Netwoven webinar - 7 Fatal Mistakes when migrating from SharePoint 2007 to 2010

SharePoint 2010 Migration

Welcome Everyone!
Thank you for joining us as we explore the

7 Fatal Mistakes Made When Migrating
From SP 2007 to SP 2010

Question & Answer Session

• Webinar content will last for 50 minutes followed by
Q&A session which will last until all questions have
been answered or 11:30 AM, whichever comes first.
• If you have a question or an issue:
– Type your question in the question window of the
GoToWebinar control panel on the right side of your Sandy Gledhill
desktop
– I will sort through the questions and
present those most frequently asked
to our panel at the end of the presentation
– If you an issue, click on the hand
• If you have a question that does not get
addressed, we will provide contact information
so you can reach out to the experts at
Netwoven after the webinar.

Netwoven

Founded in 2001 by former Microsoft executives
Top talent from industry
Leadership comprised of Microsoft, Accenture, Oracle and Intel talent
Former senior executive of Wipro, Infosys, McKinsey on our board

US headquartered company with development center in
India

Save the Children

Slide # Enabling Intelligent Enterprises

Microsoft Best
Netwoven Practices award
SharePoint Services Winner

Service Description
Migration Intranet, Extranet migrations from 2007

Out-Tasking Managed Services including Level 1, 2 and 3
support
Social Networking Communities

Document Management Taxonomy, FAST Search, Migration

Business Intelligence Reports, Scorecards and Dashboards

Portal and Collaboration Intranet, Collaboration

Web Content Management Public Websites

Custom Development Line of Business Custom Applications


Early Registration Prize Winner!!

Apple iPod nano!

All attendees
who registered before February
28, 2011 are eligible!

And the Winner is….


Migrate Successfully!

Do you know the

7 Fatal Mistakes made when Migrating from
SharePoint 2007 to SP 2010?

YOU SHOULD! And this is why…


Current Business Environment
*Since the start of the recession, 8.5
million jobs have been lost ~ BLS

*50% of businesses fail in the first 5
years ~ SBA

*Over the lifetime of a business:
• 39% are profitable
• 30% break even
• 30% lose money ~ NFIB Study


Project Statistics

Overall project failure rates vary
• From 33% to 67%
• Even a 1 in 3 failure rate is totally unacceptable

ACM Article (1)

– 25% of projects fail along multiple axes
– Any more than one change in project
management leads to 50% risk of under
performance
– Risk of under-performance is closely
correlated to effort (person-months).
(1)
http://blog.jackvinson.com/archives/2007/11/12/how_many_of_your_it_projects_fail_
too_many.html


Niraj Tenany
• President and CEO, co-founder of Netwoven
• Enterprise Content Management Expert
• Worked for clients like eBay, Chevron, Microsoft, Applied
Materials
• Served both Fortune 1000 and mid market clients as an IT
strategist
• Frequent speaker in Microsoft and Industry events
• Has worked with several ECM products such as Opentext
Livelink, eRoom, Lotus Notes, Documentum, Interwoven and
SharePoint


Special Offer ~ today only
Architecture Design Session (ADS)
A Netwoven expert will consult with your company
• This is a 1 day consultation on any area of concern
• Can be held on site at your facility, at Netwoven in
Milpitas, at the Microsoft facility in Mountain View, or
conducted remotely via web meeting.


Fatal Mistake #1
Not defining a complete roadmap for your
SharePoint environment
• SharePoint 2010 is a disrupting technology and will have a
major impact on your overall IT strategy. Ignoring a well
defined roadmap will result into a bad IT strategy.

- Fastest growing product in
Microsoft’s history to reach $1B
in sales
- ERP for unstructured data
- Touches all aspects of your IT
strategy


Fatal Mistake #1
• Not leveraging the features of SharePoint to the fullest will
result into high maintenance costs, duplicate technologies
for end users, and lower productivity for end users

- Web Content Management
- Document Management
- Custom Applications
- Social Networking
- Extranet
- Enterprise search
- Business Intelligence

Fatal Mistake #1
For instance:
• Not considering the Business Intelligence capabilities of
SharePoint could result into multiple systems and having a
disintegrated system for end users

•Not considering the new FAST search
would mean not providing advanced
findability capabilities and missing out
on Search apps


Fatal Mistake #2
Failing to completely analyze your current
environment and prepare a migration plan
• Risky migration approach with vendors and internal staff
providing migration estimates that do not accurately scope
the project. Can result into a failed migration.
- Technical Analysis
- Usage Analysis
- Governance
- Requirements Queue
- Search and Retrieval

Risky Migration


Fatal Mistake #2

• Unable to determine the timeline and budget for migration
resulting into missed expectations with your end users

- Site Collection Sizes
- Security Policies
- Taxonomy / Meta data Management
- Search
- Customizations
- Operations


Fatal Mistake #2
For instance:
• Performance issues and data restore issues with your large
site collections
• Third Party web parts deployed on some WFEs and not on
all WFEs (Surprise!)

Do this, so you don’t end up
here


Fatal Mistake #3
Relying completely on the results of the Sharepoint pre-
upgrade checker

• Utility provided by Microsoft to assess your environment and
its readiness for migration
- Hardware readiness
- Database readiness
- List of customizations

For Instance:
•Require SharePoint 2007 SP2 service pack
•Need to upgrade to 64 bit machines


Fatal Mistake #3
Relying completely on the results of the SharePoint pre-
upgrade checker
• Excellent starting point but should not be the only thing in
your bag of tricks
• Could lead to a non-functional SharePoint environment
leading to lost productivity, wasted money, time and human
resources by the business.

- Known and unknown
customizations
- Undocumented things done by
administrators and end users


Fatal Mistake #3
Relying completely on the results of the SharePoint pre-
upgrade checker

• Could lead to critical data being lost after migration is
performed.

• Unable to migrate a site
collection due to a missing
custom feature
• Partial migration of the
Mysites due to missing third
party web parts


Fatal Mistake #4
Failing to re-architect prior to migration
• Involves looking at your overall SharePoint environment
and ensuring that the roadmap that is defined fits with the
overall architecture and using the new features of
SharePoint to implement them

- Farm Architecture
- Information Architecture
- Taxonomy Architecture
- Search Architecture
- Operations Architecture
- Governance Architecture

Fatal Mistake #4
Can cause your team to:
- Miss Technical improvements
- Miss Operational improvements
- Miss Process improvements

- Replace custom features with
OOTB features
- Plan and enable new features that
come with SharePoint 2010
- Develop new customizations to
meet business requirements

Fatal Mistake #4

Common questions regarding re-architecture:
• Deep Site Collections vs. Wide Site Collections
• Having Extranet and Intranet in the same farm
• Working with large digital content (Video)

- Deep vs. Wide - Intranet and Extranet
- Few site collections hosting intranet, - Separate Active Directory to manage
collaboration, and document users
management - Leveraging the use of the DMZ
- Use of SharePoint groups and AD - Better administrative functions
groups
- Search Scopes
- Small or large Taxonomy


Fatal Mistake #5
Not analyzing the customizations in detail

- Custom Templates

- Custom Workflows

- Custom Applications

- Custom Search

- Custom Web Parts

- Custom Features


Fatal Mistake #5

• Root cause of delays in migration. Not having a complete
handle on the customizations can result into costly delays
and an unstable environment.
• Prepare a list of customizations, analyze and test the
customizations and perform appropriate changes
• Site Definitions
• Third Party Web Parts
• Workflows
• Line Of Business Applications
• Custom Features


Fatal Mistake #5

• Multiple file delete function in a document library
• Taxonomy Management application

- Multiple file delete is an OOTB
feature. Remove the
customization
- Replace components of the
taxonomy management
application with OOTB features


Fatal Mistake #6
Trying to cut corners by using an inexpensive third
party migration tool

• Assist with content migration
• Assist with customization migration

- Date / Time stamps preserved
- Created By / Modified By
preserved
- Deleted users cleaned
- Merge and split of site collections
and sites
- Merge and split of libraries
- Customization migration

Fatal Mistake #6

• Often ignore the learning curve required for the third
party tool
• Migration Tools themselves require customizations at time
to support specific needs
- Ability to take folder names and
turn them into site columns

Don’t be this guy


Fatal Mistake #6

- Several HR Site collections
exist that are spread across
the farm. Need to combine
them into a single site
collection

- Customer Site collection too
big, need to break it into
multiple site collections

Fatal Mistake #7
Failing to Conduct a Test Migration
• Most important step prior to preparing your final
migration plan. Without this, the project plans will not be
final
• The credibility of your business hangs in the balance here!
The incorrect scoping that can result will likely mean costly
project delays.

- Untested migration scripts
- Non functional content
migration tool
- Time it takes to migrate


Fatal Mistake #7
Failing to Conduct a Test Migration

• Verify your plan
• Verify your assumptions
• Validate your tools
• Ensure you have the right team with the required skills

- Incomplete test scripts
- Lack of co-ordination with the
server group for hardware
- Availability of end users for testing
of the migrated content


Architecture Design Session (ADS)
A Netwoven expert will consult with your company
• This is a 1 day consultation on any area of concern
• Can be held on site at your facility, at Netwoven in Milpitas, at the
Microsoft facility in Mountain View, or conducted remotely via web
meeting.
1. Netwoven will provide an AS-IS assessment
2. A TO-BE Definition will be identified
3. Netwoven will provide a GAP Analysis
4. Recommendations will be provided


Architecture Design Session
(ADS)
• Define the Roadmap
• Establish Priorities
• Propose Next Steps


(ADS)
The ADS Project with Netwoven is a $2,000.00 value.
Today only, as a “Thank You” for your participation, we
are offering you a one time opportunity to schedule a
complete ADS for…

ONLY $500.00!


(ADS)
Special Offer registration procedure
1. Send an email to info@netwoven.com
2. Enter “SPADS0329” in the subject line
3. In the body of your email include your name and
contact information ~ make sure to include a telephone
number
4. A Netwoven team member will contact you to
set up an appointment time and will forward a
Statement of Work for signature


Webinar Prize Winner!!

Microsoft Office 2010
Professional Plus!

All attendees who registered and
are attending the webinar
today!

And the Winner is….


Expert Panel

Niraj Viraj Matt Walt
Tenany Bais Maher De Petris
CEO & CTO & Solutions VP, Service
Co-Founder Co-Founder Architect Delivery
Netwoven Netwoven Netwoven Netwoven


Netwoven webinar - 7 Fatal Mistakes when migrating from SharePoint 2007 to 2010

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