This is a case study of Earley Information Science migrating from an on Premise SharePoint 2013 environment to O365. This shows the good, the can do better, and the unexpected.

1. Copyright © 2015 Earley Information Science1 Copyright © 2015 Earley Information Science
SPS Boston
Case Study: Earley
Migration to O365
6/13/2015
Presented by
Pileggi, David
Senior Consultant
Earley Information Science
Twitter: @DavidPileggi

2. Copyright © 2015 Earley Information Science2
Introduction

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The Real Introduction
• Computer Science degree from University of Central
Florida
• Professionally working in the IT industry for 12 years
• Working specifically with SharePoint for last 10 years
• Taught several SharePoint 101 classes
• Designed SharePoint solutions for more than 30
Companies Ranging from Regional to Global
• Member of Boston SharePoint Users Group
• Avid Alpha/Beta tester SharePoint and otherwise

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Agenda
• Setting Expectations
• The Earley Story – Why We Chose O365
• The Tough Decisions
• What We Can Do Better
• What We Did Well
• The Rest of the Journey
• Q&A

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Setting Expectations
• University Classroom Setting
• The story is still unfolding
• What are you looking for?

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The Earley Story
Why We Chose O365

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Compelling Reasons to Migrate
IT
Support
Server Maintenance
Patching
Disaster Recovery
Extranet
Simple solution for
external invitations
Highly secure
Access
to:
Delve
Video
Skype for Business

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The Story
• First time using SP
• Very little usage
SharePoint
2010
• Some IA was put
together
• Single site collection
• Difficult security
schema
SharePoint
2013 On-Prem • Aim at a Center Piece
• Treat ourselves like our
clients
• Rich solution for
intranet/extranet
O365
SharePoint

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The Tough Decisions

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Approach
• Do what we have done?
• Practice what we
preach?

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Timing
• SharePoint migration should finish
yesterday
• Skype for Business Whenever
• New ideas NOW
• Yammer… Who?

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Cost
• The cost is twice the
amount when doing it
internal for a
consultant company
• Takes more than one
individual

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What We Can Do Better

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Communication
• We got this mentality
• Who is the client?!
• The team needs to know

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Planning
• It’s a pebble… it’s a
rock… It’s a Mountain!
• Sure I can do that… oh
wait… billable

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Cutting Corners
• Don’t do it!
• Kills progress
• Costs more money

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What We Did Well

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Taxonomy
• Our wheel house
• Oh by the way – Public facing
web site
• Getting it right the first time

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Security
• Security centric Solution
• Intranet
• Extranet

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Governance
• Not done in the right order but…
• Project sites creation
• Adding to the Taxonomy

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Migration
• Selected ShareGate
• Understand
strengths/weaknesses
Choose
Migration tool
• Mapped from ground
up
• Treated each site as a
mini-project
Re-Organize • Content owners remap
• Migrate to new
locations
Migration

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The Rest of the Journey

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Proposal Hub
• Capturing the process
• Working with SFDC
• Simplifying the process
Proposal
Hub
RFP’s
SOW’s
Change
Requests
RFI’s

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Search Community

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Questions and Answers

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EIS – Digital Workplace works
with market-leading organizations
to overcome content chaos.
Ensure your enterprise digital workplace considers
how people, systems, content and context intersect
to transform operational performance.
Realize your digital experience vision.
Earley Information Science
(EIS)
A trusted information integrator
Founded – 1994
Headquarters – Boston, MA
www.earley.com
David J Pileggi Jr
Senior Consultant
774-364-2815
David J Pileggi Jr.

27. Copyright © 2015 Earley Information Science27
EIS – Digital Commerce works
with market leaders to transform
digital commerce strategy.
Enrich product data catalogs and ensure powerful
site search to create superior customer experiences.
Realize your digital experience vision.
Earley Information Science
(EIS)
A trusted information integrator
Founded – 1994
Headquarters – Boston, MA
www.earley.com
David J Pileggi Jr
Senior Consultant
774-364-2815
David J Pileggi Jr.

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EIS – Digital Commerce works
with great retailers and brands to
master the art and science of
product curation.
Specializing in the transformation of product
catalog, site merchandising and shopper journey
context, EIS organizes your digital commerce
information so you can focus on
engaging your customers.
Realize your digital experience vision.
Differentiate with EIS – Digital Commerce.
Earley Information Science
(EIS)
A trusted information integrator
Founded – 1994
Headquarters – Boston, MA
www.earley.com
David J Pileggi Jr
Senior Consultant
774-364-2815
David J Pileggi Jr.