Gartner Research

How to Successfully Migrate Documents and Collaboration Processes to Office 365

Published: 14 December 2018


Successfully moving an organization’s documents and collaboration processes to Microsoft Office 365 is not a ‘lift and shift’ from on-premises content services platforms and file shares. Technical professionals must identify use cases and map transformations to the correct Office 365 services.

Included in Full Research

  • Prework
    • Assess Today’s Collaboration Environment
    • Understand How SharePoint Online Differs From SharePoint Server
    • Microsoft Teams and Office 365 Groups
    • Define the Future State and Create High-Level Mappings
  • Step 1: Choose Your Tools or Your Partner
    • Evaluate Migration Tools
    • Select Migration Tools
    • Migrate Workflow and Customizations
    • Choose a Migration Partner
  • Step 2: Analyze and Plan
    • Analyze
    • Cleanup
    • Plan
    • Configure the Target
  • Step 3: Carry Out a Pilot
    • Select Candidates for Pilot Migrations
    • Mitigate Throttling and Improve Migration Speed
  • Step 4: Migrate
    • Order the Migration
    • Follow a Repeatable Migration Process
    • Finish the Migration
  • Follow-Up


Mike Cox

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