Gartner Research

How to Successfully Migrate Documents and Collaboration Processes to Office 365

Published: 14 December 2018

ID: G00354230

Analyst(s): Mike Cox


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.

Table Of Contents

Problem Statement

The Gartner Approach

The Guidance Framework

  • 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

Risks and Pitfalls

Gartner Recommended Reading

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