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Windows 7 Accelerated
Migration
2012
“Our extensive global capabilities allow us to
deliver a wide range of large-scale projects and
programs across the globe”
business visions to reality
Our Windows 7 Accelerated Migration Advisory Board…
”We deliver Projects, Programmes and Portfolios to
budgets and timelines, wherever, whenever and to the
highest customer satisfaction”
Erik Vennestrom, Managing Director & Project Executive
Erik Vennestrom embarked on his international career over 20 years ago, and has delivered
engagements to all corners of the world. Backed up by a MBA and PMI, his specialization is large-
scale international projects & programs. With direct-report team sizes of 100+ of high complexities
and exposure to transition programs of €2B+, Erik is a reputable executive who directs high
complexity initiatives from conception to lifecycle-management transition
Barry Dent, Associate Partner
Barry is an IBM Certified Project Executive and PMP professional with over 37 years working in the IT
industry. Barry started with IBM in a Technical career path and quickly moved into management . The
past 12 years have been spent as a Project Executive on a variety of medium and large outsourced
service management projects. He has managed numerous, very successful, Outsource migrations
including network and workstation upgrades; and rollouts over the past several years within the Public
Sector, Health Services Sector, Financial Sector and Manufacturing.
Craig Borysowich, Senior Technology Consultant
Craig has over 18 years of Technology Consulting experience with both public and private sector
clients, including ten years in Project Leadership roles. Craig has extensive background in working
with large scale, high-profile systems integration and development projects that span throughout a
customer’s organization. He has extensive background in designing robust solutions that bring
together multiple platforms from Intel to Unix to Mainframe technologies with the Internet
3
Agenda• Introduction and Level Set - E. Vennestrom
• Change Management in big seat deployments - B. Dent
• Windows 7 Accelerated Technical Deployment - C.Borysowich
• A right-shored approach to large-scale deployments - E.Vennestrom
• Health Check and Close out - E.Vennestrom
Agenda
Principles of Change Management enforce processes which in turn ensure buy in at all levels.
Stakeholder Buy in:
• Executive “buy-in” (Visible Support) the most critical element of large changes in an organization
• End-user “TRUST” is earned rather than mandated
Communication is KEY
• Communication is essential to ensure your project proceeds as planned
• Failure to communicate - “Up - Down - Often”....will lead to delay and failure of the project!
Deploy / Test / Adapt
• Utilization of “Agile” techniques can significantly assist large scale transitions/transformations
• Adopt a daily regimen of “Deploy – Test – Communicate results” with all team members
Issue Management
• Address issues immediately – goes without saying. (however, often neglected as project teams
work the plan to complete on time)
Create Project plan Early
• Understand and build the plan from the business perspective – organizational impact?
• Test it
• Re-test it – Adapt if necessary
My Mantra –------------ “Communicate Often”
Why Change Management is essential in large-scale deployments
Migration Process
Data Gathering
and Assessment
Migration Method
Assess Hardware
Inventory Apps
Migration Planning
Design and
Development
OS Components
Base OS Config
Group Policies
AD Planning
Compatibility
Testing
H/W Upgrades
App Smoke Test
App Compat Test
App Func. Test
Desktop
Conversion
Snap Desktop
Rebuild Desktop
Rebuild Profiles
Certify and Store
Final Test and
Wrap
System Review
User Acceptance
Sign-Off
Transition to Ops
1 3
5
2 4
1. Inventory
App
App
App
5 Accelerators for streamlining Application Scope
2. Rationalization
• Duplicate Version
• Duplicate Type
• Usage
• Age
• Support
• Compatibility
App
App
App
3. Vendor & Upgrade
Support Analysis
• Compatible ‘as is’
• Compatible via
upgrade
• Needs testing
App
App
App
4. Compatibility Testing
• Service Pack
• Software Upgrades
• New OS
App
App
App
5. Virtualization
Compatibility Analysis
App
App
App
# Challenge Mitigation
1 Underestimate time and effort  Assessing Hardware & Applications
 Designing the final build
 Rollout process
 Final troubleshooting
2 Application Compatibility  Testing
3 No in-place upgrade  XP to Windows 7 is a rip and replace
operation
4 Migration Methods  There are many options – choose
wisely!
Windows 7 Migration Challenges
8
Onshore
Right-Shored Tasks
• Global Management
• On Site Support
Pros
• Agile, flexible, no
sensitivity to culture and
language and customer
facing
• Supports local business
Cons
• Costly
Nearshore
Right-Shored Tasks
• 1st Level Contact Centre
Support
• End-user Scheduling,
coordination
Pros
• Little sensitivity to culture
and language. “A familiar
voice on the phone”
• 20% more cost effective
than onshore
Cons
• Some more management
overhead and
communication complexities
Farshore
Right-Shored Tasks
• 2nd & 3rd Level Support
• Image Build & Deploy
• Backup & Recovery
Pros
• 50% more cost effective
than onshore
• Out-of-office hours rotas
easily implementable
Cons
• Differences in Business
culture and language
• More management
overhead and
communication complexities
A right-shored approach to technical deployments
9
Is your business taking advantage
of SEO?
-2
-1
0
1
2
User…
Resources
Business…
Change…Time & Budgets
Implementation
Testing
Can your Windows 7 Deployment project speed up?
Windows 7 Migration Project Health Check Analysis
Project Number/Name: Insert here
Project Manager: Insert here
Risk/health check score -14.00 Impossible!
Individual Risks (Scores from -2 to +2)
User Involvement -2.00 WARNING
Resources -2.00 WARNING
Migration Process -2.00 WARNING
Windows 7 Build -2.00 WARNING
Time & Budget -2.00 WARNING
Implementation -2.00 WARNING
Testing -2.00 WARNING
Scoring rules
Strongly disagree or don't know -4 Total Health Check Risk
Disagree -2 -14 to -7 Impossible
Neutral 0 -6 to 0 High Risk
Agree 2 1 to 7 Medium Risk
Strongly agree 4 8 to 14 Low Risk
User Involvement Resources
The project has a senior project
sponsor who is fully committed to
the project success . -4
There is sufficient manpower to
complete the project -4
There is a user-driven steering
committee which meets regularly
and is appraised of project progress. -4
The project IT staff have previous
experience in implementing similar
size systems in a similar line of
business. -4
Management will be responsive to
requests for additional resources
should the condition arise. -4
The members of the team have
previous experience working with the
software and hardware required by
the project. -4
The users are fully committed to the
new system and believe it will make
their jobs easier and more effective. -4
The Project Manager has a proven
track record of running similar size
projects and has a high quality
management approach. -4
The key stakeholders and application
owners accept their roles and
responsibilites
-4
There is no resource shortfall
identified. -4
Migration Process Windows 7 Build
Has a migration method been
chosen and documented -4
Have you reviewed and created
group policy templates -4
Have supporting tools and
automations for the Migration been
evaluated and selected -4
Is the Active Directory infrastructure
ready for the changes and migration
to Windows 7 -4
contact@gxconsult.com
www.gxconsult.com
+44 208 1337 208
+1 855 558 1337
business visions to reality
G X Consult Ltd © 2010 10
For Advisory and Consultancy on Business / Technology Change and Transformation
Erik Vennestrom
Erik.vennestrom@gxconsult.com

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GXC Advisory Board Business Windows 7 Accelerated Migration September2012

  • 1. Windows 7 Accelerated Migration 2012 “Our extensive global capabilities allow us to deliver a wide range of large-scale projects and programs across the globe” business visions to reality
  • 2. Our Windows 7 Accelerated Migration Advisory Board… ”We deliver Projects, Programmes and Portfolios to budgets and timelines, wherever, whenever and to the highest customer satisfaction” Erik Vennestrom, Managing Director & Project Executive Erik Vennestrom embarked on his international career over 20 years ago, and has delivered engagements to all corners of the world. Backed up by a MBA and PMI, his specialization is large- scale international projects & programs. With direct-report team sizes of 100+ of high complexities and exposure to transition programs of €2B+, Erik is a reputable executive who directs high complexity initiatives from conception to lifecycle-management transition Barry Dent, Associate Partner Barry is an IBM Certified Project Executive and PMP professional with over 37 years working in the IT industry. Barry started with IBM in a Technical career path and quickly moved into management . The past 12 years have been spent as a Project Executive on a variety of medium and large outsourced service management projects. He has managed numerous, very successful, Outsource migrations including network and workstation upgrades; and rollouts over the past several years within the Public Sector, Health Services Sector, Financial Sector and Manufacturing. Craig Borysowich, Senior Technology Consultant Craig has over 18 years of Technology Consulting experience with both public and private sector clients, including ten years in Project Leadership roles. Craig has extensive background in working with large scale, high-profile systems integration and development projects that span throughout a customer’s organization. He has extensive background in designing robust solutions that bring together multiple platforms from Intel to Unix to Mainframe technologies with the Internet
  • 3. 3 Agenda• Introduction and Level Set - E. Vennestrom • Change Management in big seat deployments - B. Dent • Windows 7 Accelerated Technical Deployment - C.Borysowich • A right-shored approach to large-scale deployments - E.Vennestrom • Health Check and Close out - E.Vennestrom Agenda
  • 4. Principles of Change Management enforce processes which in turn ensure buy in at all levels. Stakeholder Buy in: • Executive “buy-in” (Visible Support) the most critical element of large changes in an organization • End-user “TRUST” is earned rather than mandated Communication is KEY • Communication is essential to ensure your project proceeds as planned • Failure to communicate - “Up - Down - Often”....will lead to delay and failure of the project! Deploy / Test / Adapt • Utilization of “Agile” techniques can significantly assist large scale transitions/transformations • Adopt a daily regimen of “Deploy – Test – Communicate results” with all team members Issue Management • Address issues immediately – goes without saying. (however, often neglected as project teams work the plan to complete on time) Create Project plan Early • Understand and build the plan from the business perspective – organizational impact? • Test it • Re-test it – Adapt if necessary My Mantra –------------ “Communicate Often” Why Change Management is essential in large-scale deployments
  • 5. Migration Process Data Gathering and Assessment Migration Method Assess Hardware Inventory Apps Migration Planning Design and Development OS Components Base OS Config Group Policies AD Planning Compatibility Testing H/W Upgrades App Smoke Test App Compat Test App Func. Test Desktop Conversion Snap Desktop Rebuild Desktop Rebuild Profiles Certify and Store Final Test and Wrap System Review User Acceptance Sign-Off Transition to Ops 1 3 5 2 4
  • 6. 1. Inventory App App App 5 Accelerators for streamlining Application Scope 2. Rationalization • Duplicate Version • Duplicate Type • Usage • Age • Support • Compatibility App App App 3. Vendor & Upgrade Support Analysis • Compatible ‘as is’ • Compatible via upgrade • Needs testing App App App 4. Compatibility Testing • Service Pack • Software Upgrades • New OS App App App 5. Virtualization Compatibility Analysis App App App
  • 7. # Challenge Mitigation 1 Underestimate time and effort  Assessing Hardware & Applications  Designing the final build  Rollout process  Final troubleshooting 2 Application Compatibility  Testing 3 No in-place upgrade  XP to Windows 7 is a rip and replace operation 4 Migration Methods  There are many options – choose wisely! Windows 7 Migration Challenges
  • 8. 8 Onshore Right-Shored Tasks • Global Management • On Site Support Pros • Agile, flexible, no sensitivity to culture and language and customer facing • Supports local business Cons • Costly Nearshore Right-Shored Tasks • 1st Level Contact Centre Support • End-user Scheduling, coordination Pros • Little sensitivity to culture and language. “A familiar voice on the phone” • 20% more cost effective than onshore Cons • Some more management overhead and communication complexities Farshore Right-Shored Tasks • 2nd & 3rd Level Support • Image Build & Deploy • Backup & Recovery Pros • 50% more cost effective than onshore • Out-of-office hours rotas easily implementable Cons • Differences in Business culture and language • More management overhead and communication complexities A right-shored approach to technical deployments
  • 9. 9 Is your business taking advantage of SEO? -2 -1 0 1 2 User… Resources Business… Change…Time & Budgets Implementation Testing Can your Windows 7 Deployment project speed up? Windows 7 Migration Project Health Check Analysis Project Number/Name: Insert here Project Manager: Insert here Risk/health check score -14.00 Impossible! Individual Risks (Scores from -2 to +2) User Involvement -2.00 WARNING Resources -2.00 WARNING Migration Process -2.00 WARNING Windows 7 Build -2.00 WARNING Time & Budget -2.00 WARNING Implementation -2.00 WARNING Testing -2.00 WARNING Scoring rules Strongly disagree or don't know -4 Total Health Check Risk Disagree -2 -14 to -7 Impossible Neutral 0 -6 to 0 High Risk Agree 2 1 to 7 Medium Risk Strongly agree 4 8 to 14 Low Risk User Involvement Resources The project has a senior project sponsor who is fully committed to the project success . -4 There is sufficient manpower to complete the project -4 There is a user-driven steering committee which meets regularly and is appraised of project progress. -4 The project IT staff have previous experience in implementing similar size systems in a similar line of business. -4 Management will be responsive to requests for additional resources should the condition arise. -4 The members of the team have previous experience working with the software and hardware required by the project. -4 The users are fully committed to the new system and believe it will make their jobs easier and more effective. -4 The Project Manager has a proven track record of running similar size projects and has a high quality management approach. -4 The key stakeholders and application owners accept their roles and responsibilites -4 There is no resource shortfall identified. -4 Migration Process Windows 7 Build Has a migration method been chosen and documented -4 Have you reviewed and created group policy templates -4 Have supporting tools and automations for the Migration been evaluated and selected -4 Is the Active Directory infrastructure ready for the changes and migration to Windows 7 -4
  • 10. contact@gxconsult.com www.gxconsult.com +44 208 1337 208 +1 855 558 1337 business visions to reality G X Consult Ltd © 2010 10 For Advisory and Consultancy on Business / Technology Change and Transformation Erik Vennestrom Erik.vennestrom@gxconsult.com