SMB Secured-IT CLIENT ONBOARDING: email / data migration

ONBOARDING OVERVIEW
To give your onboarding process some context, these pages explain the main steps we go through to move you from the current approach you use to log-on and store data, to the SMB Secured-IT approach. We want to use this as an opportunity to be on same page to ensure you and your team are aware of the changes that will take place and avoid any surprises.

THE ONBOARDING PROCESS: EMAIL / DATA MIGRATION
Within the SMB Secured-IT offering, your email, calendar and contact information will be hosted in the Microsoft technology stack (this is included with your Microsoft 365 subscriptions). Email, calendar and contact information that is at a different provider will need to be migrated as part of your onboarding process.

Below describes the process we provide to successfully migrate your organizations email, calendar and contact information. We will work with you to collaboratively schedule start and end dates of your migration.

DURING THE MIGRATION PROCESS

• There is no service disruption during the migration

• You can continue to work while the data is copied over in the background

• During the migration process, the technology used analyzes

  • All the data that needs to be migrated over

  • Status of the migration

  • Verification that all source and destination data match properly

  • During this process, it is possible some information may appear, disappear and appear again

  • This is normal and nothing to be concerned about

AFTER THE MIGRATION

• When the migration completes, it is necessary to update the email settings in devices you use to access email, calendar and contact information

• The links below provide setup instructions for the different options supported under SMB Secured-IT
  Programs other than these may work but they are not covered under your service. plan

  • This link provides instructions for setting up Microsoft Outlook

  • This link provides instructions for setting up the Microsoft app on an Apple iPhone and/or iPad

  • This link provides instructions for setting up the Microsoft app on an Android phone and/or tablet

  • This link provides access to Outlook Web Access (OWA)

• Once your new account is setup, we will have you review, to verify everything looks correct

  • If things look correct, you are good to go

  • If things DO NOT look correct, please let us know what you are experiencing, and we will work to resolve any issues

• Once all staff members agree everything looks correct, the migration will be considered complete

ACCESSING SUPPORT / ADDITIONAL INFORMATION
For any questions and/or additional information, please contact us at hd@ssowow.com or 858-848-5776 ext 3. We are here, happy to help and look forward to speaking with you.