It only takes three steps to migrate to your new SharePoint environment? Sounds easy! While it’s true that a SharePoint migration needn’t be as complex as some people will have you believe, each of these three steps have a lot to them, and as such shouldn’t be underestimated.
That’s why we’re here to guide you through each important step so your migration journey can be as smooth as possible and you can enjoy your new SharePoint environment.
Planning is your most crucial step to a smooth migration. So, where should you start? What should you do? How should you do it? It’s important to ask as many questions as possible before you begin the actual migration process. Creating a detailed plan and roadmap for your migration will help answer these questions, and more.
Below are the most important aspects to your migration you should address:
The more questions you ask and look to get answered, the less problems you are going to run into. And those problems you do run into (because the migration process can be a troublesome one) you will better prepared to deal with. Preparation is everything!
You would think that the risks surrounding a migration that get mentioned so often would be to do with the process of the migration itself. But providing you have planned thoroughly and accordingly, the actual move shouldn’t be too difficult. It’s important to keep in mind, however, that depending on what your source and destination environments are the migration process can have slight differences.
In the same sense that you need to communicate to your users the incoming change of a content migration, you need to keep them constantly aware during the process itself. You need to tell them that during this time, content will be read-only so users will have to wait until after the migration is completed to access their files. Small pieces of information like this may seem immaterial, but can help your users feel like they’re part of the migration process and minimize confusion.
Choosing the tool you use for the migration process itself is the other important aspect to the Migrate step (who would have guessed!). Selecting a tool like Sharegate can greatly reduce the amount of time and effort required for your project.
And much like you need to dedicate time to the actions you take pre-migration, the same needs to be done once you’ve successfully migrated your content. After completing your migration, it’s important to keep an eye on what’s happening within your environments and with your users. It will take some time for the change to happen and for users to return to their routine, so being patient is important.
Once you’re set up in your new environment, some things will need to be checked to ensure they function the same as in your old SharePoint. A common one is custom branding, but governance and compliance policies should be reviewed to ensure users are aware of any changes, too. Whether you’re a Site administrator or regular user, take as much time as you need to get familiar with your new environment; knowing what you can’t do is just as important as knowing what you can do!
And there you have it! It will take a little longer than it took you to read this post, but if you dedicate time to your migration plan, choose the best tool for the migration process, and review the ins and outs of your new environment, you’ll be able to relax and enjoy the new features and functionality of your new SharePoint instance.
This post was guest authored by our friends at Sharegate.