Migration planning library
Microsoft migration resources for serious planning
Practical checklists, guides, templates, and worksheets for teams preparing Microsoft 365, SharePoint, Teams, OneDrive, Exchange, Power Platform, forms, workflows, and Azure migrations.
Built for high-intent migration buyers
These resources are designed to turn search traffic into real project conversations: deadline-driven SharePoint moves, InfoPath replacement, Nintex workflow migration, tenant consolidation, and Power Platform governance.
Featured resources
Start with the migration workstreams most likely to create urgency
Use these pages for paid search, organic SEO, LinkedIn posts, sales follow-up, and customer education.
Microsoft 365 Migration Readiness Checklist
A practical preflight checklist for Microsoft 365, SharePoint, Teams, OneDrive, Exchange, Power Platform, Azure, and legacy system migrations.
Read resource →SharePoint 2016/2019 End-of-Support Action Plan
A staged plan for organizations still running SharePoint Server 2016 or 2019 and evaluating a move to SharePoint Online, Microsoft 365, or a supported architecture.
Read resource →InfoPath to Power Apps Migration Checklist
A detailed checklist for replacing InfoPath forms with Power Apps, Power Automate, SharePoint, Dataverse, Microsoft Forms, or other Microsoft-native patterns.
Read resource →Nintex to Power Automate Migration Guide
A planning guide for moving Nintex workflows into Power Automate without losing process control, auditability, ownership, or supportability.
Read resource →Product-led migration paths
Promote the products where the buying intent is strongest
Form-heavy resources point visitors toward Form Migrator. Workflow-heavy resources point visitors toward Flow Migrator.
Product accelerator
Move legacy forms with Form Migrator
For organizations with InfoPath or legacy form sprawl, Form Migrator gives the modernization effort a product-led path instead of a one-form-at-a-time rebuild cycle.
Where Form Migrator fits
- ✓Inventory and rationalize forms before rebuilding them in Microsoft-native patterns.
- ✓Prioritize high-value forms by business criticality, usage, data complexity, and owner readiness.
- ✓Support a repeatable migration motion across Power Apps, Power Automate, SharePoint, Dataverse, and governance workstreams.
Product accelerator
Move Nintex workflows with Flow Migrator
For teams moving Nintex and legacy workflow estates into Power Automate, Flow Migrator helps turn discovery, mapping, and rebuild planning into a repeatable migration motion.
Where Flow Migrator fits
- ✓Identify workflow candidates, dependencies, owners, triggers, approvals, and failure points.
- ✓Separate direct rebuilds from processes that need redesign, governance, or integration architecture.
- ✓Accelerate migration planning from Nintex into supportable Power Automate patterns.
Full library
More checklists, templates, and worksheets
InfoPath Inventory and Rationalization Matrix
A scoring model for deciding which InfoPath forms should be retired, rebuilt in Power Apps, replaced with SharePoint list forms, moved to Dataverse, or handled through Form Migrator.
Read resource →Nintex Workflow Discovery Worksheet
A discovery worksheet for collecting the workflow details needed before moving Nintex processes into Power Automate and Flow Migrator.
Read resource →SharePoint Permissions Cleanup Checklist
A pre- and post-migration checklist for cleaning SharePoint permissions, reducing oversharing risk, and validating access after migration.
Read resource →Tenant-to-Tenant Migration Planning Template
A planning template for Microsoft 365 tenant consolidation, divestiture, rebrand, acquisition integration, or carve-out projects.
Read resource →File Share to SharePoint Information Architecture Worksheet
A worksheet for deciding how network file shares should map to SharePoint, Teams, OneDrive, archive, deletion, or separate records storage.
Read resource →Migration Cutover Runbook Template
A structured runbook template for Microsoft migration weekends, pilot waves, production cutovers, validation checkpoints, and hypercare.
Read resource →Post-Migration Validation Checklist
A validation checklist for Microsoft 365, SharePoint, Teams, OneDrive, Exchange, Power Platform, forms, and workflows after migration waves complete.
Read resource →Power Platform Migration Governance Playbook
A governance playbook for moving forms, workflows, apps, and automation into Power Platform without creating a new unmanaged legacy estate.
Read resource →Migration Stakeholder Communication Plan
A communication plan for Microsoft migration stakeholders, business owners, site owners, users, support teams, and executives.
Read resource →InfoPath Migration Readiness Scorecard
A scorecard for deciding which InfoPath forms should be retired, rebuilt in Power Apps, simplified into Microsoft Forms, or accelerated with Form Migrator.
Read resource →Nintex to Power Automate Complexity Scorecard
A workflow complexity scorecard for prioritizing Nintex migration candidates and deciding where Flow Migrator can accelerate discovery and planning.
Read resource →SharePoint End-of-Support Risk Assessment
A practical risk assessment for SharePoint Server environments approaching end-of-support pressure, including content, customizations, forms, workflows, permissions, and target readiness.
Read resource →Microsoft 365 Tenant Migration Planning Workbook
A planning workbook for tenant-to-tenant Microsoft 365 migrations involving users, domains, Exchange, OneDrive, SharePoint, Teams, groups, identity, and cutover planning.
Read resource →Power Platform Migration Governance Checklist
A checklist for governing Power Apps and Power Automate during migration so legacy forms and workflows do not become a new unmanaged estate.
Read resource →