SharePoint Migration Consulting: How to migrate successfully

Migrating to SharePoint represents an opportunity to abandon outdated methods and face any challenge with a more modern platform. However, it's not a simple process and often requires the help of a consulting service that can help navigate the most delicate operations. In this article, we will see in detail what a consulting service dedicated to migrating to SharePoint environments offers, what criteria to consider to choose the supplier that best suits your needs and why, among all the companies that can be found on the market, it is advisable to rely on Dev4Side.

What you'll find in this article

  • SharePoint Migration Consulting: a brief introduction
  • SharePoint Migration Consulting: What exactly is it for?
  • SharePoint Migration Consulting: How to choose the right service?
  • The benefits of a SharePoint migration consulting service
  • Why trust Dev4Side to successfully migrate to SharePoint
SharePoint Migration Consulting: How to migrate successfully

SharePoint Migration Consulting: a brief introduction

Microsoft SharePoint is a hugely valuable tool for all organizations looking for solutions for digital workspaces. According to statistics, its adoption rate reached a global peak of 34% between 2016 and 2018. Of these, 65% were small and medium-sized businesses that prefer to monitor their business operations online.

One of the reasons for this rapid spread is the economic convenience and the lower average implementation costs, and today the Microsoft collaboration platform holds an 18% market share in the document management portals sector and 80% of intranets use SharePoint for its versatility and effectiveness in communication and document management.

It is therefore an objective fact how companies are understanding the need to update their digital workspaces, moving closer to solutions such as SharePoint. However, this migration is not as simple as it may seem, due to the complexity of the articulated data structures.

SharePoint information is stored in a variety of formats, such as lists, workflows, documents, and custom apps, and navigating this complex landscape can quickly become frustrating if you don't know what to do. For this reason, organizations turn to professional consultants who specialize in migrating to SharePoint, who can ensure a smoother and more secure transition.

Overview of a business site created with SharePoint

The challenges of the SharePoint migration process

There are several reasons why a company might want to migrate corporate digital content to a SharePoint site.

For example, you might want to move your digital archives from an on-premise environment to a cloud space to allow all employees to access and collaborate on shared documents from any device wherever they are.

Or you might want to consolidate data from the different offices of your company into a single centralized environment, or the migration could simply be used to update the files to a newer version of SharePoint.

Several products offer data migration capabilities to and from SharePoint environments, such as ShareGate, Metalogix, AvePoint or Quest Software. In addition to the basic functionality of a Migration Tool, these tools also offer additional options that allow the migration of specific elements such as NTFS permissions and custom apps developed by the company for its sites.

As much as it is possible to carry out this process internally, however, the complexity of the operations that must be completed in order to carry out a successful migration is often underestimated and, without an adequate strategy, you can soon find yourself in a big mess if you don't know where to put your hands.

So let's look at the challenges that can complicate the migration process.

If not managed properly, these issues can hinder the project's strategic objectives:

  1. Data integrity and security: One of the main concerns when migrating to SharePoint is to ensure data integrity while complying with strict security protocols. The transition process may expose sensitive information to potential risks. Migration requires robust protections to prevent data loss and unauthorized access, ensuring that all content remains secure.
  2. Reduction of downtime: Business interruptions can significantly compromise business continuity. It's critical to minimize downtime and protect daily operations to ensure a successful migration. SharePoint migration services must be executed efficiently to limit downtime, safeguard productivity, and maintain stakeholder confidence in the process.
  3. Adoption by users: Fast adoption by business users is essential for a successful SharePoint migration. This challenge is common to companies that adopt new technologies. There must therefore be in-depth training and appropriate support, in order to ensure a smooth transition for all users.

These are just the three most common.

Many other flaws can hide in a migration process.

Are we really convinced that we want to face it ourselves?

SharePoint Migration Consulting: What exactly is it for?

If the answer is no, this is where consulting services dedicated to migrating to SharePoint environments can come into play.

These professionals can plan and execute accurate strategies, diligently transferring data and information, and developing tailor-made migration plans, ensuring accurate data transfer, information integrity, business continuity, and a reduction in downtime.

In addition, they guarantee a smooth transition to the new environment, with the transfer of data safely and without risks for information protection.

In the following table, we present what are the main services provided by a consultancy dedicated to migration to and within SharePoint environments.

Phases and activities of an effective SharePoint migration

Service Detailed description
Planning and assessment An effective migration begins with a thorough analysis of the existing SharePoint environment, including content structure, workflows, customizations, and business requirements. The migration partner must develop a detailed plan that defines timelines, priorities, potential risks, and mitigation strategies, ensuring a controlled and well-organized transition.
Data migration The core of the migration process involves securely, accurately, and efficiently transferring content. This includes mapping information, cleaning outdated data, managing permissions, and preserving the original structure. The goal is to ensure data integrity and completeness while minimizing operational interruptions and the risk of loss or corruption.
Customization and integration Many companies use customized solutions or need to integrate SharePoint with other business systems (CRM, ERP, BI tools, etc.). A skilled partner must be able to rebuild or adapt these features for the new environment, maintaining or enhancing the user experience and ensuring the continuity of business processes.
Testing and validation Before launching the new environment, it is essential to carry out rigorous testing to detect any malfunctions, configuration errors, or compatibility issues. This includes functional tests, security tests, content access verification, and workflow simulations. Validation ensures that the system is stable, secure, and ready for production use.
Training and support The success of the migration largely depends on user adoption. The migration partner must provide practical training and appropriate resources to facilitate understanding of the new features. In addition, continuous support must be offered to help users resolve any post-migration issues, promoting a smooth transition and effective use of SharePoint.

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SharePoint Migration Consulting: How to choose the right service?

Now that we know what a consultant does, it's time to figure out how to look for one worthy of the name.

In fact, it is not uncommon to find companies around the network that claim to be experts in the field and then prove the opposite in fact and no one wants to waste time and resources behind this type of problematic partner.

So let's try to take these factors into account when we decide to rely on a consulting service for our migrations:

  • Consolidated experience: It is essential to choose partners that have a long and proven experience in SharePoint migrations, gained in various industrial sectors. This competence allows you to confidently face complex scenarios, anticipate critical issues and adapt solutions to specific organizational needs, ensuring a proven and results-oriented approach.
  • Advanced toolset: Verify that the partner uses official and complete migration tools, capable of managing even the most complex cases. This includes, for example, migrating content from third-party systems, managing advanced metadata, and automatically converting custom elements. Robust tools increase process reliability, speed, and accuracy.
  • Security expertise: The partner must ensure a high level of security at every stage of the migration, implementing measures to prevent unauthorized access, data loss and privacy violations. It must also prepare specific protocols for the protection of sensitive information, ensuring compliance with industry regulations (such as GDPR, ISO, etc.)
  • Customization capacity: Every organization has unique processes, tools, and workflows. A good partner must be able to understand and replicate these specificities, supporting the creation or migration of customized applications, automations, customized interfaces and integrated solutions. This flexibility is essential to maintain consistency with the way the company operates.
  • Post-migration support: The job does not end with the completion of the migration. It is essential that the partner offers ongoing support, including technical assistance, updates, monitoring and training. This ensures that any issues are resolved promptly, encouraging full user adoption and a smooth operation of the new SharePoint environment.

But what if we wanted a practical demonstration of the capabilities of a consulting service? Is there anything we can do?

Let's see how we can begin to test the waters.

Discovery Session

Preliminary analysis sessions (or Discovery Sessions) play a fundamental role in choosing the ideal solution for migrating to SharePoint within your company. Typically, this is a meeting between a representative of your organization and the service provider, during which the scope of the project and the specific needs related to the upcoming migration are analyzed.

It is in this phase that the technical aspects and operational details are addressed, such as the objectives of the migration and the main stages. You can discuss how the provider intends to protect the services, ensuring that there is no loss or damage to the data. Usually, the SharePoint Online migration service provider performs a technical assessment of the existing infrastructure, useful for getting an overview and identifying any critical issues that could hinder the process.

During the session, you can also learn about additional features and services, including the tools that will be used for the migration and the types of source environments with which they are compatible.

Test migration

A critical step in identifying the ideal SharePoint migration solution is planning a test migration. Also known as Proof of Concept (POC), this phase usually involves the involvement of a pilot group or a selected set of test users.

Here are the main steps of a Proof of Concept:

  • Plan the test migration by carefully selecting the user group: It is important to identify a representative sample of users that includes a variety of data sets, user profiles, and environments. This allows you to verify the accuracy of the POC, simulate real scenarios and obtain reliable results, useful for refining the actual migration process.
  • Evaluate the quality of the SharePoint migration service under real conditions: The next step is to introduce realistic workflows to test the tool's ability to deal with complex situations and potential problems. This makes it possible to measure the operational effectiveness of the service in a practical context.
  • Collect detailed feedback from users: The last phase involves gathering opinions through focus groups, polls or interviews. This feedback is essential to understand the level of success of the test migration and to evaluate how well the SharePoint Online migration service is able to meet specific needs.

The benefits of a SharePoint migration consulting service

Ok, now that we are a little more clear about what they do and how to choose one, someone might still wonder what are the advantages of relying on a consulting service when this process can be carried out internally.

Technically correct, but as we have seen, migration operations can turn into very complex businesses in a short time. So little as to literally turn our heads around and when they turn into wells where time and resources disappear, we might realize in the worst way that the situation has gotten out of hand.

Relying on experienced professionals is much more than a simple download barrel in which a consultant will take the hassle out of dirty work, but a long-term investment that can bring enormous benefits to your digital infrastructures and can help your organization to move to a new SharePoint environment or to update the previous one if necessary.

Any examples of these benefits? Let's see the main ones:

  • Strategic alignment: Migrating to SharePoint represents an opportunity to realign the digital infrastructure with the organization's strategic objectives. Through an in-depth analysis of existing business needs and operational challenges, it is possible to design with your partner a tailor-made migration that not only responds to concrete problems, but also favors innovation and the achievement of measurable results. The goal is to ensure that SharePoint becomes an accelerator, not just a repository.
  • Cost analysis: Understanding the total cost of ownership (TCO) of SharePoint, including implementation, customization, training, and maintenance, is essential for an informed assessment. Professional consulting services offer detailed cost analyses, including projecting future expenses and comparing with alternative solutions. This allows business decision makers to assess the economic viability of the investment and to prevent hidden costs or unforeseen escalations.
  • Return on Investment: A professional SharePoint migration service can generate significant ROI, especially if it helps to digitize manual processes, optimize internal collaboration and eliminate onerous legacy systems. The economic return can be measured in terms of operational efficiency, time savings and reduced management costs. The adoption of SharePoint should result in a positive and tangible impact on the company's financial statements.
  • Integration and compatibility: Seamless integration with existing IT infrastructure (including ERP, CRM, and productivity tools) is a critical requirement for successful migration. Specialized services are able to identify potential conflicts or incompatibility between SharePoint and other business systems in advance, offering solutions to ensure business continuity and a consistent user experience.
  • Customization and scalability: One of the main strengths of SharePoint is its ability to be configured according to the specific needs of the organization. Consultants guide the implementation of customized solutions (such as workflows, authorizations and forms) that reflect real operational dynamics. In addition, they ensure that the architecture is scalable, ready to accompany business growth and the evolution of internal processes.
  • Data migration and management: The data transition to SharePoint requires a methodical and secure approach. Expert advisors can minimize the risks associated with data loss, corruption, or duplication, ensuring an orderly transfer that complies with business and regulatory policies. In addition, they implement content management structures that promote data accessibility, security, and governance.
  • Adaptability: A well-planned migration must look beyond initial adoption: it must prepare the organization to evolve with technology. Professional partners ensure that the solution is built on solid foundations, in line with the SharePoint development roadmap and with the company's digital transformation prospects. This' future-proof 'approach guarantees a lasting return over time.

Why trust Dev4Side to successfully migrate to SharePoint

We know what they do, how to choose one and what are the main benefits of relying on a consulting service for our migrations.

Now there is only one question left: who to choose?

Well, we're in the right place.

With more than 20 years of experience in business software development and in management and development on Microsoft environments, Dev4Side offers a catalog of more than 50 vertical applications for SharePoint and we are currently one of the best suppliers in the world, certified Microsoft Gold Partner, for projects aimed at creating the digital workplace.

In addition to having collaborated with small and medium-sized businesses across the country, we have also developed SharePoint applications for organizations of international caliber, demonstrating incredible versatility in implementing custom solutions suitable for every need and budget.

We use SharePoint Online to digitize every internal need, including the management of approvals, requests, reservations, forms previously based on paper, and we use the platform for document generation, integrations with other platforms and more, offering modern and efficient solutions to improve business processes.

Our team, with vertical expertise in SharePoint, can help you with your migration projects using all the main tools available on the market (such as, for example, ShareGate) and assisting in outlining the migration plan from initial tests until after the actual migration to support users in the transition to SharePoint and its most recent versions.

Our professionals will be at your disposal to facilitate the transition of your intranet and your repositories to SharePoint, with the aim of optimizing infrastructure and management costs, as well as maximizing the use of the advanced collaborative features offered by the Cloud platform.

But someone might want some more practical examples of our work.

For this reason, we refer to success stories regarding the development of SharePoint solutions for our customers, described in detail by the same experts who followed the design and implementation, without ever lacking their support, even after the development was completed.

Conclusions

Migration processes may seem like simple transfer operations, but when your company's infrastructure and digital resources are at stake, nothing can be underestimated or taken lightly.

It is for this reason that a consulting service can be the precious help we were looking for in order to make sure that our migrations go as smoothly as possible, avoiding losses and structural errors that can seriously compromise your repositories or your intranet.

Relying on an expert advisor can therefore help you sleep soundly, knowing that competent professionals (such as those of Dev4Side) are at our side and that they will not leave anything to chance.

FAQ on SharePoint Migration Consultancy

What is SharePoint migration advice?

Consultancy for migration to SharePoint is a professional service offered by industry experts, whose objective is to support companies in all phases of the transition to SharePoint, both from on-premise environments and from external systems. This support includes planning, technical management of the transfer, customization of the environment, user assistance and post-migration support, with the aim of ensuring a smooth, secure process in line with the organization's needs.

When should I contact a SharePoint migration consultant?

It is advisable to rely on a SharePoint migration consultant when the business environment to be migrated is complex or customized, or when you want to avoid issues related to data security, permission management, compatibility between systems or interruption of operational activities. In addition, a consultant becomes essential when the objective is to ensure effective adoption of the platform by users and obtain a sustainable result in the long term.

What are the main challenges in migrating to SharePoint?

The most significant challenges in migrating to SharePoint concern first and foremost data protection and integrity, since each phase of the transfer can expose sensitive content to risks of loss or unauthorized access. Another common obstacle is downtime, which, if not managed carefully, can compromise productivity and business continuity. Finally, even the adoption of the platform by users can be difficult if it is not accompanied by adequate training and effective support during the change.

What services does specialized advice offer for migrating to SharePoint?

Specialized consultancy for migrating to SharePoint includes the technical analysis of the existing environment, the design of the migration strategy, the transfer of content with attention to security and integrity, the possible reconstruction of customized functionality, the testing and validation phase of the environment and finally the training of users, accompanied by constant support to promote a stable and lasting transition to the new platform.

How to choose a good SharePoint migration consulting service?

To choose a good consulting service for migrating to SharePoint, it is necessary to carefully evaluate the partner's real experience in managing similar projects, the mastery of professional migration tools, the ability to guarantee data security at every stage and the flexibility to replicate the operational specificities of the organization. It is also essential to ensure that ongoing support is guaranteed after the migration, so that the transition to SharePoint is not limited to a simple technical transfer, but becomes an opportunity for growth for the entire company.

Why not manage the SharePoint migration internally?

Managing the migration to SharePoint internally may initially seem like a cheaper solution, but in practice it exposes numerous risks, especially in the absence of specific skills. Configuration errors, difficulties in adapting customizations, loss of data or security-related malfunctions are just some of the scenarios that may emerge. On the contrary, a specialized partner is able to prevent these problems, ensuring an orderly, secure transfer aligned with the organization's strategic objectives.

What are the benefits of consulting your SharePoint migration?

Relying on consultancy for the migration to SharePoint means benefiting from a process designed to be aligned with the real needs of the company, capable of promoting digital transformation in a structured way. An experienced consultant helps you understand the total cost of the implementation, evaluate the return on investment, and customize SharePoint so that it integrates seamlessly with the systems already in use. In addition, it ensures that the architecture is ready to support the future evolution of the organization, ensuring stable, secure and sustainable adoption over time.

Get in touch with the team

Modern Work

The Modern Work team specializes in developing and integrating custom solutions across the entire Microsoft 365 ecosystem. We design native applications for Microsoft and Azure platforms, and we implement business processes that maximize the return on investment in Microsoft 365.