SharePoint Migration & Modernization

Modernize as You Migrate to SharePoint Online

Move to SharePoint Online and Microsoft Teams while setting the stage for scalable, long-term modernization across your organization.

Our SharePoint Migration and Modernization Approach

Accelerate your digital transformation with Compass365’s SharePoint migration and modernization services. By moving to SharePoint Online and Microsoft Teams, your organization can embrace the modern SharePoint experience, improve agility, and empower your workforce. Our collaborative approach ensures a seamless cloud transition designed to meet the evolving needs of today’s enterprise.

Assessment

Conduct a detailed review of your current SharePoint configurations and content to develop a strategic migration plan that minimizes risk and aligns with your business objectives.

Content Review

Collaborate with key business departments to evaluate content at the library level, identify restructuring opportunities, and pinpoint areas for modernization and process improvement.

Design & Rebuild

Create new SharePoint and Teams sites using modern architecture. Transition from the classic experience to a contemporary interface while rebuilding legacy solutions for enhanced functionality.

Migration

Execute our precise, two-step content migration process that preserves metadata, permissions, and configurations—ensuring operational continuity throughout the transition.

Testing

Perform rigorous validation and user acceptance testing (UAT), followed by a controlled delta migration to confirm a flawless cutover.

Training & Support

Provide tailored quick guides and Train-the-Trainer sessions for site owners and users, backed by two weeks of dedicated post-go-live support to empower your team.

 

Is a SharePoint Migration and Modernization right for you?

Modern Requirements

  • Leverage a modern SharePoint experience.
  • Integrate Microsoft Teams for unified communication.
  • Streamline legacy content for enhanced efficiency.

Timeline and Resources

  • Engage leadership for a guided transformation.
  • Commit appropriate budget and time for impact.
  • Execute a robust change management plan.

Cloud-Ready

  • Transition from on-premises to a secure cloud.
  • Scale with a resilient Microsoft 365 platform.
  • Invest for long-term competitive advantage.

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 SharePoint Online migrations

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

Migration Assessment & Roadmap

Gain strategic insights and clarity with our comprehensive Migration Assessment and Roadmap Planning engagement.

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.

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.

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.