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In partnership with AvePoint we will share proven best practices
that help organizations achieve greater success when migrating
to SharePoint Online, Microsoft Teams & more.
50+ Page Whitepaper Available At SharePointMigrations.com
Webinar Presentation
SHAREPOINT UPGRADE & MIGRATION
PLANNING: FROM STRATEGY TO EXECUTION
RICHARD
HARBRIDGE
My twitter is @RHarbridge, I’m super friendly & I am proud to work at 2toLead.
CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY
50+ Pages with
Everything You
Need to Know
About SharePoint
Migrations
SharePointMigrations.com
What are we hearing?
Migration
End Users
SharePoint sucks. Can’t we use
something better and modern?
It’s too slow and a pain to access.
Why does this have to be one
more place to go and work?
It’s not easy to move between or
find things across different portals.
IT Leaders
It’s difficult, costly and time
consuming to plan for risks.
We have customizations,
workflows, forms and more.
I don’t have a way to efficiently
modernize or optimize all of it.
How will we stop this from being
a mess again and unmanaged?
Migration
Where’s the best practices?
SharePoint Upgrade & Migration Planning
The Destination Is Microsoft 365
Navigation Before, After & During
Leverage Microsoft, Partners & Community
Prioritize & Phase The Migration
Migration Isn’t The Same As Optimization
Manage Sprawl As Soon As Possible
End Users
SharePoint sucks. Can’t we use
something better and modern?
It’s too slow and a pain to access.
Why does this have to be one
more place to go and work?
It’s not easy to move between or
find things across different portals.
A: SharePoint Classic Is Over 10 Years Old (vs Modern).
The functionality in SharePoint Server has not even come close to feature parity with
many online features from 4+ years ago. SharePoint Server is not as good as SPO.
New Updates Since Code Freeze & SP2019 Locked:
1. Megamenu Navigation & New Change The Look Options (Megamenus, Site Headers, Site Footers, Site Designs, etc.)
2. SharePoint Page Improvements (Customize Title Region, Section Backgrounds, Page Templates, Page Approval, etc.)
3. Web Part Updates (Organize News, Events Rollup, Authoritative News, Audience Targeting, Connected Web Parts, etc.)
4. List/Library Improvements (Bulk Check In/Check Out, Column Totals, Sticky Headers, Create From, View Format, Org
Templates and much more.)
5. Ease Of Use (Drag & Drop Navigation, D&D Columns, Org Assets, etc.)
6. Engagement Improvements (@Mentions, Comment Notifications, Improved Analytics, Yammer, etc.)
7. New Web Parts (Youtube, Countdown, My Recent Docs, My Frequent Sites, Code Snippet, Markdown, etc.)
8. Admin & Security Improvements (Improved Administration, Sensitivity Labels, Multi-Geo Capabilities, etc.)
9. External Access & Sharing Improvements (Guest Links, Guest Users, Requested Files, etc.)
10. Better Performance & AI Powered Insights (Content & Activity Insights, Massive Performance Improvements, etc.)
11. More Intranet Improvements (External News/News Links, Home Sites, Hub Sites, etc.)
12. Everything in Microsoft Viva, Microsoft Lists, Microsoft Forms, Microsoft Teams, etc.
While a few of these were addressed (partially) in SharePoint Server Subscription Edition a great many were not. And this
list? It was the differences from back in 2019 (2+ more years of innovation not represented)!
End Users
SharePoint sucks. Can’t we use
something better and modern?
It’s too slow and a pain to access.
Why does this have to be one
more place to go and work?
It’s not easy to move between or
find things across different portals.
A: SharePoint Classic Is Over 10 Years Old (vs Modern).
A: From Server To Service Provides Better Performance.
This is from 2+ years ago.
There were many updates since.
End Users
SharePoint sucks. Can’t we use
something better and modern?
It’s too slow and a pain to access.
Why does this have to be one
more place to go and work?
It’s not easy to move between or
find things across different portals.
A: SharePoint Classic Is Over 10 Years Old (vs Modern).
A: From Server To Service Provides Better Performance.
A: SharePoint Online Is Integrated w/ Teams & More.
SharePoint Upgrade & Migration Planning
The Destination Is Microsoft 365
Navigation Before, After & During
Leverage Microsoft, Partners & Community
Prioritize & Phase The Migration
Migration Isn’t The Same As Optimization
Manage Sprawl As Soon As Possible
SharePoint Upgrade & Migration Planning
The Destination Is Microsoft 365
Navigation Before, After & During
Leverage Microsoft, Partners & Community
Prioritize & Phase The Migration
Migration Isn’t The Same As Optimization
Manage Sprawl As Soon As Possible
End Users
SharePoint sucks. Can’t we use
something better and modern?
It’s too slow and a pain to access.
Why does this have to be one
more place to go and work?
It’s not easy to move between or
find things across different portals.
A: SharePoint Classic Is Over 10 Years Old (vs Modern).
A: From Server To Service Provides Better Performance.
A: SharePoint Online Is Integrated w/ Teams & More.
A: Navigation Is Paramount Until Transitioned.
Navigation
Viva Connections
Digital Workplace Navigation Matters
There is a lot more to designing an effective and improved navigation experience than
just turning on and setting up a hub mega menu or global links.
Plan an effective navigation for improved experiences to support the transition.
About Feedback Send an idea Add your event Help
Design and implement an improved experience that gives you quick access to teams, sites, communities,
and more across environments. Complimenting your Digital Workplace Strategy. www.M365Sprawl.com
M365Intranets.com
https://www.2tolead.com/microsoft-navigation-ebook/
End Users
SharePoint sucks. Can’t we use
something better and modern?
It’s too slow and a pain to access.
Why does this have to be one
more place to go and work?
It’s not easy to move between or
find things across different portals.
A: SharePoint Classic Is Over 10 Years Old (vs Modern).
A: From Server To Service Provides Better Performance.
A: SharePoint Online Is Integrated w/ Teams & More.
A: Navigation Is Paramount Until Transitioned.
SharePoint Upgrade & Migration Planning
The Destination Is Microsoft 365
Navigation Before, After & During
Leverage Microsoft, Partners & Community
Prioritize & Phase The Migration
Migration Isn’t The Same As Optimization
Manage Sprawl As Soon As Possible
SharePoint Upgrade & Migration Planning
The Destination Is Microsoft 365
Navigation Before, After & During
Leverage Microsoft, Partners & Community
Prioritize & Phase The Migration
Migration Isn’t The Same As Optimization
Manage Sprawl As Soon As Possible
IT Leaders
It’s difficult, costly and time
consuming to plan for risks.
We have sites, customizations,
workflows, forms and more.
I don’t have a way to efficiently
modernize or optimize all of it.
How will we stop this from being
a mess again and unmanaged?
A: Don’t Do This Alone. Leverage MSFT & Partners
Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is
also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is
also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is
also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is
also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is
also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is
also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
Migration Experience
There are three primary candidates for migrating content.
Manual
1
 Content is moved
manually via
uploading
 Free
 Manual effort may not
be feasible for a large
volume of files
Microsoft Tools
2
 Content is moved via
the SharePoint
Migration Tool (SPMT)
 Free
 Limited feature set
 Only supports certain
scenarios* (File Shares,
SP2010, SP2013,
SP2016)
Third Party Tools
3
 Content is moved via
a tool (e.g. AvePoint)
 Powerful feature set
(e.g. Version history)
 More costly, but the
cost can easily be
justified in large, more
complex migrations
If possible, we should always go from SharePoint Server to SharePoint Online, but some may choose a
path that involves SharePoint Subscription Edition to support specialized investments.
Prepare
•Create & Configure SSSE Farm
•Create Web Apps (For Each
2019 or 2016 Target)
Copy
•Set to read-only and back up
content and service DBs.
•Copy SP Server 2019/2016
Service & Content DBs (BDC,
Managed Metadata, Search,
Secure Store, User Profile)
Upgrade
•SP2019/2016 Service Apps
•Install Customizations
•SharePoint 2019 or 2016
Content DB Attach Upgrades
•Upgrade Site Collections (&
MySites – If Not During
Attach)
Why modernize SP Server?
1. MFA Support & Conditional Access (OIDC)
2. Windows Server 2022, TLS 1.3 & Strong TLS
3. Modern Improvements (Search & Usability)
4. Minor Admin Improvements (SP PowerShell)
5. Improved People Picker (No Claims Provider)
6. Updating “No More 20XX Versions?”
There are still hundreds of improved experiences, features and
capabilities NOT in SP Server. Go to Online if you can.
SharePoint Upgrade & Migration Planning
The Destination Is Microsoft 365
Navigation Before, After & During
Leverage Microsoft, Partners & Community
Prioritize & Phase The Migration
Migration Isn’t The Same As Optimization
Manage Sprawl As Soon As Possible
SharePoint Upgrade & Migration Planning
The Destination Is Microsoft 365
Navigation Before, After & During
Leverage Microsoft, Partners & Community
Prioritize & Phase The Migration
Migration Isn’t The Same As Optimization
Manage Sprawl As Soon As Possible
IT Leaders
It’s difficult, costly and time
consuming to plan for risks.
We have sites, customizations,
workflows, forms and more.
I don’t have a way to efficiently
modernize or optimize all of it.
How will we stop this from being
a mess again and unmanaged?
A: Don’t Do This Alone. Leverage MSFT & Partners
A: Everyone Does. Priority Matters Here Most.
Prioritization
Priority can be decided based on the size of a space’s audience
Priority
Intranet
spaces
1
Team
spaces
2
Personal
spaces
3
Prioritize Prioritize
Migration Approach
What are the typical decisions around content/sources? Content and solutions use the same choices.
Solution Migrations
Prioritization is based on difficulty and value.
Estimated Value
Estimated Difficulty
I have a difficult solution. It’s an 8 in difficulty (out of 10).
I have an easy solution. It’s a 2 in difficulty (out of 10).
The expected value of the difficult solution is 4 (out of 10).
The expected value of the easy solution is 6 (out of 10).
Estimated Value
Estimated Difficulty
Solution Migrations
Prioritization is based on difficulty and value. Incorporate ranges for even better estimate
calibration and more ways to evaluate priorities.
Never Give a Single Number
6 Hours!
At least 2 hours… 4
hours maybe?
How Long Will X
Take You?
16? Way too much. 8 Tops.
I better pick something
in between…
Forgotten/Not Shared
Now That We Have Our
Magic Number
Solution Migrations
Prioritization is based on difficulty and value. Incorporate ranges for even better estimate
calibration and more ways to evaluate priorities.
Ranged Estimates Help Communicate
Confidence and Set Expectations
2-8 Hours!
Solution Migrations
Between SMAT data, scanners (for Online migrations) and partner tooling (from companies
like AvePoint and 2toLead) you have the information you need.
The SharePoint modernization scanner | Microsoft Docs
Scan & Plan
Migration Process
What is the typical migration process?
Migration Process
What is the typical migration process?
Migration Process
The process will involve migrating batches but can enable cutover for some groups in a more phased approach.
Migration Process
The process will involve migrating batches but can enable cutover for some groups in a more phased approach.
Migration Process
The process will involve migrating batches but can enable cutover for some groups in a more phased approach.
Many solutions were built before investments in other technologies
were made.
Solutions shouldn’t hold up content migration.
Content migration often leads to less solution dependency.
There are many paths for off-setting solutions online. Power
Platform is often not needed.
Defering solutions gives time for more marketplace and
organization skillset development.
Roles & Responsibilities
Who are the main groups involved in migration and what does each do? There are lots of ways to reduce costs
in the migration of content so that more investment can be made on solutions.
Migration Lead
 Keeping sight of the overall migration plan
 Keeping activities on track
SharePoint Admin
 Content types, columns, term store, navigation
 Granting needed access
 Content migration using a tool
Lifters
 Movers just for migration (no ties to content)
Migration Lead
Lifters
SP Admin
The migration plan and design work
makes executing the migration of
content extremely easy since it’s just
inputting source and target information
(with a target pre-built and a mapping
pre-planned). This can be done by
lower cost resources to reduce the
migration project’s costs.
IT Leaders
It’s difficult, costly and time
consuming to plan for risks.
We have sites, customizations,
workflows, forms and more.
I don’t have a way to efficiently
modernize or optimize all of it.
How will we stop this from being
a mess again and unmanaged?
A: Don’t Do This Alone. Leverage MSFT & Partners
A: Everyone Does. Priority Matters Here Most.
SharePoint Upgrade & Migration Planning
The Destination Is Microsoft 365
Navigation Before, After & During
Leverage Microsoft, Partners & Community
Prioritize & Phase The Migration
Migration Isn’t The Same As Optimization
Manage Sprawl As Soon As Possible
SharePoint Upgrade & Migration Planning
The Destination Is Microsoft 365
Navigation Before, After & During
Leverage Microsoft, Partners & Community
Prioritize & Phase The Migration
Migration Isn’t The Same As Optimization
Manage Sprawl As Soon As Possible
IT Leaders
It’s difficult, costly and time
consuming to plan for risks.
We have sites, customizations,
workflows, forms and more.
I don’t have a way to efficiently
modernize or optimize all of it.
How will we stop this from being
a mess again and unmanaged?
A: Don’t Do This Alone. Leverage MSFT & Partners
A: Everyone Does. Priority Matters Here Most.
A: Two Projects. Migration & Optimization.
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
This also means that IT budget for
upgrades/migrations needs to come
from somewhere. Once you are
Online how will you trigger the right
investments over time?
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
We All Pay A Knowledge Tax
Optimizing navigation, organization,
access and more to organization
knowledge is valuable. We all benefit
from knowledge as do our
organizations, but someone has to pay
to optimize it from time to time as
industries, our organization, and
technology changes.
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
Restructure
Optimization
Expensive but predictable.
Prioritization matters as
does ROI here.
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
Restructure
Optimization
Expensive but predictable.
Prioritization matters as
does ROI here.
Restructuring can be
lighter in approach
focusing on permissions
and flattening sites to
ready them for Teams etc.
Foundational Restructure
Flatten First
Security does matter and it’s
important you don’t lose security
fidelity, but even in a lift and shift
it’s important to ‘flatten’ and
optimize some security patterns
to embrace the M365 model
(Teams, Hubs, etc).
Establish a consolidated foundation from which to grow.
IT
Help
Desk
Intranet
HR
Benefits
Professional
Development
Recruiting
Facilities
Mail
Room
Knowledge
Management
Accounting
Operations
Finance
Payroll
Template Modern Targets
Start with modern templates that
provide consistent layouts and
configuration that are fit for purpose
with your needs and allow for
immediate reusability as your
footprint grows.
Many collections of content can be
migrated without pages or solutions
meaning modern sites, teams and
more improve the experience and
require less migration effort.
Establish a consolidated foundation from which to grow.
Foundational Restructure
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
Restructure
Optimization
Expensive but predictable.
Prioritization matters as
does ROI here.
Restructuring can be
lighter in approach
focusing on permissions
and flattening sites to
ready them for Teams etc.
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
(Foundational)
Restructure
Optimization
This is easier in the cloud and means
that the improved experiences are
available sooner to more people (at
less cost). Optimization is the biggest
cost and the most likely to lead to
significant (if not near-never ending)
scope creep.
Example: Content owners
have better visibility into
things like view counts to
help optimize content in
the cloud.
Example: Content owners
have better visibility into
things like view counts to
help optimize content in
the cloud.
This is easier in the cloud and means
that the improved experiences are
available sooner to more people (at
less cost). Optimization is the biggest
cost and the most likely to lead to
significant (if not near-never ending)
scope creep.
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
(Foundational)
Restructure
Optimization
Optimization
Project
Migration
Project
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
(Foundational)
Restructuring
Restructure &
Optimization
Improved
Knowledge
Optimization
Services
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
(Light)
Restructuring
Envision &
Assess
Design
Implement
Adopt
Review
Migration
Project
Migration
Success
Content
Migration
Solution
Migration
(Foundational)
Restructuring
Optimization
Services
While it’s tempting to front-load optimization into the migration pattern it is rarely the most
efficient approach. There are better tools to optimize in the cloud or modern environment.
Migration
Success
Content
Migration
Solution
Migration
(Light)
Restructuring
Envision &
Assess
Design
Implement
Adopt
Review
Migration
Project
Migration
Success
Content
Migration
Solution
Migration
(Foundational)
Restructuring
SharePoint Upgrade & Migration Planning
The Destination Is Microsoft 365
Navigation Before, After & During
Leverage Microsoft, Partners & Community
Prioritize & Phase The Migration
Migration Isn’t The Same As Optimization
Manage Sprawl As Soon As Possible
SharePoint Upgrade & Migration Planning
The Destination Is Microsoft 365
Navigation Before, After & During
Leverage Microsoft, Partners & Community
Prioritize & Phase The Migration
Migration Isn’t The Same As Optimization
Manage Sprawl As Soon As Possible
IT Leaders
It’s difficult, costly and time
consuming to plan for risks.
We have sites, customizations,
workflows, forms and more.
I don’t have a way to efficiently
modernize or optimize all of it.
How will we stop this from being
a mess again and unmanaged?
A: Don’t Do This Alone. Leverage MSFT & Partners
A: Everyone Does. Priority Matters Here Most.
A: Provisioning, Lifecycle & More From The Start.
A: Two Projects. Migration & Optimization.
PROBLEM: CONTENT GROWS OVER TIME…
The modern digital workplace and Intranet has a continually increasing number
of digital spaces or ‘sites’ where content is stored and shared.
PROBLEM: CONTENT GROWS OVER TIME…
Most organizations don’t know who created a digital space (SP Site, Team, Yammer
Community, etc). What was its purpose? It’s department? It’s product, client, project, etc?
As an end user this
makes navigating these
spaces extremely
challenging.
Think it’s better as an
administrator or digital
workplace/intranet leader?
It’s not.
PROBLEM: CONTENT GROWS OVER TIME…
Most organizations don’t know who created a digital space (SP Site, Team, Yammer
Community, etc). What was its purpose? It’s department? It’s product, client, project, etc?
As an end user this
makes navigating these
spaces extremely
challenging.
Think it’s better as an
administrator or digital
workplace/intranet leader?
It’s not.
SOLUTION: LEVERAGE OOTB NAVIGATION?
With improvements coming to global menu design can we leverage that to fill the hub mega menu
gaps? ADD your own app to this bar for a DIRECTORY as these default ones are not sufficient.
Out Of The Box
●
SOLUTION: LEVERAGE OOTB NAVIGATION?
With improvements coming to global menu design can we leverage that to fill the hub mega menu
gaps? ADD your own app to this bar for a DIRECTORY as these default ones are not sufficient.
Out Of The Box
●
SOLUTION: DIRECTORY EXPERIENCES!
What is shown below is a really simple mockup of a filtered OOTB site directory experience.
You can create many pages with different views/visuals and relevant links to resources (Team, Site, Yammer, etc.)
Our communities can be filtered or explored by hierarchies (site explorer), by focus area (topic map), by the ones you recently visited or have favorited (your sites, your
teams, your communities) or by filtering the columns below (just click the column header).
Link ID Community Manager(s) Practice Groups Date Created Category Private Owner
International Bank Of Banking EB001 Strange, Stephen; Connor, Sarah; Ripley, Ellen Corporate Securities 11/16/2018 RFP Y Snow, John
Travis County, Washington TCT001 Opel, Glenn; Knight, Misty; Allen, Tim; Banner,
Bruce; Marco, Polo, Rambo, John
Litigation; Environmental 11/15/2018 RFP Y Jones, Jessica
Gotham Housing Authority SAH012 Balboa, Rocky Government; Real Estate 11/03/2018 Pitch Y Jones, Jessica
Harbridge Corp HIL003 Parker, Peter; Spector, Marc; Segal, Steven; Bond,
James
Trademark & Copyright 10/30/2018 Proposal N Danvers, Carol
Metropolis Independent School
District
DIS020 Brooks, Mel; Knight, Misty; Grey, Jean; Banner,
Bruce
Public/Education Law 10/27/2018 RFP N Jones, Jessica
International Bank Of Banking EB001 Strange, Stephen; Connor, Sarah; Ripley, Ellen Corporate Securities 11/16/2018 RFP Y Snow, John
Travis County, Washington TCT001 Opel, Glenn; Knight, Misty; Allen, Tim; Banner,
Bruce; Marco, Polo, Rambo, John
Litigation; Environmental 11/15/2018 RFP Y Jones, Jessica
Gotham Housing Authority SAH012 Balboa, Rocky Government; Real Estate 11/03/2018 Pitch Y Jones, Jessica
Harbridge Corp HIL003 Parker, Peter; Spector, Marc; Segal, Steven; Bond,
James
Trademark & Copyright 10/30/2018 Proposal N Danvers, Carol
SITES, TEAMS & COMMUNITIES IN OUR ORG Not Following
BROWSE SECTIONS DEPARTMENTS SITES, TEAMS & COMMUNITIES MY LINKS
Org
Logo
Search
Out Of The Box
●
OOTB Lists and web parts
can give you directory
experiences if you simply
store the data from the
request process
(approved or already
created spaces).
* Public by default scales and
works better in the long run
Design and implement a simplified experience that gives you quick access to teams, sites, communities,
and more. Complimenting your Intranet and Digital Workplace Strategy. www.M365Sprawl.com
Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital
workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital
workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital
workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital
workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital
workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital
workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital
workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital
workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
Embrace patterns like improved Governance such as recertification, security attestations, reviews,
and programmatic IT management so that your new environment scales more effectively.
Embrace patterns like improved Governance such as recertification, security attestations, reviews,
and programmatic IT management so that your new environment scales more effectively.
Embrace patterns like improved Governance such as recertification, security attestations, reviews,
and programmatic IT management so that your new environment scales more effectively.
M365Sprawl.com
IT Leaders
It’s difficult, costly and time
consuming to plan for risks.
We have sites, customizations,
workflows, forms and more.
I don’t have a way to efficiently
modernize or optimize all of it.
How will we stop this from being
a mess again and unmanaged?
A: Don’t Do This Alone. Leverage MSFT & Partners
A: Everyone Does. Priority Matters Here Most.
A: Provisioning, Lifecycle & More From The Start.
A: Two Projects. Migration & Optimization.
What else matters?
Migration
Business Leaders
Why should we use it for more
than documents and sharing?
How do we improve search,
navigation or “find-ability”?
How do we organize, manage or
improve “put-ability”?
How much help is needed?
Can we speed this up?
There is so much more
we could discuss!
EXPLORE 700+ PAGES OF
FREE EXPERT GUIDANCE…
M365Intranets.com
M365Sprawl.com
M365Campaigns.com
M365Metrics.com
M365Resources.com
SharePointMigrations.com
& Many More At 2toLead.com
Thank You!
AvePoint&Y
ouForMakingThisPossible…
200+AwesomePresentationsAt.. Slideshare.Net/RHarbridge
300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers
M365Intranets.com M365Resources.com
M365Metrics.com Office365Campaigns.com
SharePointMigrations.com M365Sprawl.com
Message Me On LinkedIn or Email Richard@2toLead.com
CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY
Let’s connect and find ways to do more and work together.
Thank you!

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SharePoint Upgrade & Migration Planning: From Strategy To Execution

  • 1. Led by: David In partnership with AvePoint we will share proven best practices that help organizations achieve greater success when migrating to SharePoint Online, Microsoft Teams & more. 50+ Page Whitepaper Available At SharePointMigrations.com Webinar Presentation SHAREPOINT UPGRADE & MIGRATION PLANNING: FROM STRATEGY TO EXECUTION
  • 2. RICHARD HARBRIDGE My twitter is @RHarbridge, I’m super friendly & I am proud to work at 2toLead. CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY
  • 3. 50+ Pages with Everything You Need to Know About SharePoint Migrations SharePointMigrations.com
  • 4. What are we hearing? Migration
  • 5. End Users SharePoint sucks. Can’t we use something better and modern? It’s too slow and a pain to access. Why does this have to be one more place to go and work? It’s not easy to move between or find things across different portals.
  • 6. IT Leaders It’s difficult, costly and time consuming to plan for risks. We have customizations, workflows, forms and more. I don’t have a way to efficiently modernize or optimize all of it. How will we stop this from being a mess again and unmanaged?
  • 8. SharePoint Upgrade & Migration Planning The Destination Is Microsoft 365 Navigation Before, After & During Leverage Microsoft, Partners & Community Prioritize & Phase The Migration Migration Isn’t The Same As Optimization Manage Sprawl As Soon As Possible
  • 9. End Users SharePoint sucks. Can’t we use something better and modern? It’s too slow and a pain to access. Why does this have to be one more place to go and work? It’s not easy to move between or find things across different portals. A: SharePoint Classic Is Over 10 Years Old (vs Modern).
  • 10. The functionality in SharePoint Server has not even come close to feature parity with many online features from 4+ years ago. SharePoint Server is not as good as SPO. New Updates Since Code Freeze & SP2019 Locked: 1. Megamenu Navigation & New Change The Look Options (Megamenus, Site Headers, Site Footers, Site Designs, etc.) 2. SharePoint Page Improvements (Customize Title Region, Section Backgrounds, Page Templates, Page Approval, etc.) 3. Web Part Updates (Organize News, Events Rollup, Authoritative News, Audience Targeting, Connected Web Parts, etc.) 4. List/Library Improvements (Bulk Check In/Check Out, Column Totals, Sticky Headers, Create From, View Format, Org Templates and much more.) 5. Ease Of Use (Drag & Drop Navigation, D&D Columns, Org Assets, etc.) 6. Engagement Improvements (@Mentions, Comment Notifications, Improved Analytics, Yammer, etc.) 7. New Web Parts (Youtube, Countdown, My Recent Docs, My Frequent Sites, Code Snippet, Markdown, etc.) 8. Admin & Security Improvements (Improved Administration, Sensitivity Labels, Multi-Geo Capabilities, etc.) 9. External Access & Sharing Improvements (Guest Links, Guest Users, Requested Files, etc.) 10. Better Performance & AI Powered Insights (Content & Activity Insights, Massive Performance Improvements, etc.) 11. More Intranet Improvements (External News/News Links, Home Sites, Hub Sites, etc.) 12. Everything in Microsoft Viva, Microsoft Lists, Microsoft Forms, Microsoft Teams, etc. While a few of these were addressed (partially) in SharePoint Server Subscription Edition a great many were not. And this list? It was the differences from back in 2019 (2+ more years of innovation not represented)!
  • 11. End Users SharePoint sucks. Can’t we use something better and modern? It’s too slow and a pain to access. Why does this have to be one more place to go and work? It’s not easy to move between or find things across different portals. A: SharePoint Classic Is Over 10 Years Old (vs Modern). A: From Server To Service Provides Better Performance.
  • 12. This is from 2+ years ago. There were many updates since.
  • 13. End Users SharePoint sucks. Can’t we use something better and modern? It’s too slow and a pain to access. Why does this have to be one more place to go and work? It’s not easy to move between or find things across different portals. A: SharePoint Classic Is Over 10 Years Old (vs Modern). A: From Server To Service Provides Better Performance. A: SharePoint Online Is Integrated w/ Teams & More.
  • 14. SharePoint Upgrade & Migration Planning The Destination Is Microsoft 365 Navigation Before, After & During Leverage Microsoft, Partners & Community Prioritize & Phase The Migration Migration Isn’t The Same As Optimization Manage Sprawl As Soon As Possible
  • 15. SharePoint Upgrade & Migration Planning The Destination Is Microsoft 365 Navigation Before, After & During Leverage Microsoft, Partners & Community Prioritize & Phase The Migration Migration Isn’t The Same As Optimization Manage Sprawl As Soon As Possible
  • 16. End Users SharePoint sucks. Can’t we use something better and modern? It’s too slow and a pain to access. Why does this have to be one more place to go and work? It’s not easy to move between or find things across different portals. A: SharePoint Classic Is Over 10 Years Old (vs Modern). A: From Server To Service Provides Better Performance. A: SharePoint Online Is Integrated w/ Teams & More. A: Navigation Is Paramount Until Transitioned.
  • 17. Navigation Viva Connections Digital Workplace Navigation Matters There is a lot more to designing an effective and improved navigation experience than just turning on and setting up a hub mega menu or global links. Plan an effective navigation for improved experiences to support the transition. About Feedback Send an idea Add your event Help
  • 18. Design and implement an improved experience that gives you quick access to teams, sites, communities, and more across environments. Complimenting your Digital Workplace Strategy. www.M365Sprawl.com
  • 20. End Users SharePoint sucks. Can’t we use something better and modern? It’s too slow and a pain to access. Why does this have to be one more place to go and work? It’s not easy to move between or find things across different portals. A: SharePoint Classic Is Over 10 Years Old (vs Modern). A: From Server To Service Provides Better Performance. A: SharePoint Online Is Integrated w/ Teams & More. A: Navigation Is Paramount Until Transitioned.
  • 21. SharePoint Upgrade & Migration Planning The Destination Is Microsoft 365 Navigation Before, After & During Leverage Microsoft, Partners & Community Prioritize & Phase The Migration Migration Isn’t The Same As Optimization Manage Sprawl As Soon As Possible
  • 22. SharePoint Upgrade & Migration Planning The Destination Is Microsoft 365 Navigation Before, After & During Leverage Microsoft, Partners & Community Prioritize & Phase The Migration Migration Isn’t The Same As Optimization Manage Sprawl As Soon As Possible
  • 23. IT Leaders It’s difficult, costly and time consuming to plan for risks. We have sites, customizations, workflows, forms and more. I don’t have a way to efficiently modernize or optimize all of it. How will we stop this from being a mess again and unmanaged? A: Don’t Do This Alone. Leverage MSFT & Partners
  • 24. Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
  • 25. Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
  • 26. Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
  • 27. Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
  • 28. Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
  • 29. Today Microsoft has migration tooling for common file share and SharePoint migration scenarios but is also beginning to tackle cross-tenant or Microsoft 365 to Microsoft 365 migration scenarios as well.
  • 30. Migration Experience There are three primary candidates for migrating content. Manual 1  Content is moved manually via uploading  Free  Manual effort may not be feasible for a large volume of files Microsoft Tools 2  Content is moved via the SharePoint Migration Tool (SPMT)  Free  Limited feature set  Only supports certain scenarios* (File Shares, SP2010, SP2013, SP2016) Third Party Tools 3  Content is moved via a tool (e.g. AvePoint)  Powerful feature set (e.g. Version history)  More costly, but the cost can easily be justified in large, more complex migrations
  • 31. If possible, we should always go from SharePoint Server to SharePoint Online, but some may choose a path that involves SharePoint Subscription Edition to support specialized investments. Prepare •Create & Configure SSSE Farm •Create Web Apps (For Each 2019 or 2016 Target) Copy •Set to read-only and back up content and service DBs. •Copy SP Server 2019/2016 Service & Content DBs (BDC, Managed Metadata, Search, Secure Store, User Profile) Upgrade •SP2019/2016 Service Apps •Install Customizations •SharePoint 2019 or 2016 Content DB Attach Upgrades •Upgrade Site Collections (& MySites – If Not During Attach) Why modernize SP Server? 1. MFA Support & Conditional Access (OIDC) 2. Windows Server 2022, TLS 1.3 & Strong TLS 3. Modern Improvements (Search & Usability) 4. Minor Admin Improvements (SP PowerShell) 5. Improved People Picker (No Claims Provider) 6. Updating “No More 20XX Versions?” There are still hundreds of improved experiences, features and capabilities NOT in SP Server. Go to Online if you can.
  • 32. SharePoint Upgrade & Migration Planning The Destination Is Microsoft 365 Navigation Before, After & During Leverage Microsoft, Partners & Community Prioritize & Phase The Migration Migration Isn’t The Same As Optimization Manage Sprawl As Soon As Possible
  • 33. SharePoint Upgrade & Migration Planning The Destination Is Microsoft 365 Navigation Before, After & During Leverage Microsoft, Partners & Community Prioritize & Phase The Migration Migration Isn’t The Same As Optimization Manage Sprawl As Soon As Possible
  • 34. IT Leaders It’s difficult, costly and time consuming to plan for risks. We have sites, customizations, workflows, forms and more. I don’t have a way to efficiently modernize or optimize all of it. How will we stop this from being a mess again and unmanaged? A: Don’t Do This Alone. Leverage MSFT & Partners A: Everyone Does. Priority Matters Here Most.
  • 35. Prioritization Priority can be decided based on the size of a space’s audience Priority Intranet spaces 1 Team spaces 2 Personal spaces 3 Prioritize Prioritize
  • 36. Migration Approach What are the typical decisions around content/sources? Content and solutions use the same choices.
  • 37. Solution Migrations Prioritization is based on difficulty and value. Estimated Value Estimated Difficulty I have a difficult solution. It’s an 8 in difficulty (out of 10). I have an easy solution. It’s a 2 in difficulty (out of 10). The expected value of the difficult solution is 4 (out of 10). The expected value of the easy solution is 6 (out of 10). Estimated Value Estimated Difficulty
  • 38. Solution Migrations Prioritization is based on difficulty and value. Incorporate ranges for even better estimate calibration and more ways to evaluate priorities. Never Give a Single Number 6 Hours! At least 2 hours… 4 hours maybe? How Long Will X Take You? 16? Way too much. 8 Tops. I better pick something in between… Forgotten/Not Shared Now That We Have Our Magic Number
  • 39. Solution Migrations Prioritization is based on difficulty and value. Incorporate ranges for even better estimate calibration and more ways to evaluate priorities. Ranged Estimates Help Communicate Confidence and Set Expectations 2-8 Hours!
  • 40. Solution Migrations Between SMAT data, scanners (for Online migrations) and partner tooling (from companies like AvePoint and 2toLead) you have the information you need. The SharePoint modernization scanner | Microsoft Docs Scan & Plan
  • 41. Migration Process What is the typical migration process?
  • 42. Migration Process What is the typical migration process?
  • 43. Migration Process The process will involve migrating batches but can enable cutover for some groups in a more phased approach.
  • 44. Migration Process The process will involve migrating batches but can enable cutover for some groups in a more phased approach.
  • 45. Migration Process The process will involve migrating batches but can enable cutover for some groups in a more phased approach. Many solutions were built before investments in other technologies were made. Solutions shouldn’t hold up content migration. Content migration often leads to less solution dependency. There are many paths for off-setting solutions online. Power Platform is often not needed. Defering solutions gives time for more marketplace and organization skillset development.
  • 46. Roles & Responsibilities Who are the main groups involved in migration and what does each do? There are lots of ways to reduce costs in the migration of content so that more investment can be made on solutions. Migration Lead  Keeping sight of the overall migration plan  Keeping activities on track SharePoint Admin  Content types, columns, term store, navigation  Granting needed access  Content migration using a tool Lifters  Movers just for migration (no ties to content) Migration Lead Lifters SP Admin The migration plan and design work makes executing the migration of content extremely easy since it’s just inputting source and target information (with a target pre-built and a mapping pre-planned). This can be done by lower cost resources to reduce the migration project’s costs.
  • 47. IT Leaders It’s difficult, costly and time consuming to plan for risks. We have sites, customizations, workflows, forms and more. I don’t have a way to efficiently modernize or optimize all of it. How will we stop this from being a mess again and unmanaged? A: Don’t Do This Alone. Leverage MSFT & Partners A: Everyone Does. Priority Matters Here Most.
  • 48. SharePoint Upgrade & Migration Planning The Destination Is Microsoft 365 Navigation Before, After & During Leverage Microsoft, Partners & Community Prioritize & Phase The Migration Migration Isn’t The Same As Optimization Manage Sprawl As Soon As Possible
  • 49. SharePoint Upgrade & Migration Planning The Destination Is Microsoft 365 Navigation Before, After & During Leverage Microsoft, Partners & Community Prioritize & Phase The Migration Migration Isn’t The Same As Optimization Manage Sprawl As Soon As Possible
  • 50. IT Leaders It’s difficult, costly and time consuming to plan for risks. We have sites, customizations, workflows, forms and more. I don’t have a way to efficiently modernize or optimize all of it. How will we stop this from being a mess again and unmanaged? A: Don’t Do This Alone. Leverage MSFT & Partners A: Everyone Does. Priority Matters Here Most. A: Two Projects. Migration & Optimization.
  • 51. While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. This also means that IT budget for upgrades/migrations needs to come from somewhere. Once you are Online how will you trigger the right investments over time?
  • 52. While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment.
  • 53. While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. We All Pay A Knowledge Tax Optimizing navigation, organization, access and more to organization knowledge is valuable. We all benefit from knowledge as do our organizations, but someone has to pay to optimize it from time to time as industries, our organization, and technology changes.
  • 54. While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. Migration Success Content Migration Solution Migration Restructure Optimization Expensive but predictable. Prioritization matters as does ROI here.
  • 55. While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. Migration Success Content Migration Solution Migration Restructure Optimization Expensive but predictable. Prioritization matters as does ROI here. Restructuring can be lighter in approach focusing on permissions and flattening sites to ready them for Teams etc.
  • 56. Foundational Restructure Flatten First Security does matter and it’s important you don’t lose security fidelity, but even in a lift and shift it’s important to ‘flatten’ and optimize some security patterns to embrace the M365 model (Teams, Hubs, etc). Establish a consolidated foundation from which to grow. IT Help Desk Intranet HR Benefits Professional Development Recruiting Facilities Mail Room Knowledge Management Accounting Operations Finance Payroll
  • 57. Template Modern Targets Start with modern templates that provide consistent layouts and configuration that are fit for purpose with your needs and allow for immediate reusability as your footprint grows. Many collections of content can be migrated without pages or solutions meaning modern sites, teams and more improve the experience and require less migration effort. Establish a consolidated foundation from which to grow. Foundational Restructure
  • 58. While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. Migration Success Content Migration Solution Migration Restructure Optimization Expensive but predictable. Prioritization matters as does ROI here. Restructuring can be lighter in approach focusing on permissions and flattening sites to ready them for Teams etc.
  • 59. While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. Migration Success Content Migration Solution Migration (Foundational) Restructure Optimization This is easier in the cloud and means that the improved experiences are available sooner to more people (at less cost). Optimization is the biggest cost and the most likely to lead to significant (if not near-never ending) scope creep. Example: Content owners have better visibility into things like view counts to help optimize content in the cloud.
  • 60. Example: Content owners have better visibility into things like view counts to help optimize content in the cloud. This is easier in the cloud and means that the improved experiences are available sooner to more people (at less cost). Optimization is the biggest cost and the most likely to lead to significant (if not near-never ending) scope creep. While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. Migration Success Content Migration Solution Migration (Foundational) Restructure Optimization
  • 61. Optimization Project Migration Project While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. Migration Success Content Migration Solution Migration (Foundational) Restructuring Restructure & Optimization Improved Knowledge
  • 62. Optimization Services While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. Migration Success Content Migration Solution Migration (Light) Restructuring Envision & Assess Design Implement Adopt Review Migration Project Migration Success Content Migration Solution Migration (Foundational) Restructuring
  • 63. Optimization Services While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. Migration Success Content Migration Solution Migration (Light) Restructuring Envision & Assess Design Implement Adopt Review Migration Project Migration Success Content Migration Solution Migration (Foundational) Restructuring
  • 64. SharePoint Upgrade & Migration Planning The Destination Is Microsoft 365 Navigation Before, After & During Leverage Microsoft, Partners & Community Prioritize & Phase The Migration Migration Isn’t The Same As Optimization Manage Sprawl As Soon As Possible
  • 65. SharePoint Upgrade & Migration Planning The Destination Is Microsoft 365 Navigation Before, After & During Leverage Microsoft, Partners & Community Prioritize & Phase The Migration Migration Isn’t The Same As Optimization Manage Sprawl As Soon As Possible
  • 66. IT Leaders It’s difficult, costly and time consuming to plan for risks. We have sites, customizations, workflows, forms and more. I don’t have a way to efficiently modernize or optimize all of it. How will we stop this from being a mess again and unmanaged? A: Don’t Do This Alone. Leverage MSFT & Partners A: Everyone Does. Priority Matters Here Most. A: Provisioning, Lifecycle & More From The Start. A: Two Projects. Migration & Optimization.
  • 67. PROBLEM: CONTENT GROWS OVER TIME… The modern digital workplace and Intranet has a continually increasing number of digital spaces or ‘sites’ where content is stored and shared.
  • 68. PROBLEM: CONTENT GROWS OVER TIME… Most organizations don’t know who created a digital space (SP Site, Team, Yammer Community, etc). What was its purpose? It’s department? It’s product, client, project, etc? As an end user this makes navigating these spaces extremely challenging. Think it’s better as an administrator or digital workplace/intranet leader? It’s not.
  • 69. PROBLEM: CONTENT GROWS OVER TIME… Most organizations don’t know who created a digital space (SP Site, Team, Yammer Community, etc). What was its purpose? It’s department? It’s product, client, project, etc? As an end user this makes navigating these spaces extremely challenging. Think it’s better as an administrator or digital workplace/intranet leader? It’s not.
  • 70. SOLUTION: LEVERAGE OOTB NAVIGATION? With improvements coming to global menu design can we leverage that to fill the hub mega menu gaps? ADD your own app to this bar for a DIRECTORY as these default ones are not sufficient. Out Of The Box ●
  • 71. SOLUTION: LEVERAGE OOTB NAVIGATION? With improvements coming to global menu design can we leverage that to fill the hub mega menu gaps? ADD your own app to this bar for a DIRECTORY as these default ones are not sufficient. Out Of The Box ●
  • 72. SOLUTION: DIRECTORY EXPERIENCES! What is shown below is a really simple mockup of a filtered OOTB site directory experience. You can create many pages with different views/visuals and relevant links to resources (Team, Site, Yammer, etc.) Our communities can be filtered or explored by hierarchies (site explorer), by focus area (topic map), by the ones you recently visited or have favorited (your sites, your teams, your communities) or by filtering the columns below (just click the column header). Link ID Community Manager(s) Practice Groups Date Created Category Private Owner International Bank Of Banking EB001 Strange, Stephen; Connor, Sarah; Ripley, Ellen Corporate Securities 11/16/2018 RFP Y Snow, John Travis County, Washington TCT001 Opel, Glenn; Knight, Misty; Allen, Tim; Banner, Bruce; Marco, Polo, Rambo, John Litigation; Environmental 11/15/2018 RFP Y Jones, Jessica Gotham Housing Authority SAH012 Balboa, Rocky Government; Real Estate 11/03/2018 Pitch Y Jones, Jessica Harbridge Corp HIL003 Parker, Peter; Spector, Marc; Segal, Steven; Bond, James Trademark & Copyright 10/30/2018 Proposal N Danvers, Carol Metropolis Independent School District DIS020 Brooks, Mel; Knight, Misty; Grey, Jean; Banner, Bruce Public/Education Law 10/27/2018 RFP N Jones, Jessica International Bank Of Banking EB001 Strange, Stephen; Connor, Sarah; Ripley, Ellen Corporate Securities 11/16/2018 RFP Y Snow, John Travis County, Washington TCT001 Opel, Glenn; Knight, Misty; Allen, Tim; Banner, Bruce; Marco, Polo, Rambo, John Litigation; Environmental 11/15/2018 RFP Y Jones, Jessica Gotham Housing Authority SAH012 Balboa, Rocky Government; Real Estate 11/03/2018 Pitch Y Jones, Jessica Harbridge Corp HIL003 Parker, Peter; Spector, Marc; Segal, Steven; Bond, James Trademark & Copyright 10/30/2018 Proposal N Danvers, Carol SITES, TEAMS & COMMUNITIES IN OUR ORG Not Following BROWSE SECTIONS DEPARTMENTS SITES, TEAMS & COMMUNITIES MY LINKS Org Logo Search Out Of The Box ● OOTB Lists and web parts can give you directory experiences if you simply store the data from the request process (approved or already created spaces). * Public by default scales and works better in the long run
  • 73. Design and implement a simplified experience that gives you quick access to teams, sites, communities, and more. Complimenting your Intranet and Digital Workplace Strategy. www.M365Sprawl.com
  • 74. Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
  • 75. Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
  • 76. Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
  • 77. Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
  • 78. Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
  • 79. Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
  • 80. Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
  • 81. Configure and plan for additional workspace metadata to assist users in navigating and exploring their digital workspaces. AvePoint has both a provisioning framework and integrated experiences for navigating workspaces.
  • 82. Embrace patterns like improved Governance such as recertification, security attestations, reviews, and programmatic IT management so that your new environment scales more effectively.
  • 83. Embrace patterns like improved Governance such as recertification, security attestations, reviews, and programmatic IT management so that your new environment scales more effectively.
  • 84. Embrace patterns like improved Governance such as recertification, security attestations, reviews, and programmatic IT management so that your new environment scales more effectively.
  • 86. IT Leaders It’s difficult, costly and time consuming to plan for risks. We have sites, customizations, workflows, forms and more. I don’t have a way to efficiently modernize or optimize all of it. How will we stop this from being a mess again and unmanaged? A: Don’t Do This Alone. Leverage MSFT & Partners A: Everyone Does. Priority Matters Here Most. A: Provisioning, Lifecycle & More From The Start. A: Two Projects. Migration & Optimization.
  • 88. Business Leaders Why should we use it for more than documents and sharing? How do we improve search, navigation or “find-ability”? How do we organize, manage or improve “put-ability”? How much help is needed? Can we speed this up? There is so much more we could discuss!
  • 89. EXPLORE 700+ PAGES OF FREE EXPERT GUIDANCE… M365Intranets.com M365Sprawl.com M365Campaigns.com M365Metrics.com M365Resources.com SharePointMigrations.com & Many More At 2toLead.com
  • 90. Thank You! AvePoint&Y ouForMakingThisPossible… 200+AwesomePresentationsAt.. Slideshare.Net/RHarbridge 300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers M365Intranets.com M365Resources.com M365Metrics.com Office365Campaigns.com SharePointMigrations.com M365Sprawl.com Message Me On LinkedIn or Email Richard@2toLead.com CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY Let’s connect and find ways to do more and work together.

Editor's Notes

  1. How do organizations successfully migrate or upgrade SharePoint to SharePoint Online, Microsoft Teams, & Modern SharePoint From Classic SharePoint Or Legacy Versions Of SharePoint Server? In this session, MVP and expert Richard Harbridge will discuss what important considerations should be understood and planned before an upgrade/migration, what approaches have successfully worked for other companies, and practical guidance on how best to succeed with your modernization or migration project.
  2. Richard Harbridge is the Chief Technology Officer and an owner at 2toLead. Richard works as a trusted advisor with hundreds of organizations, helping them understand their current needs, their Soon needs, and what actions they should take in order to grow and achieve their bold ambitions.   Richard remains hands on in his work and has led, architected, and implemented hundreds of business and technology solutions that have helped organizations transform both digitally and organizationally. Richard has a passion for helping organizations achieve more; whether it is helping an organization build beautiful websites to support great content and social strategy, or helping an organization leverage emerging cloud and mobile technology to better service their members or the communities that they serve.   Richard is an author and an internationally recognized expert in Microsoft technology, marketing and professional services. As a sought-after speaker, Richard has often had the opportunity to share his insights, experiences, and advice around branding, partner management, social networking, collaboration, ROI,  technology/process adoption, and business development at numerous industry events in around the globe. When not speaking at industry events, Richard works with Microsoft, partners, and customers as an advisor around business and technology, and serves on multiple committees, leads user groups, and is a Board Member of the Microsoft Community Leadership Board.
  3. Admin Difficult to maintain Can’t delegate any management Can’t enforce nay guidelines Coaching guidance
  4. Admin Difficult to maintain Can’t delegate any management Can’t enforce nay guidelines Coaching guidance
  5. Admin Difficult to maintain Can’t delegate any management Can’t enforce nay guidelines Coaching guidance
  6. Admin Difficult to maintain Can’t delegate any management Can’t enforce nay guidelines Coaching guidance
  7. Admin Difficult to maintain Can’t delegate any management Can’t enforce nay guidelines Coaching guidance
  8. Admin Difficult to maintain Can’t delegate any management Can’t enforce nay guidelines Coaching guidance
  9. Admin Difficult to maintain Can’t delegate any management Can’t enforce nay guidelines Coaching guidance
  10. Communicator I need more ways to brand the navigation experience The navigation does not scale to my use case Not flexible enough to allow me to decide what navigation approaches work best I need a method to highlight new and important content areas