all users
Include 2-week support period for users new to MS 365 / SP / OneDrive.
Include Datto SaaS Protection.
Include SGN Network or Firewall-based VPN to keep users from accessing from unauthorized machines and locations.
Include AntiVirus for non-RMM workstations. We will no longer authorize access from non-RMM machines.
Include MS 365 licenses to be purchased via Pax8 if applicable.
Include: X hours for consultant and client to discuss project via email or phone/remote meeting.
Related Articles
Checklist for Creating Quote for Data Migration to Google WorkSpace from On-Premises Server
Verify users' operating systems are compatible with Google sync apps or users will use web-based interface exclusively. Verify path and file names are not too long for Google Check for illegal characters in file names or blank spaces at end of file ...
Customer Data Safety Policies: Customer Data, Operating Systems, Network Device Settings
Before removing any data belonging to a customer, whether an operating system, an Outlook profile, firewall settings, or simply files or folders, a backup must be created and verified. Generally speaking, we do not wipe anything without a backup. ...
Policy On Users Storing Data on Their Local Workstations
Data should always be stored centrally, either in the cloud (e.g., Dropbox, MS 365, Egnyte) or on an on-premises server (e.g., Windows server, NAS). If we’re transferring a user to a different computer, file transfer isn’t included because the user ...
MAPs Software and Services for Internal Use - One Time Software and Cloud Service
The MAPs (Microsoft Action Pack) subscription must be renewed annually to keep the internal-use cloud and on-premises software benefits. DO NOT USE MAPs licenses for customers under any circumstances. These licenses are for INTERNAL USE ONLY. To ...
Creating Tickets: Best Practices
Set the Category FIRST When creating a ticket or starting work on a new ticket which arrived via email, the first thing to do is to choose the category. Everything flows from the category. If you choose the correct category, you will be presented ...