This project involves providing support and advice for setting up a new laptop desktop email and filing system while migrating from a Mac to Windows PC laptop.
The client currently uses a Mac with their personal email linked to their company Gmail account accessed via the desktop mail app.
However, the mail system has been archiving emails without notice.
All files are currently stored in Google Drive.
The goal is to establish a new system on the Windows laptop that allows centralized access to all emails, calendars and files both online and offline if needed.
Options to consider include continuing with GSuite and syncing mail/calendars to Outlook or migrating completely to Microsoft 365.
The work would involve assessing the current Google Drive/Gmail setup, evaluating the Microsoft 365 alternative, migrating files as needed, setting up the preferred email/calendar solution on the new laptop, configuring offline access and testing functionality.
Considerable care will be taken to ensure a smooth migration that maintains all relevant email history, contacts and files.
The client will be consulted to better understand their specific needs and preferences.
A project timeline outlining key tasks and estimated timeframes will be developed and agreed upon.
The aim is to have the new Windows laptop fully configured with a reliable and user-friendly desktop email/filing system integrating with their current online accounts and files.