Top tips for migrating to SharePoint

Posted by Jacob Myner on Jan 12, 2018 10:00:09 AM
People sitting around a table migrating to SharePoint

Whether you want to digitise the data at your business or want to make use of an enterprise document management solution, SharePoint Online is ideal. To get the benefits of these, first you need to migrate your data into SharePoint, and that journey runs a risk of being a bumpy one if the points below are not addressed from the onset.

1 – Disorganised Information

A key part in the process of migrating to SharePoint Online should always be analysing and rationalising your data prior to migration.

If you’re moving a messy, disorganised file structure into SharePoint Online, the resulting solution will also be the same, therefore you should spend time organising all this information before migration and creating an achievable plan for how information will look once migration is completed. 

2 – User Engagement

When creating any solution, we believe the best way to create the ideal solution for a business is to connect with the people who will be using it the most.

Spend time with all the areas of the business which will use the solution and identify and document all their requirements. This is best completed face to face to help users feel involved and that they have a say in the direction of the solution.

The best solutions are ones that users feel they have contributed to and will vouch for once the solution is implemented. After all, adoption should be one of your key measures for success.

3 – Training

You could create a perfect solution but without training all the hard work can be undone within weeks of the migration if users don’t know how to use it effectively.

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Make sure all users have had the necessary training to use SharePoint Online.

Training users should cover all aspects of a solution and be completed prior to any migration. This not only helps inform users on what is changing, but allows you to identify any areas which could require additional help post migration.

4 – Divide and Conquer

If you’re wondering how on earth you would go about documenting all the user’s requirements and ensuring they are trained adequately in preparation for a migration, look no further, split your migration into chunks that make sense.

This will make every aspect of a migration easier on a business. You can respond and address issues much quicker and build up a set of users who have been using the solution longer than others.

This also gives you a chance to learn lessons from the first chunks of migration, start small and work your way up to the larger chunks and by the end you will have the process perfected.

In Summary:

  • Organise your information where it is and understand the data you have currently
  • Plan what your data will look like inside SharePoint Online
  • Involve users from the start and understand their needs
  • Train the users how to use SharePoint Online and all aspects of a solution built on SharePoint.
  • Start with small chunks and work your way up to the bigger ones.

If you want to discuss your SharePoint Online migration path, please get in touch - we'd be more than happy to help!

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