With Microsoft's release of SharePoint 2013 and Office 365, organizations are still unsure which direction to turn when faced with a migration decision. Is the cloud the right fit for my organization? Is traditional, on-premise the best bet? How about the hybrid approach? The fervor that existed in organizations to migrate quickly from SharePoint 2003 to 2007, and 2007 to 2010 has not been repeated for SharePoint 2013. While there are significant technological and user-focused advances in SharePoint 2013, it has faced rapid changes in the expectations of organizations to implement digital workplaces that its predecessors did not experience. These changes include the confusion and competition between Office 365, Yammer and other systems being introduced as options, even when hosting options have already been chosen. Join us as we discuss the pros and cons of SharePoint in the cloud, on-premise and hybrid. This webinar will help you better understand the available options and how they fit in creating a real-time, digital workplace within your organization. •The benefits of each migration option, Office 365, on-premise and hybrid •Top reasons for moving to the cloud •The cost of migration alternatives (on-Premise, Hosted, Office 365) •How to build a value statement for your migration

1. 1
SharePoint Migration: To Be or Not To Be ‘In the
Cloud’
@JHCherryBlossom @Collabadam
November 21, 2013

2. 2
Who Are We?
Adam Levithan
Jill Hannemann
• Senior Consultant at Portal Solutions
• SharePoint Areas of Interest: OOTB Site
Templates, Project Timeline, InfoPath List
Forms, Communities, and Social
Engagement
• Most Watched TV Show: Peppa Pig
• Director of Advisory Services at Portal
Solutions
• SharePoint Areas of Interest: Term
Store, Product Catalog, Records
Center, Metadata Navigation, and eDiscovery with Exchange
• Favorite Vacation Destination: Italy
@JHCherryBlossom @Collabadam

3. 200+
SharePoint Implementations
About Portal Solutions
10+
Years in
Business
4
Practice Areas (Strategy & Planning, Branding &
User Experience, Technical Design & Implementation,
User Adoption & Change Management)
3
2
Times selected for
SharePoint Early Adopter
Program
Locations (Washington,
DC Metro and Boston,
MA)

4. 4
Agenda
•
•
•
•
•
Migration and Current Trends
Landscape of SharePoint Options
Platform Comparisons
Migration Roadmap and Planning
Cost Build-Up Analysis

5. 5
Motivations for Upgrading
Stabilize
Environment
Introduce Social
It’s Free from
Microsoft
Upgrade Intranet
Improve
Collaboration
New Features
Get People to
Finally Like
SharePoint
Turning to a CloudBased Infrastructure
Improve User
Experience
Want the Better
Search Engine
Better Align with
Lines of Business
Looking to Reduce
Total Cost of
Ownership

6. 6
2003 -> 2007
• Run as fast as you
can
• Limited
customizations
• HUGE improvements
– Integration of ECM

7. 7
2007 -> 2010
• Listened to
community and made
changes
• Driver to build
customizations
• Aligned with Office
and fluent/ribbon
interface

8. 8
2010 -> 2013
• Competitive
Marketplace
• Long Term Vision?
• Great Features But…

9. 9
Landscape Changes
Technology
Cloud
Microsoft
• Expansion of virtual
technology
• Cost of storage
• Commoditization of IT/
SharePoint
enables on-demand
computing resources to be
rapidly provisioned with
minimal management effort.
shift to service-based
organization
• Cloud first
• Yammer purchase
@JHCherryBlossom @Collabadam

10. 10
SharePoint Deployment Options
On-Premise
Hosted
@JHCherryBlossom @Collabadam

11. 11
Exchange
Online
Office Online
Lync Online
email
Outlook, Word,
Excel, PowerPoint
Instant messaging, Collaboration,
document
voice
management
SharePoint Online is part of the Office 365 Suite
@JHCherryBlossom @Collabadam
SharePoint
Online

12. 12
How Will an Upgrade Improve Your Workforce
Performance?
•
•
•
•
•
•
Drag & Drop
Office Web Applications
Share/Follow
No more name picker!
Personal Site/Social Features
Search
@JHCherryBlossom @Collabadam

13. SharePoint 2013 On-Premise Architecture
• In general, model has stayed same as in previous version
• Numerous platform level improvements and new capabilities
 Shredded
Storage
 SQL Improvements
 Cache Service
 Request Management
 Themes
 Sharing

14. 14
Development Options
Thanks to Eric Shupps http://www.binarywave.com/blogs/eshupps/Lists/Posts/Post.aspx?ID=266

15. Customization Packaging and Deployment Options
Farm
Sandbox
• Full trust solutions
• Customizations to file
system of servers
• Classic model from
2007
• Declarative elements
• Partially trusted code
service still included
for limited server side
support
SP Apps
• New Apps model
• Deployed from
corporate catalog or
office market place
• Manage permission
and licenses
specifically
• Preferred option

16. 16
Platform Benefits: O365
Free – public, intranet, &
collaboration sites
It’s SharePoint 2013, but
Online
Availability, redundancy,
and service levels
$
Instant external sharing
(through live accounts)
@JHCherryBlossom @Collabadam
First to receive software
upgrades

17. 17
Platform Benefits: On-Premise
True Portal – integration
with internal systems
Control of upgrades
Leverage SharePoint as an
application
Business Intelligence
@JHCherryBlossom @Collabadam
Privacy and security

18. 18
Platform Benefits: Hosted
Hosted
Reliability, redundancy, and
service levels
Control of upgrades
External Management of
Servers
Business Intelligence
@JHCherryBlossom @Collabadam
Privacy and security

19. 19
Feature Comparison Between Platforms
On-Premise
Hosted Cloud
Enterprise Content Management
Collaboration/Team Sites
Business Intelligence
Business Process
Management/Workflow
Social Computing
People Search
Search
Records Management
E-Discovery
Federated Authentication
Administration
Security and Privacy
Application Integration
@JHCherryBlossom @Collabadam
Full Control
Partial Control
Lack of Control
Office 365

20. 20
Benefits for Moving to the Cloud
Be in the
Technology
Vanguard
Keep it Simple!
SharePoint
Online
Integrates with
Office 365
Seamlessly!
Turn to a
Cloud-Based
Infrastructure
Looking to
Reduce Total
Cost of
Ownership

21. 21
Opportunities During a Migration
Leverage the chaos to introduce a better user experience!
“Search
doesn’t
work!”
“SharePoint is
slow”
Identify Pain Points
Identify Opportunities for
Productivity
“I can never
get to the info I
need”
• Re-design the Information
Architecture
• Introduce Tagging
• Provide Search Refiners
• Re-Architect Farm for Performance
• Align with Business Processes
• Introduce Social Features
• Create a New Look/Feel
• Improve Usability of the Sites
• Connect with Exchange

22. 22
Migration Road Map
Pre-Upgrade
Check Up
Content
Inventory
Customization
Inventory
Content and
Feature
Mapping
Creation of
New UI, IA, or
Page Layouts
Migration
Planning
Migration
Execution
Issue
Correction or
Rebuilding
New Feature
Configuration
Training and
Communication

23. 23
Cloud
From the Field - Technical Considerations
Deployment
• Password Synchronization or Active Directory Federation Services
(ADFS) Implementation and Integration
• Hybrid phasing is often prolonged period of discomfort
Service
Change
• Balance between continuous innovations and minimize change
• Control IT policies but not feature availability
• Understand your internal security and privacy requirements
Content
Migration
• Manual migration or will need a 3rd party migration tool that is O365
ready
• Migration will not be 1 to 1. Pages, functions, workflow, and forms
will need to be rebuilt and re-architected using OOTB SharePoint
or other 3rd party product
• New development paradigm may present a learning curve
• Exchange migration can be time consuming and challenging
@JHCherryBlossom @Collabadam

24. 24
On-Prem
From the Field - Technical Considerations
Deployment
• Office Web Apps server configuration
• Search configuration
• Scale and disaster recovery strategy
Content
Migration
• Several migration options:
o Database attach
o In-place farm upgrade
o 3rd party migration tool
• Can stay in 2010 mode or upgrade to 2013 mode with database
attach or in-place farm upgrades
• Migration will not be 1 to 1.
• UI, Pages, custom web parts, forms, workflows will likely need to
be rebuilt in SharePoint 2013. Take advantage of new features to
replace old page features.
@JHCherryBlossom @Collabadam

25. 25
From the Field - Adoption Considerations
Expectations
• Not a 1:1 match
• 1 chance at making
a good impression
• Prepare users for
change
• Try to minimize
change as much as
possible
Look and Feel
Training
• SharePoint 2013
looks different: this
can be good or bad
• This can be extreme
depending on where
you’re coming from
• Prepare material to
guide users through
SP 2013 changes
• Training on content
management in
libraries
• Align with businesslines will help to
translate a user
mission statement in
SP

26. 26
3rd Party Tools that Help Migration
• Considerations in Your Evaluation:
 On-Prem
vs. O365
 Migration Process
 Time to Migrate
 Migration Job Management
 Incremental Migrations
 Set up Migration Rules
 Roll back Changes
 Web Part Migration Process
 New Item Creation Upon Migration
Metalogix Content
Matrix
MetaVis Migrator
Quest Migration
Manager
Idera SharePoint
Migration
AvePoint Migration

27. 27
Cost Build Up for Migration
Activity
Cost Estimates
Software licenses
$20 - $300 per user
Deployment
$500 - $5,000
Existing Site Analysis
$1,000 - $8,000
IA Redesign and Mapping from Old Site (Optional)
$3,000 - $10,000
New UI design and development (Optional)
$5,000 - $25,000
Content Migration Planning
$3,000 - $15,000
Content Migration Execution (quantity and complexity can vary)
$5,000 - $50,000
Content Migration 3rd party software license (Optional)
+/- $10,000
Clean Up and Rebuild
$5,000 - $40,000
Incremental Migration Catch Up (Optional)
$500 - $5,000
Communication
$500
Training
$1,000 - $5,000
Totals: $34,500 – $183,300
*Estimated with a combination of in-house resourcing/labor and consulting out-sourced labor

28. 28
Building a Value Statement
Knowledge
Management
Cost of
Migration
Technology
Total Cost of
Ownership
Productivity
Gains

29. 29
Portal Solutions’ Upcoming Events!
December 5
Enterprise Social and the Evolution of the Internet
Featuring Jill Hannemann and Joel Oleson with ViewDo Labs
Webinar - Online
December 6
Enabling a Digital Workplace
Featuring Rick Hinton
Live Event at the Tech Council of Maryland
December 10
Mobile: The Power of SharePoint in the Palm of Your Hand
Featuring Rick Hinton and Lisa Ruff with Mobile Entrée
Live Event at the Tysons Corner, VA, Microsoft Store

30. Questions?
• Contact Us
 Jill
Hannemann
 jhannemann@portalsolutions.net
 @JHCherryBlossom
 Adam
Levithan
 alevithan@portalsolutions.net
 @collabadam
Special
Offer to
Webinar
Attendees!
FREE 2-Hour SharePoint Migration Upgrade Workshop
Email Us For Details!