Best Practices for a Successful SharePoint Migration or Upgrade to the Cloud


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Whether you are a chief information officer or an IT executive, this slideshare will provide you with the key details needed for a successful upgrade to SharePoint Online in Office 365. We will share:

Top reasons to move from on-premises to SharePoint Online

Challenges and technical considerations when migrating to the cloud

Options for migrating to Office 365/SharePoint Online

Best practices for secure cloud computing with SharePoint Online

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Best Practices for a Successful SharePoint Migration or Upgrade to the Cloud

  1. 1. SharePoint 2013 Best Practices Successful SharePoint Migration or Upgrade to the Cloud
  2. 2. Agenda • Who is Perficient • Top reasons to move to SharePoint Online • Migration methodology • Options for migrating to Office 365/SharePoint Online • Best practices for secure cloud computing with SharePoint Online • Questions & Answers
  3. 3. Perficient is a leading information technology consulting firm serving clients throughout North America. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities. About Perficient
  4. 4. • Founded in 1997 • Public, NASDAQ: PRFT • 2013 revenue ~$373 million • Major market locations throughout North America • Atlanta, Boston, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New York City, Northern California, Oxford (UK), Philadelphia, Southern California, St. Louis, Toronto and Washington, D.C. • Global delivery centers in China, Europe and India • >2,200 colleagues • Dedicated solution practices • ~85% repeat business rate • Alliance partnerships with major technology vendors • Multiple vendor/industry technology and growth awards Perficient Profile
  5. 5. BUSINESS SOLUTIONS Business Intelligence Business Process Management Customer Experience and CRM Enterprise Performance Management Enterprise Resource Planning Experience Design (XD) Management Consulting TECHNOLOGY SOLUTIONS Business Integration/SOA Cloud Services Commerce Content Management Custom Application Development Education Information Management Mobile Platforms Platform Integration Portal & Social Our Solutions Expertise
  6. 6. Our Microsoft Practice National Service Provider Perficient is a top Microsoft National Service Provider (NSP), one of only 34 elite partners in the United States, with over 2,000 employees nationwide. Partner Advisory Councils Perficient is one of approximately 20 organizations worldwide to participate in 3 Microsoft Partner Advisory Councils: SharePoint, Office 365 and Unified Communications. Solution Areas Perficient is a leader in delivering solutions with Office 365, Azure, SharePoint, Business Intelligence, social business solutions including Yammer, as well as Lync, Dynamics CRM and Sitecore.
  7. 7. Presenter Jason Bell is a senior solution architect in Perficient's Microsoft practice. Jason leads SharePoint 2013 client engagements with a focus on SharePoint Online and has 25 years of experience in industries including healthcare, utilities, financial services, telecom, legal, and all levels of government.
  8. 8. Practice Overview Perficient Microsoft National Business Unit has a strong partnership with Microsoft and is one of their premier partners. We have tremendous investment in all Microsoft technologies: • 12+ Years of Experience • 450+ Industry-leading Consultants • 500+ Launched Sites • 520,000+ Hours • 50+ Sites on SharePoint 2013 Deep experience in SharePoint 2013: • Experience with Complex, Global Customers • Full Life-Cycle Implementations • Strategy & Business Value Assessment • User-Centered Design Approach • Social Collaboration & Integration • Architecture & Enterprise Security • Implementation & Production Support
  9. 9. Methodology Approach to Problem Solving Start with the Need: • Get the user to tell you the problem, not the solution • Easy to jump into the technology, but don’t • If you cannot explain why a user is asking for this, then you don’t know enough Eliciting Requirements: • Requirements can start only after you understand the needs • When you hear “requirements,” it’s hard not to think about this big, formal list • Think of real people doing real things – personas and scenarios • No one format is correct • Use tools to help capture and validate the requirements with the users
  10. 10. Methodology Solving Problems with Consistency Waterfall • Good for estimation when you need to know how long and how much Ongoing Management Strategies • Evolution of a solution is just as important as its construction Agile • Good for ongoing evolution of products • Requires constant communication with users
  11. 11. Reasons to Move Key advantages of SharePoint Online: • Do not have to worry about architectural planning or server-level licensing • Reduce administrative costs related to ongoing maintenance • Ongoing patch management and server upgrades • No future migration to the next version of SharePoint • Security • Collaboration Advantages of SharePoint Online
  12. 12. Ideal Cloud Workloads Where is the right place to start SharePoint Online is ideal for these workloads : • Collaboration • Partner Access License (PAL) • Information Rights Management • Unstructured Data • OneDrive • Yammer
  13. 13. Reasons to Move SharePoint Online and Microsoft Data Centers Data CenterData Center Rack 2Rack 1 Rack 3 RAID 10 synchronous mirroring asynchronous log shipping Asynchronous replicationscheduled backups point-in-time restore recycle bin client side cache save Image source: SharePoint Conference 2014 - A behind the scenes look at: Office 365 for IT Pros, by Speirs & Medford
  14. 14. Migration Methodology Migration Assessment Determine what you have: • Check for versions • Stale content • Customizations • Branding elements • Topology review • Data structure & library size assessment • WebPart inventory • Workflow associations • Alerts & emails on document libraries • Server-side data connections
  15. 15. Migration Methodology Migration Development Develop the migration key success indicators: • Early tests with small defined content areas • Model a variety of content types and features • Test sizable volume to establish overall migration baselines • Test target SharePoint • Validate migration tool
  16. 16. Migration Methodology Migration Plan Build the plan after all the migration development has been completed • Defines the migration process • Outlines schedule • References UAT testing • References success criteria • Aligns with OCM plan • Mark Old environment read-only • Final Incremental • Success Criteria • Cut over UAT Incremental Updates • Full Copy
  17. 17. Migration Options Migration Approaches Manual Creation of spreadsheets or lists to manage certain aspects of migration Scripted The use of powershell to assist in certain cases and scenarios 3rd party tool Assessing the tools based on the migration requirements
  18. 18. Migration Options Tools The migration tool set is mature and varied AvePoint Migration tool set is tied to DocAve and governance Metalogix Mature tool set with some assessment capabilities Sharegate Low cost entry with no automation
  19. 19. Secure Cloud Computing Information Rights Management Granular IRM protection is applied to files at the list and library level Integrated Azure Active Directory Rights Management to encrypt and restrictions Robust Prevents copying, modifying, printing, or copying and pasting the content
  20. 20. Secure Cloud Computing Office Web Apps Tight control Control features and presentation No deploy Rich feature solutions without local deploy Greater device reach
  21. 21. As a reminder, please submit your questions in the chat box. We will get to as many as possible.
  22. 22. Using the Right Content Strategy to Create a Personalized Digital Experience Connect with Perficient