1. Make Time For Planning
First off, make sure you take an adequate amount of time beforehand to plan your entire SharePoint migration from start to finish. The following tips are some things to consider in this planning process.
2. Know Your Content
Make sure you have a good understanding of exactly what content you currently on your on-premise SharePoint or other data suppository before moving it into SharePoint online. There’s a fair amount of data (i.e. discussion boards, blogs, wikis, and much more) that you won’t be able to move online without the help of a third-party solution.
3. Decide What Data Is Important to Your Organization
Keep space optimization in mind when making the move to SharePoint Online. Is there data that you don’t need anymore? Make sure you don’t leave anything necessary behind, but thoroughly examine your data before transferring it all. Migrations call for spring cleaning!
4. Restructure Your Data
Now is the perfect time to go through and look at all your information as it’s architecture. You may want to take this migration as an opportunity to flatten out your data.
5. Determine Your SharePoint Migration Approach
Are you going to migrate all your data at once? Or will you be more likely to migrate in phases to SharePoint Online? Now is a good time to map out a migration schedule so you know you will stay on track.
6. Consider Budget
Determine exactly how much of a budget you will allocate to this migration. Consider your IT needs beyond the migration. Will you need to spend on SharePoint training? On managed IT services? Have a set budget and plan before you start to reduce the chance of unexpected costs along the way.
7. Decide if You Will Need Training
Make sure to consider your end users needs after a migration. End user training may be necessary to encourage adoption of SharePoint Online.
8. Have Adequate Staffing
A migration should be treated just as any other project within a company. Have certain roles and responsibilities for your team and set expectations for them to meet.
9. Think About Management
If your IT department is not equipped to manage SharePoint Online, think about using third-party services for managed IT. And once again, make sure you incorporate this additional cost into your overall budget!
10. Migration Partners
Is a migration within the scope of something your IT department can handle? In most cases, it is much easier and more cost efficient when you utilize a third-party service to assist in this process.
If you follow these simple steps, you will be able to greatly reduce the costs and risks associated with a migration.