List active users, shared mailboxes, aliases, distribution groups, calendars, files and applications that send email. Remove obsolete entries and identify records that must be retained before selecting licences.
Plan the identity modelDecide how usernames, administrative roles and recovery methods will work. Use separate privileged accounts where appropriate and require multifactor authentication from the start rather than adding it after migration.
Review domain and DNS dependenciesMail migration changes MX and authentication records. Capture current DNS, identify every legitimate sender and plan SPF, DKIM and DMARC updates so website forms, line-of-business systems and marketing services continue to work.
Prepare devices and supportConfirm operating-system and application compatibility, deployment methods and the user communication schedule. A small pilot can reveal profile, mobile device and workflow issues before the wider move.
Treat migration as a change programmeDefine ownership, timing, rollback and post-migration checks. Viewertech can assist with discovery, configuration and controlled migration while keeping the business's operational requirements visible throughout the project.
Talk to ViewertechFor practical guidance tailored to your organisation, contact the Viewertech team.