Migration planning library
Resources for planning Microsoft migrations with fewer unknowns
Featured resources
Start with the workstreams that usually determine scope
Microsoft 365 Migration Readiness Checklist
A practical preflight checklist for Microsoft 365, SharePoint, Teams, OneDrive, Exchange, Power Platform, Azure, and legacy system migrations.
- A source inventory that separates active business systems from stale content, technical debt, and retirement candidates.
- A target-readiness view across identity, security, collaboration, compliance, Power Platform, and support ownership.
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.
- A 30/60/90-day action plan that turns deadline pressure into concrete discovery, remediation, and migration workstreams.
- A clearer view of content, permissions, InfoPath, Nintex, SharePoint Designer, custom solutions, and integration risk.
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.
- A form inventory that captures usage, criticality, data connections, rules, submit targets, code, attachments, and ownership.
- A rationalization model that identifies which forms to retire, consolidate, rebuild, replace, or defer.
Nintex to Power Automate Migration Guide
A planning guide for moving Nintex workflows into Power Automate without losing process control, auditability, ownership, or supportability.
- A workflow inventory that captures triggers, actions, owners, connectors, history, and process dependencies.
- A migration decision model that separates retire, rebuild, redesign, consolidate, and temporary-keep workflows.
Migration products
Use purpose-built products where repeatable analysis can reduce manual work
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.
Full library
More checklists, templates, and planning guides
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 resourceNintex Workflow Discovery Worksheet
A discovery worksheet for collecting the workflow details needed before moving Nintex processes into Power Automate and Flow Migrator.
Read resourceSharePoint Permissions Cleanup Checklist
A pre- and post-migration checklist for cleaning SharePoint permissions, reducing oversharing risk, and validating access after migration.
Read resourceTenant-to-Tenant Migration Planning Template
A planning template for Microsoft 365 tenant consolidation, divestiture, rebrand, acquisition integration, or carve-out projects.
Read resourceFile 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 resourceMigration Cutover Runbook Template
A structured runbook template for Microsoft migration weekends, pilot waves, production cutovers, validation checkpoints, and hypercare.
Read resourcePost-Migration Validation Checklist
A validation checklist for Microsoft 365, SharePoint, Teams, OneDrive, Exchange, Power Platform, forms, and workflows after migration waves complete.
Read resourcePower 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 resourceMigration Stakeholder Communication Plan
A communication plan for Microsoft migration stakeholders, business owners, site owners, users, support teams, and executives.
Read resourceInfoPath Migration Readiness Scorecard
A scorecard for deciding which InfoPath forms should be retired, rebuilt in Power Apps, simplified into Microsoft Forms, or analyzed with Form Migrator.
Read resourceNintex to Power Automate Complexity Scorecard
A workflow complexity scorecard for prioritizing Nintex migration candidates and deciding where Flow Migrator can support discovery and planning.
Read resourceSharePoint 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 resourceMicrosoft 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 resourcePower 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.
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