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Edit Status Update — May 2026
2. Microsoft 365 Conversion Assessment (2)
Reporting Period
Progress (%)
Scope
—
Red
Yellow
Green
Schedule
—
Red
Yellow
Green
Budget
—
Red
Yellow
Green
Root Cause (if Yellow / Red)
—
3rd Party
3rd Party Vendor
Analytics Resource
Analytics Resource Constraint
Funding
IT Resource
IT Resource Constraint
Legal / Contract
Other Resources Constraint
Scope Creek
Time Estimate to Complete
Mitigation Plan / Solution
Stakeholder Value
Everyone is on same platform. Improved communication & collaboration
Shareholder Value
Centralized& Scalable model
KPIs
Monthly Update Notes
Reached major milestone with phase 1 migration. 20 users have been setup on Sequel Ortho tenant and are successfully logged in. Still targeting June 1st for full migration.
Start Date
End Date
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