Migrating onto 2013 on-premises or Office 365? With all of the new features, and improvements to user experience, the new versions are quite enticing. Unfortunately, new functionality and user experience won’t fix the existing issues in your environment. In this webinar, Portal Solutions’ Chris Poteet, Senior Consultant and MetaVis’ Chris Kolodziejski, Product Manager discussed: What makes the new SharePoint 2013 and Office 365 compelling options for upgrading What has and has not changed in the current versions of SharePoint Best practices for preparing to implement a new environment and for migrating between versions Insight into migrating well and ending with a cleaner and more streamlined environment What tools and services can be used to help you perform your migration

1. Don’t Migrate Your Mess
Presented by:
Chris Poteet @chrispoteetpro
Chris Kolodziejski @metavistech

2. About MetaVis Technologies
• Builds an award-winning migration,
administration, and management platform
for SharePoint, Office 365, OneDrive, file
systems, and other cloud-based content
management systems
• Allows companies to manage their systems
from pre-planning, architecture, migration, to
day-to-day administration, archival, and
disaster recovery
• Microsoft Gold certified ISV
• OneDrive Management Suite named the
2014 Trend-Setting product by KMWorld

3. 3
Our Principles of Design & Market Approach
Unified Content Management
Information
Architecture
Unstructured
Content
Transformation
Administration
and Analytics
Security;
Permissions and
Awareness
Content Backup and
Protection
Easy to install, intuitive
design, rapid &
self-evident value
Zero server footprint
truly agentless
(cloud ready)
Single platform
client, server, private
or public cloud
Enterprise grade
without enterprise
cost or effort
Product / Innovation
company first, sales
& marketing second
Our Unique Solution

4. Enterprise-wide use of MetaVis Architect Suite for their own internal migration
to Office 365 and on-going content management for 70TB of content
Enterprise-wide use of MetaVis Architect Suite for on-boarding 60,000
OneDrives & holistic SharePoint management for 5TB of content
Enterprise-wide use of MetaVis Office 365 Suite for migrations and on-going
content management of several versions of SharePoint & OneDrive
Enterprise-wide use of MetaVis Architect Suite for migration and on-going
content management of SharePoint for 3TB of content
Highlighted Use Cases

5. We deliver Digital
Workplace Products
and Solutions that help
organizations share
what they know and
find what they need by
connecting people,
data, and content.
About Portal Solutions

6. Chris Poteet
@chrispoteetpro
cpoteet@portalsolutions.net
User
Experience
Senior
Consultant
10+ years in SharePoint Consulting
Interests: UX research, process,
and its relationship to traditional
activities such as business analysis.
My Blog: http://siolon.com/
About Me

7. The Most Important Thing
Do not simply upgrade your existing
environment and call it a day!

8. Why Migrate to Office 365/2013?
• Content type publishing
• Improved Managed Metadata
• Better support for rich media
categorization
• Search improvements and Display
Templates
• New Column Types
• Yammer Integration
• Office 365: Evergreen Platform

9. Special Considerations with Office 365
• It is an evergreen platform
• Interface customizations (e.g. master pages)
• Hybrid scenarios for specific situations
• Workflow

10. What Hasn’t Changed?
• Content types are unchanged from 2010
• Associating content types to lists/libraries remains unchanged
• Other than the managed metadata columns, the provided columns are
unchanged
• The same process used to generate 2007/2010 information architectures is
still utilized for 2013

11. Benefits of Past Implementation
• Allows reflection of what did and didn’t work
• Eases training to end users
• Content analysis is more structured
• Logging is provided to improve areas like search

12. IA Design Approach
• Conduct user research
• Watch user’s workflow and experience with the existing system
• Run content type audits and pre migration scans
• Conduct content analysis
• Identify, remove and consolidate information with a ROT (redundant,
outdated, trivial) analysis
• Analytics and search logs analysis

13. IA Design Approach
• Managed Metadata
• Identify 2007 columns that can be moved to term store
• Allow interviews and keywords analysis to determine where term set augmentation is
needed
• Help client structure term store
• Use enterprise keywords if not already
• Use new MMS features such as pinning and reuse
• Identify any additional list, library or site templates necessary for content
categorization

14. Demo

15. Thank You For Attending
• Next Steps – Portal Solutions is offering a complimentary assessment of your
environment. Slots are limited! Request your free migration assessment
here.
• Learn more about Portal www.portalsolutions.net
• Download a 14-day free trial of MetaVis from www.metavistech.com