DE Toolkit 30 60 90 Plan
Core Guides

30 60 90 Plan

10 — Your 30-60-90 Plan

Goal of this doc: What “good” looks like at each milestone. Not aspirational — these are the minimum thresholds a new deployment engineer should hit to be on track.


The trajectory

You go from reading docs (week 1) to co-piloting migrations (weeks 2–3) to running your own migrations solo (week 4+). The ramp is intentionally fast because the migration window is time-sensitive — Avaya’s SMB market has a finite runway.


Day 30 — Foundations

What you should be able to do independently

  • Complete a Stage 2 assessment from scratch: run the questionnaire, verify network readiness, document call flows, inventory analog devices, identify the compliance vertical
  • Generate a feature map using feature_mapper.py and explain every gap to a customer in plain English
  • Submit a porting order LOA to any of the 6 carriers we work with and monitor it in porting_tracker.py
  • Provision basic users and extensions on RingCentral and 8x8
  • Configure a simple auto-attendant (2-level menu, business/after-hours hours)
  • Configure a hunt group on both RingCentral and 8x8
  • Run the compliance gate check and sign off requirements in Supabase
  • Read Splunk health check output and identify a problem
  • Navigate n8n and re-trigger workflow 903 manually

What you should know by heart

  • The 7 migration stages and what you own in each
  • The porting lifecycle: LOA → LOA submitted → FOC received → port day → complete
  • The 5 most common post-cutover issues and how to fix them
  • Which platforms are FedRAMP authorized (and which are not)
  • The E911 testing process (dial 933, verify address, document)

Day 30 review checklist (manager reviews these)

  • Has completed at least 1 full assessment alongside a senior DE
  • Has submitted at least 1 porting order (may be supervised)
  • Can articulate the analog device problem without prompting
  • HubSpot hygiene: all assigned deals have a current “Next Step” and close date
  • No open compliance gate violations on any assigned migrations

Day 60 — Momentum

What you should be doing independently

  • Running Stage 2 assessments without supervision
  • Managing porting orders from LOA through FOC, escalating with carriers when needed
  • Provisioning any of our 6 platforms for a standard SMB deployment (single site, under 100 seats)
  • Handling the top 10 troubleshooting issues without reference docs
  • Running cutover night with a senior DE on call (but not in the room)
  • Completing Day 1/7 health checks and taking corrective action when metrics are below threshold
  • Managing 4–6 concurrent migrations at different stages without dropped balls

Metrics

MetricTarget at Day 60
Assessments completed independently≥3
Migrations in Stage 5 or beyond≥2
First solo cutoverCompleted
Average time to complete assessment after handoff≤5 business days
Porting LOA submission accuracy (first-time acceptance rate)≥80%
Customer escalations requiring manager involvement≤1

Day 60 review

  • Formal 60-minute review with manager: metrics vs. plan
  • Identify your weakest platform (which supplier are you least comfortable provisioning?)
  • Review any compliance issues that arose — what would you do differently?
  • Confirm you’ve read all 10 primer docs, the full knowledge base, and completed the assessment

Day 90 — Proficient

What you should be doing fully independently

  • Running your own migration caseload of 6–10 active migrations without supervision
  • Executing cutover nights solo (with on-call escalation path documented, not used)
  • Handling customer escalations without involving the manager in 90% of cases
  • Identifying upsell opportunities (contact center, compliance recording, SD-WAN) and routing them back to sales
  • Contributing improvements to this toolkit (add to checklist, troubleshooting guide, or knowledge base based on real learnings)
  • Mentoring a newer DE on assessment and porting if one has joined

Metrics

MetricTarget at Day 90
Solo cutovers completed≥3
Active concurrent migrations6–10
Average migration cycle time (Closed Won → Go-Live)≤35 business days
Health check scores (avg MOS at Day 7)≥4.0
Upsell opportunities identified and routed≥1
Porting first-time acceptance rate≥90%
Customer satisfaction score (CSAT at Day 30)≥4.5/5.0

Day 90 review

  • Full performance evaluation (60 min)
  • Platform proficiency review: rate yourself on each of the 6 platforms (1–5 scale)
  • Identify 1–2 advanced areas to develop (contact center, FedRAMP, multi-site enterprise)
  • Compensation review (if applicable)
  • Long-term development path discussion (senior DE, technical lead, platform specialist)

What “ahead of the curve” looks like

If you’re running ahead of these milestones, here’s what excellent looks like:

Day 30: You’ve identified at least one thing missing from the assessment checklist based on something you saw in your first assessment. You’ve added it to the pre-migration checklist.

Day 60: You’ve cut over a migration solo and it went cleanly on the first attempt. You can tell the difference between a network issue and a platform configuration issue by the symptoms alone.

Day 90: You have a customer at Day 60 post-live with a MOS score above 4.2 and they’ve already asked about adding contact center. You’ve already filed the upsell opportunity in HubSpot.


What “behind the curve” looks like — and what to do

If you reach any milestone and can’t check the boxes above:

Day 30 gaps: Still learning platform basics? That’s expected — double down on hands-on provisioning time, even on sandbox/trial accounts. The assessment process should feel like a checklist by now.

Day 60 gaps: If you’ve had a porting failure or a difficult cutover, that’s normal. The question is what you learned. Debrief every incident formally: what happened, what you’d do differently, what checklist item would have prevented it.

Day 90 gaps: If you’re still having manager-level escalations regularly at Day 90, something needs to change: either more structured training in a specific area, or a frank conversation about fit.

The most common Day 90 gap is customer management, not technical skill. Most new DEs learn the platform quickly but find it difficult to manage customer expectations during delays (porting slips, carrier issues). The fix: always communicate proactively. A customer who hears from you before they have to ask is a customer who trusts you.


Specialist track (post-Day 90)

After your core competency is proven, you can develop a specialty that makes you the go-to person for a specific scenario:

SpecialtyWhat it meansHow to get there
Contact CenterComplex ACD, skills-based routing, supervisor tools, workforce management integrationsShadow a contact center deployment; take 8x8 and RingCentral contact center training
Compliance / HealthcareHIPAA, BAA negotiations, PHI flow documentation, audit supportRead the HIPAA Security Rule; shadow a healthcare migration; get familiar with platform-specific HIPAA documentation
Government / FedRAMPGovernment tenant provisioning, ATO documentation, SSP reviewFedRAMP training materials at fedramp.gov; shadow a government deployment
Large Enterprise / Multi-site200+ seat migrations, Avaya Aura displacement, SD-WAN integration, phased cutoversShadow any enterprise deal that comes through; study Avaya Aura architecture
Platform SpecialistDeep expertise in one platform’s advanced features (e.g., RingCentral MVP or 8x8 X Series)Complete the vendor’s partner certification; build a reference architecture