Microsoft introduced at Microsoft Ignite 2017 a new Planning Tool designed to help organizations to make a more proper and effective use of Microsoft 365 services and applications. The tool, still in preview, allows you to build custom deployment and configuration plans for Microsoft Office 365 services and applications based on current deployment status and the next level(s) the organization wants to meet. In this article, I will make an overview of the IT Roadmap Planning Tool for Microsoft 365.
First thing you should do is just access the light edition of the tool. Note that If you are a Microsoft Partner, you can access a more complete version of the tool through the Microsoft Business Value Programs.
On the welcome page, just click the “Start Assessment” button, so you can see the tool in action.
Figure 1 — IT Roadmap for Microsoft 365 Home Page
The next step is to select Microsoft 365 services we want to use to start defining the IT Roadmap. As you can see in the services selection page, Microsoft recommends choosing no more than 4 services as the starting point. Once you have selected the desired services, just click on “Get Started”.
Figure 2 — Services Selection to Start Building the IT Roadmap
In my case, I have selected the following services:
For each service selected, you have a service assessment organized by categories and for each category, you have up to 4 possible configuration levels:
Figure 3 — Example of a Service Assessment Category and Related Category Levels
Once you have checked all the settings already in place in our Microsoft 365 services (green checkmark), the real tool assessment starts by clicking on the “Assessment Summary” button:
Figure 4 — Service Optimization Scores
From the “Assessment Summary” page, you will be able to perform the following actions:
Figure 5 — Overview of the Actions Suggested to Raise a Service Optimization Score
Figure 6 — Generated IT Roadmap Sample
The IT Roadmap Planning Tool for Microsoft 365 is just another good example of Microsoft commitment to help organizations of any size and sector to measure not only the maturity level in the use of Microsoft 365 services but also what actions could be done to increase the services optimization score.