Representative engagement: regulated professional services

SharePoint on-premises to SharePoint Online readiness

A legacy SharePoint environment needed a practical path to SharePoint Online without carrying forward stale permissions, abandoned sites, and unknown workflow dependencies.

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Delivery

Our approach

Created a source inventory of high-value sites, libraries, workflows, forms, owners, and risk areas.
Defined a target SharePoint Online information architecture with hub structure, site ownership, and permission boundaries.
Separated content into migrate, remediate, archive, retire, and modernize categories.
Built a pilot wave plan and validation checklist for business owners and IT administrators.

Result

Outcomes

Leadership received a decision-ready migration roadmap instead of a vague lift-and-shift estimate.
Site owners had a clear review process for permissions, content cleanup, and post-migration acceptance.
The migration plan reduced the risk of moving stale access, unsupported workflows, and abandoned content into the target tenant.

Related expertise

Services connected to this engagement

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