The OGO Blog

Why Credit Unions Should Get Help When Moving to Office 365

Why credit unions should get help with office 365 migration with ongoing operations

Let’s just be real for a minute here. Yes, it’s totally possible for credit unions to manage moving to Office 365 on their own. We’ve seen it done.

But almost every time we’ve seen it done, it took a long time, they ran into troubles, and often called in some experts to get things working right and on schedule. (Okay, you got us—it was us. We were the experts.)

And, while we don’t want to stop your DIY spirit, it would be irresponsible not to suggest getting help moving to Office 365. Here’s why:

Why Get Help Moving to Office 365?

First and foremost, you should know that bringing in experts is your best bet. Migration isn’t the fastest, simplest process out there. Even experienced teams like ours usually need more than a month to move credit unions to Office 365.

Can you add that to your IT department’s workload without causing a revolt?

And more importantly, have they managed such a migration before?

Bringing in a little outside talent ensures that moving to Office 365 won’t take too much time. Also, it means you won’t have to sidetrack IT, pulling them away from their other duties.

And if you do bring in outside talent, here are five things your migration specialists should bring to the table:

1.    Credit union knowledge

Anyone helping you move to Office 365 should be familiar with credit unions. Industry knowledge guarantees you won’t be surprised by missing or misconfigured features.

If you want to get it right, get it done by people who know how to get it done right.

2.    Compliance requirements

This might go hand-in-hand with the last point, but it bears repeating. Make sure you hire migration experts who understand the compliance requirements of credit unions.

Nobody wants to move to the cloud only to be dinged by the NCUA months later. That won’t help you save time or money at all!

3.    Preconfigured packages for credit unions

This might not sound like a big deal at first, but trust us, it is. Office 365 has many, many different options to sort through. Secure mail? Mobile device management? Different licenses for different users?

Navigating these options is a lot. Choosing credit union-specific configurations ensures you get the options you need—all while meeting compliance requirements.

4.    Held desk services

Anybody who works with technology knows that there’s no such thing as “100% problem free.” You can get close, but not all the way to 100. Or at least, not in all cases.

So, if something does go wrong, you’ll need a capable help desk and support services. Make sure your vendor provides those when moving to Office 365.

5.    Experience

We’ve said it a lot, but we’ll say it again:

Moving to Office 365 is no small undertaking! And there are enough ins and outs that inexperienced migrations don’t usually work out as planned. You can imagine what would happen if you lost email for a week, right?

Avoid any migration situation that involves inexperienced or under-experienced taking the reins.

So, if you’re looking at moving to Office 365, make sure the people helping you move can answer those five questions the right way.

Have questions? Want to know more about moving to Office 365? Want to speak with some folks who can help, or at the very least, guide you in the right direction?

Easy. Just drop us a line.

Further Reading

The 5 Most Common Questions About Migrating to Office 365

The 7 Biggest Reasons to Migrate to Office 365