Effective Date: [DATE]
Parties:
- YourData365 ("Service Provider"), located at [COMPANY_ADDRESS].
- [CLIENT_NAME] ("Client"), located at [CLIENT_ADDRESS].
M365 Backup & Compliance Implementation
Assessment and Planning:
- Conduct a comprehensive assessment of [CLIENT_NAME]'s current M365 environment, including Exchange Online, SharePoint, OneDrive, and Teams.
- Identify compliance gaps and backup requirements based on [CLIENT_NAME]'s industry regulations.
- Deliver a detailed project plan, including timelines, resource allocation, and risk mitigation strategies.
Backup Solution Implementation:
- Deploy and configure [specific backup tool, e.g., Veeam Backup for Microsoft 365, AvePoint, or Barracuda].
- Set up automated backup schedules for Exchange Online, SharePoint, OneDrive, and Teams.
- Configure retention policies to align with compliance requirements.
Compliance Configuration:
- Implement data classification and labeling policies in M365.
- Configure audit logs and reporting tools for compliance tracking.
- Provide training to [CLIENT_NAME]'s designated compliance officers on accessing and interpreting compliance reports.
Testing and Validation:
- Conduct test restores to validate backup integrity and recovery time objectives (RTO).
- Perform compliance audits to ensure all configurations meet regulatory standards.
Documentation and Handover:
- Provide comprehensive documentation, including system architecture, backup schedules, compliance configurations, and troubleshooting guides.
- Conduct a final handover session with [CLIENT_NAME]'s IT team.
| Deliverable | Acceptance Criteria |
|---|---|
| Project Plan | Delivered within [X] business days of project start. Approved by [CLIENT_NAME]. |
| Backup Solution Deployment | Successful deployment and configuration of backup tool. |
| Backup and Restore Testing | Successful test restores for all M365 services with RTO < [X] hours. |
| Compliance Configuration | Compliance settings verified against [specific regulation]. |
| Final Documentation and Handover | All documentation delivered and final handover session completed. |
| Milestone | Description | Due Date |
|---|---|---|
| Kickoff Meeting | Initial project meeting to align on objectives. | [DATE] |
| Assessment and Planning Completion | Delivery of project plan and risk assessment. | [DATE] |
| Backup Solution Deployment | Completion of backup tool deployment. | [DATE] |
| Compliance Configuration Completion | Compliance settings configured and verified. | [DATE] |
| Final Testing and Handover | Testing completed and documentation delivered. | [DATE] |
| Milestone | Payment Amount | Due Date |
|---|---|---|
| Project Kickoff | [X]% of total fee | Upon contract signing |
| Assessment and Planning Completion | [X]% of total fee | [DATE] |
| Backup Solution Deployment | [X]% of total fee | [DATE] |
| Final Testing and Handover | [X]% of total fee | [DATE] |
This agreement constitutes the entire understanding between the parties and supersedes all prior agreements, representations, or understandings.
Signed:
YourData365
By: [REPRESENTATIVE_NAME]
Title: [REPRESENTATIVE_TITLE]
Date: [DATE]
[CLIENT_NAME]
By: [REPRESENTATIVE_NAME]
Title: [REPRESENTATIVE_TITLE]
Date: [DATE]
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