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34 Quick Tips for a Successful SharePoint Migration Plan

Mar 12, 2019 | Data Migration, Office 365

Over recent years, more organisations are making the move to cloud repositories such as SharePoint Online, to enjoy the flexibility and security such repositories offer to an organisation. However the journey from your legacy repository to SharePoint can be challenging, time consuming and costly. To what degree depends on the system you’re migrating from, the amount of information, and the actions you’ll take to improve the quality of your content/files/information along the way. We’ve developed some quick tips to consider as part of your SharePoint migration plan.


Tips for Your SharePoint Migration Plan

The Initial Planning Phase

Do Don’t
check-mark Garner executive support for your SharePoint migration project X mark Just take a lift and shift approach with your content – assess your information architecture and consider ways to improve it
check-mark Select and design an Office 365 collaboration space X mark Take a one-size-fits-all approach to your SharePoint migration plan
check-mark Migrate teams one by one in a staggered approach X mark Assume that everything should be migrated
check-mark Eliminate trivial, redundant and obsolete (ROT) information during the migration, clean up and organise content X mark Underestimate the time and effort it takes to plan and execute a migration
check-mark Design site and information architecture in advance with input from users X mark Tackle a migration project without extensive pre-planning and in-depth knowledge of the system you’re migrating to and from
check-mark Consider hiring a content migration specialist X mark Assume all metadata will be easily mapped. Consider how you’ll handle elements like versioning, renditions and annotations for example
    X mark Forget to incorporate change management and SharePoint training into your planning

After careful project planning, you’ll be ready begin the next stage of your SharePoint migration plan, which is the execution phase.

Executing Your SharePoint Migration Plan

Do Don’t
check-mark Understand metadata to be migrated and how it will fit into SharePoint X mark Underestimate the amount of space needed
check-mark Select and become proficient with a migration tool, such as Xillio X mark Underestimate the time needed to execute your SharePoint migration plan
check-mark Conduct a pre-check or test migration before undertaking the full migration X mark Forget to have a plan B and back your files up in case the migration fails
check-mark Set the migration window and follow through X mark Forget to test and validate the data to reconcile migration counts
check-mark Add a collaboration space into the SharePoint navigation X mark Forget to report on the impact and results of the migration
check-mark Make the source read-only or delete X mark Wait until after the migration to start teaching your team how to use SharePoint

Post Migration Tips

Do Don’t
check-mark Incorporate information governance processes X mark Forget to delete the source files after X months
check-mark Understand change management and training will be required X mark Be afraid to replace custom solutions if they aren’t fulfilling their need
check-mark Implement security, protection and retention controls X mark Underestimate the need for proactive change management and user training
check-mark Consistently check in on your team in the following few weeks to ensure they have the support and training they require X mark Forget to provide organisation wide migration analytics to the executive team
check-mark Automate business processes and workflows    

Data migration projects are anything but easy, and take a considerable amount of time to plan and execute. If you feel your organisation may be in over its head and could benefit from external expertise or you’d like a quote on outsourcing the migration, please get in touch with our team of migration experts. Find out more about our content migration services here.

Thien Nguyen
Thien Nguyen

Technical Consultant

Thien is a technical consultant with an instrumental role in leading content and data migration projects, utilising our migration tool Xillio. Thien has expertise with SQL Servers, database and system administration. 

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