Microsoft 365 Migration and Modernization

Build your digital future with Microsoft 365.

Accelerate your digital transformation with comprehensive collaboration, advanced content management, generative AI, and process optimization solutions. We partner with you to unlock new opportunities and drive enterprise-wide innovation.

Assessment and Content Review

Evaluate your current collaboration tools, content repositories (file shares, SharePoint, Dropbox, etc.), and workflows to deliver actionable migration paths that minimize risk and maximize ROI.

Planning

Engage your Steering Committee to align on strategic goals and business requirements. Our collaborative process ensures that stakeholder insights drive a tailored modernization plan.

Design & Rebuild

Create modern SharePoint and Teams environments that replace legacy systems with a secure, contemporary interface—rebuilding critical solutions to meet today’s business needs.

Migration

Execute our proven two-step migration process, ensuring seamless data transfer, compliance with Records Management policies, and integration of process improvements.

Testing

Conduct thorough validation and user acceptance testing (UAT), followed by a controlled delta migration for a smooth cutover.

Training & Support

Deliver comprehensive, organization-wide training and post-migration support, along with a roadmap for ongoing process improvement through optional Managed Services.

SCHEDULE A FREE STRATEGY SESSION

Is our Microsoft 365 Migration and Modernization right for you?

Modern Workplace

Seeking a complete digital transformation with Microsoft 365.
Developing a strategic content and collaboration roadmap.
Transitioning enterprise content securely to the cloud.

Timeline and Resources

Engaging active Business and IT leadership, including a dedicated Steering Committee.
Investing the necessary time and budget for a multi-year initiative.
Operating under established Governance and Records Management policies.

Digital Enterprise

Retiring on-premises systems and legacy repositories.
Requiring a scalable, future-proof solution that extends beyond basic content management.
Focused on realizing the strategic value of Microsoft 365.

SCHEDULE A FREE STRATEGY SESSION

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