YOUR MICROSOFT OFFICE 365 MIGRATION CHECKLIST
First, let’s talk about why you should use Microsoft Office 365.
If you do, you’ll have a full-featured, cloud-based office productivity tool that can help you work more easily, productively, and collaboratively.
This allows you to please your customers and grab more market share. There’s no better solution for small and mid-sized businesses today than Microsoft Office 365.
Because instead of simply packaging the popular applications you use (like Excel, Word, PowerPoint and more) Microsoft has taken the extra step to integrate these tools, along with others. This provides your organization with the capabilities a larger-sized business enjoys.
But there’s something you should know.
Migrating to cloud computing is a multi-phased project. There are many things to consider when making a conversion to Microsoft Office 365, or any cloud-based system.
We’ve developed this Microsoft Office 365 MIGRATION CHECKLIST to help ensure the process is seamless for your business and transparent to your customers.
Of course, we think we should do this for you.
Because it’s complicated and a lot of things can go wrong unless you know exactly what you’re doing.
But, if you’re ready to try this on your own, here’s what you need to do.
INVENTORY EVERYTHING IN YOUR IT ENVIRONMENT
Start by making a detailed inventory of everything in your IT environment. This way you can make the best decisions and estimates about what it will take to migrate everything. You’ll also be able to better determine how long this might take and develop a migration timeline that you can share with your staff.
Your inventory may include things like:
What About Our Customized Solutions?
You could run into trouble here.
Create an inventory of all your customizations. Identify what you want to migrate. This is a good time to identify what you don’t need any longer and remove it.
Make sure you have a good overview of what you have in your sites (WSP, Sandbox, etc.) And note if one depends on another.
Map things out, so you’re sure to deploy everything in the right order when it’s migrated to your destination.
Are you running any Farm Solutions? These run codes that can affect the whole farm and can’t be migrated to Office 365. Get rid of them.
Do you have any Sandbox Solutions? As with Farm Solutions, it’s recommended that you don’t include these.
Converting any Web Parts you developed for Add-Ins could be problematic.
If you’ve built Timer Jobs, there is no real solution when you migrate to the Cloud. You must find a new way to do this.
Event Receivers: You’ll need to rewrite and host them differently to get the same results.
Determine how you can deploy your declarative artifacts. You might be able to do this with an Azure Web App or PowerShell.
Stay away from customized fields. Display Templates or Office 365 column formatting might provide an option for displaying content the way you want so you don’t need to create new fields.
Item IDs in Lists and Libraries could change during the migration.
REMOVE & REORGANIZE YOUR OLD IT ENVIRONMENT ITEMS
Microsoft SharePoint helps you custom-build what you need for your unique operations. Now’s a good time to locate and reorganize what you want to keep or delete what you don’t.
III. PREPARE YOUR NEW DESTINATION
This is the time to prepare a clean slate for your new destination. A well thought out Information Architecture can make all the difference between a successful migration and one you’re not happy with. Take your time doing this as it might be the last chance you have to do this for quite a while.
IT’S NOW TIME TO COMMUNICATE EVERYTHING TO YOUR STAFF.
Change is always difficult for everyone and this includes your users. For your Office 365 Migration to be a success, you need to let them know what to expect.
BEGIN THE MIGRATION
At this point, the process of migrating to Office 365 shouldn’t be too difficult if you’ve followed all the steps above. Just be prepared to deal with any unforeseen complications that might not have been revealed during the testing phase.
It’s time to take a “test drive” to make sure everything is working properly in your new environment.
ON A WEEKLY BASIS: MONITOR YOUR OFFICE 365 ENVIRONMENT
You’re not done. It’s very important that you continue to monitor the security, usage, and other elements in your new Office 365 environment to make sure it’s running at peak performance without any glitches.
As you can see, when you move your organization to Microsoft Office 365, it’s important to plan exactly what steps you want to take, when to perform them, and who’s involved. Keep the lines of communication open, and this checklist will help you as you plan and prepare for a migration to Office 365.