community it innovators - office 365 for nonprofits

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Community IT Innovators Webinar Series Johanny Torrico Director of Ongoing Support Community IT Innovators August 29, 2013 for Nonprofits

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From Outlook to Excel, Microsoft Office software has been essential at nonprofits for many years. With increasing competition from Google Apps, Microsoft now offers nonprofits an opportunity to apply for free licenses for using Office 365, a cloud version of Office. Should your organization make the leap to Office 365? Johanny Torrico, Community IT’s Director of Ongoing Support, discussed the benefits of using Office 365 in your organization. Here are some of the questions that were addressed during the webinar. - How can my organization apply for the free nonprofit license for Office 365? - What are the steps for a successful Office 365 migration? - What goes into the pricing for the Office 365 migration project? - What are the differences between the Office 365 E1 (free) and E3 ($5 per user) plans? - What are some of the benefits of moving to Office 365 instead of hosting email in-house or through other email providers? - What is the Service Level Agreement (SLA) for Office 365?

TRANSCRIPT

Page 1: Community IT Innovators - Office 365 for Nonprofits

Community IT Innovators Webinar Series

Johanny TorricoDirector of Ongoing Support

Community IT Innovators

August 29, 2013

for Nonprofits

Page 2: Community IT Innovators - Office 365 for Nonprofits

Webinar Tips

• Ask questions

Post questions via chat

• Interact

Respond to polls during webinar

• Focus

Avoid multitasking. You may just miss the best part of the presentation

• Webinar Powerpoint & Recording

Powerpoint and recording links will be shared after the webinar

Page 3: Community IT Innovators - Office 365 for Nonprofits

About Community IT

Community IT Innovators partners with nonprofits to help them solve their

strategic & day-to-day IT challenges.

Strategic

Proactive approach so you can make IT decisions that support your

mission and grow with you

Collaborative

Team of over 40 staff who empower you to make informed IT choices

Invested

We are committed to supporting your mission, and take care of your IT

network as if it were our own

Nonprofit focus

Worked with over 900 nonprofits since 1993

Page 4: Community IT Innovators - Office 365 for Nonprofits

Presenter

Johanny Torrico

Director of Ongoing Support

[email protected]

Page 5: Community IT Innovators - Office 365 for Nonprofits

Poll

How many staff are in your organization?

- 1-20

- 20-50

- 50-100

- More than 100

Page 6: Community IT Innovators - Office 365 for Nonprofits

Evolution of Office

Page 7: Community IT Innovators - Office 365 for Nonprofits

Office 365 Overview

What’s Included in Office 365?

• Exchange Online

• SharePoint Online

• Lync Online

• Office Web Apps

• Office Suite Downloads

Page 8: Community IT Innovators - Office 365 for Nonprofits

Office 365 Overview

Types of Plans

• Home

• Business: Small, Midsize, Enterprise

• Government

• Education

Page 9: Community IT Innovators - Office 365 for Nonprofits

Poll

What email solution do you use in your

organization?

- In-house Mail Server

- Hosted Exchange

- Office 365

- Google Apps

- Other

Page 10: Community IT Innovators - Office 365 for Nonprofits

How Does It Compare?

In-House Mail Server

- How long can your organization

function without email?

- Can your organization afford to lose

email?

Page 11: Community IT Innovators - Office 365 for Nonprofits

How Does It Compare?

In-House Mail Server

- Cost

- Reliability

- IT maintenance

- Disaster Recovery

Page 12: Community IT Innovators - Office 365 for Nonprofits

How Does It Compare?

Hosted Exchange

- Pricing

- User’s mailbox space

- Mobile devices

- Security compliances and certifications

Page 13: Community IT Innovators - Office 365 for Nonprofits

How Does It Compare?

Google Apps

- Productivity applications

- Document management

- Sharing and collaboration

Page 14: Community IT Innovators - Office 365 for Nonprofits

Poll

Is your organization considering migrating to

Office 365 in the next six months?

- Yes

- No

- Maybe

Page 15: Community IT Innovators - Office 365 for Nonprofits

Poll

Which component of Office 365 interests you the

most?

- Exchange Online

- SharePoint Online

- Lync Online

- All of them

- Don’t Know

Page 16: Community IT Innovators - Office 365 for Nonprofits

Office 365 Plans for Nonprofits

E1 Plan

Cost per license per month: $0.00

• Exchange Online

• SharePoint Online

• Lync Online

• Office Web Apps

Page 17: Community IT Innovators - Office 365 for Nonprofits

Office 365 Plans for Nonprofits

E3 Plan

Cost per license per month: $5.00

• E1

• Unlimited archiving mailbox (100GB)

• Office suite downloads (5 instances per

user)

Page 18: Community IT Innovators - Office 365 for Nonprofits

How to Apply?

• Qualified partner

• Required information

- Organization Name: 501(c)3

- Address:

- EIN:

- Plan: E1 or E3

- Seats:

• How long does it take to be approved?

Page 19: Community IT Innovators - Office 365 for Nonprofits

Office 365 Migration Costs

Labor costs

• Number of mailboxes to be migrated

• Complexity of current setup

- In house, hosted exchange, etc.

- Public folders

- Team sites

• User support needs

Page 20: Community IT Innovators - Office 365 for Nonprofits

Questions?

Page 21: Community IT Innovators - Office 365 for Nonprofits

Migration Process

• Planning

• Preparation

• Implementation

• User support

Page 22: Community IT Innovators - Office 365 for Nonprofits

Case Study

Organization’s environment

- Windows server 2003

- Exchange 2007

- 280 mailboxes

- Office 2007 and 2010

- Windows 7

Page 23: Community IT Innovators - Office 365 for Nonprofits

Case Study

Organization’s overview

- 501(c)3

- Staff heavily use of Outlook and Office suite

- Domestic and International Programs

• Participants in different continents

Page 24: Community IT Innovators - Office 365 for Nonprofits

Case Study

Challenges

• Server life cycle

• Exchange 2007 upgrade needed

• Licensing

Programs’ participants collaboration

• Document sharing

• Collaboration: blogs, pictures, program calendars

• Participants access to email was unreliable

Page 25: Community IT Innovators - Office 365 for Nonprofits

Planning Process

Case Study

Page 26: Community IT Innovators - Office 365 for Nonprofits

Case Study

Questions to Consider

1. Does the organization meet the requirements for

non-profit pricing?

2. Is bandwidth adequate?

3. Are you hosting email elsewhere?

4. Do you use applications that require add-ins?

5. What type of deployment makes the most sense?

Cloud-based, Federated or Hybrid

Page 27: Community IT Innovators - Office 365 for Nonprofits

Cloud-based

• Your data lives in the cloud

• Password

• Admin Console

Page 28: Community IT Innovators - Office 365 for Nonprofits

Federated

• Single Sign-on

– Same Passwords

• Admin Console and/or on-premises

Page 29: Community IT Innovators - Office 365 for Nonprofits

Hybrid

• On-premises and cloud

• Single sign-on

• Admin Console and/or on-premises

Page 30: Community IT Innovators - Office 365 for Nonprofits

Case Study

Migration Plan

- Cloud based option

- Migrate all accounts to Office 365

- Create SharePoint site for participants

- User support

- Training

Page 31: Community IT Innovators - Office 365 for Nonprofits

Preparing for the Migration

Case Study

Page 32: Community IT Innovators - Office 365 for Nonprofits

Case Study

Getting Ready for Migration

1. Testing existing environment

- Outlook anywhere

- SSL certificate

2. Preparing existing environment

- Prepare desktops and Office applications

- Cleaning accounts

- Cleaning mailboxes

3. Audit

- Permissions on mailboxes

- Requirements for SharePoint

Page 33: Community IT Innovators - Office 365 for Nonprofits

Case Study

Organization’s user specific requirements

• Mailboxes delegations, permissions

• Calendar sharing requirements

• Mobile devices needs: Blackberries,

iPhones, Androids

Page 34: Community IT Innovators - Office 365 for Nonprofits

Implementation Process

Case Study

Page 35: Community IT Innovators - Office 365 for Nonprofits

Case Study

Implementation

1. Cut-over migration

2. Testing

3. Outlook client configurations

Page 36: Community IT Innovators - Office 365 for Nonprofits

Staff Support

Case Study

Page 37: Community IT Innovators - Office 365 for Nonprofits

Case Study

User Support

1. Staff orientation pre migration

2. How-to guide

3. Onsite support post-migration

4. Training

Page 38: Community IT Innovators - Office 365 for Nonprofits

Case Study

Migration Outcomes & Benefits

1. Program Participants

2. Mailboxes size and online archiving

3. Reliability and accessibility across the globe

Page 39: Community IT Innovators - Office 365 for Nonprofits

Resource Links

1. Office 365 Plans

http://office.microsoft.com/en-us/business/compare-office-365-for-business-plans-FX102918419.asp

2. Internet Bandwidth Planning

http://technet.microsoft.com/en-us/library/hh852542.aspx

3. Deployment Guide

http://technet.microsoft.com/en-us/library/hh852466.aspx

4. Others

http://www.zdnet.com/blog/microsoft/the-road-to-microsoft-office-365-the-past/8078

http://betanews.com/2013/03/15/why-office-365-beats-hosted-exchange-for-small-business-email/

Page 40: Community IT Innovators - Office 365 for Nonprofits

Questions?

Johanny Torrico

Director of Ongoing Support

[email protected]

Page 41: Community IT Innovators - Office 365 for Nonprofits

Upcoming Webinar

September 26

Dive into Windows 8.1

Presenter

David Dawson

Page 42: Community IT Innovators - Office 365 for Nonprofits

Next Steps

• Connect with us

• Provide feedback

Short survey after you exit the webinar. Be sure to

include any questions that were not answered.

• Missed anything?

Link to slides & recording will be emailed to you.