SharePoint On-premises Migration Assessment & Roadmap to Microsoft 365

This comprehensive assessment ensures that all aspects of the SharePoint On-premises migration activities  are thoroughly evaluated and planned for, leading to a successful and efficient migration process for SharePoint Online or Microsoft 365.

1. User Experience Enhancement:

   - Gather user feedback and requirements to enhance the user experience in the new system, ensuring that it meets business needs and is effectively utilized.

2. Scalability Planning:

   - Assess current and future needs to ensure that the new Microsoft 365 environment can scale with the business, accommodating growth without compromising performance.

3. Detailed Migration Plan:

   - Develop a comprehensive migration plan with clear milestones and timelines to ensure all steps are methodically planned and executed, reducing the chance of oversight.

4. Improved Communication:

    - Facilitate better communication between IT and business stakeholders by clearly defining roles, responsibilities, and expectations, leading to better alignment and smoother project execution.

5. Other key benefits include - Risk Mitigation, Cost Estimation, Resource Allocation, Compliance and Security , performance optimization

   - Identify potential risks such as data loss, downtime, and compatibility issues to develop strategies for mitigating these risks, ensuring a smoother migration process.

By addressing these areas, the assessment ensures that the migration process is well-planned, cost-effective, and aligned with the customer’s business needs and objectives, leading to a successful transition to Microsoft 365.

SharePoint Migration Assessment

1. Inventory Audit
2. Compatibility Check
3. Stakeholder Engagement
4. Data Sensitivity and Compliance
5. Migration Tool Selection
6. Workflow Migration Analysis

Inventory Audit

1. Conduct a Detailed Audit of the Current SharePoint 2016 Environment:

   - Perform a comprehensive review of the entire SharePoint 2016 farm.

   - Use tools such as SP Migration Tool (SPMT) ShareGate or Metalogix to automate the audit process where possible.

2. Identify All the Sites, Subsites, Libraries, Lists, and Custom Solutions:

   - Create an inventory of all sites, subsites, document libraries, and lists.

   - Document any custom solutions, including custom web parts, event receivers, and features.

3. Document the Farm Content Database Size and Analyze the Distribution of Content Across Databases:

   - Determine the total size of the content databases.

   - Analyze how content is distributed across different databases to identify potential bottlenecks or large sites that may need special handling.

4. Review the Number of Workflows and InfoPath Forms:

   - Catalog all existing workflows, specifically noting the 6 to 8 Single State Workflows.

   - Document the 5 to 6 InfoPath forms, including their complexity and integration points.

5. Assess Customizations Including BCS-based Employee Data, Anniversaries and Birthdays, Master Page Branding, and Web Parts:

   - Detail the custom BCS-based solutions used for employee data.

   - Document the functionalities related to anniversaries and birthdays.

   - Review any custom master page branding and how it impacts site design.

   - List all custom web parts, particularly those for news events and the intranet landing page.

Compatibility Check

1. Evaluate the Compatibility of Existing Workflows, InfoPath Forms, and Customizations with Microsoft 365:

   - Assess if current workflows can be directly migrated or need re-engineering in Power Automate.

   - Determine the feasibility of migrating InfoPath forms or replacing them with PowerApps.

   - Check customizations against the capabilities and constraints of Microsoft 365.

2. Identify Potential Issues and Dependencies That May Require Remediation or Re-engineering:

   - Identify any custom code or third-party solutions that are not supported in Microsoft 365.

   - Plan for re-engineering efforts where necessary, especially for custom solutions.

Stakeholder Engagement

1. Conduct Workshops with Key Stakeholders to Understand Business Requirements and Expectations:

   - Schedule and facilitate workshops with business owners, IT staff, and end-users.

   - Gather detailed requirements and expectations for the migration process and post-migration state.

2. Prioritize the Critical Business Functions and Customizations That Need to Be Migrated:

   - Rank the importance of different business functions and customizations.

   - Focus on high-priority items that are critical to business operations.

Data Sensitivity and Compliance

1. Review the Data for Any Sensitivity and Compliance Requirements Specific to the Oil and Gas Industry:

   - Identify sensitive data and compliance requirements, such as those related to data protection, privacy, and industry regulations.

   - Plan for data handling practices that comply with these requirements.

2. Plan for Secure Migration Adhering to Compliance Standards:

   - Ensure secure data transfer methods during migration.

   - Implement necessary security measures in the Microsoft 365 environment to protect sensitive information.

1. Detailed Audit Report:

   - A comprehensive report detailing the current SharePoint on-premises environment, including sites, workflows, InfoPath forms, custom solutions, and data structures.

2. Remove – Migrate – Rebuild (RMR) & Compatibility Analysis Document:

   - A report analyzing which components can be directly migrated, which need to be rebuilt, and which should be removed, including a compatibility assessment with Microsoft 365.

3. List of Prioritized Business Functions and Customizations:

   - A prioritized list of business functions and customizations that need to be migrated, ensuring critical operations are addressed first.

4. Migration Plan Template & Critical Success Factors (CSF) for Migration:

   - A template outlining the migration plan, including critical success factors to ensure the migration's success.

5. Preliminary Migration Strategy Document – PoC Approach Note:

   - A preliminary strategy document detailing the approach for a proof of concept (PoC) to test the migration process.

These deliverables ensure that the migration process is well-planned, thoroughly documented, and aligned with the customer’s business needs and objectives, leading to a successful transition to

• SharePoint On-premises, SharePoint Online , Microsoft 365
• SharePoint Migration Tool (SPMT) 
• Use tools such as ShareGate or Metalogix to automate the audit process where possible

1. Access to Current Environment:

   - Provide access to the SharePoint environment for auditing and assessment purposes, including necessary permissions and credentials.

2. Documentation and Knowledge Transfer:

   - Provide existing documentation, including architecture diagrams, custom solution details, and workflows, to facilitate a comprehensive assessment.

3. Compliance Information:

   - Share details on any compliance requirements or data sensitivity concerns that need to be addressed during the migration.

4. Historical Data Access:

   - Provide access to historical data and logs that may be necessary for understanding usage patterns and identifying critical data.

5. Custom Solutions Insight:

   - Share detailed information about custom solutions, including third-party integrations and bespoke developments, to assess their compatibility with Microsoft 365.

6. IT Support Collaboration - Performance Benchmarks - Defining or detailing Migration Critical Success Factors (CSFs) - Stakeholder participation & Feedback

   - Ensure collaboration with internal IT support teams to address technical questions and provide insights into current system configurations.

By ensuring these dependencies are met, the assessment can be conducted thoroughly and effectively, laying a strong foundation for a successful migration to Microsoft 365.

• Agile Approach: Iterative process with regular feedback loops to ensure the project stays on track.
• Client Collaboration: Regular updates and reviews with the client to align on progress and expectations.

Duration : 2 Weeks

Week 1:

- Days 1-3:

  - Conduct inventory audit of the SharePoint 2016 environment

  - Identify all sites, subsites, libraries, lists, and custom solutions

  - Document the farm content database size and analyze distribution

- Days 4-5:

  - Review workflows and InfoPath forms

  - Assess customizations including BCS-based employee data, anniversaries, birthdays, master page branding, and web parts

Week 2:

- Days 6-7:

  - Conduct compatibility check for workflows, InfoPath forms, and customizations

  - Identify potential issues and dependencies for remediation or re-engineering

- Days 8-9:

  - Conduct workshops with key stakeholders to gather detailed requirements and expectations

  - Prioritize critical business functions and customizations for migration

- Days 10:

  - Review data sensitivity and compliance requirements

  - Plan for secure migration adhering to compliance standards

• Full payment required before project commencement.
• Secure payment through our integrated payment gateway ensures seamless transactions.
• Payment is non-refundable.
• Exclusive of applicable taxes - Taxes

• Ongoing SharePoint maintenance and updates.
• Content creation  and uploads (e.g., writing text, creating images/videos).
• Advanced SharePoint services beyond the basic setup agreed in scope.

1. Goods and Services Tax (GST): Applicable as per prevailing rates.
2. Additional Expenses:

• Travel and accommodation expenses.
• Any additional scope or changes requested by the customer will be quoted and billed separately upon mutual agreement.

• Any changes or additions to the initial scope of work will require a formal change request.
• Change requests will be reviewed and estimated for additional time and cost.
• Upon approval, changes will be implemented, and additional costs will be invoiced accordingly.

• Select the Service: Click on "Add to Cart" to select the Single Page Website Development service.
• Make Payment: Complete the payment process securely via our payment gateway.
• Consultation: Our team will contact you to start the consultation and planning phase.
• Provide Details: During consultation with our team, you need to provide your requirements and content.

If you have any questions or need further information, please contact us 

• Expert Team: Our experienced SharePoint developers and designers ensure top-quality results.
• Customer Satisfaction: We offer one round of revisions to ensure your satisfaction.

Q: How long will it take to complete Migration Assessment ? A: The entire process typically takes 10-15 days.

Q: What if I need changes after the site is live? A: You can request changes through our change request process. Additional costs may apply.