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
Schedule a complimentary consultation

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:

Lift and Shift Migration

  • Content is at the low to moderate level.
  • The current environment has a simple site structure.
  • Few to no customizations exist or are required.

Timeline and Resources

  • A technical emergency requires a quick transition.
  • Budget constraints are a deciding factor.
  • Business involvement needs to be kept to a minimum.

Retire Legacy Systems

  • Retirement of on-prem SharePoint architecture and administration is required.
  • A low impact on business users is desired.
  • Maintain the classic SharePoint experience with modernization only where required.
Schedule a complimentary consultation

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:

Modern Requirements

  • Eager to explore the improved look, feel, and performance of the modern experience.
  • You wish to explore Microsoft Teams as your interface
  • Desire a high level of content review and clean-up.

Timeline and Resources

  • Business and IT stakeholders are ready to be involved throughout the process.
  • Have the time and budget required to commit to the project.
  • Prepared to implement a change management initiative.

Cloud-Ready

  • Retirement of SharePoint on-prem, legacy file shares, or other document repositories is required.
  • Need a scalable and future-proof solution.
  • Understand the business value of investing in Microsoft 365.
Schedule a complimentary consultation

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:

Modern Workplace

  • Organization is seeking transformation with Microsoft 365.
  • Looking to develop a content management and collaboration strategy.
  • Desire to move all content into the Microsoft cloud.

Timeline and Resources

  • Can commit to a high level of Business and IT involvement including a Steering Committee.
  • Have the time and budget required to commit to a multi-year project.
  • Have an established Governance and Records Management policy.

Digital Enterprise

  • Retirement of SharePoint on-prem, legacy file shares, or other document repositories is required.
  • Need a scalable and future-proof solution.
  • Understand the business value of investing in Microsoft 365.
Schedule a complimentary consultation

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
Schedule a complimentary consultation

Our proven process for success

We inventory your current environment and guide your decision making with best practice recommendations. To account for any and all complexities, we’ll review the structure of your content, #’s of sites and site collections, lists, file size, workflows, custom solutions, branding, URL length, and any other items that may require special handling during the migration. Working collaboratively, we’ll decide on the structure of the new site, what and how items should be moved and what should be left behind. From here, we will create and document your migration strategy and accurately scope the effort, cost, and timeline. No surprises to derail your efforts.

Working from a Migration Runbook, our 2-step migration process ensures minimal downtime for your user community. First, the new site(s) are created and configured in SharePoint and Teams. We’ll then migrate content, analyze, test, and modernize any legacy solutions identified as critical to moving forward – all while your employees are still working as usual. Once everything is tested and approved, we’ll do a short delta migration, cut over to the new system, and support you for the first few weeks after go-live.

The user experience of working in SharePoint Online or SharePoint 2019/Subscription Server can be very different for those used to legacy versions of SharePoint, including SharePoint 2013 and 2016. At Compass365, we establish a group of business and IT stakeholders for the project – super users, content creators, and department liaisons – who are involved in the project from start to finish and are being trained along the way. We create Quick Guides based on role and have a variety of training options ranging from train-the-trainer to train the organization, ensuring your users are ready to use the system on day one.

Getting into the cloud or the latest version of SharePoint is just the beginning of your modernization journey.  Our clients continue to engage with us to take full advantage of the new tools and capabilities they have available to them to improve efficiency and engage and empower their employees. Common requests include enabling workplace collaboration, building workflows and forms in Power Platform, document and records management in SharePoint, engaging Intranet portals and increasing adoption of Teams and SharePoint, enabling reporting with Power BI, and many more.

“With any technology migration and updated processes, user adoption and engagement are priority number one, and Compass365 ensured our success.”

Ryan Nagahori, Program Manager, Sakata Seed America

“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.”

Raye McGlawn, Manager Information Systems, Algood Food Company
Download – SHAREPOINT MIGRATION SERVICES

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
The Compass Guide to Replacing InfoPath with Power Apps eBook

Customer Case Studies

Farmers & Merchants Bank: Modernizing Collaboration and Communications in Financial Services with SharePoint 20192023-07-07T18:28:59+00:00
Farmers & Merchants Bank: Modernizing Collaboration and Communications in Financial Services with SharePoint 2019
Gallery

Farmers & Merchants Bank: Modernizing Collaboration and Communications in Financial Services with SharePoint 2019

Algood Food Company: Getting More Value from Cloud Migration and Automation2023-07-07T18:30:31+00:00
Algood Food Company: Getting More Value from Cloud Migration and Automation
Gallery

Algood Food Company: Getting More Value from Cloud Migration and Automation

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Sakata Seed America: Digital Transformation with Compass3652023-07-07T18:27:14+00:00
Sakata Seed America: Digital Transformation with Compass365
Gallery

Sakata Seed America: Digital Transformation with Compass365

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We make it easy as 1, 2, 3 to improve operations and the way your employees work using Microsoft 365

DISCOVER

During a complimentary discovery session, you share your vision, goals, and requirements with our experts.

PLAN

Together we envision your solution, confirm the scope, and create a project plan, schedule and budget.

EXPERIENCE SUCCESS

Our Microsoft experts deliver your solution on time and within budget, and support your rollout and adoption.