1. Info-Tech Research Group1 Info-Tech Research Group, Inc. Is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2013 Info-Tech Research Group Inc. V3.1 Develop an Enterprise Windows Migration and Deployment Plan Organizations are choosing Windows 7, but individuals are choosing Windows 8.

2. Info-Tech Research Group2 Organizations on Windows XP should be preparing to migrate to Windows 7. All organizations should be learning about Windows 8. Introduction Organizations looking to upgrade from Windows XP to Windows 7 or Windows 8. IT leaders interested in learning more about Windows 8. Understand the new features and issues with Windows 8. Identify whether Windows 8 makes sense for an enterprise-wide rollout in your organization (Hint: it probably doesn’t). Prepare users for Windows 8 deployment with minimal pain and maximum gain. Prepare for and manage Windows 8 consumer devices as BYOD. Develop deployment plans for Windows 7 or Windows 8. Effectively manage change throughout deployment. This Research Is Designed For:This Research Will Help You:

3. Info-Tech Research Group3 Executive Summary As Windows XP nears end of life, organizations need to consider the deployment of a new operating system. Organizations need to weigh the costs and benefits in order to determine the best fit. Most agree that there is no business case for mass deploying Windows 8, but the popularity of increasingly capable consumer devices and BYOD are making it hard to ignore in the enterprise. Managing your BYOD policy is essential to controlling your IT environment. The release of Windows 8 has created a lot of hype. The new interface and features of Windows 8 have changed drastically from previous operating systems, creating a new way of computer/user interaction. Training is a critical aspect of a successful deployment plan. Assessing end-user needs, as well as understanding internal training capabilities, will determine the best method to fit your organization. Take inventory of your current hardware, OS, system images, and applications to determine hardware refresh demands, compatibility issues, and to ensure a seamless deployment strategy. Prepare your end users and Help Desk for deployment through change management messaging tailored to your audience and anticipating common Help Desk calls while developing resources to encourage user self-service and peer support.

4. Info-Tech Research Group4 How to use this blueprint We recommend that you supplement the Best Practices Blueprint with a Guided Implementation. For most Info-Tech members, these Guided Implementations are included in your membership plan.* Our expert analysts will provide telephone assistance to you and your team at key project milestones to review your materials, answer your questions, and explain our methodology. Info-Tech Research Group’s expert analysts will come onsite to help you work through our project methodology in a 2-5 day project accelerator workshop. We take you through every phase of the project and ensure that you have a road map in place to complete your project successfully. In some cases, we can even complete the project while we are onsite. Do-It-Yourself Implementation Use this Best Practice Blueprint to help you complete your project. The slides in this Blueprint will walk you step-by-step through every phase of your project with supporting tools and templates ready for you to use. Project Accelerator Workshop You can also use this Best Practice Blueprint to facilitate your own project accelerator workshop within your organization using the workshop slides and facilitation instructions provided in the Appendix. Book your workshop now by emailing: workshopbooking@infotech.com workshopbooking@infotech.com Best Practice Blueprint Free Guided ImplementationOnsiteWorkshops * Gold and Silver level subscribers only Or calling: 1-888-670-8889 Ext. 3001 There are multiple ways you can use this Info-Tech Best Practice Blueprint in your organization. Choose the option that best fits your needs:

5. Info-Tech Research Group5 Book a free guided implementation today! Info-Tech is just a phone call away and can assist you with your project. Our expert Analysts can guide you to successful project completion. For most members, this service is available at no additional cost.* Here’s how it works: 1. Enroll in a Guided Implementation for your project Send an email to GuidedImplementations@InfoTech.com Or call 1-888-670-8889 and ask for the Guided Implementation CoordinatorGuidedImplementations@InfoTech.com 2. Book your analyst meetings Once you are enrolled in a Guided Implementation, our analysts will reach out to book a series of milestone-related telephone meetings with you and your team. 3. Get advice from a subject matter expert At each Guided Implementation point, our Consulting Analyst will review your completed deliverables with you, answer any of your questions, and work with you to plan out your next phase. * Gold and Silver level subscribers only This symbol signifies when you’ve reached a Guided Implementation point in your project.

6. Info-Tech Research Group6 When we introduce new Blueprints, we offer workshops to our members at no charge for a short beta testing period. Please check the Workshop section of our website for a list of free beta workshops. Book a workshop today! An Info-Tech project accelerator workshop will help you to engage your stakeholders, gather important data, make key decisions, and generate a customized project road map. Here’s how it works: 1. Enroll in a 2-5 day workshop for your project Send an email to workshopbooking@infotech.com or call 1-888-670-8889 Ext. 3001. Your account manager will contact you and quote you the cost of a workshop.workshopbooking@infotech.com 2. Book your workshop A Workshop Coordinator will contact you to book a workshop planning call with one of our Facilitators and arrange dates for your workshop. We can hold the workshop in Info-Tech’s world-class facility in Toronto or at your location. 3. Plan your workshop A Workshop Facilitator will contact you to go over the workshop outline and choose the contents that are appropriate to your situation. 4. Participate in your workshop Our experienced Workshop Facilitators will take your project team through your tailored slides and exercises and will summarize all the workshop outputs into a final report. Free Beta Workshops

7. Info-Tech Research Group7 Guided Implementation Points in the Windows Migration project Book a Guided Implementation Today: Info-Tech is just a phone call away and can assist you with your project. Our expert Analysts can guide you to successful project completion. Here are the suggested Guided Implementation points in the Windows Migration project: Section 5: Complete a Cost/Benefit Analysis Weigh the costs and benefits of each operating system to help determine a best fit for your organization. Section 7: Outline your Migration Roadmap Identify your migration goals and milestones in order to inform your deployment approach and create a roadmap timeline. Section 8: Identify Refresh and Compatibility Issues Determine OS refresh demands and identify upgrade potential. To enroll, send an email to GuidedImplementations@InfoTech.com or call 1-888-670-8889 and ask for the Guided Implementation Coordinator.GuidedImplementations@InfoTech.com This symbol signifies when you’ve reached a Guided Implementation point in your project.

8. Info-Tech Research Group8 Introduction Workshop overview Windows 8 on the tablet and desktop Windows 8 adoption for the enterprise and the consumer

9. Info-Tech Research Group9 Workshop Overview ModuleWorkshop GoalsOutputs 1.Understand Organizational StructureUnderstand Organizational Structure Define your organizational goals Identify core stakeholders and contributors and their responsibilities Address stakeholder concerns RACI chart Organizational concerns worksheet 2.Assess Current Organizational StateAssess Current Organizational State Current operating system and hardware High impact applications inventory Windows version worksheet High impact application inventory 3.Demystify Windows 8Demystify Windows 8The truth about Windows 8 Differences between Windows 7 and Windows 8 Concerns and annoyances with Windows 8 Fast track to productivity with Windows 8 Windows 8 improvements How Windows 8 can impact your effectiveness Navigating Windows 8 Cheat Sheet 4.Select a Training ApproachSelect a Training Approach Develop a training plan Best practices of training Avoid training investment mistakes Consider insourcing your training Assess your training needs Evaluate training methods Training vendor selection criteria End-user training needs assessment Training vendor selection criteria 5. Complete a Cost/Benefit AnalysisComplete a Cost/Benefit Analysis Potential costs of Windows deployment TCO analysis Potential benefits of Windows deployment Best fit analysis Cost/benefit analysis TCO analysis Best fit analysis

10. Info-Tech Research Group10 Workshop Overview ModuleWorkshop GoalsOutputs 6. BYOD and RT Policy and SelectionBYOD and RT Policy and Selection Manage expectations based on level of adoption Consider how Windows 8 devices will integrate into the corporate environment Manage your BYOD policy Develop BYOD policies and training Take advantage of BYOD productivity gains BYOD policy BYOD training template 7. Outline Your Migration RoadmapOutline Your Migration Roadmap Identify migration goals and milestones Create a migration roadmap timeline Migration milestone worksheet Migration roadmap and timeline 8. Identify Refresh and Compatibility IssuesIdentify Refresh and Compatibility Issues Windows timeline Determine your OS refresh demands Identify hardware upgrade potential Identify application compatibility issues Hardware upgrade potential worksheet Upgrade limitations worksheet Application compatibility worksheet 9. Select Your Deployment ApproachSelect Your Deployment Approach Determine deployment type Windows 7 mass deployment Windows 8 mass deployment System image profiles Deployment decision making Deployment strategy selection tool Image profile worksheet

11. Info-Tech Research Group11 Workshop Overview ModuleWorkshop GoalsOutputs 10.Outline Outsourcing NeedsOutline Outsourcing Needs Determine internal resource and experience limitations Evaluate your needs and identify RFP candidates Develop vendor selection criteria Create and evaluate an RFP IT Skills inventory and needs assessment Request for proposal template RFP evaluation tool 11. Change ManagementChange ManagementManaging people challenges Create your change messaging Consider different audiences and tailor your message Develop a plan and timeline Employee preparedness checklist Prepare the Help Desk Anticipate Help Desk Calls Communication plan and timeline Employee preparedness checklist

12. Info-Tech Research Group12 Info-Tech Research Group Helps IT Professionals To: Sign up for free trial membership to get practical solutions for your IT challenges www.infotech.com Quickly get up to speed with new technologies Make the right technology purchasing decisions – fast Deliver critical IT projects, on time and within budget Manage business expectations Justify IT spending and prove the value of IT Train IT staff and effectively manage an IT department “Info-Tech helps me to be proactive instead of reactive – a cardinal rule in a stable and leading edge IT environment. - ARCS Commercial Mortgage Co., LP Toll Free: 1-888-670-8889