Migration to SharePoint online may seem challenging but with the right technology partner who has good knowledge of your business goals and related technologies, you can save a lot of time and money. The question for many companies is how to advance SharePoint use in the most strategic and cost-effective way possible.

Here are 7 simple steps to streamline and optimize the migration process to be as smooth and seamless as possible.

Evaluate Existing SharePoint environment

For a better migration experience, it is always good to understand your customer needs and what features in the current implementation satisfied them. By knowing which version supports which features and identifying new ones that can be personalized will help optimize the migration effort.

Finding the right data migration approach

Before evaluating your content inventory, you should decide whether to choose a hybrid migration or not. If there are any issues like compliance restrictions, it is better to go for the hybrid environment where some of your content can be retained on premises. This should help you have a clear idea of what content should be moved or discarded.

Migrating Custom Solutions

If you have custom solutions integrated to SharePoint On-Premises. Then it needs to be recreated, since these solutions cannot be deployed to SharePoint Online. Though, it may not always end up with the finest results, it is better to decide what solutions should be recreated first. This will save you a lot of time and money.

The Migration Roadmap

Before moving on to cloud, you should have a clear technology-roadmap planned upfront. You can either migrate files in stages, or directly copy all files to Office 365. For best user-experience, plan upfront as changes made post migration may cause issues.


After reviewing your SharePoint migration roadmap for roadblocks, compliance and best practices, you can initiate the migration process. It is always best to have a SharePoint expert like us assist you in the migration.

Fixing Errors

After migration, you should verify all the migrated content for errors. Run a QA analysis to ensure that end users can seamlessly access and manage their documents, and other applications in the cloud environment.


After successfully migrating the SharePoint online, you can focus on supporting the end users to get familiarize with the new environment and features. Get feedback from end-users to steadily improve user experience and adoption.


The above stated steps will help you migrate SharePoint online without much effort. As with most processes, prior evaluation and planning will eventually decide the success of your migration process.