Technology Transition Planning

Plugging in... 

Now this was an organized, on-the-verge of retirement client! The Tutor spoke with a CPA who is retiring in May, 2011 and wants a technology transition plan for leaving the work environment and going without an IT department, without an Exchange server (Outlook, for those unfamiliar), centralizing ALL billing with one vendor, changing email addresses, buying a new cell phone and an small, light computer for the hoped-for travel adventures.

Whew. Where to start? The goals were already listed, but what to attack and in what order? There were a couple of known items: a Verizon iPhone will be the new phone; Verizon will be the vendor with the bundle that offers phone, Internet and TV.

Action Items:

Find out the contract date from the original TV/Internet provider.
Determine the monetary penalty for canceling the contract early.
Contact Verizon for the "bundle" pricing and installation date.
Purchase computer and desired software.
Test the online software (cloud) software to make sure it works.

After Verizon services are in place:

Create new Verizon email address(es).
Ask Verizon and/or Apple how the iPhone syncs with Outlook on the MAC.
Ask Apple if Mobile Me works with the Verizon iPhone.
Have Verizon or Apple set up the phone to work with Mobile Me and transfer phone data from the current AT&T iPhone to the Verizon iPhone.


CALL THE TUTOR, it's time to retire and move the technology forward!

ALWAYS REMEMBER: before calling for help - is it plugged in, is there a Plan, and is it turned on?

Unplugged