5 Steps Checklist for Successful SharePoint Migration

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You have probably heard of Microsoft’s cloud platform called Office 365. It’s an elegant solution for businesses to eliminate many troubles regarding the IT infrastructure like maintaining Exchange services or upgrading software licenses constantly. Now all of these is Microsoft’s job. But if you have decided to move onto Office 365, you will probably need to migrate your SharePoint environment. And here you might face some difficulties, as it is a long and tedious process that requires professional guidance.

We’ve come with this SharePoint migration checklist to give you a head start.

Migration Checklist for SharePoint

Step 1 – Preparation

  • First, you need to build a clear picture of what your new environment would look like. This might seem as a simplistic and unnecessary point. But without a clear definition of your new system, the process of migration can easily go sideways.
  • After drawing a clear picture of your new environment you may move onto the inventory audit. Know the size of databases and identify all the components of the content. Also take note of all the customizations that you have applied to the SharePoint, as they will need to be set up in a new environment as well.
  • Then simply archive the data, it is always a good practice.
  • After the audit is finished, select all the appropriate migration tools, and the migration process can now begin.

Step 2 – Migration

Prior to the migration you might want to perform some tests. Run the process on a small fraction of the content to see the transfer rate. With these figures you can precisely estimate the entire time of the migration and adjust any business plans that you might currently have.

After the testing, you can start migrating the content to Office 365. In order to simplify and speed up the process we recommend automating and scheduling all the migration tasks, so that the entire operation can be monitored.

Now all of your legacy apps can be transferred to the new environment. Remember that all their functionalities need to be in alignment with the new infrastructure.

And here is where the post-migration part comes into play, because moving the data and applications is just half of the job.

Step 3 – Integration

This part might seem easy and straightforward at first glance, but in fact it is one of the deadliest pitfalls in the entire process. You should carefully integrate new SharePoint environment with all of the Office 365 services, CRM, Active Directory and others. On part with that, your entire system needs to be synchronized to ensure uninterrupted workflow at your organization.

This step is crucial, as it will determine the quality of SharePoint performance in the cloud.

Step 4 – Security

The entire system needs a single authentication and authorization hierarchy in place. Only then should you pay for licenses and get on with your work. After all you wouldn’t want to pay extra fees for the system you actually haven’t used yet.

Now you can enjoy your new SharePoint inside the cloud platform.

Step 5 – Management and Support

So now when you have insight into all the activities in the new environment, you should still keep an eye on it. With Office 365 you are empowered to track all the services, expiration dates, licenses and account, all in one system.

Depending on the size of the original IT infrastructure and the amount of data, the migration process can take up to several months. That includes tasks we have mentioned in the SharePoint post-migration checklist and preparation phase.

We hope that you find this migration guide useful. But if you are not sure in the strength of your IT department, or faced difficulties mid-process, or simply want to outsource the entire process to a specialized team, you can always contact us at Digital Design. We are proud Microsoft partners with years of experience in SharePoint migration and optimization. We can guarantee smooth migration of on-premise SharePoint to Office 365 or hybrid environment in eight weeks or less.