Home

Introducing the IT Roadmap planning tool (Update: Full version available to LinkedIn users)

UPDATE: You can now access the authenticated version of IT Roadmap using any LinkedIn ID. Go to https://transform.microsoft.com to sign in and use the full experience.

 

"It depends..."

The answers to many questions in IT start with these two words. "What is the best way to deploy a new operating system?" "Which security configurations should I use in SharePoint or Exchange" "How should we set up our directory services?" Answers to all of these questions depend on what's important to you, what's worked in the past and what your expectations or your users' expectations are.

 

Those questions also just scratch the surface of the areas covered by Microsoft 365 services. There are a ton of options when you consider Office 365 - including email, intranet, file sharing, voice, apps and more, Windows 10 - including apps, servicing, deployment, security options and more, and Enterprise Mobility + Security - including identity, MDM, PC management, information protection and more.

 

To help with this, we've been working on a new tool called the IT Roadmap for Microsoft 365 - as a way to see your options, target what you want and build long-term set of deployment and configuration plans. The IT Roadmap is a web-based tool built for IT, so it's different from Microsoft's product roadmaps that communicate Microsoft's future product plans. The IT Roadmap is about helping you form your plans.

 

As part of the process, it highlights the capabilities corresponding to all the services represented by Microsoft 365 across 4 levels, each level containing multiple attributes that differentiate it from previous levels. Using the tool, you select the services you want to prioritize, select what best describes how you deliver the service now, and then identify what best describes what you want to do using the Future Level slider. 

 

IT Roadmap Assess Free.jpgService assessment view for Shared services: identity, security & compliance > Access management

 

The red dots above then indicate things to implement, and you can mark items green that are already in-place, or opt-out of items by marking them grey. The tool will calculate the capabilities and mapped features, display links to corresponding how-to content, offer direct links (when possible) to where desired configurations are set in Office 365 or Azure portals, and provide details for getting FastTrack-supported help with your implementation.

 

IT Roadmap Actions Free.jpg

 

 Action view for Shared services: identity, security & compliance > Access management

 

The IT Roadmap will show key options around the core capabilities that span Microsoft 365 workloads, including identity management, messaging, collaboration, intranet and search, PC deployment and management, and meeting services. As options change or capabilities are added, the underlying model will continue to receive updates to corresponding services and technologies.

 

IT Roadmap Services Free.jpg

Service selection view in the IT Roadmap with 3 service groups selected

 

After you identify your current and set your future states, the IT Roadmap builds you a personalized action plan. This plan is a comprehensive, auto-generated document based on your inputs during the assessment phase and includes:

  • a description of how the IT Roadmap works,
  • a personalized IT Roadmap action plan for IT admins,
  • links to specific configurations and how-to guidance for each highlighted capability,
  • assessment of IT effort, user impact and whether FastTrack assistance is available, and
  • next steps to take once you've worked through the IT Roadmap action plan.

The IT Roadmap document is editable, so you can add or remove sections, change formatting or branding elements, assign tasks to individuals or teams, incorporate timelines and more.

 

IT Roadmap Plan Free.jpg

Example of IT Roadmap (Preview) document

 

Watch the IT Roadmap show from Microsoft Mechanics

See a deep-dive and demo-packed overview of the IT Roadmap filmed at Microsoft Ignite.

 

Try the IT Roadmap Preview

 

There are two ways to try the IT Roadmap preview. The screenshots above are from the light version of the IT Roadmap tool and available for anyone to try. The full version - as shown in the Microsoft Mechanics show - is available to Microsoft partners as part of the Business Value Programs. The full version requires partner authentication, saves your state so you can return to it later, offers additional controls to toggle audience-specific tone (IT admin, business manager, security manager, and end user), and has additional navigation and filtering options.

 

The IT Roadmap receives continuous updates to technologies, descriptions, resource and configuration links. As part of the IT pro community, we'd like you to try it out first and give us your feedback.

 

 

Jeremy Chapman

Director - Microsoft 365

Microsoft Mechanics

24 Comments
New Contributor

Interesting! I will have to look more at this! 

Thanks Patrik!

 

As everyone starts testing, I wanted to point out a few known issues that we're addressing in the preview, which only apply to the Light/unauthenticated version:

 

Fit and finish:

  1. Page headers and start page fonts will be matched

  2. Assessment Summary - The dotted lines indicating "Future Level" are currently not rendering

IT Roadmap doc report:

  1. Business view section not populating as intended

  2. Security considerations display IT admin descriptions twice currently

 

In addition to these four items, we'll also continue adding action links to direct configurations and linking to more text and media-based resources for highlighted actions.

 

Will add updates here as the tools continue to evolve.

 

-Jeremy

Update: We've fixed a few of the early issues for

Fit and finish:

  1. Page headers and start page fonts will be matched

  2. Assessment Summary - The dotted lines indicating "Future Level" are currently not rendering

 

Working on the reporting side now and still adding to the service and content mappings.

 

Give us your feedback!

-Jeremy

Occasional Contributor

with me getting the latest windows 10 after a few problems and my knowledge I have solved the speed issue

the CDPsvc (user) got rid of those straight away as they cause so much crap on the system also the dont delay the startup setting

also a couple of tweaks and some other stuff windows 10 fall runs like a dream the gaming side and confined system error corrections works really well

so good job Microsoft shows if we think and work together we improve and things are smooth sailing

Occasional Contributor

and I am still techienumber1

as usual and I am still improving

Occasional Visitor

Great tool! Just wanted to draw your attention to the fact that the “view your it roadmap” button does not work.

@Ramzi Hachani Thanks for the flag - we've addressed the issues with the report generation now.

@Jeremy Chapman (MECHANICS AND DEPLOYMENT) Can you share how to get access to the full version of the tool? I have access the Business Value Programs URL, but I don't see how to get the IT Roadmap Tool from there

Occasional Visitor

 Test Comment 

How do we get access to the full version?  When I sign in with my partner account it goes around in a loop with an error signing in.

 

Thanks

I've run into this before with the Business Value Platform tools. It seems to be an authentication issue for first run experience that loads the tutorial modal up front. Can you try to access the transform.microsoft.com site and login via Internet Explorer?  

No good in Chrome, Edge or IE.  Just loops.  

Occasional Visitor

Hi @Jeremy Chapman (MECHANICS AND DEPLOYMENT)

I'm having the same problem as @Jeffrey Knibb

No matter which browser I use, in Private browsing or normal I end up in an access denied authentication loop. Is there a partner level or training requirement to gain access?

 

Many Thanks,

Richard Clarke

Regarding this bit: "offers additional controls to toggle audience-specific tone (IT admin, business manager, security manager, and end user)"

 

Are you supposed to select just one audience and fill it out or all 4? if you do more than one will it overwrite the others? This part is pretty confusing.

 

Thanks in advance

 

Edit: I can run this in Chrome but in IE the browser crashes and in Edge I get the endless refresh loop.

Thanks Dale for the feedback. The Audience-specific language is just a real-time toggle to adjust terminology and in some cases visibility of capabilities. It doesn't impact the assessment or recommendations. Think of it as more "What does multi-factor auth (MFA) mean?" (IT Audience), you'd answer, "You know when you sign into a website or app and enter a password and then it sends a text message to your phone with a numeric code to complete login?" - that translation is for the business or end user audience type. You're just using the toggles for the descriptions that you're most comfortable with or if there is a term that's unfamiliar, you can use for help with deciphering it - and they are like different languages or dialects at times. In theory it could work both ways as well, so that if a salesperson or someone less technically inclined wanted to learn the "IT-speak" for referring to capabilities, they could toggle back the other way.

 

Reply to edit: I believe this is an issue with the entire transform.microsoft.com site. We're working on it. I've also ran into this auth issue recently in Edge, but IE works for me.

Jeremy,

           Thanks for the reply

 

Cheers

 

Dale

Regular Visitor

Yep it loops for me too, I do see an error description in the URL flash by, but with a trusty tracing tool I've managed to get it

 

The application needs access to a service that your organization Nero Blanco IT Ltd has not subscribed to. Please contact your administrator to review the configuration of your service subscriptions

 

Now if I only knew how to fix that...  I've tried logging on with a Global Admin account as well as a standard work account, but both loop.  It looks like there is some consent required but the application isn't configured to even allow it to prompt for consent?

 

Regards

Twan

Trusted Contributor

@Twan van BeersI recently had that same problem and solved it by clearing my browser cache

Regular Visitor

Thanks Dean,

 

Yeah I tried that and tried incognito/private using Edge, Chrome, IE and Firefox.  In the end BVP support sent me this link https://bvp-consent.msbvps.net/ which I had to click while logged in as a Global Admin and then that gave bvp Graph API permissions to our tenant.

 

After that it worked fine in Edge (Chrome on the other hand not so good...)

 

Cheers

Twan

Trusted Contributor

@Jeremy Chapman (MECHANICS AND DEPLOYMENT)this tool is very buggy, the performance is tremendously slow, and there is no documentation that explains the basics of how the various options affect the output. Specific issues are:

1. Clicking the Add Account button and entering a customers name, show many items for a company and it is not clear which one we should choose.

2. There are icons on the screen, that don't have any tool tips or visual clues to indicate their purpose.

3. The screen to change the Roles does not fit in the window and requires vertical scrolling to use.

4. We are supposed to create Packages, but there is no explanation of how packages are intended to be used.

5. The roles and scenarios have stars assigned to them. Where did these come from? what do they signify?

6. What does the phrase "Licensing Position" mean? there needs to be glossary of terms.

7. The Scenarios screen has a Filter by Product option, with options such as Tap, Microsoft PPM, Kiosk, Security, Compliance and Integration - these are not Products

Trusted Contributor

@Twan van Beersyou just reminded me that I also had to delete the BVP apps from myapps. I just noticed that I have the following, do you have all of these also?

BVP.pngApps on App Launcher

Regular Visitor

Yep those are the ones I have now too

 

Cheers

Twan

Wanted to give an update on the authenticated version of IT Roadmap - we've recently updated the BVP tools at https://transform.microsoft.com to authenticate using a LinkedIn ID. So now anyone can access that experience!

 

The authenticated version has a few notable differences vs. the light version:

1. Session state is stored, so you can return to it later

2. Audience voices can be toggled dynamically from IT admin to Security Manager > Business Manager > End User (my favorite is the Security Manager view)

3. The output report is generated and viewable in Word Online. Of course, you can still download and modify it as needed.

 

Also, check out this quick how-to video on Microsoft Mechanics if you haven't seen it yet:

Thanks,

Jeremy

@Dean Gross Hopefully, the updates to the BVP portal address the majority of your bugs - those are all platform-related parts that were updated a couple weeks back. Thanks for testing and submitting (I raised similar issues initially and the redesign has been in the works for a while).