Getting the Most from Your Windows 10 Migration Through Unisys’ Automation and End-User Self-Service
Author(s): Michael Fischer, Posted on August 1st, 2017
As we identified in our earlier blog, “4 Ways to Ensure that Your Windows 10 Migration Goes Bad”, your goal is to successfully migrate to Microsoft Windows 10. You know the benefits (and they are myriad and wide-reaching!) and you are just itching to hit “Go.” But before you push that button, you need to know more about your migration options and how involving the end user may save you money and empower them in the process.
Windows 10 gives the enterprise new and improved methods of upgrading from previous versions of Windows, which not only can simplify the upgrade process, but also can greatly reduce your costs. As indicated in our previous blogs, an assessment of your foundational assets is critical to your success in a Windows 10 migration. When helping our clients move to Windows 10, we have found that a successful migration is composed of four main stages:
- End-User Communications
- The actual Migration
- Follow Up
Let’s take a look at each of those stages, and while we are at it, we will share some of our ‘secret sauce’ – how we use specialized tools to improve automation, enable end-user self-service, and implement workflows:
End-user communication is critical to the success of your project. In the past, this could be time consuming for a Communications or Project Manager to coordinate. Here are the keys to success in our process:
- Automating your communications on a defined schedule. The Communications or Project Manager should create a Communications Schedule for notifying the end-users about the Windows 10 Project. A sample schedule might look this:
- Introducing the project at t – minus 26 weeks
- End-user communications to allow users to verify information about themselves through the Unisys migration portal. This validates that all personal and device information is correct at t – 12 weeks, plus self-scheduling of the migration date.
- Automated appointment on the end user’s calendar for the migration date
- Reminder email 1 day prior to migration so that the end user doesn’t miss their migration window
- Automated customer satisfaction survey post-migration to verify everything is working as expected
- Consistent Message. Automation is important to keep the process running smoothly and to reduce the costs, but it can only be accomplished if standard communications templates are used throughout the organization during the migration. Email, Appointment, Reminder and Customer Satisfaction Templates need to be created, managed and applied at the Site, Region, or Business Unit level, depending on business requirements. The Unisys Windows 10 Migration process provides the ability to group end-users by Personas and communicate to them appropriately based on that Persona.
- Multi-lingual. Finally, it is key that your communications tools be able to reach a broad range of end-users across the globe. As such, it is imperative that the emails messages, appointments, web portals, etc. support multiple languages.
Traditionally, scheduling a Windows migration meant having a Project Manager or multiple site Project Managers managing resource engineers’ schedules and site migration spreadsheets, notifying end users of when they were on the schedule, sending out appointments, rescheduling for those who missed their appointments, etc. Site Migration Schedules might be rolled up to regional spreadsheets and regional spreadsheets might be rolled up to a global spreadsheet for reporting purposes.
Unisys does away with the Excel spreadsheet and manages the schedule through its custom Windows 10 Migration Portal. This single portal manages the entire organization’s migration. More importantly, it opens the possibility of allowing the end user to schedule their own migration. After making a site or location Windows 10 ready, the Project Manager or Site Project Manager can enable your end users to begin scheduling themselves for Windows 10, depending on their persona. In addition, they can set daily, weekly or monthly limits on the number of devices that can be migrated to ensure that client services is prepared to support the migration.
While in some cases a Windows 10 migration can be handled with a “one size fits all” approach, most businesses benefit from taking personas into consideration. For example:
- Knowledge Workers: Employees who work onsite may be asked to self-install Windows 10. We mentioned above how they can schedule themselves for the migration. On the day of migration, they would receive an email with a link to the Windows 10 Migration Portal to launch the migration process, thus reducing the migration cost by avoiding the need to send a Unisys Field Service Engineer to perform the upgrade.
- Road Warriors Employees who work at home or who are frequently on the road might have the installation performed for them because they may not have the high-speed connection necessary to self-install Windows 10 without risking getting “stuck” mid-process. They may be asked to ship their device back to a depot for upgrade.
- Executives and other high-profile users might have the installation performed for them to allow them to focus on their strategic responsibilities.
The last thing you want is to have your executive team or high performers stymied, frustrated, and angry because a Windows 10 migration is interfering with critical activities.
4. Follow Up
Another way to have a successful Windows 10 migration project is to constantly improve on the process. The best way to go about this is to gather feedback from the end-users. After the migration is completed, an automated message can be sent asking for feedback on the overall experience, including the specifics about their migration. While you want to be sure that the individual has everything that they need to be as productive as they were prior to the migration, you want their feedback to improve the overall process for the people that will be migrated in the future. The automated feedback survey gives you the chance to look at this as a continuous improvement opportunity.
What differentiates Unisys’ Windows 10 migration process is the use of automation and end-user engagement to help drive down an organization’s costs and reduce down time. Of course, not every organization can enable all these capabilities, because their current technology state may vary, but every organization can enable the core capabilities of automated communications, end-user scheduling and follow up. Contact Unisys to learn more.