Anatomy of a SharePoint Migration [INFOGRAPHIC]

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I’ve spent the better part of the last few years working with organizations migrating content from legacy repositories into SharePoint Online and then working with them to leverage all the goodness Office 365 brings. Whether the repositories are shared network drives, SharePoint on-premises sites or even SharePoint Online sites, the process follows the same 3 high-level steps. I’m often asked “what’s the process?” so I thought it was a great idea for a post! As happens with most things once we do them enough times, I’ve learned some Do’s and Don’ts along the way and thought what better way to share them than in an infographic. (my first one by the way)

Disclaimer: I couldn’t cover off every migration scenario in a single easy-to-read infographic. There are, of course, always exceptions in a migration which is partly what makes it a challenging task. This infographic represents the steps taken for the majority of migrations I do to deliver a successful outcome.

Here it is! (download link at the bottom)

Link to download for your own use, Anatomy of a SharePoint Migration, however please give credit if you use it. 🙂

[Update February 16, 2019] An important part of any SharePoint migration is adoption. Its what makes an ordinary migration… extraordinary! Check out my friend, Shafina Hassam’s post, Adoption and SharePoint migrations – it’s a thing! where she gives you the scoop on how Adoption plays a role in each of the 3 steps in this infographic. She knows adoption! 🙂


Feel  free to comment on this post. Would you like to connect with me to ask  a more complex/involved question? I’d love to support you in anyway I can. Book a call with me on Pick My Brain! There is a charge for the Pick My Brain call.


  1. Love this! High level steps without the technical details. I always have my eye out looking for technical points of data but this is a great refresher on how to handle the governance side of things.

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