Trust the team at Compass365 to get it done right, on time, and within budget
With hundreds of SharePoint and Microsoft 365 migrations successfully delivered, you can depend on the experts at Compass365 to guide you on your migration journey. As a Microsoft Gold Partner we offer SharePoint migration planning, modernization, execution, and support services tailored to your unique needs.
Take the guesswork out of your SharePoint migration
Get a full picture of the complexity of your migration to ensure that your users can access what they need to do their jobs on day one of go-live with our Migrations Assessment and Roadmap Planning engagement. We work with you as a team to ensure your migration roadmap will get you exactly where you need to be.

SharePoint Migration Assessment and Roadmap Planning services:
- Analyze your current SharePoint configurations and content
- Migration planning workshops to review findings and guide the decision-making process for any workflows, add-ons, or custom code
- Deliver a SharePoint Migration Recommendations and Roadmap document
- Outline dependencies, risks, and mitigations
Quickly migrate to SharePoint Online with minimal effort and change to your users
Sometimes, a “lift and shift” migration to SharePoint Online makes sense. Migrating with the least disruption to your business and users is at the core of our SharePoint migration approach. We’ll help you deliver a foundational solution you can continue building on.

Foundational SharePoint Migration services:
- Assess your current environment and develop a migration plan.
- Build the new SharePoint site (like for like), maintaining the classic experience.
- Execute our 2-Step content migration, ensuring all metadata, permissions, and other configurations are preserved.
- Rebuild or modernize as needed to maintain functionality for your users.
- Perform validation, user acceptance testing (UAT), and run a delta migration before cutting over to the new site.
- Provide Quick Guides for site owners and users.
- Deliver post-migration support for two weeks post-go live.
Foundational SharePoint Migration is right for you if:
Embrace the cloud and the modern SharePoint experience to improve business agility
Meet the needs of your modern workforce by migrating to SharePoint Online and beginning your modernization journey. We work alongside you to ensure your transition to the cloud is seamless.

Our SharePoint Migration and Modernization services:
- Assess your current environment and develop a migration plan.
- Meet with business departments to review content at the library level, discuss restructuring, and options for modernization and process improvement.
- Design the new SharePoint and Teams sites in the modern architecture.
- Replace all SharePoint Classic pages with the modern experience and rebuild all legacy solutions with recommended modern toolsets like the Power Platform.
- Execute our 2-Step content migration while your users are active in their current system.
- Perform validation, user acceptance testing (UAT), and run a delta migration before cutting over to new the site.
- Provide Quick Guides for site owners and users as well as Train-the-Trainer training sessions.
- Deliver post-migration support for two weeks post-go-live.
SharePoint Migration and Modernization is right for you if:
Build your digital future with Microsoft 365
Accelerate your digital transformation with all the collaboration, content management, and process improvement solutions available in the Microsoft 365 ecosystem. We partner with you to expand possibilities and drive innovation with Microsoft 365.

Microsoft 365 Modernization services:
- Assessment and roadmap planning for collaboration, content management, and process improvement in the Microsoft 365 ecosystem.
- Discovery, review of content to the document level, and recommendation of a migration path for all content residing in file shares, SharePoint, Box, and other content repositories.
- Meet with the Steering Committee to outline goals, expectations, and required business outcomes.
- Meet with stakeholders to discuss modernization in Microsoft 365, review content and locations, discuss restructuring, cleanup, and options for improvement.
- Design the new SharePoint and Teams sites in the modern architecture.
- Replace all SharePoint Classic pages with the modern experience and rebuild all legacy solutions with recommended toolsets like the Power Platform.
- Execute our 2-Step content migration from any in-scope repository.
- Configure Records Management and retention policies and create any in-scope process improvements.
- Perform validation, user acceptance testing (UAT), and run a delta migration before cutting over to the new site.
- Provide enhanced training organization-wide to ensure user adoption.
- Develop a roadmap for continued process improvements and modernization through an optional Managed Services engagement.
Microsoft 365 Modernization is right for you if:
Complimentary SharePoint Migration Discovery
Start your SharePoint migration planning during two complimentary discovery sessions with a Compass365 Microsoft Solutions Architect. We’ll analyze your current sites and any complexities including InfoPath, Designer Workflows, Add-ons, and Custom Code, and provide you with recommendations, budget, and timeline to successfully migrate into SharePoint Online.
SharePoint Analysis Session
- Review SharePoint migration assessment reports
- Discuss identified complexities
- Discuss your goals, timeline, and user adoption strategies
- Q&A
Migration Scope Review Session
- Present and review the scope and the timeline for migration
- Discuss migration approach and methodology
- Discuss any potential roadblocks or challenges
- Q&A and Next Steps
Our proven process for success
“With any technology migration and updated processes, user adoption and engagement are priority number one, and Compass365 ensured our success.”
“I liked Compass365’s approach. They were great about explaining the steps. They walked me through and made sure my team and I knew we could manage our new environments.”
The Compass Guide to SharePoint Online Migrations
Download The Compass Guide to SharePoint Online Migrations eBook to start your migration planning today.
We’ll cover:
- Benefits of modernization with SharePoint Online
- Key considerations before you get started
- The Compass365 SharePoint migration methodology
