1. MIGRATING to SHAREPOINT & ONEdRIVE FOR BUSINESS A tactical Approach
Presentation Title
Keith Tuomi
2toLead
@keithtuomi

2. KEITH TUOMI

3. AGENDA Plan Review of overall Migration strategy and decision points
Review of inventoried source file share, LOB & SharePoint content
Prepare
Using Planner & Excel to manage & report migration status
Using Planner to establish a Training & Communications plan
Configuring SharePoint Online
Migrate
Review of active migration activities
Review of techniques and processes for validating migrated content

4. WHY ARE WE HERE?
A recap on the reasons we are moving to the Office 365 Cloud:
Much greater search functionality
Complete access, always
Version history and backup
Check files in and out to avoid confusion and conflict
Access control and security

5. PLAN - THE ART OF WAR MIGRATION
PREPARE
MIGRATE
Identify your data sources
Start with legal, regulatory and business requirements
Look for organizational patterns
Pre-migrate and test before you commit
Ensure you communicate each step with staff
Follow up with support focusing on user experience
Technical and business people
Repeatable and modular process
Migration software and technology

6. PLAN -RISK ASSESSMENT
Migration to the Cloud is by default led by the IT Pro’s, focused on specific technical mandates
This is immutable because we are moving a digital intranet
Practical, popular patterns can easily be picked up on from a variety of sources

7. PLAN - RISK ASSESSMENT
With the IT and business talent and technology available at most firms, it’s pretty unlikely to experience major technical glitches in moving documents into the Cloud point A to point B

8. PLAN - RISKs
Measurable gaps typically creep up based on fundamental reactions when staff feel that they are:
Singled out
Not technologically savvy
Implied to be disorganized in managing their digital work
All of this can be headed off with the least exotic, (often) least focused on activity: Communications

9. PLAN - REWARDS Easy to use Across devices From anywhere
Group Collaboration

10. PLAN - ACHIEVING A BALANCE
When planning your adoption effort, it is important to have a view that extends past your initial migration.

11. PREPARE - ID Key Stakeholders
The first rule of a successful migration is to create a dynamic Team.
Role
Responsibilities
Department
Executive sponsor
Communicate high-level vision and values of Office 365 to the company
Executive Leadership
Success Owner
Ensure the business goals are realized for an Office 365 rollout
Any department
Champions
Help evangelize Office 365
Project Manager
Oversee Office 365 rollout process
Project Management
Training Lead
Manage the training program and/or resources for your Office 365 rollout
IT and/or HR
HR Manager
Integrate Office 365 into HR processes and manage HR content on Office 365 HR
Communication Lead
Oversee company-wide communications about Office 365
IT and/or Corp.
Technical Manager
Link between business side and IT
IT and/or Staff

12. PREPARE – PRIORITIZE BUSINES SCENARIOS
To begin to form your own Business Scenarios, consider using this framework

13. PREPARE – PRIORITIZE BUSINES SCENARIOS

14. PREPARE – PREP IA & INFRASTRUCTURE
Define components that make up the overall information architecture, including Site Collections, Sites, Libraries, Lists, Workflows, and Security
Information Architecture Planning Workshop – Taxonomy, Tues. May 17
Establish an information architecture to meet the business needs of the various organizational units
Information Architecture Planning Workshop – Taxonomy, Tues. May 17
Define main navigation
Navigation Planning Workshop, Tues. May 25
Configure the required Office 365 URL & IP ranges and other endpoints
Clean up your Active Directory User Profiles before you begin the process of synchronization
Define & schedule OneDrive for Business desktop & Apps synch software install for users

15. PREPARE – COMMS & AWARENESS
Define a communication strategy to generate awareness and excitement. 1
Before the service becomes available, you want your people to be excited by the fact that it is coming, and then keep them interested in using it after you’ve launched. 2
Ensure you take into account your staff when putting together the messaging, as you need to help them identify “What’s in it for me?“ 3
Pick a mix of activities including , posters and physical events and plot them out along the timeline of your project 4
PREPARE – COMMS & AWARENESS

16. PREPARE – CRITICAL SUCCESS ACTIVITIES
Posters, booklets and print templates
Countdown and announcement s
Tips and tricks series

17. PREPARE – PHASED APPROACH

18. MIGRATE – CYCLE OF SUCCESS
COMMS
SUPPORT
COMMIT

19. MIGRATE – ACTIVITIES Communication Training
Trial migration & validation
Migration
Validation
Source data & systems end of life

20. MIGRATE - PERSONAL DOCS TO ONEDRIVE
The self-service migration option is to have your users drag-and-drop their individual files to the Office 365 OneDrive for Business document library through Windows Explorer.
Users can also select and upload files from their local computer by clicking Upload in your OneDrive for Business for Office 365 document library.
For more information, see Upload files to a library.
Drag-and-drop to OneDrive for Business in Office 365

21. MIGRATE - PERSONAL DOCS TO ONEDRIVE
Drag-and-drop to OneDrive for Business in Office 365

22. MIGRATE - FILE SHARE DOCS TO SP ONLINE
Migrate your current SharePoint on-premises to Office 365 with ShareGate
Speed up the transfer with “Insane Mode” (requires Azure account)
Replace illegal characters
Define User and Property mapping templates
Execute on scheduled document migrations

23. MIGRATE - FILE SHARE DOCS TO SP ONLINE
Run a pre-migration report to check for issues beforehand

24. MIGRATE - FILE SHARE DOCS TO SP ONLINE
Migrate your file share documents to Office 365 with ShareGate
Import Files to SharePoint is a simple feature for migrating files system and file shares to SharePoint.
With a simple drag and drop, it is possible to migrate a complete folder hierarchy to SharePoint while applying content types and metadata at the same time.

25. MIGRATE - FILE SHARE DOCS TO SP ONLINE
The left explorer pane shows the available drives for the copy from your computer, while the right explorer pane shows the documents in the destination library.
In the left pane, navigate to your source folder and select the files you would like to copy to the destination site. Then, drag and drop them to the right pane or click on Copy.

26. MIGRATE -VALIDATING MIGRATION SUCCESS
ShareGate offers a detailed log of activities that take place during file share and SharePoint- sourced migrations
Drag-and-drop to OneDrive for Business in Office 365

27. Thank You Sponsors!
PLATINUM
GOLD
SILVER

28. Thank you and see you next year!
Join us for SharePint after the 5:30pm
6982 Financial Dr. (Drake A Firkin) and don’t forget to submit feedback after each session for your chance to win great prizes at the end of the day!
Survey Link:
Thank you and see you next year!