How to Migrate to SharePoint Safely and Efficiently?

Microsoft SharePoint enables seamless collaboration and effective content management across the organizational infrastructure. From quality intranet SharePoint capabilities to improved document handling, users can unlock value and drive growth with this platform. However, to keep up with the rapidly evolving industry standards and customer expectations, users need to migrate to its latest versions. Migrate to Sharepoint might seem like a daunting task because of the risk of data breaches and compromised productivity.

But with careful analysis of the existing infrastructure and proper planning, SharePoint migration can be quite smooth.

This blog will familiarize you with the key steps that you should take before proceeding with the migration.


Determine the Right time for Migration:

Before carrying out SharePoint migration, you should get an expert opinion on whether your organization is prepared for it. It can be a big step since many necessary documents, files, and data that employees use daily become unavailable during migration.

So, you need to carve out a migration schedule so that the regular operations don’t get disrupted.

If the data and files are not backed up, you can easily lose important data. You need to take backups, migration time, and network framework into account to ensure that you don’t face any disruptions or unpredicted problems during migration.


Carve Out a Roadmap:

Planning is a crucial step to carry out the migration successfully. Know all about your data sources, location, and its usefulness to keep it ready for migration. The next step is to prioritize the operations at the time of the migration.

Since the migration will affect the speed of the operations, you need to decide which operations are absolutely crucial for your organizational functionality. You can migrate the data associated with these operations on priority so that these operations don’t get affected.

Besides deciding on the strategy, you should also select the best tool for migration. Understand your needs and choose the right fit according to them.


Get Rid of Unnecessary Items:

Duplicate copies and junk files can prevent you from making the most of SharePoint capabilities. Before migration, you should get rid of useless files and organize your data. In this way, you can access and control your documents easily and make the most of SharePoint online.


Package Your Data Right:

Determining the right size of data for migration helps you avoid unnecessary delays and bottlenecks. If the data size is too small, it will delay the migration. In contrast, if it is too large, it can halt other items in the migration pipeline.

Therefore, organizations should determine the right data package size according to their needs before they start moving the data.


Invest in Workflow Improvement:

You can leverage SharePoint migration to improve workflow and drive innovation within your organization. But you need to plan ahead to make the most of it. By connecting SharePoint with other valuable Microsoft platforms during migration, you can boost productivity and transform your workflow into a seamless one.


Do a Test Run:

Test run gives you an idea about the duration, challenges, and requirements regarding the actual migration. So, you should try the application beforehand to avoid any unforeseen delays or challenges while carrying out the actual migration.

Use the exact tools and processes that you will need during actual migration during the test run and figure out any gaps in your migration strategy beforehand.



After the test run, it is time to migrate. Customize the migration according to your needs but be mindful of the time for migration and the number of requests. Carrying out the migration during peak hours can slow down migration itself and the associated important operations.

So, it is best to schedule it during night. Also, don’t exceed the allowed number of migration request as overflow of requests can also slow down migration.

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