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

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