Sharepoint Migration Plan and How to Do Sharepoint Migration

Microsoft SharePoint is widely regarded as one of the most effective collaboration tools. The program is regarded as the most secure, dependable, scalable, and efficient in the business world. 

Microsoft wants SharePoint to provide users with a modern experience that is extremely user-friendly, and SharePoint’s most recent version, SharePoint 2019, somehow doesn’t disappoint.

SharePoint has numerous advantages, and yet migrating to SharePoint can be difficult. To assist users, we created a SharePoint Migration Plan to make the transition as simple as possible. 

How to Plan a SharePoint Migration Project? Or How To Do Sharepoint Migration? Here are the Sharepoint migration steps that you can go through:

Identify Your Company’s Challenges

Additional features in SharePoint online / Office 365 may fill gaps in your business.

Before proceeding, it is critical to identify the business issues that an on-prem to Sharepoint online migration can solve, in addition to how migrating to a SharePoint environment can enhance your overall business.

The following are some of the most common reasons for a SharePoint migration:

  • Security features that are cutting-edge
  • improved assistance
  • increased storage capacity
  • Features that can be customized
  • There is no upkeep required.
  • Continuous updates with new features

Whatever the reason, one’s SharePoint migration plan /SharePoint migration steps must be in line with your business objectives.

Sharepoint Migration Plan your future strategy

When considering SharePoint migration steps, consider your overall business direction as well as how your business is currently operating. Consider how shifts in workflow automation, project management plans, project management platforms, and organizational structure may impact information flow.

Through your SharePoint migration plan, you must answer the following critical questions:

  • What will the future size of your databases be?
  • What level of scalability will your environment require?
  • What is the anticipated user growth?

Proactively ask these questions to your team members to get a complete picture of your business environment.

This will also assist you in identifying any custom solutions that you might require.

Assemble a Sharepoint migration team

Hiring an expert or a migration manager to supervise the migration process can save you time and money, as expert hands are required for a seamless and successful move.

Teams are required for the following SharePoint migration steps:

  • System auditing strategy
  • Redesign of the information architecture Documentation Testing
  • Find internal tech experts who can assist in every step, in addition to bringing on a specialist.

Plan your communication strategy

A communication strategy must be included in your SharePoint Migration plan prior to implementation. Every member of your migration team should know their role in the process and be familiar with the pre-migration and post-migration procedures. If you want to know How To Do Sharepoint Migration? Then contact Satin Corp – the best Sharepoint online migration company for proper guidance. 

Each department should have clear deadlines in order to boost productivity.

Do you want to learn more? Check out these SharePoint blogs:

How can a SharePoint solution benefit your company?

How SharePoint can help your company?

Evaluate your current data environment

It is vital to assess the inventory in your current environment in preparation for migration. This evaluation will aid in the ability to plan the migration and establish firm completion dates.

Your SharePoint migration planning phase template could perhaps provide you with a broader view of your current environment and should include:

  • Site collections and individual sites
  • Libraries and lists
  • Branding/Pages
  • Individualized solutions
  • Retention strategies
  • File sharing and UI customizations
  • Users, permissions, and groups
  • Site columns and content types

You should now have a better idea about what you don’t need in your environment after assessing your inventory.

Take a look at what you don’t need in your inventory and get rid of it, just like when spring cleaning. This may include:

  • Users who have been abandoned
  • Content and workflows that are no longer in use
  • Content duplication

You can export your SharePoint data using PowerShell to ensure that the process is simple and efficient.

You could also export any list to an Excel spreadsheet to get a bigger picture of what you’re trying to accomplish.

Reorganize your current information architecture

After reviewing your inventory, you may notice that some areas are extremely disorganized. Cleaning up your environment can help make the transition as smooth as possible.

You may need to reorganize your content types, web parts, templates, and SharePoint farm topology at this time. This may include:

  • Changing permissions
  • Organizing large site collections
  • List organization
  • Library organization

Get your destination environments ready

The end-user experience is most important, and gearing up the destination environment will ensure positive expertise in the field for all teams.

Consider the following when preparing your new home:

  • Improving Server Performance
  • Setting up web applications
  • Making backups
  • Putting the restore to the test
  • Creating a metadata pane for your content 
  • Conducting a test migration 

Put your change management strategy into action

Fear of change is one of the most difficult aspects of any deployment process; change management in migration strategies helps to streamline the process. A centralized change management team, or change leaders in all of your teams, can prepare your employees for upcoming changes in their existing data environment. These could include:

  • URL changes during downtimes
  • Bookmarks and document reference modifications
  • The migration project’s timelines

Perform the move in waves

It can be beneficial to migrate in stages as you create content maps; this ensures that every team knows the transformation of content as it keeps moving from your old to a new system.

Migrating one workload at a time not only makes the process more manageable but also reduces the overwhelming enormity of the entire process.

A SharePoint migration plan example’s changeover procedure includes the following steps:

  • Stopping the upcoming migration of workflows
  • Make your previous database read-only.
  • Backing up all of your content before beginning the Online SharePoint migration steps
  • When migrating from SharePoint 2013, you must perform a database attach upgrade.
  • Scanning, packaging, uploading, and importing files with the SharePoint migration tool
  • Setting up user profiles

Back-up and post-migration testing

Testing is essential after migration to ensure that everything is working properly.

A testing plan is frequently required to accomplish this, and specialists can be immensely beneficial. The objective is to ensure that all features, which include customizations and third-party apps, function properly. A testing strategy will also include:

  • Permissions and workflows should be tested.
  • Ascertain that data has been migrated correctly and completely.
  • Examine query performance
  • Check the search results and the time it takes for each search.
  • User interface and user experience testing
  • Make a copy of your new system.
  • Complete a full crawl

In Conclusion

A SharePoint migration plan is a time-consuming and complex process; if there is any ambiguity at any point in the process, it is best to consult or consider outsourcing your migration. Satin Corp is an on-prem SharePoint online migration company to provide accurate SharePoint migration steps. Contact SA Technologies for a Sharepoint migration services and plans and make your work much easier. 

Our experts at Satin Corp offer dedicated cloud migration services and can assist you in completing successful SharePoint migration steps to address your current environmental constraints, such as performance, security, and compliance. Contact Satin Corp today to learn more!

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