ate Conducted

Customer Details

Company Name

Street Address

Suite/Floor

City, State, Zip

Time Zone:
EasternCentralMountainPacific

Customer Contacts

Name

Email

Phone Number

Customer IT Contact Information:

(If other than IS Technology)

IT Company Name

IT Contact Name

IT Contact Phone Number

IT Contact Email Address

Current Email Platform Information:

Which email provider platform are you currently using?
G-Suite For BusinessOffice 365 BusinessOther

Do you need to migrate any personal email accounts such as gmail.com, hotmail.com, yahoo.com, etc...?
YesNo

If you answered yes to the previous question, please download the spreadsheet from this link. Fill out all information for users that have personal email accounts. Completing this form is required before the migration process can begin. Please upload the completed sheet here.

Domain Registration and DNS Information

Do you already own a custom company email domain? YesNo

If you answered yes to the previous question, please provide the domain name that you own. If you answered no to the previous question please provide a few possible domain names that you would like to own so that we may check if they are available for purchase.

If you already own a custom domain, please provide the website information where the domain's DNS records are managed. (Usually this will be the same site where you purchase the domain, or the site where you purchase your website hosting.)

Please provide an administrative username for the Domain management site.

Please provide a password for Domain management site.

Current Business Email Platform Details

Please provide the management web address where company email addresses are created or managed from? for example: (admin.google.com)

provide an administrator email address or username for the email management portal

Please provide a password for the email management portal administrator account.

Migration Details

Do you need to migrate any company shared drives to Microsoft Sharepoint?
YesNo

If you selected Yes on the previous question, please list all company shared drives that will need to be migrated. Otherwise, skip to the next question.

If you are migrating from GSuite for business Should Google Drive documents be migrated to OneDrive for individual users?
YesNo

Please describe any company shared contact lists, shared calendars, groups, or other public folder types that need to be migrated.

User License Assignment:

Your Office 365 platform requires that mailbox license be assigned to all users. Please click this link to download a spreadsheet for user license assignment. Add an email address and choose a license type for all users that will access the Office 365 Platform. First and Last name, and at lease one phone number are also required for each user. Upload the completed spreadsheet here.

Customer Notes:

If you would like to provide any additional notes or special instructions for this migration, please do so in the area provided.

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