34 Quick Tips for a Successful SharePoint Migration Plan
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
|Garner executive support for your SharePoint migration project||Just take a lift and shift approach with your content – assess your information architecture and consider ways to improve it|
|Select and design an Office 365 collaboration space||Take a one-size-fits-all approach to your SharePoint migration plan|
|Migrate teams one by one in a staggered approach||Assume that everything should be migrated|
|Eliminate trivial, redundant and obsolete (ROT) information during the migration, clean up and organise content||Underestimate the time and effort it takes to plan and execute a migration|
|Design site and information architecture in advance with input from users||Tackle a migration project without extensive pre-planning and in-depth knowledge of the system you’re migrating to and from|
|Consider hiring a content migration specialist||Assume all metadata will be easily mapped. Consider how you’ll handle elements like versioning, renditions and annotations for example|
|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
|Understand metadata to be migrated and how it will fit into SharePoint||Underestimate the amount of space needed|
|Select and become proficient with a migration tool, such as Xillio||Underestimate the time needed to execute your SharePoint migration plan|
|Conduct a pre-check or test migration before undertaking the full migration||Forget to have a plan B and back your files up in case the migration fails|
|Set the migration window and follow through||Forget to test and validate the data to reconcile migration counts|
|Add a collaboration space into the SharePoint navigation||Forget to report on the impact and results of the migration|
|Make the source read-only or delete||Wait until after the migration to start teaching your team how to use SharePoint|
Post Migration Tips
|Incorporate information governance processes||Forget to delete the source files after X months|
|Understand change management and training will be required||Be afraid to replace custom solutions if they aren’t fulfilling their need|
|Implement security, protection and retention controls||Underestimate the need for proactive change management and user training|
|Consistently check in on your team in the following few weeks to ensure they have the support and training they require||Forget to provide organisation wide migration analytics to the executive team|
|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 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.
Looking for a specific topic?
Interested in being a guest blogger?
Check the health of your records management system and recordkeeping policies. Second health check free in 12 months' time. Offer valid until 31 March 2019.