HomeMy WebLinkAbout _ 4.3(a)--Authorize and Approve items related to Microsoft 365 Migration � � �' � � �
� � � ' � �' � � ' � ` CITY OF REDDING
REPORT TO THE CITY COUNCIL
MEETING DATE: April l,2025 FROM: Tony Van Boekel, Chief
ITElVI NO. 4.3(a) Information Officer/IT
Director
***APPROVED BY***
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tvanboekel@cityofredding.or� btippin@cityofredding.org
SUBJECT: 4.3(a)--Authorize and Approve items related to Microsoft 365 Migration
Recommendation
Authorize and approve the following:
(1) Award Bid Schedule N�o. 5556 for Microsoft M365 Annual Licenses to Tnsight Public
Sector Inc., with an annual licensing cost of$386,332;
(2) Approve the City Manager, or designee, to modify the number and type of licenses based
on City of Redding (City) staff needs;
(3) Award the RFP Schedule No. 5543 - Provide Professional Implementation Services for
Microsoft 365 Migration contract to Insight Public Sector, Inc., in an amount not to
exceed$494,050;
(4) Authorize the City Manager, or designee, to negotiate and execute the contract with
Insight Public Sector, Inc. and approve contract amendments in an amount not to exceed
$50,000 in total; and
(5} Adopt Resolution approving and adopting the 69th Amendment to Budget Resolution No,
2023-060 appropriating $930,390 to fund the bid utilizing the City's Information
Technology Reserves Account.
Fiscal Impact
The City of Redding's (City) current Microsoft 365 ]icense needs will total $386,332 per year.
Pricing for licenses is per person,per year for a three-year term, in accordance with the bid and is
subject to an annual true up based on the number of users at the established prices. The
established prices include:
• Fu11 Licenses (G3 with GS Security) $513.97/person/year;
• Minimal Licenses (F3 with FS Security) $136.06/person/year;
• SharePoint Plan 1 $45.51/person/year;
• Exchange Online Plan 1 $36.38/person/year; and
• Seasonal Six-Month Minimal Licenses $41.55/person/year.
Report to Redding City Council March 27, ZOZ5
Re: 4.3(a)--Authorize and Approve items related to Microsoft 365 Migration Page 2
In order to migrate to Microsoft 365, the City requires a Consulting & Professional Services
Agreement for Professional Implementation Services. The one-time fiscal impact of these
services is $494,050. This one time cost is using current Information Technology reserves and
the ongoing costs wi11 be included in future budgets. It is estimated that approximately 30% of
this cost is attributable to the General Fund.
Alternative Action
The City Council could choose �o not award the bid to Insight Public Sector, Inc. and provide
alternate direction to staff.
BackgNound/Analysis
Microsoft no longer has perpetual licensing for its products. In order for staff to have access to
essential programs like Microsoft Word, Outlook, and Excel, upgrading to Microsoft 365 is
necessary. Microsoft 365 is a subscription-based model and the County of Riverside Enterprise
Licensing Agreement enables government entities in California to purchases licenses through
authorized Microsoft Vendors which enables government entities more affordable access to
licenses that have the required government compliance and security features.
The City, utilizing the County of Riverside Enterprise Licensing Agreement, directly solicited
seven firms known to engage in this type of service. On February 25, 2025, the City received
three bids - the lowest responsive bidder was Insight Public Sector, Inc. with annual licensing
cost of$386,332.
In order to migrate to Microsoft 365, the City directly solicited 14 firms known to engage in
professional implementation services for Microsoft 365 migrations. The request for proposal was
also advertised in the local newspaper, as well as posted on the City's website. On December 2,
2024, the City received proposals from 10 firms. The review team, comprised of two seasoned IT
Supervisors, the Cyber Security Officer, a Marketing and Communications professional, and the
City's most senior System Administrator, found the firm with the most acceptable proposal
based on technical merit and reasonable fee schedule was Tnsight Public Sector.
The project start date is mutually determined by Insight and the City, with a twenty-business day
lead time to allow for scheduling. The project will take thirty-two weeks based on the initial
assessment of the environment and scope of work. The beginning weeks of the project include
in-depth review and assessment of the systems that will be impacted, network infrastructure and
any other factors that may impact time lines of the project.
Envi�^onmental Review
This is not a project defined under the California Environmental Quality Act, and no further
action is required.
Council P�^ioNity/City Manage� Goals
• Government of the 21st Century - `Be relevant and proactive to the opportunities and
challenges of today's residents and workforce. Anticipate the future to make better
decisions today."
Report to Redding City Council March 27, ZOZ5
Re: 4.3(a)--Authorize and Approve items related to Microsoft 365 Migration Page 3
Attachments
^Resolution
^5556 Bid Tab
Insight Bid
Insight Response-City of Redding- Professional Implementation Services for Microsoft 365
Migration-120224
Resolution No. 2025 -
A RESOLUTION OF THE CITY OF REDDING APPROVING AND ADOPTING TFIE 69t"AMENDMENT TO
CITY BUDGET RESOLUTION NO. 2023-060 APPROPRIATING $930,390 FOR FISCAL YEAR 2024-25 FOR
THE FIRST YEAR PAl'MENT OF A THREE-YEAR CONTRACT FOR THE USE OF MICROSOFT 365 AND
IMPLEMENTATION SERVICES FOR MICROSOFT 365, THE FUNDING SOURCE WILL BE
INFORMATION TECHNOLOGIES RESERVES AND WILL BE REIMBURSED BY THE CITY DIVISIONS
BY FUTURE COSTS ALLOCATIONS.
BE IT RESOLVED BY THE CITY COUNCIL OF TKE CITY OF REDDING
THAT Budget Resolution No. 2023-060 be and is hereby amended as follows:
FUND DIVISION DESCRIPTION INCREASE DECREASE
311 3101 Information Technologies $930,390
THAT account titles and numbers requiring adjustments by this Resolution are as follows:
USE SOURCE
OF FUNDS OF FUNDS
Increase(Decrease)Reserve/Fund Balance
311-3101-2910000-00000 Reserves/Fund Balance $ 930,390
Increase(Decrease)Expenditures
311-3101-7930010-00000 Right-to-use-Subscription-baseclIT
Agreements(SBITA) 544,050
311-3101-9855001-00000 GASBG 96 -SBITA Agreements
Principal $ 386,340
$ 930,390 $ 930,390
THAT the purpose is to appropriate $930,390 for fiscal year 2024-25 for the first-year payment of a three-
year contract for the use of Microsoft 365 and implementation service for Microsoft 365, funding source
will be Information Technologies reserves and the costs tivill be reimbursed by the City divisions by future
costs allocations.
I HEREBY CERTIFY that the foregoing Resolution was introduced at a regular meeting of the City
Council of the City of Redding on the 1 st day of April, 2025 and was duly adopted at said meeting by the
following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
JACK MUNNS, Mayor
ATTEST: FORM APPROVAL:
SHARLENE TIPTON, City Clerk CHRISTIAN M. CURTIS, City Attorney
CITY OF REDDING
PURCHASING DIVISION-TABU�ATION OF BIDS
Microsoft M365 Licenses Insight Public Sector, Inc. Dell Marketing L.P. Crayon Software Experts, L�C
BID SCHEDU�E NO. DATE OF OPENING
5556 Tuesda , Februa 25,2025
Daines TIME OF OPENING
VanBoekel 3:00 P.M.
ITEM DESCRIPTION QTY UNIT PRICE EXTENDED PRICE UNIT PRICE EXTENDED PRICE UNIT PRICE EXTENDED PRICE
1 G3 with G5 Securit Annual License 628 $513.97 $322,773.16 $512.40 $321,787.20 $516.78 $324,537.84
F3 with F5 Security and Compliance
2 Annual License 288 $136.06 $39,185.28 $217.44 $62,622.72 $219.36 $63,175.68
3 SharePoint Online Plan 1 288 $45.51 $13,106.88 $45.36 $13,063.68 $45.76 $13,178.88
4 Exchange Online Plan 1 288 $36.38 $10,477.44 $14.88 $4,285.44 $36.58 $10,535.04
Seasonal F3 with F5 Security and
Compliance Seasonal (six-moth license)
5 Annual Cost 19 $41.55 $789.45 $108.72 $2,065.68 $109.68 $2,083.92
Any fees,taxes not included (if
6 necessary) $0.00 $0.00 $0.00
Total Annual Cost: $386,332.21 $403,824.72 $413,511.36
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N��ic� Ir�vitinc� Bid� — Bid ��h�dule RI�. ���� fo
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Febrtlar�/2Q, 2025
Michelle Kempley, Purch�sing Officer
Ci#y of Redding
777 Cypress Ave:
Redding, CA 96001
aear Michelle �Cemple�:
Encic�sed with this lefter is our response to the City of Redding's Mc��ic�ln�itir�g B��is to furnish ieros�i�
365 Lic�nses. fn�ight Public Sector, Inc. (lnsight}. Insight has read this Bid and the accorr�p�nying Licensed
Suppc�rt Provider�L�P)Agreement fc�r Microsc�ft Projects and Services under Micrc�soft EA (�nterprise
Agreement)8084�45- Co�nfy of Riverside.
The City af Redding seeks a Micrasoft Authorized Licensed Support Provider ta furnish Micr�soft M�65
Licenses#ar a threa(3}year period, Insight can supp�rt the City both in th�utilization and optimization of your'
M365 licenses and provide ongoing suppart and consultation—to give yc�u a clear understanding of which
Jicens�s to leverag�to receive the most value and f�anction while minimizing excess.
lnsight currently ma�ag�s�,0�0`EAs�nm pr�vides 365 Licens vvitt�an�9greg�t�count of tnore than
ane million licenses. This nurnber represents anly aur Enterprise Agreement clients(like#he City)and does
nc�t include addi#it�nal licenses v�e manage thraugh other programs such as Claud Solution Prc�vid�r, �IPSA,
�.7p�n Ualue and Seiect Plus.
By selecfing lnsight,the �ity will benefit firam a Provider who utilizes a Lifecp�le an�geenent approach fo
c��taining icros+�ft lic�nses. We provide pre=sales guidance and cQnsultation tc� meet'your operational needs
and post-sal�s supPort ta ensur�optimized value, compli�nce and easy access to n�eded resaurces.
Insigh�'s icrosoft E�perti�e:
� 8,OU0+ managed Enterprise Rgreements(EAsj
s 24;000+ Mic�osoft agr�ementis trveral(
•2,�00+ Microsof�-focused services and technical prafessie�nals
• Glc�bal fc�otprint, supportin�clients in 18(}caun#ries
• Largest glabal resell��(measured in Microsoft revenue}
ffi 300+ i4�icrosaft sales sp��iaiists
• 150+ dedicated managed services resources
• �edicated �licrc�sc�ft field alliances#eam
� Exclusive access t€r Microsoft programs, discc�unts, antl funding
Yaur Insight clier�t executive Damien Tran will �enre as fhe point-of-contact ta discuss your timetable and goal�
and will ct�mmunicate with our internal team to pravide yotar stakehold�rs with an op�n lin�of c�mmunicatic�n to
promptly address any needs yc�u may have:
Per fh�r��uiremenfs��fhis IVo�ice Invitin�Bids, we have includ�d�h�cc��pl�ted ar�d signec� id Farm
–Bi�Sche�ule o.�556 in the Appendix S�ctir�n of this r+esponse��cum�nt.
Thank yc�u for your time and consideration. We�relcc�me the opportunity ta discuss our response with the�i#y of
Redding. Please contact m�via'email or telephane to review any of the informatian in aur proposal�
2701 E. Insight Way, Chandler, AZ 85286 �$OO.CN�iGHT 8 ips:insighfi.ct�m
Insight Response � � �
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Tableof Contents ._ ......... ......... ..�.�.,.. ......,.. .......,. . .....,.. ......,.. .......,. ..,....., ..... ...,. ......., ........, .......-:.1
�/��it�it}(�t���'f11C'I�t:: .....:::: ....,.::, .......:: , .,...::; ......... ....,.::, ..,.,.::. .......:,: .....,,:. ....,,.... ....:..: ......_;. ,.,..,_._�
�XE.'CUtIVE'.�tJ(7it'Ttr�l'�/ .......:. .....:.:, .....:.:. .....,... ......,:. .... .:... .......:�... ...... ..,.,.,:: . ...,.,.. . .......: ......:.: ....,....�
Insight's Ability to Supp�rt#he Proposal ......... ...._.... ...._... . .......,.... .. .,,. .....,.., ... ,..,. . , ........ ......... ,........3
/nsight's Salution for the City of Redding.....:..: ......::: ..........a ... ..::....... .::- ......:.. ......,.: , ....:..: ......::: ...,...::3
Micrasc�ft Expertise ......... ......... ......:... ... ..:., . .....,..... ., .,., .�......,.... ..,., .......;. .....:.:. ......... ......... ......:.:4
VALUEA[�DS......... . ...:..:. ..�..,::. . ....:..: ....:::.; .......:..... .:. :: ...::,.::. ...,::,:... ...,. ; ...::.... . ..._.... ,....,:;. ,..,._..:6
APP�(�DlX...... ..::. ......... .....:::. .......:: .....::.: ........ .......... . ......::. ......::. .. ....::: ............ ...... .....:..: ......:.:7
Microsr�ft Letter of Authc�rizatic�r�.._ ................_.............. ........... . ,.......... ... . ....,.... , ........ ,........ ......... ......,,.7
BlD FORM 1 BID SCHEDUL� Nt�, 5556.: ......... .....::.. . �..:>::: ......: .... .. ...:;: . ......., ....::.:.. .......: ......:... ..,.,.:.8
F�bru�ry 2tJ, �t12� Invitation tc� Bid#5556 Page � 1�rr�
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[� I� � t ' �
insight Public Sector's Pr�aposal is valid for*60 days from the date of submission �tated on the Cover Page, with
�ptic�n�i extensions granteci upon mutual agreemenf between Insight anti the Gustamer.
The pricing metht�dolc�gy referenced in tt�is proposal only applies to the products crr services included ar
contemplated in the sc�licitati�n.Any additions of pr�ducts or services that are tiifferent frc�m such include�
products or servi�es must be agreed upon in writing by the parties prior to being subject tc�th�in�luded pricing
meth'odology.
Prc�duc#slservices shall not be eligible for the discounts listed within aur price proposal when 1) Insight receives
no diseerunts from the manufacturer/publisher/�}EM or 2)the er�d use�IStafie/Member f�as negc�tiated pricing
directly with the manufacturer/publisher/C3EM.
*Micrc�sc�ft resenres the rigfrt to change it's pricing or�a mc�nthly basis, lnsight wil!hanc�r the prices listed it�r 6�
days: Hcswever, if Microsoff changes�ts pricing within this period, the new prices will take�ffect imme�iately,
whichever comes first
�ebruary 24, �025 _� Invitation to Bid#5556 Rage � 2
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The Insight team commit�to assisting the City ir� any way possible ati na additie�na!c�st tc�support these
�licress�ft programs. t7ur team wiil ensure relevant Micros�ft annc�uncements c�f these programm�ticai changes
wiil be communicated ta the City in a timely manner in order to take advan#age of all�vailable benefits.
Over the p�st few years, Micrc�s�ft has annaunced the retirement�f many of the sofkware assurance benefits in
th� pragram: C3epioym�nt Planning Services were retired in 202Q, Training Vouchecs w�ere retired in 2021, and
in 2�23 #he�4�x7 Problem Resoluti�n Support is being retired.
As an industry-leading parkner, lnsighf will notifiy the City of these changes as they are anncsunced so any
r�maining b�r�efit�can be utiiized wherever possib(e: Nouv that the m�j�rity of the software assuranc� b�nefit
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Microst�ft Learn is available fe�r end user training: Funding programs sueh as End Customer Investment'Funding
(�CIF}, azure Migration Pr�gram, FastTrack, and So�ution As��ssmer�ts are regularly reviewed durin� quarterly
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PREPARED FOR
City of Redding
Request for Proposal Schedule No. 5543 for
Provide Professional Irnplernentation Services for
Microsoft 365 Migration
Decernber 2, 2024 �� �:00 PM PST
SUBMITTED BY: '
Damien Tran
Client Executive
31�.354.5�74
d�mien.tran@insight.com
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december 2, 2Q24
Michelle Kempley
Purchasing Officer
Gity of Redding
777 Cypress Avenue
Redding, CA 96001
Dear Michelle Kempley:
Insight Public Sector, Inc: (Insigh#)ispleased to participate in the City of Redding's(the City)Request for Proposal
#5543 for the Professional Impiementation Services for Microsoft 365 Migration oppo�tunity: As a certified
Microsoft partner; lnsighk is confident that we are the rightpartner to help the City meet iks migration objectives.
Our response demonstrates our capabilities and unique position in the marketplace as a global technalogypartner
of end-to-end secure digital transformation solutions and services for clients like the City of Redding. Faunded in
1988 and headquartered in Chandler;AZ; lnsight brings decades of experience serving the public sector. Insight
is facused on the needs of federal, state; and local gavernments, as well as educational ins#itutions. With an
industry-Ieading selection of ITpraducts and services for our wide range of government contracts; lnsight helps
organizations streamline pracurement,simplify deployment and maximize the value of their IT lifecycie.
lnsight is one of MicrosofYs largest global partners,and weput Microsoft at the center of our end-to-end strategy
to help arganizations run smarter:Through a strang partnership of mare than 30 years; Insight and Microsoft work
together toprovide software;cloud and device solutions that smooth your path toward digital transformation. Our
decades of partnership and substantiai investment demanstrate our commitment to Microsoft products and
maximizing their vaiue ta your business.
As a Fortune 500-ranked solutions integrator with 13,000+ teammates, lnsighf helps organizations accelerate
their digital journey to modernize their business and maximize the value of technology:We enable secure, end-
to-end transfarmation and meet the needs of our clients through a comprehensive port�olio of solutions; far-
reaching partnerships and 35 years of broad IT expertise.
Per the requirements af the RFx, tnsight is inctvding the fotlowing informafian:
Firm Name: Insight Public Sector, Inc:
Main office Address: 2701 E. insight Way, Chandler, AZ$5286
Primary Contact Person Damien Tran
Telephone number 314.354.5674
Email address damien.tran@insight.com
Addenda Acknowiedgement Addendum 1,Addendum 2
Thank you for your time and consideration. We welcome the opportunity to discuss our RFP response with the
City of Redding: Please cantact Damian Tran afi 310-354-5674 or e���i�ri:�r�r� i��i ht:�ci�to review any of the
information in our proposaL
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2741 E. Insight Way• Chandler,RZ 85286 •800.INSIGHT ips:insight.com
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1. Letter of Transmittal ...........................................................................................................................................i
Tableof Contents..................................................................................................................................................1
ValidityStatement..................................................................................................................................................2
2. Understanding of the Project.............................................................................................................................3
i. Executive Summary........................................................................................................................................3
ServiceDescription.............................................................................................................................................3
Scopeand Approach...........................................................................................................................................3
Microsoft365...................................................................................................................................................3
ProductionMigration.......................................................................................................................................9
Deliverables ......................................................................................................................................................11
ii. Detailed Overview......................................................................................................................................14
3. Firm and Personnel.........................................................................................................................................17
i. �ocation of Consultant Services ...................................................................................................................17
ii. Depth of Consultant Experience and Resources.......................................................................................17
iii. Capability of Consultant to Accomplish Required Activities.......................................................................18
iv. Litigation.....................................................................................................................................................20
v. References.................................................................................................................................................21
CaseStudies:....................................................................................................................................................23
vi. Pricing ........................................................................................................................................................26
vii. Price Guarantee.........................................................................................................................................26
viii. Additionallnformation.............................................................................................................................27
Changeand Training.........................................................................................................................................27
ix. Exceptions or Deviations to Specifications................................................................................................31
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 1
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Insight Public Sector's Proposal is valid for 120 days from the date of submission stated on the Cover Page,with
optional extensions granted upon mutual agreement between Insight and the Customer.
The pricing methodology referenced in this proposal only applies to the products or services included or
contemplated in the solicitation. Any additions of products or services that are different from such included
products or services must be agreed upon in writing by the parties prior to being subject to the included pricing
methodology.
°T�r�f���d ���p���h�°sr� ��r���r�ir���
In recent years, the United States government has imposed tariffs on technology-based products that have
affected manufacturers,who have, in turn, passed these mandated cost increases on to partners such as Insight.
Additionally, supply constraints tied to production loss, component shortages, and logistical pressures driven by
the pandemic have resulted in price increases that have been passed down by suppliers and manufacturers to
Insight.
The situation is fluid and manufacturers/suppliers are providing frequent cost updates, in some instances, multiple
times per day. Insight is working directly with our manufacturer/supplier partners to ease the impact and will
attempt to adhere to its price proposal as quoted; however, the volatility in manufacturers' costs due to the tariffs
and supply chain constraints may require a requote prior to finalizing any subsequent award or purchase order.
___________________________________________________________________________________________________________________.
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 2
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This section shall contain an Executive Summary of the services being offered, the Scope of Work, and
methods being proposed to meet the request. Describe the Consultant's ability to support their Proposal
(i.e. staffing, experience, financia!stability).
Irt��ghfi ����r���o
Service Description
The City of Redding has requested services to implement Microsoft 365 across the organization. The City is also
interested in migrating its Exchange 2016 On-Premise mailboxes to Exchange Online to enable all features and
functionality for end users in the Microsoft 365 collaborations stack. The City currently has approximately 950
user mailboxes and up to 5 TB of Data, an average mailbox size for users: 2gb, supervisors: 3.5 gb and directors
5 gb. Insight is proposing end-to-end planning, design, implementation, migration, training, and support to
accomplish the customer's goal in the following areas:
• Configure and test initial Office 365 Tenant domains and policies.
• Configure, test and implement initial security and compliance policies around multifactor authentication,
conditional access, Seamless SSO, data retention, Microsoft Teams creation, external and guest
access.
• Migrate all identities from federated ADFS to managed Entra ID.
• Deploy Microsoft Defender for Office 365 to replace Barracuda E-mail Security Gateway.
• Migrate to Exchange Online Archive from Barracuda e-mail archiver.
• Configure/verify identity synchronization and management according to the latest recommended
practices in the industry.
• Establish Exchange Hybrid connectivity with Exchange Online and test moving mailboxes.
• Migration Pilot mailboxes, test and provide any remediation assistance needed if required.
• Migrate remaining mailboxes to Exchange online and provide post-migration support as needed.
• Migrate all files and file shares to OneDrive and SharePoint Online.
• Configure Microsoft Sentinel for Office 365 data.
• Provide as-built documentation, user training, admin-admin training and knowledge transfer.
Scope and Approach
Microsoft 365
Assessment
Insight will perform the following assessment Services:
Network
• Validate network readiness for proposed Microsoft 365 implementation
o Validate estimated bandwidth requirements based on Client provided input
■ Use Microsoft 365 network performance tool for required regions
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 3
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AD Connect
• Review current initiatives with Active Directory("AD")dependencies
• Review AD domainJforest functional levels and schema levels/extensions
• Validate domain controller("DC")server versions
• Validate routable UPN and immutable ID process
• Validate SQL instances (if applicable)
• Validate any DNS, proxy, and firewall configuration requirements
• Review authentication requirements-cloud only, password sync, seamless SSO, and pass-through
Microsoft Azure Active Directory
• Assess business purchased licensing requirements:
o Azure AD conditional access
o Azure AD identity Protection
o Named locations
o Authentication methods
o Multi-Factor Authentication (MFA)
Exchange Rich Coexistence
• Perform discovery regarding current deployment
• Validate mail enabled applications
• Detail shared/resource mailboxes
• Validate client OS and Office version requirements are met
• Validate current Exchange environment is in a healthy state and is at a patch level that will allow for a
hybrid deployment
• Validate publishing, public certificate, virtual directory configuration
• Validate reverse proxy publishing abilities
• Document current archive solution implementation
File Share Migrations to OneDrive and SharePoint Online
• Conduct workshops with stakeholders to gather requirements and expectations.
• Inventory the file server content and identify personal vs. shared files.
• Perform a data analysis to detect duplicate, obsolete, and unnecessary files.
• Assess compliance and governance requirements for data storage and access.
• Provide a detailed assessment report summarizing findings and recommendations.
Microsoft Teams
• Assess business, features, and security requirements
• Review conferencing as well as cloud voice capabilities and features
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 4
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ADFS to Entra ID SSO
• Conduct discovery workshops to gather information about the ADFS setup and integrated applications.
• Review application authentication protocols (e.g., SAML, OpenlD Connect, OAuth).
• Identify critical dependencies and integration points for each application.
• Analyze user access and group membership mapping requirements.
• Assess the readiness of Microsoft Entra ID for the migration.
Migrate to Microsoft Defender for Office 365 from Barracuda E-mail Security Gateway
• Conduct workshops to understand existing email security policies, configurations, and workflows on the
Barracuda Email Security Gateway.
• Document email routing, filtering, and quarantine settings in the Barracuda environment.
• Review existing Microsoft 365 tenant security posture, including Defender for Office 365 licensing and
readiness.
• Identify compliance and data retention requirements.
• Provide a gap analysis report comparing Barracuda capabilities to Defender for Office 365.
Migrate to Exchange Online Archiving from Barracuda Mode1450 Email Archiver
• Conduct discovery workshops with stakeholders to understand archiving policies and workflows on the
Barracuda Model 450 appliance.
• Review the volume of archived data, folder structures, and retention policies stored on the Barracuda
appliance.
• Identify dependencies, including third-party tools or custom configurations used with the Barracuda
appliance.
• Assess the network bandwidth and resources required for the migration.
• Document compliance and regulatory requirements for email retention.
Microsoft Sentinel
• Conduct discovery workshops with stakeholders to gather requirements for Office 365 monitoring.
• Review Office 365 usage, including Exchange Online, SharePoint Online, OneDrive for Business, and
Teams.
• Assess available log data and identify relevant data sources for ingestion into Microsoft Sentinel.
• Review Microsoft Sentinel prerequisites, including licensing, role assignments, and Azure tenant
readiness.
• Analyze compliance and threat detection requirements aligned with organizational policies.
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 5
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Design and Planning
Insight will perform the following design and planning Services:
Network
• Design will be based on the Assess phase
AD Connect
• Design server requirements
• Design required attributes
• Design authentication methods
o Cloud authentication
o Azure AD password hash synchronization
o Azure AD pass-thru authentication
• Design seamless single sign-on ("SSO")
Azure Active Directory
• Design and plan the following:
o Azure AD Conditional Access
o Azure AD Identity Protection
o Named locations
o Authentication methods
o Multi-Factor Authentication (MFA)
Microsoft 365 Rich Coexistence
Insight will design and plan the following:
• Hybrid server requirements:
o Mail flow and Free/Busy co-existence
o Auto-discovery, federation, firewall, and proxy
o Certificates and external access
o Mail security:
• Domain keys identified mail (DKIM) or domain message authentication reporting and
conformance (DMARC)
■ Sender policy framework(SPF)
o Distribution Groups, Public Folders, archives, mail-enabled applications, and retention
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 6
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File Share Migrations to OneDrive and SharePoint Online
• Design OneDrive and SharePoint Online environments, including folder structures, permissions, and
access policies.
• Define mapping between on-premise data locations and target OneDrive/SharePoint destinations.
• Plan data migration waves to minimize business disruption.
• Conduct a pilot migration to validate the migration approach and address any issues.
Microsoft Teams
• Design and plan Microsoft Teams in Client's Microsoft 365 tenant:
o Conferencing:
• Design configuration requirements for Teams
■ Assist customer with selecting Teams Rooms devices for a small, medium and large
room.
o Collaboration:
• Design Team taxonomy and governance
■ Ownership and adoption
• Data organization
ADFS to Entra ID SSO
• Design the Entra ID SSO architecture, including configuration of enterprise applications and conditional
access policies.
• Create application-specific migration plans, including authentication protocol mappings and custom
configurations.
• Define a phased migration plan, grouping applications by priority and complexity.
• Develop a rollback plan to address potential migration issues.
• Plan a pilot migration for one or two applications to validate the approach and processes.
• Deploy Adobe SSO OAuth first for Jan 27t", 2025 deadline.
Migrate to Microsoft Defender for Office 365 from Barracuda E-mail Security Gateway
• Define the Defender for Office 365 protection strategy, including anti-phishing, anti-spam, and anti-
malware policies.
• Develop an email routing plan to transition from the Barracuda Email Security Gateway to Microsoft
365.
• Map Barracuda policies and settings (e.g., block/allow lists, filters, and quarantine rules)to Defender for
Office 365.
• Design and document automated threat investigation and response (AIR)workflows within Defender for
Office 365.
• Develop a phased migration and testing plan to transition from Barracuda to Defender for Office 365.
December 2, 2024 mmmmmmmmmmmmmmRequest for Proposal Response#Schedule No. 5543mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmPage � 7
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Migrate to Exchange Online Archiving from Barracuda Model 450 Email Archiver
• Define a migration plan, including extraction methods for archived data from the Barracuda Mode1450
appliance.
• Map Barracuda archive structures (e.g., folders, metadata, and tags)to Microsoft Exchange Online
Archiving.
• Develop retention policies and compliance configurations for Exchange Online Archiving.
• Design a phased migration approach to validate and gradually transfer data.
• Prepare a pilot migration plan to test data extraction and ingestion processes.
• Create communication and training materials for administrators and end-users.
Microsoft Sentinel
• Design the Microsoft Sentinel architecture, including data connectors for Office 365 (e.g., Exchange
Online, SharePoint Online, Teams).
• Configure Sentinel workbooks and dashboards for Office 365 activity monitoring.
• Define custom detection rules, alerts, and automated responses for Office 365-specific threats.
• Develop a data retention and governance strategy for logs ingested into Microsoft Sentinel.
lmpiementation
Insight will perform the following implementation Services:
Azure AD Connect
Insight will implement the following for Azure AD Connect:
• Verify current install of AD Connect:
o Review Required components:
■ Password hash sync
■ Pass through authentication
■ Enable seamless single sign-on
o Domain/OU filtering
o Identify users and filter accordingly
• Test synced user access via Microsoft 365 OWA login
Azure Active Directory
• Implement the following:
o Azure AD Conditional Access (up to 5 policies)
o Azure AD Identity Protection
o Named locations
o Authentication methods
o Multi-Factor Authentication (MFA)
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 8
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Microsoft 365 Rich Coexistence
Insight will implement the following for Microsoft 365 rich coexistence:
• Run Hybrid deployment wizard on existing Exchange environment
• Verify hybrid configuration wizard completion and manually adjust, if needed
• Migrate test mailboxes from on-premises to Microsoft 365
• Verify Free/Busy lookup between on-premises and Exchange Online is functioning properly
• Test SMTP routing between on-premises and Microsoft 365
• Test Microsoft 365 OWA login with migrated mailbox
• Test Microsoft 365 Exchange mobile devices with migrated mailbox
• Configure e-mail archiving with policies from the current Barracuda model 450 email archiver.
Microsoft 365 Rich Coexistence
• Migrate a pilot group of 10°/o of users, up to a maximum of 25 users, to Microsoft 365 Exchange Online.
Pilot users are required for testing purposes to ensure production migrations are ready to begin.
Production Migration
• Insight will batch and migrate up to 1100 mailboxes to Exchange Online.
o It is assumed that 5T6 of data will be transferred per week.
o Execute communication plan for notifying users of upcoming changes
o Execute production implementation or migration
o Conduct user acceptance testing per defined schedule:
■ Remediation of issues where applicable
• Acknowledge final UAT sign-off
File Share Migrations to OneDrive and SharePoint Online
• Perform pre-migration tasks, including data cleanup, staging, and backups.
• Use migration tools selected to transfer data.
• Migrate personal files to OneDrive, ensuring users maintain access and folder structures. (up to 25 TB)
• Migrate shared files to SharePoint Online, maintaining folder structures and permissions. (up to 25 TB)
• Conduct post-migration validation to ensure data accuracy and accessibility.
Microsoft Teams
• Implement the following for Microsoft Teams:
o Conferencing:
• Dial-in conferencing
• Policy and permissions for meetings
o Collaboration:
• Permissions, ownership, and adoption
■ External sharing/access
mmmmmm December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 9
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ADFS to Entra ID SSO
• Perform pre-migration tasks, including backups of ADFS configurations and exporting metadata.
• Configure Entra ID SSO for each application (up to 16 apps), ensuring correct authentication protocol
settings and group/user mappings.
• implement and test conditional access policies and security controls.
• Migrate applications in phases, beginning with pilot applications.
• Conduct post-migration validation, including testing user access, permissions, and SSO functionality.
• Provide support during migration waves to address issues and ensure minimal disruption.
Migrate to Microsoft Defender for Office 365 from Barracuda E-mail Security Gateway
• Configure Defender for Office 365 policies, including Safe Links, Safe Attachments, anti-phishing, and
anti-spam settings.
• Update DNS records (MX, SPF, DKIM, and DMARC)to redirect email flow from the Barracuda Email
Security Gateway to Microsoft 365.
• Conduct a phased migration, beginning with a small group of users for testing.
• Transition email routing from Barracuda to Defender for OfFice 365, monitoring mail flow during and
after the switch.
• Test and validate policies, quarantine, and user notifications within Defender for Office 365.
Migrate to Exchange Online Archiving from Barracuda Mode1450 Email Archiver
• Perform pre-migration tasks, including data backups and staging of Barracuda appliance data.
• Use supported tools or scripts to extract email data from the Barracuda Model 450 Email Archive Appliance.
• Validate extracted data to ensure completeness and accuracy.
• Import archived email data into Exchange Online Archiving, maintaining folder structures, metadata, and
retention policies.
• Conduct post-migration validation to confirm the integrity and accessibility of archived data.
Microsoft Sentinel
• Enable Microsoft Sentinel in the Azure environment and configure required permissions.
• Deploy and configure Office 365 data connectors to ingest data from Exchange Online, SharePoint
Online, Teams, and other workloads as required.
• Configure Sentinel analytics rules to detect Office 365-related threats (e.g., unusual login activity, data
exfiltration attempts).
• Enable built-in dashboards and workbooks for real-time visibility into Office 365 activities.
• Admin knowledge transfer on built-in dashboards.
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 10
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Deliverables
• As built/configured document for the implemented technologies:
o Microsoft 365 Security and Compliance
o Exchange 2016 to Exchange Online Hybrid
o Defender for Office 365 and Exchange Online Archiving
o Migration report of all migrated data to Microsoft 365.
o Entra ID SSO Enablement and migration from ADFS
o All collaboration features enabled for users.
Additional Notes:
• Our migration approach to Microsoft 365 will prioritize compliance with NIST 800-53, NIST 800-145, CJIS,
NERC, FedRAMP, and FIPS 140-2 standards by implementing rigorous security and governance
measures throughout the process.
• We will leverage Microsoft 365's built-in compliance capabilities, including data encryption (FIPS 140-2
validated), advanced threat protection, and role-based access controls, to ensure secure handling and
migration of sensitive data.
• The migration will adhere to NIST 800-53 by implementing strong security controls, continuous
monitoring, and incident response procedures.
• Microsoft's FedRAMP authorization ensures that all workloads meet federal security requirements for
cloud services, and we will configure tenant settings to align with CJIS and NERC standards, such as
multi-factor authentication (MFA) and data access controls.
• Additionally, we will validate configurations against NIST 800-145 cloud computing guidelines and
document compliance for audit readiness. Our team's compliance-first approach will ensure that all
regulatory requirements are met, providing a secure, efficient,and legally compliant migration to Microsoft
365.
A�i�i�y�cz������# th� �r�����1
For over 30 years, Insight Public Sector inc. ("IPS")has offered solutions to help public sector clients achieve their
goals. IPS archit�cts, b�ailds and man�ges solutior�s for c�mplex IT envirt�nments. CJur degital transfarmation
s�rvices include deep cloud, data, AI, cybersecurity and intellig�nt �dg� �xp�rtise, augmented by langstanding
relationships with 6,000+ technology partners. �y quickly and e�fectively delivering best-fit solutions, we help our
clients simpiify madern business processes to improve client and work experiences, busines� intellig�nce,
effiicier�cy,and growth. IPS's ability to leverage Insight Enterprises, Inc.,our Fortune 500,$9.2 billion dollar publicly
traded parent company(NASDAQ: NSIT),gives IPS access to better serve our clients with a full array of solutions
and services, as well as name-brand products from leading manufacturers.
Founded in 1988 and headquartered in Chandler, Arizona, IPS brings decades of experience serving the public
sector and a capable team of engineers,technology specialists, and services delivery professionals ready to earn
a position as your trusted advisor. IPS is focused on the needs of the federal government as well as state, local,
and educational institutions. With an industry-leading selection of products, a complete suite of IT services, and
a wide range of government contracts, Insight helps organizations streamline procurement, simplify deployment,
and maximize the value of the IT lifecycle.
______________________________________________________________________________________________________________________________________________________________________________________________________________________________________
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 11
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IPS prides itself in retaining tenured employees with deep technical knowledge in environments such as Microsoft
Implementation Services and in adding expertise in evolving innovative areas of technology. IPS's key
differentiators include:
➢ Powerhouse of technical expertise and certifications: IPS has access to more than 6,400 skilled, certified
consulting and service delivery personnel with thousands of industry technical certifications in virtually
every discipline, allowing us to scale strategic services as needed.
➢ Deep infrastructure investments in inventorv, inteqration, and support: IPS's assets allow clients to gain
economies and scaling capabilities thanks to our substantial investment in ISO-certified facilities and
integration centers.
➢ Proven track record in service environments, SLA-driven SuqpO�t, and staffinq: IPS personnel have
extensive experience in service environments, from providing customization for agency requirements to
mapping out long-term strategic plans for future implementations. IPS's complete service catalog offers
an extensive list of services by task and technical titles.
➢ Top-level OEM relationships: IPS has strategic, high-level relationships with over 6,000 major technology
OEMs and publishers to offer front-line information concerning ongoing technology roadmaps, forward-
notice product changes, and product line refreshes. We assign dedicated staff responsible for bringing a
detailed view of each OEM's technology and product lifecycle directly to our top clients.
➢ World-class experience in both traditional and non-traditional task areas: Our innovative IT solutions
offerings for the Public Sector include Microsoft Implementation Services. Insight's solution areas are
outlined below:
h�c�c4�esa 4��a�k�r3�ce ��st���3g����c��� e _ ,�'
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er.ksen�nc�s�nd transfarm �X �C�6S� ... U'ar�sfrorm.btasin�:ss�apeeatie�ns� .
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{aachNtec#�.�rrd m�dern"sze rers�It�cl+�r�ti a�d tti6i#igate�i�sks arrd� E#imina�e k+uslness d6srugi3on and
r�ehvasakas�g�cdvtiesr�s:ta tlre�rs tzus'srt�ss s�ture business asseEs. �����stcategi�:�lly a#igas r�sou€ces
t€ansFormaFiara �. . �
IPS offers managed and professional services, IT and infrastructure consulting, and system architecture design
and management solutions.
➢ Focused on client satisfaction: IPS values our reputation for long-term client relationships as referenced
by our consistently high past performance ratings.We have extensive relationships with both Government
agencies and clients, many of whom have been Insight clients for decades.
➢ Financial depth and scalability: As a $9.2 billion company, IPS has the depth to scale in the case of end-
of-fiscal or newly awarded projects, both in human capital and finance.
➢ Committed Resources: IPS employs dedicated teammates who specialize in providing the right solution
to meet an agency's needs and requirements. We have over 6,400 certified consulting and service delivery
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 12
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personnel ready to support pre-sales requirements analysis, design assistance and post-sales
requirements including installation,implementation and managed services. IPS employees are committed
to understanding our clients' need for technologically advanced IT solutions, ease of use, optimized
efficiencies, and cost control
➢ E-Commerce: Our free, online e-procurement platform provides real-time pricing and product availability
through a centralized, customized dashboard to help streamline the procurement process. This
complimentary IT procurement solution features tools that help buyers find the right products faster,
customize checkout options and contain costs, simplify the approval process, and provide data for future
purchasing decisions.
�t�t�C3S�{� a x� #���� � , �t��`t�5C7� ���� �i��rc�c�ft partner foe �Ic,baE fs�c�#pr`snt,su�rpc�r�in�cll�nts in
�s�l'�C��.'�' st�i� n,,�� �e.a�otd �c"�1"�1�1�1` ���� � �� � � ��� �
� '�. G�sst�rrr�rF„u�ar.�+.reAswsrd��:. �'x�,4�.��.,,a�. . .
�.�S`�tieei�a"f : yynr,�awiSzates . ' ..
� � ��€�s� ���uer � � � ��r�������� �g�� ���r�����r
rnanagec�Er�terpr�se ' ������ ��"k�l������iri���
c�mp�tenci�s Agreesnents{EAs) ac�r��rn�nts c�v�raPl �
for th�fc�urth c�nsecut�v� ear
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 13
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The Consultant shall include a detailed narrative describing their understanding of the requested services
and Scope of Work. Outline specific approaches, capabilities, and methods to be used in the delivery of
the services proposed to be performed. Discuss in detail the specific steps being proposed in order to
accomplish the requested services. Discuss any major concerns or risks regarding the requested
services and how they may be best addressed. lnclude a Gantt chart with sequential and concurrent
events showing the project timeline. Discuss metrics by which the requested and proposed services will
be measured for project progress and payment.
Ir���ght �����r���n
Insight understands that the City is seeking to secure Professional Implementation Services to migrate from an
on-premise Microsoft license-based environment, including Microsoft Exchange, to a Microsoft 365-hosted
environment. This includes migrating the City's Exchange 2016 On-Premise mailboxes to Exchange Online to
enable all features and functionality for end users in the Microsoft 365 collaborations stack.
We understand that the City currently has approximately 950 user mailboxes and up to 5 TB of Data, with an
average mailbox size for users: 2gb, supervisors: 3.5 gb and directors 5 gb.
Insight is proposing end-to-end planning, design, implementation, migration, training, and support to accomplish
the customer's goal in the following areas:
• Configure and test initial Office 365 Tenant domains and policies.
• Configure, test and implement initial security and compliance policies around multifactor authentication,
conditional access, Seamless SSO, data retention, Microsoft Teams creation, external and guest
access.
• Migrate all identities from federated ADFS to managed Entra ID.
• Deploy Microsoft Defender for Office 365 to replace Barracuda E-mail Security Gateway.
• Migrate to Exchange Online Archive from Barracuda e-mail archiver.
• Configure/verify identity synchronization and management according to the latest recommended
practices in the industry.
• Establish Exchange Hybrid connectivity with Exchange Online and test moving mailboxes.
• Migration Pilot mailboxes, test and provide any remediation assistance needed if required.
• Migrate remaining mailboxes to Exchange online and provide post-migration support as needed.
• Migrate all files and file shares to OneDrive and SharePoint Online.
• Configure Microsoft Sentinel for Office 365 data.
• Provide as-built documentation, user training, admin-admin training and knowledge transfer.
Please refer to the Scope of Work in the Executive Summary section above for detailed information regarding
our approach, the steps, and the method of delivery for the service.
�i�k� �r��r���r���
Insight uses industry best practices and methodologies to mitigate risk. It is important to note that the total time
for data migration is dependent on the customer's internet connection speed and could be affected by Microsoft
throttling. Timelines will be firmed up by Insight's Technical and Project Management team during the project.
Ap�r���h ��s� D����r�ry ��h�da
December 2, 2024mmmmmmmmmmmmmm Request for Proposal Response#Schedule No. 5543 Page � 14
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• Our migration approach to Microsoft 365 will prioritize compliance with NIST 800-53, NIST 800-145, CJIS,
NERC, FedRAMP, and FIPS 140-2 standards by implementing rigorous security and governance measures
throughout the process.
• We will leverage Microsoft 365's built-in compliance capabilities, including data encryption (FIPS 140-2
validated), advanced threat protection, and role-based access controls, to ensure secure handling and
migration of sensitive data.
• The migration will adhere to NIST 800-53 by implementing strong security controls, continuous monitoring,
and incident response procedures.
• Microsoft's FedRAMP authorization ensures that all workloads meet federal security requirements for cloud
services, and we will configure tenant settings to align with CJIS and NERC standards, such as multi-factor
authentication (MFA)and data access controls.
• Additionally,we will validate configurations against NIST 800-145 cloud computing guidelines and document
compliance for audit readiness. Our team's compliance-first approach will ensure that all regulatory
requirements are met, providing a secure, efficient, and legally compliant migration to Microsoft 365.
���att�h��(��t������`T���li��)
The following Gantt chart shows an estimated timeline of sequential and concurrent events based on the schedule
listed in the RFP.
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December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 15
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Insight's first step in building a lasting relationship with the City is to understand your definition of satisfaction and
then tailor our services to meet those unique needs and develop customized metrics(qualitative and quantitative)
for measuring our performance based on those requirements. Upon vendor selection, Insight will work with the
City to develop mutually agreeable service levels detailing such commitments.
��a°���ft�r►t� i�r����� ��p��a�liti��:
As one of Microsoft's largest global partners and a partner for 30+ years, Insight understands how important
Microsoft assets are for the City. We have committed resources to support every facet of the Microsoft platform
within your infrastructure. We have the contacts and the relationships established within all levels of Microsoft.
When you need to find the right person or escalate an issue within Microsoft, we call on these relationships to get
the job done quickly.
Our implementation and migration service will be delivered by our team of Microsoft-certified professionals who
have the skills, knowledge and experience to handle complex and diverse Microsoft projects. We will use our
proven methodologies, tools and best practices to plan, design, execute and test the implementation and
migration of the City's Microsoft applications and services and to ensure that they meet your requirements and
expectations. We will also collaborate and communicate with your stakeholders and end-users throughout the
service to ensure that we provide you with a smooth and successful transition to the new and improved state of
your Microsoft environment.
Insight has achieved all of Microsoft's��lu�ior�� �'�rtra�r���ig��tic�r��—�ia�ir����Appl�c���c�n�9 l��t� �AI, C�igifi�l
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December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 16
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�. L � ti f �c���lt �t ��i� �
State whether the proposed services and consultant are local, regional, nationai, or infernationai;provide
the location of the office or facility from which the service wili be administered and where the consultant is
based.
Ira���ht ��p�r����
Services will be remote and provided on the National level. The specific location will be provided upon award.
Should the City require onsite services, those services can be provided.
�i. t f ���ul� r�� � ri �� � c,��� �
Describe recenf experiences on projects of similar scope and size;including an evaluation of each overall
project outcome(include references under Section 3 v.,below).Provide a Statement of Qualifications and
current resume(s) for any Consultant(s) who may be assigned to this project as weli as of the company
in general, where applicable. Include relevant certifications and academic background for each
consultant listed. lndicate the number of years of experience relevant to the requested services for each
Consultant listed as well as for the company, where applicable. The Consultant shall include any sub-
contracted resources that will be required to perform the services proposed.
�r���gh� �����ra��;
Please refer to Section 3 v., below for references with projects of similar scope for review and consideration.
Case studies with projects of similar size and scope have also been provided in Section 3 v for review.
���t�rra�r�t caf t�ualific�tian� and R�surn�s
Under MicrosofYs previous partnership levels, Insight was a Gold Partner and maintained numerous Microsoft
Gold and Silver competencies spanning application development and integration, data analytics, cloud platform
management,workload migration and workforce mobility optimization. In 2022, Microsoft replaced its legacy gold
and silver competencies for partners with the new designations.Avuard�� by Bt�i�rosoft b���d ar� p�rt�er c�p�b�lity
�c�rir�g, �h�d��agn�tion��r�dei�rr�in�d by f��t�rs like gaerf�rrr��r�c�, te�mrn�t��kill��nd ci��r�t s�cce��. Insight
has met Microsoft's high standards for the 22 Specializations that we achieved, and we will continue to achieve
Specializations when they are released.
During the RFP phase, Insight does not share resumes of resources that will be supporting the City as they are
assigned during the (SOW/start of project/start of Contract) phase. In the following pages, Insight has provided
sample resumes for the project roles that may be used to support the City.When named resources are assigned,
Insight will be happy to share their resumes.
Insight is pleased to find the following sample resumes demonstrating the skills and certifications for the project
roles.
• Sr. Project Manager • Insight Architect
• Insight Consultant • Insight Architect Senior
• Insight Senior Consultant • Sr. Program Manager
• Principal Software Engineer
___________________________________________________________________________________________________________________.
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 17
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Disclose any outstanding or pending commitments that could impede the Consultant's ability to
successfully perform wifhin the time frame contained in the Proposal. Provide a Stafement of Ability to
produce the services and/or activities proposed according to the project schedule contained in the
Proposal.
Discuss the expected level of participation by the associafed stakeholders. Show these expectations on
the Gantt chart where applicable.
����ght �����a��:
Insight does not have any outstanding or pending commitments that could impede our ability to successfully
perform within the time frame contained in the Proposal. Based on the scope of the requirements in this RFP,
Insight has the ability to produce the proposed services/activities within the required timeframe. Please refer to
the Detailed Overview section above for the Gantt chart.
The Resourcing Roles and Responsibilities are included below, which provides an outline of the expected level
of participation by stakeholders.
R���aar��r�g----R�1�� �r�� ����r��i�ili�i��
Ir��aght
The table below outlines Insight's resourcing, specific to Cloud Enablement and Migration projects:
�� �e m
Project Manager Provides team leadership for development, quality control and deployment
during all phases of the project. Responsible for tracking scope, schedule
and budget. Removes impediments to maximize team efficiency.
Enterprise Architect Maintain alignment between the migration initiative and other initiatives within
the organization. Provides oversight of the program and functions as a point of
escalation from the client.
Solutions Architect Responsible for solution design and technical direction during all phases of the
project. Manages the overall architecture and Azure resources to scale the
project as needed. Acts as the principal technical mentor to the team.
Provides support during implementation efforts for�anding Zone and Migrations
as needed.
Network Architect Responsible for solution design and remediation in the Azure Landing Zone
phase of the project. Will manage the network architecture and provide deep
infrastructure expertise for both on-prem and cloud.
Solutions Specialist Provides deep infrastructure expertise, for both on-prem and cioud.
Contributes to the migration workstream including the planning, workbook
creation and execution of migrations.
Technical Business Schedules and conducts interviews with system owners.
Analyst Develops and maintains the detailed migration schedule at the server level.
Communicate with system owners and stakeholders to schedule migrations and
resolve migration issues. Responsible for integrating with existing Change
Management procedures.
___________________________________________________________________________________________________________________.
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 18
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DevOps Architect Responsibie for delivery of workshops related to application and infrastructure
automation
Develops and presents DevOps and Operational Roadmap
Supports migration and operationalization activities
Disaster Recovery Responsible for deployment of Disaster Recovery framework. Provides Disaster
Solutions Specialist Recovery testing support.
�I��r��
The table below outlines Client resourcing common to Cloud Enablement and Migration projects:
- � �� �
Executive Sponsor Member of the Account Team who is sponsoring the project. Responsible for
organizational buy-in to the cloud program and champion of cloud adoption
efforts.
Program Manager Responsible for ensuring project alignment to the overall Client cloud program.
Responsible for Client resource coordination, communication plan review,
project plan approval and deliverable review. Acts as the single point of contact
for issue resolution, activity/interview scheduling, information collection and
dissemination. Responsible to ensure compliance with Client obligations.
Application Owners Stewards of Client applications. Responsible for participating in migration efforts
by participating in application interviews, providing relevant application
documentation and information, supporting migration scheduling efforts,
supporting application testing and migration signoff.
Technicai Architect Member of Ciient architecture team. Responsible for application architecture;
reviews and supports �anding Zone and cloud-based application architecture,
including front-end platforms, servers, storage, content delivery and networks.
Infrastructure Provides Client infrastructure expertise. Supports �anding Zone and migration
Engineer workstreams including planning and migration execution.
Network Engineer Provides Client networking expertise. Supports Landing Zone and migration
workstreams including planning and migration execution.
Data Engineer Provides Client data expertise. Supports Landing Zone and migration
workstreams including planning and migration execution.
Security Engineer Provides Client security expertise. Supports Landing Zone and migration
workstreams including planning and migration execution.
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 19
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Explain any business litigation within the last three(3)years invoiving you, your company, or any
principal officers.
Ir��� ht ���p�r►��;
Specific to Insight as the vendor, there have been no judgments in the past five (5) years which would affect in
any way Insight's ability to provide the products and services described in this RFP response document.
Insight is a subsidiary of a publicly traded company and any material litigation, including judgments against Insight,
would be disclosed in the filings of Insight's parent company with the Securities and Exchange Commission from
time to time. During the past five (5)years, there have been no such disclosures.
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 20
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Consultants shouid provide up to four(4)references for projects that are similar in size and scope to the
City's. Presenting /ess than four references for work of similar scope and size may indicate to the City
evaluation committee a reduced level of experience. Submit references to fully completed projects with
live operational experience to the extent possible. At a minimum, all references shou/d include:
a. Date of Project and Duration
b. Profile of Client Agency where services were provided
c. Name and address of Client Agency
d. Agency,project, manager, telephone, numbers, and other contact information
e. Whether the Project remained within proposed costs and relevant information regarding any
cost overruns.
Ir����ht �������p
Insight builds long-term relationships that go well beyond a single project. Many customers have worked with
Insight since the firm was founded. We recognize that our future success depends upon our ability to cultivate
and build customer relationships for life.
Insight respects and honors the wishes of our customers who act as references. Therefore, we respectfully
request that you contact your Client Executive, Damien Tran, prior to contacting any customer references so our
representatives may properly maintain customer relationships, and notify our customers from whom to expect
contact. We appreciate your cooperation in this regard.
��F�r�r��� 1 s
g m � � � � � � - � °
Project start and finish dates: 7/6/23-7/25/24
Project team; name of project Robert Lathrop, Director of Information Technology
manager and other members
Size of client's organization 400 maiiboxes
(e.g. #of depts/ee's)
Project description including Client requested Services from Insight to migrate approximately 400
scope of work, #of end users mailboxes consisting of-2.5TB of data from their Exchange 2019 server
&technology to Exchange Online. insight planned, designed, and built the hybrid
configuration and migrated these mailboxes to Exchange Online.
insight also configured initial security and compliance policies in the
Client's Microsoft 365 tenant per their business and technical
requirements.
insight configured conditional access with Multifactor Authentication
("MFA")to meet the Client's security requirements.
The Client had an Intradyn third party e-mail archive solution which
remained in place. Insight will provide guidance if any configurations
need to be modified for Exchange Online.
Project outcome Project compieted, client gave the Insight team 5 stars.
Obstacies encountered if any None
.........................................................................................................................................................................................................................................................................................................................................................
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 21
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� � � � �s r � � a a
Project start and finish dates: 7/6/2023—4/25/2024
Project team; name of project Mark Stapay, Josh Watson, Jay Roberts
manager and other members
Size of client's organization 650 employees
(e.g. #of depts/ee's)
Project description including Office 365 Migration: Production mailbox migrations (up to 650
scope of work, #of end users mailboxes).
&technology AAD Connect—Setup and configure Active Directory ("AD")to sync with
Azure AD/Office 365
Project outcome Successfui
Obstacies encountered if any None
��f�r�ro�� 3:
s m e � � e
Project start and finish dates: October 2022 to present
Project team; name of project Darak Weaver, CE
manager and other members �avier Castilleja, Project Manager
Jaime Cardoza, Insight senior engineer
Size of client's organization 48,000 students, 35 departments
(e.g. #of depts/employee's)
Project description including Moving from E3 to E5licensing, added security components for power
scope of work, #of end users users
&technology
Project outcome Intended users migrated to E5 successfully
Obstacles encountered if any None
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 22
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o � - � k � • � N - - • s e
Project start and finish dates: May 2021 through May 2024
Project team; name of project Maryann Raygoza-Robies
manager and other members
Size of client's organization 709
(e.g. #of depts/ee's)
Project description including Procured via authorized Microsoft reseller County of Riverside
scope of work, #of end users Agreement for Microsoft Enterprise Server and Cloud Azure for Azure
&technology storage account, pay only for the resources used and availability for
LACDA to cancel anytime. The project was delivery daily, invoiced
monthly and within budget allowance.
Project outcome Executed 3 year agreement.
Obstacles encountered if any Authorizing and confirming/meeting County requirements and overall
pricing structure that is in line with County terms and conditions.
���� �"LlC�/�WS;
Insight has provided the following case studies for review and consideration.
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December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 23
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December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 25
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ln a separately sea/ed envelope provide one(1)set of pricing defails for the delivery of all services
proposed within the response.
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Per RFP requirements, Insight has provided pricing in a separately sealed envelope.
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Provide the valid time period for fhe pricing proposal. The City strongly prefers a minimum 120-day
time period.Any variation should be clearly noted, and nothing less than 90 days will be accepted.
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Per RFP requirements, Insight has provided this pricing information in a separately sealed envelope.
______________________________________________________________________________________________________________________________________________________________________________________________________________________________________
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 26
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Provide any additional information that you feel is pertinent to the Proposal. This information should be
no more than two(2) pages long.
Ir���gh� ����a�ra��:
Insight has provided information regarding Change and Training Services as part of the solution.
���r1 � �r?� �r�l���r
Background
For more than 30 years, Insight has specialized in identifying and resolving the people and process challenges that
hinder optimal business results. We partner with you to assess, envision, develop, and deliver powerful Change
Management and Learning & Development programs that prepare end users for change, enable them, and ensure
they adopt the changes to the systems and processes our customers are deploying. Our approach drives increased
proficiency, productivity, and performance over time.
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Our best-practice approach to Organizational Change Management (OCM) and �earning & Development(L&D)for
the public sector is tailored to address the unique challenges and requirements of governmental organizations. We
understand that public sector entities operate within a framework of public accountability and transparency, making
the need for effective change management even more critical.
Our OCM practice allows for flexibility to meet our clients' needs based on their specific culture, organization, and
changes being driven. We begin by engaging with key stakeholders to understand the specific cultural and
organizational dynamics at play. Our OCM framework integrates comprehensive communication plans that keep all
levels of the organization informed and engaged.We emphasize creating clear,consistent messaging that articulates
the benefits of the change, addresses concerns, and provides a roadmap for implementation.
Our blended learning approach makes use of a wide variety of synchronous and asynchronous learning events —
including coaching and mentoring, simulations, instructor-led, one-to-one training, virtual and social instruction—to
ensure every employee has the knowledge and skills to be successful.We offer off-the-shelf content,custom content
creation and content curation to ensure all your OCM and L&D needs are met.
______________________________________________________________________________________________________________________________________________________________________________________________________________________________________
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 27
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What we offer:
• Strategic approach to OCM incorporating the organizational needs, impacts of the changes,
potential barriers, benefits, and culture
• Best practice, customized approach to inform and prepare users for the changes
• Strategic design for high-quality, interactive learning programs
• Rigorous project management to drive on-time, on-budget results
• Out-of-the-box solutions to meet business constraints
• Experienced instructional designers specializing in adult learning theory
• Professional trainers
• Experience with a range of content development tools, including Virtual Reality (VR)
• Connected, multimodal performance support platforms
• Fully outsourced, state-of-the-art L&D programs available on demand
• Learning logistics and education management services
• Translation services
Insight's experienced OCM and L&D team ofFers a broad range of expertise.
Estimated Solution Deliverables
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December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 28
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In support of The City of Redding's technology projects, from an OCM perspective Insight can provide the
following:
OCM, Communication and Training Strategy
• Perform an initial analysis
• Meet with a group of impacted user group SMEs
• Gain an understanding of the expectations and goals of the project
• Confirm knowledge of the organization's culture, voice, and way of communicating
• Determine current use and identify future state expectations
• Facilitate Business Use Case discussions
• Education Topic review/discussion
• Develop specific recommendations for:
o Deliverables
o Key messages '�� � ' �� ��
o Senders
o Frequency
o Timing ,4
o Format and vehicle `���°°�`�u°°�����d � � �
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• Incorporate feedback d��nd�k,��� •'����Very
• Create recommendations
• Finalize key messages
• Present recommendations
• Validate work effort estimates °'�•�������
• Ensure Leader/Stakeholder engagement
OCM Activities and Communication Too/kit
• Design and develop the following:
o Leader/Stakeholder Engagement
o Communication Toolkits, can up to 12 deliverables which may include:
■ Initiative Talking Points
■ Benefits and Timeline
■ Initiative Overview Presentation
■ Education Message
■ Go-Live Messaging
■ FAQ Sheet to be developed based on questions asked during training
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 29
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Training Development
• Insight's training development estimate includes the following deliverables:
o Transitioning to M65 Training
■ 180 minutes of customized Learning Content including:
• 60 minutes— Leveraging M365 to Increase Individual Productivity
• 60 minutes— Leveraging M365 to Store Documents
• 60 minutes— Leveraging M365 to Collaborate with My Team
o MS Defender/Sentinel/GCC
■ 60 minutes of customized Learning Content
o MS SharePoint Content Manager
• 90 minutes of customized Learning Content
o Up to six (6) (one to four minutes in duration)simulations totaling 24 minutes of content
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Train the Trainer
• 5 days of Train the Trainer that includes:
o Adult Learning Theory—how to facilitate effective training
o Introduction to training materials/walkthroughs of the content
o Teach-backs with feedback
• Delivered via MS Teams with an instructor and facilitator
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 30
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Clearly identify any anticipated deviations or exceptions from the requested Scope of Services. Each
exception must be clearly defined and referenced to the proper paragraph in this RFP. The exception
should include, at a minimum, the Consultant's proposed alternative and opinion as to why the
suggested alternafive will provide equivalent or better service and performance. The City of Redding
has the right to choose which alternatives they determine, at their so/e discretion, to be in the best
interest of this project. !f no exceptions are noted in the Consultant's proposal, the Purchaser will
assume complete conformance with this specification and the successfu/Consultant will be required to
perform accordingiy. Oral exceptions to the RFP will not be considered.
I��igh� ����c����p
Insight does not have exceptions at this time.
.........................................................................................................................................................................................................................................................................................................................................................
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 31
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Insight has provided the following sample resumes for review and consideration.
• Sr. Project Manager
• Insight Consultant
• Insight Senior Consultant
• Principal Software Engineer
• Insight Architect
• Insight Architect Senior
• Sr. Program Manager
December 2, 2024 Request for Proposal Response#Schedule No. 5543 Page � 32
�
�
6820 South Harl Avenue
� � � Tempe,AZ 85283
Main Telephone:480.333.3000
Toll Free:800.467.4448
Project Manager, Sr.
M BA
Summary
A Project Manager with Insight since 2013, and he has over 20 years of experience across
several industries and Fortune 500 companies. His project management experience includes
healthcare, mantafacturing, financial Services, and high-tech industries. During his tenure
with Insight, he has led a wide range of projects within Microsoft and Cisco offerings.
Education and Certifications
• Bachelor of Arts, Brooks Institute - 1981
• Master of Business Administration, Baker University -1997
Selected Experience
Defense Contractor - Divesture - AD, SharePoint & Exchange 0365
Migration
Project Manager was respansible for the management of a complex migration involving the
Microsoft technologies for AD/Users/Devices/Applications, On-Premises Exchange, and
SharePoint environments to 0365. Project Manager managed cross functional teams with an
unusual short timeframe.
Rea/ Estate Management - On-Prem SharePoint to 0365 SharePoint
Migration
Project Manager was responsible for leading the Client through the development of the
Taxonomy and Governance process and documentation. Working with a cross-functional
team Project Manager help guild the client from a Classic to the Modern SharePoint
formation, working to covert and test existing SharePoint dependent applications to the new
0365 environment along with all SharePoint site data.
Retailer/Manufacturer
Project Manager was responsible for the Design and Delivery of Red, Blue & Green AD
Forest and PKI. Project Manager managed cross functional teams, for the requirements
gathering, Design and building the AD and PKI environments including the Bastion servers
for access to the sites.
Utility Service Company - AD Migration
Project Manager's role included coordinating efforts of internal resaurces, client resources,
and third-party vendors. In addition to this project, he managed the creation of a high-level
architecture design document for an IPv6 conversion.
International Engineering Company - Cisco UCC Express
Project Manager led the efforts to review the current Contact Center environment and
translation to optimize the UCC Express environment. He led the design, implementation,
�
�
6820 South Harl Avenue
� � � Tempe,AZ 85283
Main Telephone:480.333.3000
Toll Free:800.467.4448
testing, and cutover to completion. This was a first step for the company as they move
towards extending the environment to other domestic and international sites.
Energy - MS 0365 Exchange, Teams, SharePoint, OneDrive,
Windows Z0, SCCM and InTune
Project Manager managed the cross functional resources for 7 workstream to introduction of
MS technologies to modernize the client's technology for its workforce and manage the end
user's adoption using formal organizational change management (OCM).
State Government - Citrix
Project Manager led the work effort to design and buildout the Citrix environment allowing
state employees to remote to a VD within the department while working from remote sites.
Automobi/e Remarketer - Lync 2013 Deployment Pi1ot
Project Manager was responsible for the management of a Lync 2013 Enterprise-wide
project. Project Manager managed cross functional teams, including the 5 vendors working
on infrastructure, WAN/LAN, Co�o, ISP, and Cloud based call center for over 150 domestic
and international sites.
Heaithcare Insurance Company - Software Remediation / OS
Migration
He served as the Project Manager leading the design, processes and implementation for
remediation of the Client's catalog of over 3,500 in-house and off the shelf applications to
run in a new Windows OS environment. Project Manager led development of an allocation
profile for each line of business within the company. All remediation packing was geared
toward a SCCM deployment model.
Energy Industries - MS 0365
He served as the Project Manager leading the design, processes, and implementation for
migrating the Client MS Exchange environment to a Hybrid MS 0365 email solution. Project
Manager led the effort for designing the process, pilot user selection, Help Desk, and
Exchange Admin Training for end user support and system administration. He worked with
the client to schedule and complete the organization's migration and decommissioned the
current exchange environment.
Retail - MS 2003 End of Life
He served as the Project Manager for a MS 2003 End of Life Server/Appiication Migration to
MS 2013 Server environment. The project included leading the discovery, inventory
collections/analysis for hardware and software, application remediation, and testing on MS
Server 2013. Project Manager worked with cross functional teams to gather data to build
out the new target servers and to support the migration of the application to a new MS
2013 environment.
�
�
� 2701 E.Insight Way
� � Chandler,AZ 55286
Main Telephone:480.333.3000
... � � � Toli Free:800.467.4445
Insight Consultant
Prosci, SAFe PO/PM and SAFe Practitioner Certified
Summary
Mrs. Insight Consultant is a Senior Consultant for Adoption and Organizational Change
Management within the Insight Connected Workforce Services team. She helps organizations be
more productive and collaborative using Microsoft 365 technology. She has served multiple roles
in Microsoft Consulting services including Office 365, SharePoint, OneDrive, Yammer, Intune,
Teams. Her areas of expertise include global communications, enterprise application software,
enterprise training, contract negotiation, brand development, digital signage and deployment. She
also has experience with creating and conducting end-user training and adoption plans for the
implementation of new technology.
Education, Certifications and Training
• Bachelor of Management Information Systems, University of Memphis, 2015
• Master of Business Administration, Union University, 2018
• SAFe Product Owner/Product Manager (POPM)
• SAFe Practitioner (SP)
• Prosci Change Practitioner
• Bootcamp Project Management Professional through Project Management Institute (PMI)
• Quality Driven Management (QDM)
Manufacturing - Teams Enablement and WinIO upgrade
Mrs. Insight Consultant served as the Senior OCM consultant and was responsible for ensuring
that all users were successfully migrated to Microsoft Teams and upgraded to Win10 without
losing any data during the migration. Adoption and training platforms were recommended and
utilized to assist in the adoption of these applications.
Oil and Gas - Google to Microsoft 365 Dep/oyment
Mrs. Insight Consultant served as the OCM consultant and was responsible for ensuring that all
users were successfully migrated from Google to Microsoft 365 without losing any data while also
being fully trained on the new applications that were available.
Government - Teams Enab/ement
Mrs. Insight Consultant served as the OCM consultant and was respansible for deploying Microsoft
Teams to roughly 2,000 users. Training and communication was delivered to all users.
Engineering and Construction - Notes to Microsoft 365 Dep/oyment
Mrs. Insight Consultant served as the OCM consultant and was responsible for managing and
scheduling all communications and training that went out to end users. During this project, she
was also responsible for determining what users were eligible for a Shared Resource migration.
The deployment of this project included a successful deployment and adoption to over 15,000
users.
Page 1 of 2
�
�
� 6820 South Harl Avenue
� � Tempe,AZ 55283
Main Telephone:480.333.3000
... � � � Toli Free:800.467.4445
Internationa/ Transportation - Digital Signage Dep/oyment
Mrs. Insight Consultant served as the �ead Project Manager on a three-million-dollar Digital
Signage Deployment project. During this project, she was responsible for estimating the durations
of activities, developing a project schedule, maintaining the schedule, cost estimation, managing
project risk, monitoring progress, and developing training material. The deployment of this project
included a successful deployment and adoption to over 300 locations across North America.
Internationai Logistics - Cisco Te/epresence Dep/oyment
Mrs. Insight Consultant served as the �ead Project Manager for the adoption and deployment of
Cisco Telepresence systems. For this project, she successfully rolled out new Telepresence
systems, each with their own unique infrastructure needs, both domestic and global. She also
created training material for a global audience on the adoption of the new systems.
International Communications - Security Awareness Campaign
Mrs. Insight Consultant served as the �ead Communications Specialist on an IT security campaign
through a variety of communication channels. She was responsible for creating a communication
plan, creating training content, distributing training content and generating feedback surveys. She
successfully deployed the Security Awareness Campaign to over 300,000 team members across
the globe.
International Transportation - G/obal Rate Adoption
Mrs. Insight Consultant served as the Lead Project Manager for the Globai Rate Adoption project
for a major transportation company. Her responsibility was communicating, training and
implementing a significant software change that impacted over 10 million customers.
Page 2 of 2
� �
� ���.. �� 2701 E.Insight Way
Chandler,AZ 85286
Main Telephone:450.333.3000
Toll Free:800.467.4448
Insight Senior Consultant
CIP, ECMP, MCTS, MCP
Summary
Mr. Insight Consultant Senior is a Senior Consultant for Insight's Connected Workforce practice.
He has more than 18 years of experience solving information management problems, focusing on
enterprise content management, business and functional analysis, and business process
improvement. Prior to joining Insight, Mr. Insight Consultant Senior worked as a solutions
consultant and analyst across a wide range of industries and verticals, including metal services,
municipal government, hospitality, telecommunications, and higher education.
Education and Certifications
• Bachelor of Science in Journalism, Northwestern University, 1988
• Master of Arts, Political Science, University of Illinois-Chicago, 1991
• Master of Library and Information Science, University of Washington, 1993
• AIIM Certified Information Professional (CIP)
• AIIM Enterprise Content Management Practitioner (ECMP)
• Microsoft Certified Technology Specialist, SharePoint Server 2007 (MCTS)
• Microsoft Certified Professional, Microsoft 365 Teams Administrator Associate (MCP)
• Laserfiche Certified Professional Gold 10 (CPP)
Selected Experience
Hea/th Care Services Company - Microsoft 365 migration and security
hardening
As a lead Consultant, Mr. Insight Consultant Senior migrated and reorganized several dozen
SharePoint 2013 sites into SharePoint Online and Teams repositories as part of a modernization
and divestiture effort. In conjunction with this work, he designed and implemented a solution for
enabling external sharing and guest access rights across SharePoint Online, OneDrive and Teams
in the organization's Microsoft 365 subscription. This included facilitating consensus between
Information Security, Human Resources and Information Technology stakeholders, and
articulating process and configuration changes to meet the company's objectives.
Engineering Services Company — Goog/e Drive to Office 365 migration
As a lead Consultant, Mr. Insight Consultant Senior designed and implemented a migration of
60TB of Drive data from 11,000 user accounts in a Google Suite subscription into OneDrive for
Business and SharePoint online destination sites. He defined requirements, conducted discovery
on source data, configured migration tools, and executed pilot and production migration activities.
He also built a self-service reporting portal for users to support evaluation of migration activity
logs.
Large Pub/ic Schoo/ District - Automated OneDrive for Business Fi/e
Migration
As lead Analyst, Mr. Insight Consultant Senior designed and implemented a scripted migration of
data from approximately 13,000 staff and 70,000 student home directories to OneDrive for
Business personal sites in Office 365. He defined requirements, led tool review and selection, led
testing of the Powershell-based migration sequence, and built a reporting template to capture
results from migration success/failure logs.
Construction Management Company - Office 365 Project Portfo/io
Management Portai
As lead Architect, Mr. Insight Consultant Senior designed and implemented a project portfolio
management portal for a global construction management company that needed to standardize its
data management and reporting tools across 2,000 projects per year. Leveraging SharePoint
Online in Office 365, He designed the information architecture, a search portal, and a standard
site template for use across all projects.
LegaJ Discovery Company - SharePoint On/ine Intranet
As lead Architect, Mr. Insight Consultant Senior refactored an internal communications and
collaboration portal to improve cross-functional collaboration, improve content findability, and
leverage current state features of SharePoint Online in an Office 365 E3 subscription. Ne led user
story discovery sessions, built prototype sites, and owned overall responsibility for translating the
company's stated needs into realized outcomes.
Page 1 of 2
�
�
� �'
� 6820 South Harl Avenue
Tempe,AZ 85283
Main Telephone:480.333.3000To11 Free:800.467.4445
Consu/ting Services Company - SharePoint 20Y3 Intranet Rebranding
As lead Architect, Mr. Insight Consultant Senior rebranded master pages and refactored content
rollup approaches for the internal collaboration and communication portal on a SharePoint 2013-
based intranet. He used client-side javascript and css to align the site's branding with the
company's external web site and refactored the company's news and event publishing solution to
improve communication across four regional locations.
Hea/th Care Organization - Project Portfo/io Management Portal
As lead Business Analyst, Mr. Insight Consultant Senior engaged with a large health care
organization's project management office to provide a customized project portfolio management
solution built on SharePoint 2013 and Project Server 2013. He gathered and documented business
requirements, diagrammed process and decision flows, wrote test cases, and produced solution
mockups. In addition, he also tracked implementation issues to resolution, managed scope,
communicated customer acceptance of delivered features, and packaged project documentation.
Internet Governance Organization - SharePoint 2013 Intranet
As lead Business Analyst and subject matter expert, Mr. Insight Consultant Senior led content
migration planning and portal design efforts for a new SharePoint 2013 farm deployment. He
modeled use cases for intranet documentation and collaboration scenarios, organized content for
migration from 40 team spaces in a Confluence wiki to SharePoint 2013, and defined and
documented system and information architectures for a new SharePoint 2013-based intranet.
Municipa/ Government - SharePoint 20I3 Intranet
Rs a System Analyst, Mr. Insight Consultant Senior designed and implemented solutions for
internal collaboration and business process improvement initiatives as part of a SharePoint 2013
on-premise farm deployment. The role's technical scope included server topology design, scripted
farm installation and configuration, service and support level definition, and data integration
planning. The role's information management scope included governance authorship and
definition, taxonomy and metadata definition and implementation, workflow process modeling for
HR and Finance divisions, and best practice leadership for content management and collaboration
activities.
Telecommunications Company - SharePoint 2010 and 2007 So/utions
As a Functional Analyst, Mr. Insight Consultant Senior led planning, analysis, solution design and
implementation efforts for solutions built on SharePoint 2010 and SharePoint 2007 as part of the
company's Enterprise Content Management team. He was lead analyst for a migration and cleanup
effort of 35 MOSS 2007 site collections housing the company's primary team collaboration
repositories, and owned and facilitated a shared governance model for SharePoint services. He
was also the project architect for design and implementation of a functional metadata schema for
a legal subpoena response portal built on SharePoint 2010.
Page 2 of 2
�
�
2701 E.Insight Way
� � � Chandler,AZ 55286
Main Telephone:450.333.3000
... � � Toli Free:800.467.4445
Insight Architect
CCMP, MCSE, PMI, QDM
Summary
Mrs. Insight Consultant is an Architect for Organizational Change Management with the Insight
Connected Workforce Professional Services team. She has over 12 years of experience working for
a Fortune 100 company in various IT roles, including on premise administration of Microsoft
Exchange and Microsoft Active Directory, SharePoint site administration, and IT project
management with an emphasis on organizational change management. Ner areas of expertise
include communications, training and adoption, branding, migrations, and deployment. She also
has extensive experience with creating and conducting technical and end-user training, and
creating communication and adoption plans for the roll out of new technology.
Training and Certifications
• Certified Change Management Practitioner (CCMP)
• Microsoft Exchange Certified (MSCE)
• Mobile Device Management (MDM BlackBerry, Good)
• Agile Project Management Professional through Project Management Institute (PMI)
• Bootcamp Project Management Professional through Project Management Institute (PMI)
• Quality Driven Management (QDM)
Selected Experience
Internationa/ Manufacturing - 0365 Migration
Mrs. Insight Consultant Architect has performed project management with an emphasis on
Organizational Change Management for all companies, operating more than 75 manufacturing,
R&D and operations facilities in over 30 countries, migrating from Lotus Notes to Office 365 and
from on premise Exchange to Office 365. She specializes in working with clients to identify needs
and the best approach for implementing change management for new technologies within their
unique organizational requirements supporting multi platforms and organizational needs.
International Transportation & Shipping - 0365 Imp/ementation
Mrs. Insight Consultant Architect served as Lead Project Manager on a multi-million-dollar project
to implement Cisco WebEx for a Fortune 100 company. This included discovery work,
requirements gathering and writing, technical documentation, and developing communications and
training for over 10,000 end-users across a global infrastructure. Amongst her project efforts, she
was responsible for the development of a dashboard and portal for requesting, monitoring, and
archiving Communication and Collaboration project details, including automated workflows.
Education - Administration Ana/yst
During this project, Mrs. Insight Consultant Architect developed and maintained website for
nationally acclaimed Silver Award school district. Ner daily efforts supported 450 students and
local community, covering base level technical support, software installation and resolving
technical hardware issues.
Page 1 of 2
�
�
6820 South Harl Avenue
� � � Tempe,AZ 55283
Main Telephone:450.333.3000
... � � Toli Free:800.467.4445
International Transportation - Technical Analyst
For several years Mrs. Insight Consultant Architect was the lead Technical Analyst who designed,
planned, and performed all email migration activities for a major transportation company. Her
efforts covered scheduling and technical implementation for over 300,000 users, spanning
multiple companies with unique infrastructure needs both domestic and global.
Page 2 of 2
�
�
� � 2701 E.Insight Way
� Chandler,AZ 85286
Main Telephone:450.333.3000
... � � � Toli Free:800.467.4445
Insight Architect Senior
MCPS, MCITP, MCTS
Summary
Mr. Insight Architect Senior is an experienced Senior Architect with over fifteen years' of
experience in the ZT industry working on the corporate and consulting sides, so he can easily
identify and understand requirements from both IT and business perspectives. Since 2004, he has
worked with and focused on SharePoint. Mr. Insight Architect Senior has experience working with
multiple enterprise corporations to analyze and design highly redundant and functional SharePoint
environments to enable business users to become more self-sufficient with their collaborative
efforts.
Education and Certifications
• Bachelor of Arts in Management Information Systems, Washington State University, 1997
• Microsoft Certified Professional (MCPS) - SharePoint 2013
• Microsoft Certified Technology Specialist (MCTS) - SharePoint 2007, 2010
• Microsoft Certified IT Professional (MCITP) - SharePoint 2010
Selected Experience
Food Manufacturer - SharePoint Online Migration
The project was to migrate hundreds of existing SharePoint classic team sites to SharePoint Online
modern design. The existing source sites included such hurdles as older site hierarchies built on
sub sites, broken permission inheritance down to the folder/file level, and SharePoint 2010
workflows that were being phased out by Microsoft. Multiple custom PowerShell scripts and
reports were designed to stage migrations into a modern flattened site hierarchy in SharePoint
Online. We also worked with the client to address Organizational Change Management (OCM)
communications to end users to help keep the number of help desk tickets to a minimum. The
project was successfully completed after 6+ months of planning, development, testing, and
execution.
Government - Goog/e Migration to OneDrive/SharePoint/Teams
Insight was tasked with migration of multiple agencies within the Government from Google
Workspaces to Microsoft 365. There were several workloads including Google Drive to OneDrive,
Google Shared (Team) Drives to SharePoint/Microsoft Teams, and Google Mail to Exchange
Online. There were also agencies that had started their own Microsoft tenants that need to be
collapsed into this new centralized tenant. Mr. Insight Architect Senior focused on OneDrive,
SharePoint, and Teams. ShareGate was used to migrate Google Drive to OneDrive and Microsoft
Mover was used to migrate Google Shared Team Drives to backend SharePoint sites connected to
Microsoft Teams. Custom scripts were also developed to recreate Microsoft Teams in the new
tenant to match those in the multiple source tenants as needed.
G/oba/ Payments Company -Google and Microsoft 365 Tenant to Tenant
Migration
Insight was tasked with the migration of five Google Workspace environments and one Microsoft
365 tenant across multiple countries into a single Microsoft 365 tenant. This included migration of
Google Drives, Google Shared Team Drives, and OneDrives using the Microsoft Mover tool.
Page 1 of 3
�
�
� 6820 South Harl Avenue
� � Tempe,AZ 55283
Main Telephone:480.333.3000
... � � � Toli Free:800.467.4445
Coordination of resaurces, testing, timing, and end user cammunications was key to the success
of this project as it included users across several time zones in the US, Europe, and New Zealand.
Healthcare Company - OneDrive Tenant to Tenant Migration
Insight was tasked with the migration of over 2T6 of OneDrive data from tenant to tenant for
�2800 users. This involved a staged approach using ShareGate to work around Microsoft
throttling issues. The overall program effort also included migration of machines to a new
domain, email, and reconfiguration of applications.
Ciothing and Accessory Company - SharePoint P/anning and Dep/oyment
The project focused on the planning and deployment of SharePoint 2013 on-premises for a global
manufacturing company. The Taxonomy & Governance planning involved input from users in
multiple countries, during multiple interview sessions, both in person and via conference. The
T&G plan was developed closely with the client SharePoint team based on requirements gathered
during these sessions. The environment was then designed and built around this plan to ensure it
was scalable and quickly adopted.
Health Benefits Organization - Automated Emp/oyee Review Process
The client was seeking a way to automate its employee review processes to include approval and
feedback workflows. Mr. Insight Arcnitect Senior implemented a SharePoint solution leveraging
InfoPath. This streamlined the review process for the customer and enabled them to meet their
annual review timelines. Additionally, HR was able to view the progression of each review process
from employee, to manager, to Sr. manager approvals and address feedback requirements. HR
was also able to track employees eligible for merit increases for payroll forecasting.
Pub/ic Uti/ity Company - SharePoint Intranet Design and Bui/d / Records
Management So/ution
For this engagement this client had a large quantity of unstructured data related to administration,
operations, and compliance. Content existed in paper form and electronically through a number of
file shares. Mr. Insight Architect Senior worked with the client to implement an enterprise-wide
SharePoint 2010 intranet and a document management solution. He leveraged the ciient's
existing document retention policies and developed information architecture to support the
multiple retention cycles. The solution results included improved search capabilities, reduction in
file shares and multiple document versions, and improved results in their compliance audits.
Additionally, the client had a central document/content repository to ingest and search scanned
content.
Insurance Company - SharePoint Intranet Design and Bui/d / Form and
Workf/ow Deve/opment
Mr. Insight Architect Senior worked with the senior leadership IT organization and multiple
business unit managers to implement an enterprise-wide SharePoint intranet. Some of the
primary solutions deployed included migrating all HR paper forms to online forms, creating a site
for the board of directors for tracking meeting minutes and reports, creating a project intake
automation process for the PMO, and creating a company-wide organization chart capability and
address book.
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�
�
� 6820 South Harl Avenue
� � Tempe,AZ 55283
Main Telephone:480.333.3000
... � � � Toli Free:800.467.4445
Globa/ Logistics Company - SharePoint Intranet Design and Build
The client had multiple portal intranet solutions that needed to be consolidated onto a single
piatform that met their requirements from both a functionality and performance standpoint. Mr.
Insight Architect Senior� worked with multiple ZT groups within the company to design a stable,
scalable solution that hosted over 100,000 users in 283 countries.
Educationa! Institution - SharePoint Intranet Design
Mr. Insight Architect Senior worked with the client on a complete Intranet redesign in SharePoint
and migration from Optimal View. Working with IT, the Director of Communications, and business
stakeholders, he and the client were able to produce a very specific set of business requirements.
This information was utilized in Taxonomy and Governance planning to provide a scalable
information architecture and roadmap for future growth. Mr. Insight Architect Senior also created
custom look and feel designs around requirements from the Client Marketing department. The
information architecture and branding that was developed played an instrumental role in driving
user adoption.
Page 3 of 3
�
�
� � 2701 E.Insight Way
� Chandler,AZ 85286
Main Telephone:450.333.3000
� . . � Toli Free:800.467.4445
Insight Architect
N IT
Summary
Mr. Insight is a multifaceted Information Technolagy professional with over 20 years of
Software Development experience and progressive responsibility across various verticals.
He began his IT career as a Software programmer where he held the glorious job of
building algorithms and code snippets which are currently used by 100+ top IT
companies. He has developed strong domain expertise in Cloud technologies and has
succeeded as a sought-after Cloud Architect catering to diverse international clientele.
Education and Certifications
• National Institute of Technology, Tiruchirappalli
Experience
HealthCare - Share Point Migration
Mr. Insight Architect was part of a diverse team leading the client from divesting parent
company for migrations supporting their Active Directory ("AD") users/computers,
SharePoint on-prem Farms and M365 Email and OneDrive data to the new company
M365 tenant. His team successfully Migrated up to 3,200 users and 2,600 computers and
8 Windows Server VMs to a new AD Domain inclusive of 3 SharePoint Farms with shared
data with over 1900 sites and close to 30 custom pages.
American Uti/ity — M365 Implementation
On this project Mr. Insight Architect was among a team who assisted with their Microsoft
365 implementation. It leverages a complete ��dark" to cloud migration and
implementation of Microsoft 365 E5. Insight's team assist with the retirement of legacy
infrastructure and architectures. The client environment had 1.66 TB of data over 25
custom pages, 44 content types and 93 Farm Solutions/Features.
Financia/ Industry - SharePoint App/ication
For this engagement Mr. Insight Architect lead the SharePoint application support. He led
trouble fix issues related to current SharePoint implementation. His effort covered Fix
SharePoint forms, OneDrive, BI Application support supporting 45 different sub
companies.
G/oba/ Information Technology and Data - Active Directory 2016
Migration Architect
Page 1 of 2
�
�
� 6820 South Harl Avenue
� � Tempe,AZ 55283
Main Telephone:480.333.3000
� Toli Free:800.467.4445
While on this engagement Mr. Insight lead the global client migration project. This
included migration of SharePoint Sites leveraging the Sharegate tool. Migration of Nintex
content databases, upgrade to Nintex Workflow/Forms 2019, and attempt to migrate
workflow task and history. He Deployed migrated and modernized Insight Projects
Portfolio solution to production.
Page 2 of 2
�
�
� �..�� 2701 E.Insight Way
� Chandler,AZ 85286
Main Telephone:480.333.3000
Toll Free:800.467.4448
Program Manager
PMP, CSM
Summary
A Program Manager for Insight Connected Work Force. She has spent 25 years in infarmation
management and technology deployment as a project manager, program manager, IT Specialist
and various other positions. Prior to joining Insight, Program Manager worked for technology
vendors providing project management, business analysis and custom technology solutions across
varying industries. While with these companies, she led large project teams supporting the
delivery of enterprise content management, and business process management solutions with a
deft focus on the customer's return on investment.
Education and Certifications
• Bachelor's degree - Communications, University of Wyoming, 1992
• Project Management Professional (PMP) through the Project Management Institute (PMI)
• Certified Scrum Mater through Scrum Alliance
• Villanova University - Master's Certificate Applied Project Management
• Villanova University - Mastering Project Management
• Villanova University - Advanced Strategic Project Management
• Villanova University - Master's Certificate Business Analysis
• Villanova University - Mastering Business Analysis
• Villanova University - Essentials of Business Analysis
• Prodevia �earning - Professional Project Executive
Selected Experience
Large Scale Construction Management - Email Conversion & Modern
Desktop Management
Program Manager led a project team in a multi-year, multi-phase $5M+ project to implement
Microsoft Modern Desktop Management products and migrate over 20,000 eMail users from legacy
Notes and Microsoft Exchange platforms to Microsoft's 0365 Tenant for an internal Fortune 500
construction, infrastructure and building services client.
Financial Institution - Enterprise Content Management Project
As part of a multinational investment bank and financial services holding company, Program
Manager led an agile team as Scrum Master under the SAFe Agile Methodology to onboard internal
customers onto an enterprise content management solution. She maintained User Story
Boarding, Backlog and Burndown Charts for project and budget tracking. Her program
management oversight included Implementation Management for $1M+ projects, delivering a
combined commercial off-the-shelf (COTS) product along with custom development.
Financia/ Institution - Business Process Automation Project
Program Manager led project teams in delivering business process automation focusing on
expediting back-office banking processes. As part of her leadership role, she was responsible for
Project Management activities of scope, budget, and risk management in addition to Business
Analyst activities including requirements gathering, solution designing and SDL testing phases.
Page 1 of 2
�
�
� 6820 South Harl Avenue
� � Tempe,AZ 85283
Main Telephone:480.333.3000
Toll Free:800.467.4448
HealthCare Institution - Case Management Project
Program Manager led a project team in implementing the Case Management system for the 52na
ranked Fortune 500, and third largest American health insurance company. The implementation
included Robotic Process Automation across a multi-site roll out following Waterfall Project
Management methodologies along with standard SDLC phases to implement, test, train and
deploy the Case Management system to a user base of approximately 1K users.
Hea/thcare Institution - Workflow Automation Project
Program Manager led a project team in implementing claims processing and customer service
back-office processes for multiple members of a well-established health insurance federation
across the United States. The workflow automation projects included installation and extension of
an architectural platform from IBM along with document capture software, third-party software
framework and integration to customer data processing systems. Ms. Bitaut led the teams using
waterfall project management methodologies and standard SD�C phases to deliver customized
solutions for over 100K users.
P&C Institution - Enterprise Content Management Project
Program Manager led a project team in delivery of an e-business solution for a top five ranked
American insurance company. Following Waterfall Project Management methodologies along with
standard SDLC phases, the team successfully implemented, tested, trained, and deployed the
solution to approximately 1K users. The project included installation and configuration of an
architectural platform from IBM along with document capture software, third-party software
framework and integration to customer data processing systems.
Government Institution - Records Management Project
Program Manager led a project team in delivery of a records and municipal court case
management system for an Arizona municipality. The project included design, development,
testing and training of implemented software products following a standard SDLC. Program
Manager managed all aspects of the project including budget, schedule, risk, resources in addition
to conducting Train-the-Trainer Sessions and leading design sessions.
Large Food Distributor - Data Loss Prevention Project
Program Manager led a project team in piloting a data loss prevention solution for one of the
worid's largest snack companies. The Pilot covered HR and Information Technologies users in
multiple countries. The DLP solution implemented for review was targeting key customer
repositories with data protection being provided from creation through disposal regardless of the
location. Program Manager provided a hybrid of Project Management methodologies to deliver the
solution, manage the hardware procurement, maintain project communications and report on
budget usage.
Page 2 of 2
� �' � � ��e����l �
� � � ��r�����6��
I I ! I L I 1 1998—Present
Insight
Sr. Performance Consultant s�n'�� �r�ar a�c�c nsu�ta�t
• Office Pro�ects:
o M�1K—M3651rr'plernentation—Strate�y—
Carnmunications Desi�n/Develc�pment—Trainin�
��° (�esign—Training Delivery—Project Managernent
JBC h�s over twenty years bf mission o NCBON—TeamsjShareP�intJOneDrive-Education
critica)saftware experience from both a Strategy-Training Developrner�t� Deli�rery
management and hands-on perspective. o CWS Apartments-GroupWise to Exchange—
JBC has provided herclients with Strategy—l"rainin�development-1"raining Delivery
Strategies and 5olutions for o Flarida �rystals—TearnsjSharePoint/Q�eDrive-
Organizational Change Managernent Education Strategy-�rainin� (��velopme�t&.
(�CM) services and applicafion training. Deliuery
o F�F—Teams—Training Design—Training Delivery—
JBC has participated in over 200 EHR' Tips and Tricks Develop�nent& Delwvery
Im;plementations,for which she was the ° � ���������rawr�ing �esign—Trawning Delfvery
Project�e�der of many, and brings this a Annie IVlac—Tearns Educatian Strategy
vast experience to these roles. o IVW Natural—Educatian Strate�y—Project
Experience not only includes new Managerr�ent
implementations, but systern upgrades, � ��ECU—Gro�apWise to Exchange—Strategy—
busine�s pracess improvement j Ccammun�catior�s deveiopment—Training ��livery
optimization,as'well as Center nf � Midwest Qrtho—Gsuite to Exchange—Strategy—
Excellence endeavors such as new hire f ProJec� Managerraent
sustainment plans and development and � ACP-Gro�pWise to Exch�nge—Strategy—Project
impCementation'of Super UserJCoach Managernent
programs. o FirstlBar�k—SharePoint lmplementation—Strategy
—Ed�eatic�n Design—Project (Vlanagement
JBC resides in Florida. o AQ,MD—OneDrive/Offiee365 Implementati�n—
Strategy—Cc�mmunications �esignJ�eve#opment—
Training Desi�n—�raining [�elivery—Pr�ject
�L� Management
• M365 � ���'A—Teams—Trainirrg [�esigrr—Trainir�g Delivery
o Internal Teams—Twps and�frieks and �.unch and
� HIT systems such as ' Learn Delivery
o AllscriptsTouchWorks � lnter�al Connected Platform C�ntactTracirr�—Tra�ning
o Allscripts Practice peveloprnent
Management ' , Internal Global Finance Knowledge Repas€tary—
• ERP systems such as �������catic�ns S�rategy—Cammunications �evelopme�t
a Oracle —Training Strategy—Training C?evelopment—zraining
o JDE
Delivery
o Salesforce.corn � Internal Co�suiting 101—Training Strategy—Trainin�
• Digital Transformation soCutions ��veloprn�nt
and strategies � ��g�'�ant Charles River—QCM Strategy Project
See Ap�endix A for additional skills. Management—Training Strategy—Training l�evelopment
4 Sales Trainin� R�desi�n: Str�tegy, Co�rse Design and Pro�ect
Management
� Siemens—Techn�cal Caordinator Course Development�
� � ! Delivery
� Paradies—SAP Education Pr�ject Management
+� Master's in Arts-Speech ' � Allscripts Pro E&O—Training Strategy—t�evelopment&
i CommunicationsJNon-Verbal Delivery Pr�ject Management
Communications e eLearn�n� Pro�ec�sa
• Bacheior's in Arts-Speech' o Siernens—Energy Engineer Courses—Prcajec#
Cornmunications Manage�ent
o ,4T&T—Course Redesign—Proaect CVlanagement
o AMCI—Nlazda Leadership—Projeet Management
o �isco CX—Course Design—Project fVianagement
o Cisca Service Engineer3ng—Course [�esigr�—Project
Manager�tent
o Hyster Yale—Course �esi�n—Project a�a�ement
o Maya Cl�nic—Performance Conscaltin�—Pr�ject
Manag�ment
o Whirlpool 1{itchen Aid—Project Managemer�t
� Di�ital Transformation: Strategy, Course D�s��n and Praject
Mana�ement
o Worked with client on the�r �i�ita!transforrnaticsn
on Strafie�y, Enablem�nt e�urse desi�n,
d�veloprnent of their Change Champion program
and incarparating Employee Experience into ali they
da.
Br�f r �r�ner �n� er:
+ Worked with Insight Transformation S�rvices tearrrs to
identify dient r�eeds, prcrpase client specific solcations, and
support sales pursuits
a Acted as En�agernent Manager for various client
projects
o Acted as Pro��ct Manager far various cli�nt prc��ects
rael� art��r �n� �r;
• W�rked with Abreor�, Qracle Consulting and Oracie
University sales tearns ta identify client needs, propose
client speeific solutiorrs, and support sales pursuits
o Responsible for the deveiopment of strategy and
s�lutiesns far partnerships with lar�e teehn�logy
providers, client preserrt�tions and contr�ct
development, and review for OCM/
�ornmunicatian J Educatian services
a Acted as En�agement Manager for variaus elient
pr�ajects
a ,4cted as Prc�ject Manager for varoot�s client pre��ects
o Developed various Service Offer€ng documents such
as sales team quick reference a�ds
o Developed various rnarketing plansJbudgets for
servsce offerin�s
Ilscri�ts �r�o��r ar�a er: Respons�bl�fc�r all sales activity for all
' Allser�pts clients
• Worked with cleents to craft end user train�ng salutions and
rraanaged the client through the elose af sale including
e�ntracts and arneradment creation
o Active in many of the pro�ects as a Strategy
Consultarot and Project IVlanager
o Fac�s on planr�ing for good �CM J Commun�catican/
Education strategies to ensure project succ�ss and
technai�agy adopti�n
o Consulted with ma�y cli�nts on the development
and implementatio� af Super UserJCoaehing
pragrams f�r their Allscripts ir�plernentations
o R�sponsible for the Project Managem�nt work for
over 25Q Allscripts educatian projects
�t�il Cli�r�t Lo istics:
� Inv�lved ir�wark�r��en��th delfuery logistics for global end
user training program and rnanagin� planning and
cammun�catians far a lar�e-scale Webinar training
curriculurr�for a larg� retail ciier�t in Colurr�bus, oH
� m ��� �
i�d�a�try;��erti��l���ie�i�i-tc�
❑x Finance ❑x Healthcare 0 Consumer Goods � Pharmaceuticals
_-
;'. ❑X Manufacturing ❑X Retail � Oil & Natural Gas ❑X Public Sector
❑ Insurance ❑X Services � Technology ❑x Education
-; - _ -
❑X Telecommunications ❑X Energy X❑ Government
� � „ �
(nstri�cticirl�� Ciesi�ri ;
3 :: . . . . . . . . . . . . . . . . . . . . .
i IDD Years of Experience:
. . ..
� Needs Assessment/Analysis ❑X Technical � Instructor Guide
❑X Curriculum Development and ❑x Procedural ❑X Participant Guide
Outlining
.
� Editing/QA 0 Course Outlines � Job Aids
❑X Standard Operating Procedures (SOP) ❑x Work Instructions
.. . . . _.
� Business Process Flow Diagrams ❑X Quick Reference Guides
T������Ins�r�c�x�na[ L���fgr� : .�_ .
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_._._. __..� �_.� . . . ._ . . ..._. __..,
Technical
;
❑X PeopleSoft ❑X SAP � Oracle
-_ - _ -
0 JD Edwards ; 0 Human Resources � Allscripts
❑x Mobility ❑x Sales
Soft Skills/ L&D . ,
_ _:
� Leadership ❑X Train-the-Trainer ❑X Performance Management
� Team Building ❑X
Onboarding/Orientation
I���ru�trc�na! i�elfirre�y,�Tra�n�r�g)
� . � w. � �. _. , u ___w�� _�;
Training Years of Experience:
.
� Instructor Led (I�T) ❑X Education Management ' ❑X Support
Support (EMS)
---- --------
❑X One-on-One ❑X Planning/Strategy ❑X Go Live
Support/Coaching
� Classroom ❑X Trainer and Classroom ❑x Desk Side
Logistics
- - - -_:
❑X Webinar � Training Reporting ❑X Performance Support
_ __ . .
� Train the Trainer ❑x Class Scheduling
;
� On the 1ob (OTJ) ❑X Overall Program
' Coordination
❑X Small User Workshops ❑X LMS Administration
� Business Scenarios Simulation 0 Training Coordination ;
Technology Used: SumTotal
Web-Based (WBT) Web-Based Platform Used:
�l.��rn�ng C��r��r�t L����1��r�r�nt ' ;
�_ �. _ ..� .�...w. . _.w. ._. ._ .� _� ....�. � ... u .. ..
' Years of Experience:
❑x eLearning Content Development Technology used to build content demonstrations and/or
simulations:
; . ;
❑X Outlines ❑X Simulations ❑X UPK/OnDemand
0 Storyboards ❑X Audio Scripts
�1��il�hcare��I���r�ri�c N��1tI� Re�c�rc���������i� '
❑ Clinical Experience
_________________ ______
Years of Experience:
Type: Management and Support
� Allscripts Voice Recognition Software ,
� TouchWorks : Version 9-14 0 Dragon Naturally
❑X Allscripts Practice Management ; Speaking— Medical
�I�P �R � ��IU! �x e i�r�e� _Y ;
�, �tl� .RM/ p r
. . >> . . .� ...... , ____ _ .... ... .
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0 Oracle Years of Experience:
,
0 EBS (version 11 or higher)
_
❑X Customer Relationship Management � Advanced Procurement
❑X Service Management ❑X Financia) Management
. . .
i 0 Globa) Core Human Capital Management �
,
ER���F�M/�f�#ti11����=�x��ri���� ;
� � � � �
� PeopleSoft (Version 9 or higher) Years of Experience:
-
❑X Human Resource Management Systems ❑X Supply Chain Management (SCM)
; (HRMS}
, � Human Capital Management (HCM) ��� � Customer Relationship Management (CRM) ;� _.
__: -r__
� Infor Experience: � Office 365
Performance Consulting and Strategy for
Infor Projects— Partner Management
. . _.
�! Cc�rnm�nt�����ns/i�/lark�t�r��, � ��� ;
_
Years of Experience:
;
i ❑ Entry Level ; 0 Intermediate ; ❑ Senior Level ❑ Manager Level � ❑ Director Level
�evel
__
❑X Needs Analysis/ Role Mapping ❑X Planning X❑ Strategy ' ❑X Project Manager
LJ C3���n'r�atie�ri Aligr�r��rtt��3rg��niz���c��n�€��:r��+e N��r���err���t
Years of Experience:
❑ Entry Level X❑ Intermediate ❑ Senior Leve) ; ❑ Manager �evel ❑ Director �evel
l.evel
� Strategy � Organization Development � SWOT Analysis 0 Risk Analysis
❑X Raci ❑X Stakeholder Assessment ❑X Change Agent Network
0 Business Readiness Assessment � Change Impact Analysis '
���[�� ��
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rs of Experience:
,
❑ Entry Level ❑ Intermediate � � Senior Level ����� ❑ Manager Level ' ❑ Director Level
Level
❑X Performance Consultant/Scoping/Solution X❑ Proposal Writing 0 Client Executive
Architect
.
� Healthcare
;
. �
� ' ' = ! i I I �i I a3J2o17—Present
Principal Deve9�p�rjl�ii�ra�ior�Lead(d3uke Er�er�Y�
� � � • Migrated 16 sites and 200+ (ist and libraries to a new 0365
team site using Sharegate.
... - •• - -• + Desigrred and €mplemented a custam PawerApp pracess to
-•. . , . allow for Duke �egal Rate�ases team t� better ansvarer legal
.- . . . • questi�n submissions. Includes rr,ult�-level approvals.
. - .- - rer�e� al � er 9�tf�r �v�90 er( sak� ner y�
-•. • • . . s Migrated Work Authorization Permit process from
.. . •. : SharePoint 2013 to SharePoint Online.
. . . • . . . . . A C�nvert�d a cc�rriplex 2013 InfaPath forrn inta a fully
.. . . - ... . . . functianal PowerApp with r�ultiple screens and complex
. . . - . rules.
+ Converted 20 c�mplex 2013 #Vintex Work�lows inta Flow
(Power Automate) anline.
S�niar int�x ��rel� er( �ilir�c)
• Assisted in a 2013 to SharePoint Online migration using
., . . ••
Sharegate.
` •' � A • " � Redesigned and convert�d all 2023 Nfntex workflaws into
' ' ' Nintex Q365 Workflow
' ' ' ' � Redesigned and converted al6 InfoPath forrns infio Ni�tex
`•' Farrns
' � Created a Power Autamate Flaw to query Azt�re AD gro�ps
°'� rel�ting tc�specific users that belor��to contraetors. Used ta
''• flag anrorkfiiaw if user be(or�g to that group.
• • • ° ° : -• Ser�i�r int�x �v�90 �r( a�k�E��r y3
� Migrated Duke's Gas Control team site to a new site
, collection in SharePoint 2013 using Sharegate.
• Redesigned ar�d redeveloped Gas Controf's Work
• � 4 �uthorizatican Permit process whEch consisted of 26
•.
workflows and 5 forrns
� �reated rnultiple reporting vicews to track status, open
permits, and escal�ted wark
� � » Created easy to view Power�l reportsng dashboards relatir��
to the views above
S�ni�r ir�tex ev�lo er( uell�r)
° , . •� • • "• � Redesigned and developed 200+ N°sntex workflows for
v�rious business processes e�rithin (Vluelier's 2013
r . •• . SharePaint environment
� Redesigraed and develap�d 10+ �Iintex forms for var�ous
r , .• r .• . business pr�cesses withir� Mueller's 2013 Shar�Point
environment
� Complete redes�gn af Mueller`s Capital Expendoture Request
pracess
� Designed and developed a new vehicle request process
using Nintex warkflows and fiorms
� ProvEded day to day SharePc�fnt adm�r�istratar suppart
Lea S �re �ir�t i r�tier� E� �rt{P�t e��)
• 200GB Migration from SharePoint 2007 to SharePoint Online using Content Matrix.
S �r� �int �v�l� �r( C S)
Created custom SharePoint Designer Workflows for BCBS after migration from SharePoint 2013 to
SharePoint Online
i ( It) 06j2016-03/2017
S ar� oint int�x n 'sn��r
* Transitioned Giabal Kno�nrledge Transfer(GK�f) departrnent from WorkZc�ne pro�ect trackin�to a fully
functional SharePoint Team Site by using Nintex Farms and VVorkflo�nrs,
� Cre�t�d a SharePoint dashboard ta track GKT proj�cts.Applied b�tter visuals fc�r a more organized
experience.
� I�terconnected SharePoint parent/child lists to better arganize and ke�p track of GKT projects.
• Created a Time Trackin� Nintex FarmJWorkflow that allows fcar Repeating tabl�s to be entered as one
submission b�at parse out the XML to ar�other iis�as multiple list iterns.
• Created complex Nintex forms with variaus rules and validations to make the user's experience easy.
� ,4ssisted SharePoint Adrrtinistrator with var�ous issues related to th�ir 2013 enviror�m�nt.
s Created a document approval pracess for SharePoint 2013, using (�intex Workflow,that is used cornpany-
wode,
Projects
• Migrate WorkZone Project Tracking System into SharePoint—Created multiple interconnected lists which
track development projects at Ciena. Created multiple forms in Nintex Forms with various complex rules and
validations. Created multiple workflows which connect list together in an easily viewable dashboard to track
projects.
�1 �i t c 02/2034—06/2�16
S ar� aint i��strat�r
• Maintain all SharePoint environments (2007/2010/2013) using Microsoft best practice, apply security
patches during maintenance windows (sometimes CU Updates), managing permissions, site creations,
configuring the farm with PowerShell, site features, configure service applications, search, user profile
service, managed metadata, deploy solutions.
• Use PowerShell to investigate correlation ID errors inside SharePoint.
• Management of SharePoint servers in DNS: configured Host and CNAME records. Use Citrix NetScaler to load
balance WFEs.
� Set up bindings in IIS. Ran servers over SSL with certificates. Set up BackConnectionHostNames. Used SQL
Alias
� Applied Group Policy settings to SharePoint OU
• Perform Database detach and attach between SharePoint environments.
• Monitored daily Diagnostic Manager reports to ensure the SharePoint farm's overall health and to prevent
future problems.
• With the assistance of the DBA, configured an Active/Passive disaster recovery farm for SharePoint 2013.
Used AlwaysOn High availability to asynchronize content databases to a separate farm.
• Monthly Maintenance Window, responsible for manually updating 22 servers with security patches. Attend
monthly meetings to discuss the maintenance plan
6icati�n n�lyst
• 2013 SharePoint Jr Admin, managing permissions, site creations
• Created complex workflows in SharePoint using Nintex.
• Designed and created Nintex Forms in SharePoint and publish them to Nintex live so the forms can be used
externally
• Responsible for importing a newly joined firm's data into iManage as well as exporting departing firm's data
using Prosperoware Milan
• Managing iManage document metadata, updating profiles, applying security,creating Client Matters
Projects
• 2013 SharePoint Multi-Environment Build—Installed and configured new development, user-testing, and
production SharePoint farms using SharePoint Management Shell
• Handshake for SharePoint 2013—Install/maintain Handshake on SharePoint 2013 Farm. Connect external
data sources and display them in SharePoint with custom skins and display templates.
• SharePoint 2013 Disaster Recovery-Create and maintain a High Availability,AlwaysOn SharePoint DR
Environment.
• SharePoint 2013 Governance—Coordinate a SharePoint governance committee to establish the best
practices for the firm regarding daily SharePoint activity and development.
• 2007/2010 to 2013 SharePoint Migration- Project lead in the process of migrating over 500 SharePoint sites
from 2007/2010 to 2013 using Metalogix Content Matrix
• HelpDesk Diagnostics Tool-Solely developed and distributed an application firm-wide that compares
registry entries, install dates, and other useful information needed to diagnose application discrepancies
between machines(C#)
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s �r� o'�t '�,t���� �����
• Trarrsitior�ed Global Knowledge Transfer(GKT} department�rom WorkZone project tracking t�a fuliy
functianal ShareP�int Team Site by using (Vintex Forrns and Warkflows.
Q �reated a SharePaint dashbaard to track GKT projects.Applied better visuals f�r a more organizecf
experie�ce,
� Interconnect�d SharePaint parentJchild ifsts to better organ�ze and keep track of C�KT projects.
� Created a Tirne Trackin� I�in��x Farrn/Warkfiaw that�Ilows for Repeatin�tables to be entered as one
submissior� but p�rse out th�XMI.tc anc�th�r list as rnultiple iist items.
� Created complex �lir�tex farms with variaus rules and validatians to make the �aser`s experience easy,
� Assisted SharePaint Rdministrator w4th v�r�ous issues related ta their 2013 envirc�nment.
� Creat�d a document approval process for SharePoint 2013, using RJintex Workflow,that is us�d cornpar�y-
v�ride,
Projects
• Migrate WorkZone Project Tracking System into SharePoint—Created multiple interconnected lists which
track development projects at Ciena. Created multiple forms in Nintex Forms with various complex rules and
validations. Created multiple workflows which connect list together in an easily viewable dashboard to track
projects.
11 i LL a2Jz014—06j2016
S ar� irst inistrat�r
• Maintain al) SharePoint environments (2007/2010/2013) using Microsoft best practice, apply security
patches during maintenance windows (sometimes CU Updates), managing permissions, site creations,
configuring the farm with PowerShell, site features, configure service applications, search, user profile
service, managed metadata, deploy solutions.
• Use PowerShell to investigate correlation ID errors inside SharePoint.
• Management of SharePoint servers in DNS: configured Host and CNAME records. Use Citrix NetScaler to load
balance WFEs.
• Set up bindings in IIS. Ran servers over SSL with certificates. Set up BackConnectionHostNames. Used SQL
Alias
• Applied Group Policy settings to SharePoint OU
• Perform Database detach and attach between SharePoint environments.
• Monitored daily Diagnostic Manager reports to ensure the SharePoint farm's overall health and to prevent
future problems.
• With the assistance of the DBA, configured an Active/Passive disaster recovery farm for SharePoint 2013.
Used AlwaysOn High availability to asynchronize content databases to a separate farm.
• Monthly Maintenance Window, responsible for manually updating 22 servers with security patches.Attend
monthly meetings to discuss the maintenance plan
lic�ti��a n�9ys#
• 2013 SharePoint Jr Admin, managing permissions,site creations
• Created complex workflows in SharePoint using Nintex.
• Designed and created Nintex Forms in SharePoint and publish them to Nintex live so the forms can be used
externally
• Responsible for importing a newly joined firm's data into iManage as well as exporting departing firm's data
using Prosperoware Milan
• Managing iManage document metadata, updating profiles, applying security,creating Client Matters
Projects
• 2013 SharePoint Multi-Environment Build—Installed and configured new development, user-testing, and
production SharePoint farms using SharePoint Management Shell
• Handshake for SharePoint 2013—Install/maintain Handshake on SharePoint 2013 Farm. Connect external
data sources and display them in SharePoint with custom skins and display templates.
• SharePoint 2013 Disaster Recovery-Create and maintain a High Availability,AlwaysOn SharePoint DR
Environment.
• SharePoint 2013 Governance—Coordinate a SharePoint governance committee to establish the best
practices for the firm in regard to daily SharePoint activity and development.
• 2007/2010 to 2013 SharePoint Migration- Project lead in the process of migrating over 500 SharePoint sites
from 2007/2010 to 2013 using Metalogix Content Matrix
• HelpDesk Diagnostics Tool-Solely developed and distributed an application firm-wide that compares
registry entries, install dates, and other useful information needed to diagnose application discrepancies
between machines(C#)
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