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Rolling out Surface devices without disrupting a week of work

A device refresh rarely goes wrong because of the devices. It goes wrong because forty people lose half a day each, in the same week, and nobody planned for that.

Devices4 August 20266 min read

The mechanics of handing someone a new laptop have improved enormously. Windows Autopilot and Microsoft Intune mean a device can arrive sealed at someone's house, be signed into, and configure itself without ever passing through an IT desk. The organisations that get the benefit of that are the ones who set it up before the order lands rather than after.

Get enrolment working before the devices arrive

  • Register the devices with Autopilot at the point of purchase, through the supplier.
  • Agree the Intune configuration profile: applications, security baseline, updates, encryption.
  • Test the whole thing end to end on one device, with a real person, before ordering the rest.
  • Write down what a user sees on first sign-in, so the instructions in the box match reality.

The first device should always be someone patient and technically comfortable. The second should be someone who isn't. That second test is the one that finds the real problems.

Decide what happens to the data

If files already live in OneDrive and SharePoint, a device swap is close to painless. If people still keep working documents on the desktop, the rollout becomes a migration project wearing a hardware costume. Finding out which is true - honestly, not according to policy - is worth doing weeks before the first box arrives.

Sequence it in small waves

Ten devices a week beats forty in a day. Small waves mean problems get found and fixed while they're still cheap, the help desk isn't swamped, and no department loses its whole team to setup on the same afternoon. Avoid month end, quarter end and whatever your organisation's equivalent of a busy season is.

Plan the exit of the old devices

Old laptops sitting in a cupboard are a slow security problem. Agree in advance whether they're being wiped and resold, donated, recycled or kept as spares, and get a certificate of data destruction for anything that leaves the building. It's a ten-minute decision that avoids a very uncomfortable conversation later.

The short version

  • Set up Autopilot and Intune before the order, not after the delivery.
  • Test on one confident user and one nervous one.
  • Small waves, away from month end.
  • Decide what happens to the old devices before they pile up in a cupboard.

Not sure which of this applies to you?

Get an IT health check that reviews your support, security and Microsoft setup, then gives you a short, prioritised list of what's worth doing.