Delegation configuration

  • Last update on September 27th, 2024

ProServ - Delegation Configuration

1. Service Description

The Delegation Configuration package provides a comprehensive solution for setting up delegated administration within your Microsoft 365 environment through CoreView. This service includes the design and configuration of Virtual Tenants (v-tenants), license pools, and operator profiles, ensuring that your team can efficiently manage users and licenses based on tailored access and responsibility scopes. It enables granular control over your environment while maintaining high levels of security and governance.

This package is perfect for organizations that need tailored delegation models, as the configuration of v-tenants and operator profiles ensures that administration is delegated in a secure and efficient manner. It is also ideal for those seeking license management efficiency, as the setup of license pools helps manage license allocations across departments, ensuring cost-effective utilization. Additionally, it is suited for organizations that require secure and granular control, as operator profiles and v-Tenant configurations ensure that administration is limited to only the necessary resources, reducing risk and improving governance.

2. Approach

Our approach is designed to ensure efficient and secure management of your Microsoft 365 tenant, focusing on three main areas:

Delegation Setup

First, we handle the Delegation Setup. This involves designing and configuring virtual tenants (v-tenants), which allows for segmented control of users, licenses, and other resources within your Microsoft 365 environment. This segmentation ensures that different parts of your organization can operate independently and securely.

 
 

License Pool Configuration

Next, we take care of the License Pool Configuration. We establish license pools that delegate the responsibility for managing licenses to specific business units or departments. This means that each unit or department can manage its own licenses, making the process more streamlined and efficient.

 
 

Operator Profile Configuration

Lastly, we focus on Operator Profile Configuration. We create tailored operator profiles to assign appropriate permissions and roles. This ensures that each operator has access only to the resources they need, adhering to the principle of least privilege. This approach minimizes security risks by limiting access to sensitive information and functions.

 
 

By concentrating on these areas, our approach ensures that your Microsoft 365 tenant is managed effectively, with clear delegation, efficient license management, and secure operator access.

3. Deliverables

Clients will receive:

  • Microsoft 365 Tenant Management Configuration Report: This document provides a comprehensive overview of the configurations and setups implemented within your Microsoft 365 tenant. It includes detailed information on Delegation Setup, License Pool Configuration, and Operator Profile Configuration.
    The report serves as a record of the specific configurations applied to your environment, ensuring that all aspects of tenant management are documented for future reference and ongoing management. This report ensures transparency and provides a clear guide for maintaining and adjusting configurations as needed.

4. Duration and Timeline

Duration and Timeline The project duration is typically 2 weeks, divided into the following phases:

Phase 1

Initial assessment and planning for v-tenant design, license pool setup, and operator profiles.

 
 

Phase 2

Configuration of v-tenants, license pools, and operator profiles, including any customizations needed.

 
 

Phase 3

Testing, validation, and final handover with training. A Gantt chart can be provided to visualize the phases and timeline.

 
 

A Gantt chart can be provided to visualize the phases and timeline.

5. CoreView Resources

Your project will be supported by a dedicated team of CoreView professionals, including:

  • Technical Account Managers: Our TAMs are highly specialized technical experts with extensive certifications and in-depth knowledge of the CoreView platform. They are focused on guiding the adoption process and ensuring that you effectively use the product to its full potential. They provide continuous technical support throughout and post-implementation, ensuring optimal system performance, rapid issue resolution, and proactive monitoring to prevent potential disruptions.
  • Project Manager: Manages the entire project, coordinating resources, timelines, and deliverables to ensure successful implementation.
  • Solution Implementation Consultant: Our SIs are highly specialized technical professionals with extensive certifications and expertise. They are responsible for customizing, configuring, and deploying the solution to align with your specific requirements. Their deep knowledge ensures that the solution adheres to industry best practices and optimizes system performance, providing you with a robust and efficient setup.
  • Customer Success Manager: Ensures the client achieves their goals with the implemented solution, driving adoption and long-term satisfaction.