SharePoint Migration and Modernization

Embrace the cloud and the modern SharePoint experience to improve business agility

Begin your modernization journey by migrating to SharePoint Online and Microsoft Teams. We collaborate closely with you to ensure a seamless transition to the cloud, meeting the needs of your modern workforce.

Assessment

Analyze your current SharePoint configurations and content and develop a migration plan.

Content Review

Meet with business departments to review content at the library level, discuss restructuring, and options for modernization and process improvement.

Design and Rebuild

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.

Migration

Execute our two-Step content migration, ensuring all metadata, permissions, and other configurations are preserved.

Testing

Perform validation, user acceptance testing (UAT), and run a delta migration before cutting over to new the site.

Training and Support

Provide Quick Guides and Train-the-Trainer training sessions for site owners and users, and deliver support for two weeks post-go live.

Schedule a complimentary consultation

Our 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

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

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 Gold Partner authorized for SharePoint planning and deployment, our process will help you deliver success, maximize adoption, and minimize the impact to your user community. Our team will guide you throughout the entire process, ensuring a smooth migration.

Assess and Plan

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.

Migrate with Minimal Disruption

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.

Focus on User Adoption

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.

Continued Modernization

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.

Download – SHAREPOINT MIGRATION SERVICES