C769 Task 2
C769 Task 2
Table of Contents
Proposal Overview......................................................................................................................................3
Problem Summary...................................................................................................................................3
IT Solution...............................................................................................................................................3
Implementation Plan................................................................................................................................4
Project Rationale.......................................................................................................................................10
Methodology.............................................................................................................................................13
Outcome....................................................................................................................................................20
References.................................................................................................................................................23
Windows 10 Rollout Project
Proposal Overview
Problem Summary
Midsize Law Firm LLP, is a medium-sized law firm based in Indianapolis, IN. They have
75 attorneys and 100 support staff divided between 5 different offices for a total of 175
employees. Each employee is issued a laptop so they can work from any of the 5 satellite offices
or home. Due to Microsoft’s sunset of the popular Windows 7 operating system, it is necessary to
refresh all equipment in the firm so that the firm can utilize Windows 10 and continue to receive
vital security updates from Microsoft. All equipment currently in use at the firm was purchased 7
years ago, is currently past all manufacturer warranty dates and not capable of running Windows
10. There is currently no standard model laptop or monitor and all technology is a mixture of
different model monitors and laptops purchased over the last 10 years. The Executive Committee
has tasked the Director of Information Technology and his team with upgrading and
standardizing the current technology environment. Upgrading technology across the firm’s 5
offices will include ordering new laptops, docking stations, monitors, creating a Windows 10
image, deploying it and lastly training the firm’s employees on the changes in Windows 10.
IT Solution
purchase equipment and dispose of outdated resources, and contracting Traveling Coaches to
assist in creating a training program to prepare all attorneys and support staff for the changes in
Windows 10. While a significant change to an organization can be frightening it’s important to
remember that the equipment refresh and migration to a more modern operating system are
time Midsize Law Firm LLP is operating in an environment that has no mainstream or even
extended support as of January 14th, 2020. This means the firm is no longer receiving security
patches, bug-fixes or improved functionality in our Windows environment. This puts the firm
Implementation Plan
The IT Department will handle the Windows 10 Rollout Project in three phases that align
with the three main goals of this project and will last no longer than 16 weeks. The first phase is
anticipated to last 5 weeks and will primarily involve the IT Department and a small cross-
section of support staff and attorneys who will act as our “testers”. Phase 1 will focus on creating
a Windows 10 image for our new equipment, having the test group test that image, collecting
feedback and fine-tuning our image then lastly preparing for deployment.
The Windows 10 Rollout Project Phase 2 is estimated to begin no later than the second
week of May and is expected to last no longer than 8 weeks. In phase 2 of our Windows 10
rollout, we will be focusing on new asset deployment, old asset collection, and user training.
Each office location will receive no less than 1 full week of attention from our IT Department
and the Travelling Coaches the firm will contract to assist in user training. There will be
mandatory training sessions and sign-up sheets at each location however additional training can
The final phase of our Windows 10 Rollout Project will primarily consist of “cleanup”
activities and is expected to last 9 weeks at the most. These activities will include but are not
limited to the inventorying of old assets, disposing of old assets, completing any outstanding
deployments and additional training. We also have an additional two weeks built into Phase 3
listed as “Buffer Time” that can be redistributed amongst the previous phases if necessary, to
Windows 10 Rollout Project
complete all aspects of this project within our suggested 16-week timeline. If the buffer time is
not necessary for project completion, we will close out the project and consider the Windows 10
It is important to note that some of our phases will overlap as some activities take place
in tandem. This will be more clearly outlined in our Project Timeline and Deliverables section
While a 16-week timeline may seem excessive for this project we would like to caution against
shortening the timeline. For this project to be successful and for the firm to experience the least
amount of difficulty in transitioning to our new Windows environment the IT Department will
During the IT department’s planning and preparation for the Windows 10 Rollout Project,
we’ve researched and investigated different techniques other companies have utilized during a
company-wide upgrade. Below we will summarize 4 different companies and what specific
learning opportunities they are providing us within our project. The learning opportunities we are
utilizing originate from Intelliteach which is a Managed Service Provider (MSP), Scantron which
and NewEggBusiness which is a free resource library written for tech professionals and business
Intelliteach is an MSP based out of Atlanta, Georgia. Their online article “Upgrading to
Windows 10 and Office 2016 for Law Firms” has provided several good points to keep in
mind during our upgrade process. The article covers the steps that Intelliteach
recommends to all law firms consider when they are considering upgrading their
environment. The first point you should recognize from the overview of the
hardware refresh when upgrading. From their experience, if a computer does not exceed
the minimum requirements of an operating system then a company will see system
slowness and other system crashes. This will, of course, cause adopters of new
technology to have a negative view of the new software and start an already stressful
process on an even worse note. Another point that Intelliteach recommends is also
widespread user training and having floor support available for users to reach out to
and in their article “Do you know what old hardware is really costing you?” they discuss
criteria that need to be considered when deciding to either refresh hardware or not. The
author of the article, Dave Koopmans discusses what kind of hardware lifecycle needs to
be considered when working with technology. The author covers a brief history of
operating system upgrades and discusses the hardware requirements that have come with
each upgrade. In his experience, a hardware 3-year life cycle is a good rule to follow
when deciding whether to upgrade a piece of hardware or not. He does, however, make a
special caveat that if the hardware that is being considered is a laptop then the rule should
be a 2-year life cycle. Whichever rule we as a firm decide to follow moving forward, we
need to remember that at this time all the current equipment in the firm was purchased
when Windows 7 was the mandatory Microsoft upgrade. Meaning that every piece of
equipment in the firm was originally designed to run Microsoft Windows XP, Vista or 7.
according to the author of this program. Some of the critical points that are made in this
article as to why we not only need to upgrade our operating systems but also our
hardware itself are that new hardware is faster and has more capacity, older hardware is
more mechanical and breaks down more, newer hardware is smaller and takes up less
Windows 10 Rollout Project
space, and new products are designed to take the most advantage of the newest operating
system and its features. The hardware refresh recommendations and reasons why we need
to adopt them are more than worth consideration towards the approval of this proposal.
his article “The Basics of Planning Your Enterprise Desktop Migration to Windows 10”
consider when deciding whether this project could be run through the internal IT
department. In part 3 of his article, he discusses how to decide if our firm’s IT department
has the necessary bandwidth, skills, and resources to run this project internally. The
Director of IT has considered this and believes without a doubt his department can run
this migration to a new hardware and software environment successfully. The article does
recommend utilizing both internal and external resources for a widespread hardware
migration and the Director of IT has considered that. As discussed on page 4 under the
us in working with our users. Traveling Coaches will augment our current IT department,
function as additional trainers and provide floor support for users at each site during our
week-long deployment at every office. In part 5 of this article, the author highlights some
areas of success when creating, testing and managing a new system image. Some lessons
we’ve taken away from this section are that we need to get a workable test out to our test
groups immediately. We can’t afford to keep our Alpha and Beta versions of the system
image existing until they are “perfect”. The only way for us to find out what needs to be
adjusted, if anything at all, is to get a working copy out to our test users as soon as
possible. The IT department will be referring to this article regularly as our plans
Upgrade” author Adam Lovinus discusses some of the new tools that Microsoft
and Deployment Toolkit (ADK) which was built specifically for Windows 10.
This tool offers an interface that will help design a Windows 10 system image and
will even allow us to remove features from the base Windows 10 operating
system to better suit our environment. On top of the ability to help us create our
system image, it will also assist us with deploying that image across the more than
175 laptops that we are currently recommending the firm purchase. Utilizing
which will speed up our imaging process for our final push to deployment. This
tool will also allow us more granular control over modifications to the system as
Intelliteach: This article is relevant to our project from its position on hardware refresh
requirements and user training. Hardware in our current environment is already several
years old so it’s important to factor that into how we believe Windows 10 will perform if
we decided to leave our current laptops in place and just upgrade the operating system
themselves. Since the systems meet the minimum requirements it’s possible, they may
run Windows 10 however we will not be able to take full advantage of everything our
upgraded system can offer us without the hardware refresh. Intelliteach also gives us
good recommendations regarding user training. They suggest conducting new user
Windows 10 Rollout Project
training and keeping trainers on the floor as available support personnel for the new users
Scantron: This company may be better known for working in educational environments,
but their article makes a very strong case for why a hardware refresh for a company
should be mandatory. According to the author of the article, we need to adopt a 2-year but
not more than a 3-year lifecycle on all hardware. Keeping this in mind we are
recommending a hardware refresh so that we can take full advantage of the features
Windows 10 can offer our firm. This will also help us cut costs with future upgrades
since our system will not be as far behind technologically. It may be possible in a future
upgrade to perform only RAM and hard drive upgrades which would save the firm
thousands of dollars.
Juriba: The recommendations by this company have helped shape some of our stances
towards the use of external assistance to help augment our internal staff. In as much, we
will be contracting a company named Travelling Coaches. This company will assist us in
creating a training program for all users. These training modules will be no more than 90
seconds a module and will cover the most frequently asked questions by new users of
Windows 10. We will also be utilizing Travelling Coaches as floor support during our
week-long deployment at each office to make sure that every user gets the additional
NewEggBusiness: The new tools offered by Microsoft are going to streamline our
deployment process. The Assessment and Development Toolkit (ADK) will allow
our team to create a more robust and customized system image for our firm. ADK
will also allow us to image multiple machines at a time which should help us keep
our deployment timelines. This streamlined process will help free up additional
Windows 10 Rollout Project
resources within the IT department so we can focus on user training and old asset
collection/destruction.
Project Rationale
Midsize Law Firm LLP specializes in corporate law whose clients are banks, hospitals,
and state governments. The firm and its employees have access to confidential data that is
protected under various State and Federal laws that include Healthcare, Intellectual Property,
Real Estate, and Finance. Since the firm’s clients are from heavily regulated industries with
stringent auditing and reporting standards, data confidentiality and protection are of the utmost
importance. As such having a computer environment where the primary operating system used
firmwide is no longer supported by the vendor is not only dangerous to the firm but a violation of
the firm’s contractual obligations with their clients. The impetus and the rationale behind
approval of this project rest on two points; the first is that an outdated operating system opens the
firm to attacks by malicious outsiders and the second we could be legally and financially liable
Microsoft officially ended all support of the popular Windows 7 operating system on
January 14th, 2020. This means that the firm’s systems are now vulnerable to any “bugs” or
security vulnerabilities. Given the popularity of the Windows 7 operating system and the sheer
number of computing devices in the world it is a sure bet that malicious outsiders will attempt to
seek out and exploit any system found running this obsolete operating system. The firm can not
afford to be a target.
Midsize Law Firm LLP represents Religious Alliance Hospitals, a national hospital
organization with hundreds of locations across the country and millions of patients. Religious
Alliance Hospitals are bound by HIPAA regulations regarding client health data integrity,
Windows 10 Rollout Project
confidentiality, and accountability. HIPAA violations can incur fines ranging from a few hundred
dollars to millions of dollars per violation. These fines are only a minor part of the damage a data
breach can cause. The damage to the firm’s reputation could also be irreparable if the data breach
is shown to originate from the firm. The firm also needs to consider our contractual obligations
with our other clients that require we store all client data securely. The firm can scarcely consider
data secured if the very foundation of our IT systems is running unsupported and outdated
software.
In the following sections, we will provide a brief overview of the current technological
state of Midsize Law Firm LLP. This will help illustrate the need for our Windows 10 Rollout
project.
Current Technology
RAM.
RAM.
There are several issues with the state of the current environment chief among them is
that Microsoft as of January 14th, 2020 is no longer offering any level of support for Windows 7.
This opens us up to vulnerabilities like cyber-attacks, malware issues, and potentially worst of all
a data breach. Microsoft releases regular updates to their products. These updates can range from
Windows 10 Rollout Project
correcting simple flaws in the way a program runs to closing critical security holes in their
The next significant issue with our system is that we are utilizing equipment that was
released in 2011. After contacting our hardware providers at Dell we have verified that none of
our desktops or laptops have been under a manufacturer’s warranty in over 2 years. While it may
be possible to run Windows 10 on our current technology, we pay out of pocket for all hardware
replacements. This puts additional strain on the firm’s budget for technology, stretches our
current technology supplies thin, and puts extra pressure on our IT department to keep equipment
The final issue is that our monitors are also woefully out of date. A thorough inventory of
our equipment shows that none of our monitors can support a modern digital video and audio
connection like HDMI or DisplayPort. Each employee of the firm receives either a laptop or a
desktop and two monitors to perform their duties. In our current environment, no one has two
monitors of the same model. This causes issues not only for our employees but for our IT
department who frequently troubleshoot video issues over the phone. As of this time, the IT
department could find themselves supporting over 10 different models of monitors at any time.
Recommended Solution
Our recommendations for fixing the issues in our current environment are to modernize
and standardize all equipment in the firm. While the primary concern is that we are running on
an outdated operating system there is also the secondary issue that there are too many different
models of equipment and a tertiary issue that none of our hardware has a manufacturer’s
warranty. Our proposal will first task the IT department with creating a new Windows 10
environment utilizing the most current technology available. We also propose standardizing the
Windows 10 Rollout Project
entire firm on matching equipment. In this case, we recommend issuing everyone a laptop and
two monitors. This will reduce the amount of time the IT department needs to spend researching
any hardware issues, allowing them to target the root cause faster and of course call the issue in
for manufacturer warranty coverage. Our recommended solution will not only resolve our
immediate problems but will also help the firm save time and money on future upgrades when
we only need to update the environment from the past 2 years instead of the past 9.
Methodology
RAD approach to this project. RAD is an AGILE management strategy that emphasizes fast
project turnaround, which given our current environment is something we need. Two key
benefits of RAD methodology are a focus on regular communication with constant feedback
from our users and regularly producing prototypes for our users to test. RAD methodology
follows four main phases; Requirements Planning, User Design, Rapid Construction, and
Cutover.
InfoTech Committee to discuss refreshing our hardware and upgrading to Windows 10.
From this meeting, we will clearly define our scope for the project moving forward. At
this time the key points the Director of IT would like to discuss are; hardware
requirements for new equipment purchases, attorney and support personnel requirements,
and our recommended timeline. The results of the InfoTech Committee meeting will be
forwarded to the Executive Committee for final approval or requests for additional
revisions.
Windows 10 Rollout Project
Phase 2 – User Design: The IT department will regularly meet with a representative of
the InfoTech Committee and our test users. In this phase, we’re going to focus on
constructing a working prototype of our system image and applying it to a group of test
machines. This phase of our work is iterative meaning we will repeat or revisit our
previous steps as necessary. For example, we construct an Alpha version of our system
image, our testers utilize it and give us feedback, we take that feedback and repeat the
construction of the Beta version. Since we will be focusing heavily on prototyping and
user feedback at this phase, we should be able to complete a working final copy within 3
weeks.
Phase 3 – Rapid Construction: The focus of this phase is to take the feedback from the
previous phase, applying it to creating a final system image, uploading it to our SCCM
server for deployment to our new hardware. This process will take place at our
Indianapolis, IN offices where the IT department is based. During this phase, we will still
invite feedback and last-minute changes to the system image. As with previous phases,
this phase is also iterative, and we will revisit the previous phases if necessary.
Phase 4 – Cutover: This is the implementation phase where we complete mass imaging
collecting old assets and preparing old assets for destruction. The Cutover phase is the
longest phase and will involve the IT department and Travelling Coaches working
The Windows 10 Rollout Project has three main goals with a number of objectives and
deliverables within each. Our three main goals for this project are to; Migrate to a Windows 10
Environment, Upgrade the Firm’s Hardware Technology, and User Training. Each Goal,
The first goal of this project is to migrate the firm to a Windows 10 environment. At
present, the firm is running in a Windows 7 environment which as of January 14th, 2020 is no
longer supported by Microsoft. This has placed the firm in a position where we are no longer
Creating a Windows 10 image is the first step in migrating the firm to a Windows 7
environment. The IT department will need to survey our current environment and begin crafting
a Windows 10 environment that will continue to meet the needs of our organization. The
Windows 10 Image creation process will start off with a meeting involving the InfoTech
Committee and our testers who will be comprised of attorneys and support staff. During this
meeting, we will discuss the system image creation process and deliver our timeliness on when
our users can expect the first test machines, what the testing criteria will be, and what feedback
we will need to revise our image. The IT department will then begin creating the initial Windows
10 system image and testing it within the IT department to confirm stability before releasing the
During this objective, the IT department will largely be performing the same steps
repeatedly until a finished image is approved by both our users and the InfoTech Committee. We
will present a test machine to our users, allow them several days to test the machine, document
their feedback and then from that feedback, the IT department will create the next version of the
Windows 10 image. The final deliverable of this objective will be the completed system image
which will be presented to the Executive Committee after all test user feedback has been
processed and applied to our final system image. Upon final approval from both the Executive
Committee and the InfoTech Committee, the IT department will move on to the next goal of
The second goal of this project is to upgrade the firm’s hardware technology. The last
time the firm saw a system-wide refresh of equipment was in 2013. That refresh included
purchasing new laptops, monitors, and docking stations. Given the age of our equipment and the
wide variety of equipment brands that are in the office, the IT department is recommending the
The IT department will contact our partners with Electronic Strategies Inc. (ESI) and
request a quote for 175 laptops, 350 monitors, 175 docking stations. Once we have received this
quote from ESI we will deliver this to the Executive Committee for approval. After we’ve
received approval for the purchase ESI has confirmed they can have all equipment to us within
two weeks. We will begin preparing for deployment as soon as we receive our final order.
Equipment deployment will begin with imaging all laptops the IT department receives
with the completed and approved Windows 10 image. At this stage changes to the final system
image are no longer possible as we will be preparing our deployment schedule with each of our 5
offices. All laptops, monitors and docking stations will be asset tagged and assigned to each user
for asset tracking and inventory purposes. Finally, all equipment will be deployed to each office
The final objective of our second goal will be Old Asset Collection. The IT department
will collect and inventory all old equipment as we deploy new equipment. All equipment will be
shipped to our Indianapolis, IN headquarters for final inventory and disposal. ESI has already
agreed to securely dispose of and recycle all old assets as part of our new equipment order with
their company.
The final goal of this project is to train our users in the changes they can expect with
Windows 10 which should help improve the overall user experience post new equipment
deployment. At the end of this goal, we plan to not only have better-educated users but a well-
established training program built upon our observations and feedback we collect from our
training sessions.
The firm has partnered with Travelling Coaches to help augment our IT department
during this project. Travelling Coaches will assist our own internal training team with creating a
training program that will help our users adjust to the changes in Windows 10. Our deliverables
with this objective will be the initial creation of a training program and training of our test users.
Windows 10 Rollout Project
One of the most important objectives of user training is to create a training program that
is thorough, understandable and is reusable. Our second objective is will involve working closely
with our test users and revising our training program based on their feedback. This feedback will
Our final objective will be to conduct user training at each location. The IT department
and the firm’s management have agreed that user training is critical to the success of this project.
As such user training is mandatory for all attorneys and support personnel. Training at each
location will be conducted over the span of Monday and Tuesday of each deployment week
leaving Wednesday through Friday open for follow up training sessions. Travelling Coaches and
the internal training team will all walk around each office offering to assist users with their
training needs. It is important that our trainers be seen and make themselves available so each
user’s needs are met. At the end of each deployment, feedback will be collected from each site
and if time permits we will revise our training for our next deployment. After all new user
training is completed we will collect all feedback and create a new user training program for
future employee onboarding.
Outcome
The close of this project will result in an up to date IT environment with a more
knowledgeable user base. Attorneys and support staff alike will have access to faster more
reliable equipment that is covered by a manufacturer’s warranty. The firm equipment will receive
the latest security updates from both hardware and software manufacturers. Our users will be
more adept at utilizing the new technology and should experience little to no downtime. Most
importantly the firm will find itself in a stronger position to protect both firm confidential and
Our proposed method for measuring the success of this project will take place over 60
days following the final deployment of this project. It’s important to align all success criteria
with the goals of the project. Our first goal “Migrate to a Windows 10 Environment” will be
measured on how much time it takes to create a Windows 10 image, get the image in front of the
testers and receive final approval from the Executive Committee to move forward with our
deployment schedule. Keeping this in mind the IT department has estimated this process to last
no more than 5 weeks. In light of that timeline, the first goal will be considered a success if the
Our second goal “Upgrade the Firm’s Hardware Technology” success will be measured
with a combination of user surveys and timeline adherence. We will create a survey that will
anonymously survey the attorneys and support staff at each office to give us their feedback on
the deployment process. We will be interested in their opinions on whether they approve of the
new hardware’s performance, how disruptive the deployment process was, and how professional
the deployment team was. These results will be measured on a 5 point scale, offer additional
comment sections and to help achieve maximum survey completion we will hold a drawing at
Windows 10 Rollout Project
each office for a $50 visa gift card. If the final total average survey score across all offices shows
an approval rating of 85% or greater the metric will be considered a success. The second metric
we will measure is timeline adherence. The IT department expects the deployment process to last
no more than 8 weeks from the time equipment is delivered for imaging to the time it is deployed
to the user. Any amount of time less than 8 weeks total will be considered a success.
The final goal of “User Training” will be measured solely on user surveys. The success of
this particular goal is very perception based. We will conduct two surveys over a span of 60 days.
The first survey will be delivered after training has been delivered during each office’s
deployment week and will offer scoring scales of 5 points and sections for additional comments.
We will again offer a drawing for a $50 visa gift card for successful survey completion. 60 days
after training completion we will send out another survey and again offer a similar reward. In our
second survey, we will be looking to see if the users still feel the overall training received during
the deployment was sufficient and if they feel there was anything missing in the training that
should be added. If approval ratings between both surveys average out to be 85% or greater we
The final results of the Windows 10 Rollout Project success criteria will be presented in a
formal report to the Executive Committee for final review, feedback, and approval. The final
determination of the Executive Committee will be presented to the firm in our quarterly firm
References
Friedel, C. (2019, March 20). Windows 10 Upgrade For Law Firms. Retrieved March 15, 2020,
from https://www.intelliteach.com/windows-10-upgrade-for-law-firms/
Koopmans, D. (2020, January 16). Is It Time for a Hardware Refresh? Retrieved March 15,
Angell, B. (n.d.). The Basics Of Planning Your Enterprise Desktop Migration to Windows 10.
migration-to-windows-10
Lovinus, A. (2019, February 2). How to Plan Your Windows 7 to Windows 10 Upgrade.
to-windows-10-upgrade/