Initial situation
Our customer, a transport company with 1,400 users, had identified opportunities for technological improvement before working with us. They were using a telephony solution that had reached its limits, a document management platform that required security updates, and messaging and file storage services that could benefit from reliability enhancements. In addition, their Microsoft Office suite needed updating, and the device deployment process could be optimized. These challenges had an impact on team collaboration and raised security issues.
Goal
Our customer was aiming for a hybrid implementation of M365 to leverage both cloud and their existing infrastructure. This hybrid model was conceived as a stepping stone to a full migration , while retaining key elements such as Active Directory on their existing OnPrem infrastructure.
Concept
Step 1: Identity management
The first step involved implementing a directory synchronization solution. This solution enabled our customer's employees to use a single login and password for all M365 applications. All identity changes were made locally before being synchronized with the Cloud Entra ID / Azure AD service. This also strengthened security and facilitated password management.
As part of this crucial step, our approach to digital transformation included the deployment of a robust hybrid identity based onAD, ADFS federation, and Entra ID / . Azure AD. This integration provided not only a basic configuration, but also advanced functionalities such as :
- Identity Protection
- Privileged Identity Management (PIM)
- Access reviews
These components ofAzure AD / Entra ID P2 have been carefully configured to identify potential risks, limit privilege rights over time, and force regular review of rights, thus reducing the attack surface. During the workshops, we took a closer look at the implementation of these functions to meet the specific needs of the project.
Step 2: Patch management and device management
We have defined a complete patch management strategy managed via Intune (Microsoft Endpoint Manager) at Co-management with System Center (SCCM). This single interface supported all security and functionality updates for Windows 10/11 and iOS & Android mobile devices.
Autopilot & Device Management
AutoPilot was the solution adopted for the initial deployment of the workstations. It enabled secure, rapid configuration without manual intervention, thus reducing deployment time.
Step 4: Microsoft Teams
Following stability problems with their previous system, our customer decided to migrate to Microsoft Teams. This step also saw the replacement of the Zoom product for videoconferencing management.
Note: We won't go into more detail on this point, as we've already published several migration projects on Teams on our website (including telephony).
Step 5: Migration Exchange and archiving solution
In this phase, we began with an in-depth analysis of requirements, dependencies and the current state of the infrastructure. This detailed analysis was crucial in developing the target architecture and defining the methods for migration. The aim was to guarantee flexibility during the transition phase, while facilitating the management of batches of migration.
For this migration, we opted for the official Microsoft method: the establishment of hybrid mode Exchange. This approach involves a federation between Exchange OnPrem and Online, sharing the same mail domain names. This decision had several significant advantages: it avoided the purchase of costly licenses for third-party tools, it ensured a smooth transition for internal applications that use e-mail (such as faxes, scanners, alert systems, and business software), and it simplified support by having a single point of contact, namely Microsoft, in the event of problems during migration.
In short, this approach has enabled a smoother migration , continuity of operations for in-house applications, and simplified support management while saving on licensing costs.
Step 6: SharePoint
As the future EDM system, SharePoint Online was adopted to replace Alfresco, offering a more modern and flexible solution.
We organized a workshop with Alfresco administrators, and key users, to understand the existing document library structure, discuss the proposed migration method in detail, and present the final structure in SharePoint Online.
The gradual migration of sites, as well as communication to users, was carried out by the customer's internal teams with the help of the pilot procedure and support from our team.
Step 7: OneDrive
A procedure and best practices have been provided to users for migration data from Dropbox to OneDrive.
Step 8: Decommissioning old solutions
The final step was the removal of the OnPrem solutions, which were migrated, thus optimizing the infrastructure.
Challenge:
A crucial component of our success in our customer's digital transformation was our strategic approach to change management. We are convinced that the transition to Microsoft 365 solutions must be accompanied by effective change management to ensure the successful adoption of these new technologies.
To achieve this, we recommended the use of the Prosci ADKAR™ method and worked closely with internal teams. Together, we organized a workshop to share best practices and prepare for change management related to Microsoft 365 solutions. This initiative strengthened employee commitment and contributed to a smooth transition to the new infrastructure.
Result
After the full implementation of the project, our customer observed a noticeable improvement in the stability and security of its systems. Team collaboration became more fluid thanks to the integration of Microsoft Teams and other M365 tools. Device deployment time was reduced, and password management simplified. Security challenges have been addressed, with greater control over corporate data.
Project methodology and quality assurance
Quality assurance is guaranteed by PMI-compliant project management and the use of specific tools by our staff. In particular, we have used:
- Clearly described business processes.
- A certified project methodology (Microsoft Sure Step) describing all the deliverables (mandatory and optional) required for project implementation.
- An internal methodology based on the use of WBS (Work Breakdown Structure).
- Project document management (Extranet).
- Project management using Microsoft Project.
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