Step 2: Review accessibility requirements for the OnePlan consulting team & provide accounts / licensing

OnePlan consultants will require the ability to access your Office 365 environment. Please work with your OnePlan project team to identify how they can access your Office 365 environment. Considerations include:

• Direct access via OnePlan laptop

• VDI provided by the customer.

• Customer laptop provided to the OnePlan team members.

OnePlan consultants will also require named accounts and the following licenses for the duration identified below. This may vary based on your engagement and could be adjusted as the project is initiated.

Description

Account / License(s)

Duration

Access

Solution Consultant

Required:

• Office 365 Account

• OnePlan (no fee)

• Power BI Pro (optional, but recommended)

Implementation Duration

Required:

• OnePlan Owner

• Power BI Admin or Contributor

Engineer / Developer

Required:

• Office 365 Account

• OnePlan (no fee)

Implementation Duration

Required:

• OnePlan Owner

Project Lead / Architect

Required:

• Office 365 Account

• OnePlan (no fee)

Implementation Duration

Required:

• OnePlan Owner

Technical Consultant / Support Engineer for up to 3 post-launch success services team members potentially across US, Canada, Asia and Europe

Required:

• Office 365 Account

• OnePlan (no fee)

• Power BI Pro (optional, but recommended)

Post-Launch through subscription renewal

Required:

• OnePlan Owner

• Power BI Admin or Contributor