Discover and inventory
Collect source facts across users, sites, files, mailboxes, forms, workflows, permissions, integrations, ownership, and business processes.
Delivery methodology
A migration method built around decisions, evidence, and handoff
Microsoft migration work is a controlled business transition across identity, content, permissions, forms, workflows, integrations, governance, and support. The method connects those workstreams before production cutover.
The delivery flow
Five connected stages from source facts to a supportable target
Each stage produces artifacts used by the next. The sequence can be adapted to the workload, but the controls should not be skipped.
Rationalize and decide
Classify what will migrate, modernize, archive, retire, consolidate, or defer. Record assumptions and decisions before waves are built.
Design the target
Define target architecture, identity, security, information architecture, Power Platform patterns, governance, and operational ownership.
Pilot and migrate
Run representative pilots, resolve findings, execute controlled waves, and use clear go or no-go criteria before production cutover.
Validate and stabilize
Test access and business outcomes, complete handoff, triage post-migration issues, and close temporary access and staging work.
Required controls
What should be visible before cutover
The exact format varies, but the project should have enough evidence for technical owners and business owners to make a go or no-go decision.
- A source inventory with owners, disposition, dependencies, and validation responsibility.
- A target design covering identity, collaboration, security, governance, and support ownership.
- Pilot findings with unresolved issues, remediation owners, and release criteria.
- A wave plan and cutover runbook with communication, rollback, and escalation steps.
- Business validation criteria that go beyond item counts and migration-tool reports.
- A handoff package for administration, monitoring, support, and cleanup after go-live.
Migration products
Use product accelerators where the work is repeatable
Form Migrator and Flow Migrator support discovery and supported modernization tasks without removing the need for architecture, governance, testing, or business acceptance.
Migration software
Form MigratorInventory and plan legacy form migrations with Form Migrator
Form Migrator helps teams analyze InfoPath and legacy form estates, identify dependencies, and organize which forms should be converted, redesigned, simplified, or retired.
Migration software
Flow MigratorAnalyze and plan Nintex migrations with Flow Migrator
Flow Migrator analyzes Nintex workflow exports, identifies actions and dependencies, and helps teams organize supported conversions and workflows that need redesign.