Site icon Joanne C Klein

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.

[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! 🙂

[Update May 29, 2019] Thanks to Rene Modery (@modery) for providing a few additional items for the Plan and Execute steps. Infographic has been updated.

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. 🙂

-JCK

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