What is a SharePoint Planning Services Engagement?

Topics: Office 365

Written by Joe Joseph

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SharePoint Software Assurance Planning Services provide on-site expertise to help you plan your Microsoft SharePoint deployment. Deployment planning consultants help you evaluate how best to deploy SharePoint on-premises, in the cloud, or on hybrid environments. With flexible offerings, SharePoint Planning Services can help you streamline deployments with plans tailored to the needs of your organization.

SharePoint Software Assurance Planning Services provide on-site expertise to help you plan your Microsoft SharePoint deployment. Deployment planning consultants help you evaluate how best to deploy SharePoint on-premises, in the cloud, or on hybrid environments. With flexible offerings, SharePoint Planning Services can help you streamline deployments with plans tailored to the needs of your organization.

Use Planning Services to:

  • Get help building a deployment, upgrade, or migration plan tailored for your organization.
  • Remove ambiguity and concerns about deployments with on-site expertise.
  • Learn how Microsoft SharePoint fit within your environment through in-depth technology planning sessions.
  • Build a custom deployment plan based on an assessment of your IT environment, workforce needs, and business requirements.
  • Extend your internal expertise and incorporate Microsoft best practices to help reduce risks and deployment costs.
  • Demonstrate the value of your custom deployment plan and solution.

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Customers new to Software Assurance Planning Services can find more information through the links provided below. It is important to understand how Planning Services work, what Planning Services offerings are available, how to access Planning Services through your Software Assurance benefits and how to choose a Microsoft partner to perform the planning engagement.

Topic

Resource

What are Planning Services?

Learn more about how Software Assurance Planning Services work

How Do I Access My Software Assurance Benefits?

Review the VLSC Software Assurance Guide

Watch the Software Assurance Planning Services video

How Do I Choose a Partner?

Go to the Planning Services Partner Directory to find a Microsoft Planning Services Partner

Why Planning Services Engagement?

With the rapid innovation of technology and relative infrequency of a deployment or migration efforts, many organizations are not familiar with all of the benefits of the current technologies or the migration process and do not know where to begin. The use of a certified Microsoft Partner to plan the steps from current technology to target environment can bring clarity and make the deployment or upgrade more successful.

The role of the consultant in this engagement is to provide the perspective of a subject matter expert on the steps necessary to begin a deployment or upgrade. Through questions, discussion and requirements gathering SharePoint Planning Service will further refine and define the exact scope of the offering tailored to meet the customer’s unique needs. This discussion may include answering questions, reviewing the scoping guide, discussing business pain areas and drivers, and looking at which customer resources will be needed for the scoping call.

SharePoint Planning Services - Engagement Options

Days

Details

1

Includes a Strategy Briefing Session to introduce and discuss the value of the solution.

3

Includes the Strategy Briefing Session and an Envisioning Workshop to document the current environment, discuss options and flag areas of potential concern.

5

Includes the Strategy Briefing Session, Envisioning Workshop and an Upgrade Plan to provide formal documentation of the upgrade based upon the data collected.

10 and 15

Both the 10- and 15-day engagement includes Pre-Upgrade Checks to assess upgrade readiness and provide a formal analysis of the results along with recommendations for problem resolution, and/or a Proof of Concept environment to verify the Upgrade Plan (in addition to the Strategy Briefing, Envisioning Workshop, and Upgrade Plan).

CONDUCT the Engagement

Once the SharePoint Planning Service vouchers have been assigned to the Partner and the planning phase is complete, the Partner will be ready to conduct the engagement.

REPORT the Engagement

Once the engagement is complete, the Partner will submit the engagement findings to the Customer and Microsoft.  Payment for the engagement will be paid to Partner by Microsoft on successful delivery of planning services deliverable.

Read more: Choosing a SharePoint Intranet to Transform Your Team Productivity

Software Assurance Planning Services is a great benefit for any customer to see the technical and business value in the latest Microsoft technologies and begin the journey to deployment and adoption. 

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