Providing Sales a Presentation of upgrading Windows 7 Machines to Windows 10

Andrew N. Kowtalo
Andrew N. Kowtalo used Ask the Experts™
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Hi Everyone my company has tasked me with drawing up a I guess we can call it a project to present to our clients with transitioning them off Windows 7 Pro to Windows 10 pro.   This is for a sales standpoint to present a SOW on the best way to transition all workstations/ laptops to the Windows 10 environment including all of their applications.   Has anyone ever written something up like this and would be willing to give me a hand in doing so?  I would greatly appreciate it.   This group has been awesome.  Please feel free if you need any more information from me I would be happy to work with whomever.  I have never had to write up a solution in the past for this so this is very new to me.  Thank you greatly in advance.
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William FulksSystems Analyst & Webmaster

Commented:
I would use security as the main reason to push for the upgrade, since Windows 7 will not be updated any more after Microsoft retires it. They have provided plenty of info you can "borrow" for your presentation.

https://www.microsoft.com/en-us/windowsforbusiness/end-of-windows-7-support

https://support.microsoft.com/en-us/help/4057281/windows-7-support-will-end-on-january-14-2020

https://support.microsoft.com/en-us/help/13853/windows-lifecycle-fact-sheet
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018

Commented:
I work with small business clients, so no formal presentations.

Windows 7 support ends in about a year and there is a necessity to move ahead or fall backwards in terms of security advancements and new features. That does not really need a sales pitch (in my opinion) as staying long term in Windows 7 is not possible.

Any new computers will be only Windows 10 (and all old computers die).

A block of new computers is a capital purchase and can be amortized over 3 years (spreads cost).

Windows 10 tends to be easier to manage, but on the downside, there are feature upgrades every 6 months, so this part needs to be planned.

I suggest you build around the above points.
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
Gents what about going about writing in regards to conversion of their current application set?  Anything they run on a windows 7 platform will need to run on Windows 10?  Do you think its worth the effort having to include that.  Again, just asking because I have never had to do this before.
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JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018

Commented:
Anything they run on a windows 7 platform will need to run on Windows 10?

That is a HUGE "that depends"  .  For much software, certainly including Anti Virus and VPN, you need the newest versions.  

I have fundamentally all the same software I used on Windows 7 (and even before) but ALL newer versions (so cost of upgrading versions)
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
My boss helped me out we are kind of writing 2 scenarios.   Upgrading to windows 10 using current hardware as well as purchase new hardware that comes with windows 10.   What is involved and how it will integrate into their current environment.   I also want to include the 1st post about security as well.   This is an adventure isn't it? :)
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018

Commented:
When you are upgrading old hardware, be sure to update BIOS, Chipset and all drivers, and then run the Windows 10 upgrade advisor
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
John thank you.   I am going to use some of the discussions from the links that were provided to help explain the transition.   Typically we sell HP units and the HP Support Assistance works great for driver updates based on the OS.   I am going to write 2 scenario topics as mentioned as well as a "Why You Have To" topic.   Have you had the experience of writing these to explain to customers why they need to spend the $$ just curious.   This is a challenge.
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
Also gents is there a link I can look at as far as understanding upgrading to Windows 10 Pro from an Older Windows 7 machine with dated hardware and Purchasing new Windows 10 pro with current up to date hardware?
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018

Commented:
Not a link per se because too many variables.  Run the upgrade advisor
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
John thank you I will do so.   Is there a link that maps out you can give me already in place for older hardware and running the Windows 10 upgrade?
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018

Commented:
Go to the Microsoft Media Creation Link on the Microsoft site. That will run the actual upgrade process
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
thank you again.  I know Microsoft was allowing FREE upgrades to Windows 10 from Windows Vista/ 7.  Is this still in affect?  Or how do I determine whether or not a current Windows 7 machine can be upgraded or if 10 would need to be purchased?
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018

Commented:
The upgrade licensing is somewhat confusing. Take on machine and try it
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
John thank you.  I was going to include that in the document I am making for upgrading to Windows 10 from a Windows 7 Pro machine on whether to determine the upgrade can be done for free.   I was assuming any unit Running Windows 7 Pro that can be upgraded free would be considered hardware compatible for windows 10 which is why the free upgrade is allowed.
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018
Commented:
You need to try one . I do not know of any iron clad link that says free
Support Center Engineer
Commented:
thank you I will do so.   I am trying to make these documents I D 10 T proof for clients to understand.   The more technical you get the harder it is for the sales person to present.   Again I appreciate the help here.
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
These 2 gents are fantastic I always feel a little intimidated to ask questions because I think they may seem a little boring but I always get the best support thank you William and John.
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018
Commented:
Thanks for the update and best wishes on your project
William FulksSystems Analyst & Webmaster
Commented:
You're welcome. Sorry I missed out on the convo after my first reply.

As for the Free upgrades, your machine still has to qualify for it because not every PC is WIn10 compatible. You can still do it using the media creation tool:

https://www.microsoft.com/en-us/software-download/windows10
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
if I run the upgrade advisor and it meets the hardware requirements can I safely assume Windows 10 will upgrade and activate for free?
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018

Commented:
You can do that and see if the activation works
William FulksSystems Analyst & Webmaster

Commented:
Yes it should. I just did it earlier this week on an HP laptop we had in the office. It's @ 2 years old.
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
I thought the free upgrade expired in 2016..
William FulksSystems Analyst & Webmaster

Commented:
Technically, it did, but you can still do the update with a valid Win7 license, from what I have found.
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
So basically if you reinstall windows 10 from scratch and use any windows 7 pro license it will work as long as you reinstall and not upgrade?
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018

Commented:
It depends on the state of the machine and software. Some will work and others will not
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
What do you guys recommend for Windows 10?  

I was going to say minimal i5 8 gigs of ram and potential ssd.

Because of the amount of applications our clients run Microsofts recommendations are not enough.  Thoughts?
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018
Commented:
Solid i5, 8 GB of memory and SSD is entirely ample for most users.  We have a mix of i5 and i7 for users needing more.
Andrew N. KowtaloSupport Center Engineer

Author

Commented:
Thanks John.  I will put in that recommendation to Sales.
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018
Commented:
Yes and thanks for the update.

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