Microsoft 365 Migration & Modernization

Achieve Greater Agility, Innovation, and Efficiency with Microsoft 365

From collaboration and advanced content management to generative AI and process optimization, we help you unlock enterprise-wide innovation.

Our Microsoft 365 Migration and Modernization Services

Build your digital future with our Microsoft 365 migration and modernization services. Our team partners with you to deliver seamless transitions and build a modern workplace that supports agility, productivity, and growth.

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.

 

 

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.

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

Our Proven Process for Successful Microsoft 365 Migration and Modernization

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

Microsoft 365 Migration and Modernization Insights

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

Modernizing SharePoint in Manufacturing 5 Strategic Moves to Future-Proof Operations

Modernizing SharePoint in Manufacturing: 5 Strategic Moves to Future-Proof Operations

Jordan Weaver

February 18, 2026

Additional Microsoft 365 Services

Microsoft 365 Assessment and Roadmap

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

AI Readiness Accelerator for Microsoft 365 Copilot

Prepare your Microsoft 365 environment for Copilot by assessing content, governance, and security, optimizing for AI, and equipping users with training for a secure, successful rollout.

Managed Application Services

Expand your capacity to deliver high-quality, performant enterprise applications that can be scaled, extended, and supported.

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.