Gartner Insights Abstract

How to Migrate Documents to Microsoft 365

Published: 18 March 2024

Summary

Organizations migrating documents to Microsoft 365 should focus on the clean-and-shift method. Application technical professionals must prioritize removing stale content and focus on migrating content that aligns to the use cases of the appropriate Microsoft 365 service for optimal outcomes.

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Overview

Key Findings
  • Clean-and-shift is the optimal method for migrating documents into Microsoft 365. While a lift-and-shift migration can deliver short-term wins, it can cause long-term complications like increased storage costs and compliance issues. Clean-and-shift coupled with implementing a strong information architecture will mitigate risk and poor end-user experience.

  • Differences between Microsoft Teams, SharePoint and OneDrive need to be clearly communicated to end users to ensure they are using the right service for the right use case.

  • Microsoft 365 may not fulfill all the organization’s collaboration and document management needs. Some organizations will need to supplement parts of Microsoft 365 with best-of-breed offerings

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