Tips for a Successful SharePoint Transition

Sharon Muniz
August 14, 2023
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Tips for a Successful SharePoint Transition

Migrating from SharePoint On-Premises to SharePoint Online requires careful planning and execution to ensure a smooth and successful SharePoint transition. Here are some tips to help you achieve a successful migration:

Thorough Planning:

  • Assess your current environment to understand the scope, content, customizations, and dependencies.
  • Identify which content needs to be migrated and what can be left behind.
  • Plan a detailed migration strategy that includes timelines, resources, and contingencies.

Clean Up and Reorganize:

  • Before migrating, clean up and organize your existing content. Remove outdated or unnecessary files and data.
  • Reevaluate your information architecture and consider optimizing it for SharePoint Online’s modern features.

Content Assessment:

  • Categorize content based on its importance and usage. Not everything needs to be migrated.
  • Identify any sensitive or confidential content that may require special handling during migration.

Migration Tools:

  • Utilize Microsoft’s SharePoint Migration Tool or third-party migration tools designed for SharePoint migrations.
  • Test the selected tool in a controlled environment before the actual migration.

Incremental Migration:

  • Consider a phased approach to migration, focusing on smaller content sets or specific departments initially.
  • This reduces the risk of data loss and helps identify and resolve issues on a smaller scale.

Customizations and Workflows:

  • Evaluate existing customizations and workflows to determine compatibility with SharePoint Online.
  • Some customizations might need to be redesigned using SharePoint Online’s modern tools.

User Communication and Training:

  • Keep users informed about the migration process, timelines, and potential disruptions.
  • Provide training and resources to help users familiarize themselves with SharePoint Online’s features.

Testing and Validation:

  • Create a test environment that mimics your production setup to validate the migration process.
  • Test various scenarios, including data integrity, permissions, and user access.

Data Migration Mapping:

  • Map source On-Premises locations to corresponding locations in SharePoint Online.
  • Ensure that metadata, permissions, and version history are maintained during the migration.

Backup and Rollback Plan:

  • Have a backup plan in place before initiating the migration.
  • Be prepared to roll back to the On-Premises environment if unexpected issues arise.

Migration Support:

  • Have a dedicated team available during the migration to address any technical issues that may arise.
  • Monitor the migration progress and resolve issues promptly.

Post-Migration Validation:

  • After migration, thoroughly validate content, metadata, permissions, and workflows in the SharePoint Online environment.
  • Address any discrepancies or issues promptly.

Each organization’s migration needs may vary. Careful planning, testing, and a focus on maintaining data integrity will contribute to a successful SharePoint transition from on-Premises to Online.


About the Author

Sharon Muniz

Sharon Muniz established her software development consulting firm in Reston, VA after 15 years of working in the software industry. NCN Technology helps clients implement best practices and software to drive their business to success. Ms. Muniz is skilled at strategic planning, business process management, technology evaluation, project and agile software development methodologies.