5 Steps to a Successful SharePoint Migration

Uncover the secrets to achieving SharePoint migration success without disrupting daily operations

Moving content to the SharePoint provides businesses plenty of opportunities to streamline the amount of administrative time and money spent to maintain the daily operation of the company. Many times though, the only thing preventing managers from migrating to SharePoint is that can be quite complex in the beginning.

In addition, the tools for SharePoint migration can have somewhat limited functionality. Yes, migrating to SharePoint can save you money, but you cannot go into it without a plan. You need to consider your business’s goals, infrastructure and content, as well as how your employees will use SharePoint, before beginning your migration.

When migrating SharePoint content, there are five important steps you should follow.

Step 1: Decided which configuration is best for your business needs.

Both for SharePoint on-premises and the cloud, there are multiple options. For this reason, you should spend some time researching which option will work best for your business’s users. For example, would your business work better if everything migrated to the cloud, or would your business’s workflow be smoother with a hybrid system (which has only some applications in the cloud)?

Step 2: Set a realistic timeline.

Migrating your business operations to SharePoint takes time and patience. More than likely, it will take longer than you expect. By no means does this mean it won’t be worth it in the long run, but unforeseen obstacles can (and will) arise. The complexity of SharePoint means Murphy’s Law (if anything can go wrong, it will) could always rear its ugly head.

Step 3: Determine what needs to be migrated and what can stay.

Before migrating, you should confer with the owners of your content (as well as your SharePoint users) about what content is relevant and important to your company. Moreover, this content should be evaluated as to how it’s used currently and how you’ll most likely use it down the road. It’s also important for you to identify content that is not useful (i.e. out-of-date and/or irrelevant).

Not only will taking the effort to see what needs to be moved and what can stay save you time and money, but it will also let you know what shape your business is from a SharePoint-of-view. Getting rid of the information you no longer need will allow you to better plan for the future of your business. In addition, it can allow you to customize SharePoint to fit your business.

Step 4: Run a migration test.

SharePoint makes it easy to test your migration before you perform the real thing. When performing your test, set up your new SharePoint to be as much like your future environment as possible. Testing your migration is vital because some things cannot be moved and it would be frustrating if you try (and fail) to move something important to your business.

If you plan to migrate to Office 365, you’ll likely be using one of the third-party tools available. Remember, third-party migration tools all work differently, especially when it comes to important SharePoint features like workflows, metadata and permissions; therefore, you need to know how these will migrate.

Step 5: Verify your migration with your business.

Remember, you may need to test your migration more than once before you’re satisfied with the results. Afterwards, you should make your stakeholders and those users who are key to your business aware of your findings. (It’s always good to keep these people happy!) Moreover, you should ensure that the planned migration is capable of meeting and exceeding your needs.

Preparation is key to a successful SharePoint migration. If you run into difficulties, Innovative Architects can help you plan for your company’s migration. Contact us today for a free quote, or view our blog and knowledge center for more information.