Migration Assessment & Roadmap

Build a Migration Strategy That Sets You Up to Succeed

From legacy SharePoint on-premises environments to ECM systems and file shares, our Migration Assessment and Roadmap service delivers a clear, future-ready transition plan.

Key Elements of a Successful SharePoint Migration Strategy

A well-defined SharePoint migration strategy sets the stage for success when moving to SharePoint Online and Microsoft 365. With Compass365, you’ll gain a structured approach that not only simplifies your migration but also positions your organization to leverage new innovations like Microsoft 365 Copilot.

Assessment

We conduct a thorough analysis of your existing systems—be it SharePoint On-Prem, ECM, or file shares—focusing on complexity, user access requirements, and AI-readiness.

Planning

Our collaborative workshops guide the restructuring and migration of your content, system modernization and AI workflow optimization.

Project Management

We manage project dependencies, mitigate risks, and minimize downtime, keeping your enterprise’s productivity intact throughout the migration.

Recommendations & Roadmap

We deliver a comprehensive roadmap that includes licensing, feature alignment, migration tools, project timelines, and strategic recommendations for integrating Microsoft 365 Copilot.

Supported Migrations into SharePoint Online and Microsoft 365

Leverage our status as a Microsoft Solutions Partner for expert SharePoint planning and deployment. Our approach exceeds standard service, crafting solutions that directly address your enterprise’s unique migration challenges and strategic goals.

  • 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

Free SharePoint Migration Discovery 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.

Analysis

  • 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

  • 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.

SharePoint Migration Services Customer Stories

Farmers & Merchants Bank: Modernizing Collaboration and Communications in Financial Services with SharePoint 20192026-01-29T17:12:40+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

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Algood Food Company: Getting More Value from Cloud Migration and Automation2026-01-29T17:13:05+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

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Sakata Seed America: Digital Transformation with Compass3652026-01-29T17:13:51+00:00
Sakata Seed America: Digital Transformation with Compass365
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Sakata Seed America: Digital Transformation with Compass365

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“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

We Deliver Effective SharePoint Migration Strategies

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.

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.

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.

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.

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.

The Compass Guide to SharePoint Online Migrations

Download The Compass Guide to SharePoint Online Migrations eBook to strategically plan your migration. We’ll cover:

  • The benefits of modernization for your enterprise
  • Key considerations for large-scale migrations
  • Compass365’s migration methodology
The Compass Guide to Replacing InfoPath with Power Apps eBook

Migration Insights

Migration from OpenText Extended ECM to Microsoft SharePoint

Jordan Weaver

August 24, 2026

cloud with a file drawers coming out of it - What to Expect During a SharePoint Migration Timeline, Costs & Key Decisions

What to Expect During a SharePoint Migration: Timeline, Costs & Key Decisions

Jordan Weaver

July 20, 2026

graphic illustration of computer with a webpage - SharePoint Subsites Need to Go

SharePoint Subsites Need to Go

Jordan Weaver

May 19, 2026

wind power farm - Modernizing SharePoint in Energy Environments with Heavy Customization

Modernizing SharePoint in Energy Environments with Heavy Customization

Cathy Ashbaugh

April 21, 2026

Additional Microsoft 365 Services

Microsoft 365 Assessment and Roadmap

Unlock the power of Microsoft 365 to enhance collaboration and streamline business processes. Gain clarity and direction to choose the right tools and accelerate your digital transformation.

Microsoft 365 Migration and Modernization

Modernize your business processes and content management with solutions that transform legacy systems into a scalable, future-proof Microsoft 365 environment.

Intranet Strategy & Roadmap

Begin your intranet transformation with a strategic roadmap. Our SharePoint intranet consulting experts assess your landscape, identify key goals, and develop a plan to deliver an effective, modern digital workplace.

A Three-Step Strategy for Operational Excellence in Microsoft 365

STRATEGIZE

In a complimentary consultation, share your vision and key business priorities with our enterprise experts.

PLAN

Collaboratively define a tailored solution—confirming scope, schedule, and investment—to ensure alignment with your organizational objectives.

EXECUTE

Our seasoned Microsoft professionals implement and support your migration with precision, ensuring a seamless transition and rapid adoption.