SharePoint Migration Assessment and Roadmap

Start your SharePoint Online and Microsoft 365 migration with confidence.

Begin your digital transformation by migrating to SharePoint Online and Microsoft 365, laying the groundwork for future innovation, including AI-driven solutions like Microsoft 365 Copilot. Whether migrating from SharePoint On-Premises, an enterprise content management (ECM) system, or traditional file shares, our SharePoint Online and Microsoft 365 Migration Assessment and Roadmap engagement ensures a smooth, efficient, and forward-looking transition.

Assessment

We analyze your current configuration, whether you’re on SharePoint On-Prem, ECM, or file share systems, to evaluate complexity, user access needs, and AI-readiness.

Planning

Through workshops, we help plan the restructuring and migration of content, modernizing systems, and optimizing for AI workflows.

Project Management

We manage migration dependencies, risks, and downtime to ensure the process stays on track without disrupting your team’s productivity.

Recommendations and Roadmap

We provide a detailed roadmap addressing licensing, feature mapping, migration tools, project timeline, and recommendations for Microsoft 365 Copilot integration.

Schedule a complimentary consultation

Supported Migrations into SharePoint Online and Microsoft 365

As Microsoft Solutions Partner we have deep expertise in SharePoint planning and deployment. Our team goes beyond expectations, providing tailored solutions that address your specific migration challenges and business objectives.

SharePoint 2010
SharePoint 2013
SharePoint 2016
SharePoint 2019
SharePoint Tenant to Tenant
File Shares

eDOCS
Box, Dropbox, and Google Drives
OpenText Content Server
Other Legacy Document Management Systems
Paper Files

Schedule a complimentary consultation

Free SharePoint Migration Strategy Sessions

Start your enterprise migration planning with two complimentary discovery sessions led by a Compass365 Microsoft Solutions Architect. We’ll conduct a detailed analysis of your current sites, addressing complexities like InfoPath, Designer Workflows, Add-ons, and Custom Code. You’ll receive actionable recommendations, a tailored budget, and a clear timeline for a seamless migration to SharePoint Online.

SharePoint Analysis Session

Review SharePoint migration assessment reports.
Identify and discuss specific complexities.
Align on your enterprise goals, timeline, and user adoption strategies.
Open Q&A session.

Migration Scope Review Session

Present and evaluate the migration scope and timeline.
Discuss migration approach, methodology, and enterprise best practices.
Proactively address potential roadblocks or challenges.
Strategic planning for next steps.

SCHEDULE A FREE STRATEGY SESSION

Customer Success

Farmers & Merchants Bank: Modernizing Collaboration and Communications in Financial Services with SharePoint 2019Cathy Ashbaugh2023-07-07T18:28:59+00:00

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

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

SharePoint Migrations

Algood Food Company: Getting More Value from Cloud Migration and AutomationCathy Ashbaugh2023-07-07T18:30:31+00:00

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

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

Power Platform, SharePoint Migrations

Sakata Seed America: Digital Transformation with Compass365Cathy Ashbaugh2023-07-07T18:27:14+00:00

Sakata Seed America: Digital Transformation with Compass365

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Sakata Seed America: Digital Transformation with Compass365

Microsoft 365 Workplace Collaboration, Power Platform, SharePoint Migrations

“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

“Compass365 provided the depth of knowledge we were lacking. They did a bunch of training for us and answered every single question. Our employees like to feel like you’re here sitting with them at their desk and Compass365 delivered on that.”

PMO, Farmers & Merchants Bank

Our proven process for success

As a Microsoft Solution Partner, we deliver a proven, end-to-end migration strategy that maximizes adoption and minimizes disruption. Our expert team guides you through every stage to ensure a seamless transition.

Assess and Plan

We perform a comprehensive inventory of your environment—evaluating content structure, customizations, and key complexities—to collaboratively design the optimal new site architecture. Our documented strategy defines the scope, cost, and timeline, ensuring transparency and minimizing risk.

Migrate with Minimal Disruption

Using our structured Migration Runbook, we execute a two-phase process: first, setting up your new SharePoint and Teams environment; then, migrating content, testing, and modernizing essential legacy systems—all with minimal downtime. A final delta migration and post-go-live support complete the transition.

Focus on User Adoption

We engage key business and IT stakeholders—such as super users and department liaisons—from the outset. Through role-specific quick guides and tailored training (from train-the-trainer to organization-wide sessions), we ensure your team is fully prepared to embrace the new system from day one.

Continued Modernization

Transitioning to the cloud is only the first step. We remain your strategic partner—helping you leverage advanced tools (like Power Platform and Microsoft 365 Copilot) to drive workplace collaboration, streamline processes, and empower your employees for ongoing success.

Download – ENTERPRISE MICROSOFT 365 MIGRATION SERVICES