With assist at Verizon store ($30) performed/learned the following steps
  1. Confirmed iCloud backup by user
  2. connected both old and new device to same network and performed side -by-side data transfer
  3. allowed side-by-side transfer to complete; user remained at Verizon location for approximately one hour
  4. when transfer completed confirmed apps, contacts, messages etc had transferred
  5. NOTED that MaaS360 App Catalog had not transfered, and tech determined  MaaS360 had to be pushed again using Add device > Send Request from mass360 portal.
  6. Tech downloaded and applied profile from SMS so that MaaS360 App Catalog loaded, then selected GET on each of the app catalog installers.
This can be done on site applying these steps.

NOTE: iCloud Keychain can be turned on to obtain application passwords before the side by side transfer is launched.