DE Toolkit Week 3 Supervised Migrations
Training Program

Week 3 Supervised Migrations

Week 3 — Supervised Migrations

Time commitment: Varies — tied to real migration schedule Goal: Co-pilot 3 live migrations end to end. You do the work; the senior DE validates and catches anything you miss.

How this week works

You are assigned as the primary DE on 3 in-progress migrations, with a senior DE reviewing your work before each stage advance. You run every step. The senior DE does not run steps for you — they review, flag gaps, and sign off.

If the migration pipeline doesn’t have 3 suitable cases in progress when you start Week 3, the manager will assign you existing cases that are mid-migration and you’ll work forward from wherever they are.

Migration 1: Assessment focus

Target: A migration in Stage 1 (just received from sales).

Your deliverables

  • Review the HubSpot deal record and identify every gap in the sales handoff (missing fields, unchecked compliance flags, seat count discrepancy)
  • Contact the customer IT team and schedule the assessment call
  • Run the full Stage 2 assessment (all 8 sections from 03-assessment-and-discovery.md)
  • Document analog devices — walk the customer IT team through every room
  • Document all call flows — get screen-share on their Avaya admin console or get a config export
  • Run the network readiness test — get real numbers, not customer’s estimate
  • Run feature_mapper.py for the chosen platform
  • Detect the compliance vertical: compliance_checker.py --industry "<industry>"
  • Write the assessment summary document (1–2 pages, exact format from doc 03)
  • Submit the porting order LOA

Senior DE review gates

Before advancing to Stage 3, senior DE reviews:

  1. Assessment summary — is it complete? Any obvious gaps?
  2. Analog device inventory — is the disposition for each device documented?
  3. Call flow documentation — is every call path documented? Auto-attendant, hunt groups, after-hours?
  4. Network test results — are they within acceptable range? Any red flags?
  5. Porting order — LOA format correct? Customer signed?

Sign-off: _______________________ Date: _______________

Debrief questions (answer after Migration 1 is in Stage 3)

  1. What did you find in the assessment that wasn’t in the sales handoff?
  2. What was the hardest thing to document? Why?
  3. Were there any analog devices the customer forgot to mention? What were they?
  4. What would have gone wrong on go-live if you hadn’t caught it in assessment?

Migration 2: Provisioning and testing focus

Target: A migration in Stage 3 or 4 (assessment complete, ready to provision).

Your deliverables

  • Review the assessment summary — confirm you understand everything in it
  • Build the full provisioning plan (users, extensions, call flows) — documented in writing
  • Create the customer tenant on the target platform
  • Bulk import all users (CSV)
  • Configure all auto-attendants — match the documented call flow exactly
  • Configure all hunt groups — match the documented ring type and member order exactly
  • Configure voicemail-to-email for every user who needs it
  • Configure analog device adapters (if applicable)
  • Provision desk phones (autoprovision by MAC address)
  • Run all test cases from the pre-migration checklist testing section
  • Test E911 at every site
  • Sign off the pre-migration checklist

Senior DE review gates

Before go-live is scheduled, senior DE reviews:

  1. Platform configuration — test call through every auto-attendant path
  2. Hunt group test — call from outside, confirm ring sequence
  3. E911 test — dial 933 at each site, confirm correct address
  4. Pre-migration checklist — all boxes checked?

Sign-off: _______________________ Date: _______________

Debrief questions

  1. Were there any provisioning steps that took significantly longer than you expected? Why?
  2. Did anything in the platform behave differently than the documentation in doc 05 described?
  3. Did the E911 addresses come back correctly on first test? If not, what was wrong?
  4. What would have broken on cutover night if you hadn’t tested it?

Migration 3: Cutover focus

Target: A migration in Stage 5 (fully provisioned, FOC date set, cutover imminent).

Your deliverables

  • Review the pre-migration checklist — is everything signed off?
  • Verify the FOC date with the winning carrier’s porting team (call them — don’t rely on an email from weeks ago)
  • Send the pre-cutover customer communication (template from doc 06)
  • Fill out the cutover contact card (all phone numbers, porting NOC, platform NOC)
  • Run the cutover using the cutover day checklist — every step, in order
  • Document any issues that arise during cutover and how you resolved them
  • Complete the T+60 E911 verification at every site
  • Update porting tracker to “port_day”
  • Post go-live confirmation to #migrations
  • Complete the 48-hour closeout steps
  • Schedule the Day 7 check-in call

Senior DE role during cutover

For Migration 3, the senior DE is on-call by phone and text — available if you need to escalate, but not watching over your shoulder. You run the cutover. If you hit something you can’t resolve within 30 minutes, call the senior DE.

Sign-off: _______________________ Date: _______________

Debrief questions

  1. Did the port happen at the exact FOC time? If not, what did you do?
  2. Did every call test pass on the first try? If not, what failed and how did you fix it?
  3. How did you feel at T+60 (E911 test)? Was anything unexpected?
  4. What would you do differently next time?

Week 3 Readiness Check

This is behavioral, not a written test.

Your manager (or senior DE) will ask you to describe one specific moment from each of the 3 migrations:

  1. Migration 1: Describe one thing you found in the assessment that wasn’t in the sales handoff. What would have happened if you hadn’t found it?
  2. Migration 2: Describe one provisioning step that was harder than you expected. How did you work through it?
  3. Migration 3: Describe the cutover moment you were most uncertain about. What did you do?

Then answer: 4. What’s the most important thing you learned this week that isn’t in any of the docs?

Manager sign-off: _______________________ Date: _______________

Advance to Week 4: [ ] Yes [ ] Needs additional supervised migration: ____________________________