Ensure Your SharePoint Migration is a Success

Take the guesswork out of your SharePoint Migration. Trust the team at Compass365 to get it done right, on time, and within budget – avoiding common pitfalls along the way! With hundreds of SharePoint migrations and upgrades successfully delivered over the past 15 years, you can depend on the team at Compass365.

Our proven process for success includes:

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.

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.
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.

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.


The best way to avoid surprises and roadblocks in a migration is to invest proper time into planning. Our migration assessment and roadmap planning service will guide you through the process, taking into account your unique environment as well as Microsoft best practices. We work with you as a team to ensure your migration roadmap will get you exactly where you need to be.

Our Process:

  • Analyze your current SharePoint configurations and content
  • Migration planning workshops to review findings and guide the decision-making process for any workflows, add-ons or custom code
  • Deliver a SharePoint Migration Recommendations and Roadmap document
  • Outline dependencies, risks, and mitigations

Moving your existing SharePoint on-premises sites to SharePoint Online with minimal impact to your users is at the core of our SharePoint Online migration approach.  We can help you ensure your SharePoint Online migration is a success.

Our process:

  • Prepare Migration Runbook for each site collection
  • Minimize user downtime with our 2-step migration procedure
  • Quick Start Guides for user testing and training
  • Rebuild or replace legacy solutions as needed

Need to upgrade your SharePoint server or a hybrid deployment?

SharePoint Server 2019 offers many of the exciting features that have been rolled out to SharePoint Online. Our team will guide you throughout the entire process, ensuring a smooth upgrade process.

Whether you are seeking to enable collaboration in your organization or retire old servers to reduce cost and risk, migrating from file shares to SharePoint Online is a smart move. We can help you get into the cloud in the most efficient way possible.

Our process:

  • Plan and configure SharePoint Online/Teams sites
  • Analyze content and map to new SharePoint Online sites
  • Migrate and validate content; remediate any issue
  • Quick Start Guides for user testing and training

Complimentary SharePoint 2013 Migration Discovery

Start your SharePoint 2013 migration planning during two complimentary discovery sessions with a Compass365 Microsoft Solutions Architect. Working from the SMAT, 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 2013 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
Talk with an Expert

Compass365 Migration Tips

We make it easy as 1, 2, 3 to improve operations and the way your employees work using Microsoft 365