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5 Steps for Constructing a Successful SharePoint Migration Plan Ben Curry, Summit 7 SystemsChristian Buckley, Axceler
Why you need to plan for your migration• It doesn’t happen over a weekend• It involves more than just moving data• It usually doesn’t go exactly the way you
planned• Because Ben and I need to sell more books
AboutChristian Buckley, Director of Product Evangelism at Axceler• Microsoft MVP for SharePoint Server• While at Microsoft, part of the Microsoft Managed Services
team (now Office365-Dedicated) and then Advertising Operations
• Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration
• Co-founded and sold a collaboration software company to Rational Software. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita (Panasonic), and Seagate
• Co-authored ‘Microsoft SharePoint 2010: Creating and Implementing Real-World Projects’ link (MS Press, March 2012) and 3 books on software configuration management.
Twitter: @buckleyplanet Blog: buckleyplanet.com Email: [email protected]
From Microsoft PressOrder your copy at http://oreil.ly/qC4loT
Axceler Overview
Improving Collaboration since 2007Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms
Delivered award-winning administration and migration software since 1994, for SharePoint since 2007Over 2,000 global customers
Dramatically improve the management of SharePoint
Innovative products that improve security, scalability, reliability, “deployability”Making IT more effective and efficient and lower the total cost of ownership
Focus on solving specific SharePoint problems (Administration & Migration)
Coach enterprises on SharePoint best practicesGive administrators the most innovative tools availableAnticipate customers’ needsDeliver best of breed offeringsStay in lock step with SharePoint development and market trends
AboutBen Curry, Principle Architect and Managing Partner• Six year Microsoft® MVP for SharePoint Server• CISSP, Microsoft Certified Trainer, CCNA, MCITP: SharePoint
Server• Author of Microsoft® SharePoint 2007 and 2010
Administrator’s Pocket Consultant by Microsoft Press• Lead Author of Microsoft® Office SharePoint Server 2007 Best
Practices by Microsoft Press• MS Press SharePoint 2013 Administrator’s Consultant coming
soon!!Twitter: @curryben Blog: http://summit7systems.com/blogs Email: [email protected]
Summit 7 Systems OverviewSummit 7 Systems is a premier provider of consulting and implementation services specializing on the Microsoft SharePoint and Enterprise FAST Platforms.
Summit 7 Systems was named to the 2011 and 2012 CRN Next-Gen 250 List as a company bringing innovative processes, methodologies and models to the solution provider industry.Summit 7 Systems was named #6 on the 2012 CRN Fast Growth 100 based on 2009 – 2011 growth of over 930%.Service Disabled Veteran Owned Small Business (SDVOSB)Our team specializes in the strategy, vision, design, implementation, support and enhancement of the following:
SharePoint Platform SolutionsEnterprise Content ManagementEnterprise SearchBusiness Process ManagementInternet Solutions / Web Content ManagementExtranet SolutionsIntranet Solutions
1. Define your business priorities
1. Define your business priorities
Think holistically about your environment, and what you’re trying to accomplish with SharePoint
Strategic Initiatives (for example, Compliance)On prem vs. hostedOnline / OfflineMobileExtranetLine of Business app integrationOther social and collaborative platforms
Best practicesUnderstand the role of the Business AnalystEngage the Business UsersEngage the Change LeadersBuild a communication planIntegrate change management and project management
Sample Communication Plan
2. Rebuild your taxonomy
2. Rebuild your taxonomySet realistic prioritiesConsider multiple service levels amongst your sites and Web appsDon’t solve every taxonomy problem during the migrationDesign for those that matterDesign for those that care
Best practicesLeverage what you’ve already builtTalk to your end users about what is working, what is notCommunicate it out and get feedback – don’t do it in a vacuum
It’s loud if you do
3. Map to your information architecture
3. Map to your information architecture
A re-architecture project can exceed the size of your migrationBuild content maps, pre and post-migrationCommunicate, Communicate, Communicate
Best practicesDo it in wavesClearly define roles and responsibilitiesCommunicate the level of effort to the business before migrating, and what it will take to maintain it afterward
4. Establish clear and simple governance guidelines
4. Establish clear and simple governance guidelines
Why do governance at all?It’s about mitigating risks
Intellectual propertyAuditingComplianceData integrityChange managementConfiguration managementEducation and training
Best practicesIRMThird-party auditing and compliance toolsDocumentationIndustry standardsStorage limitsNew site provisioningEstablish solid mentoring and training plan
5. Implement transparent
change management
5. Implement transparent change managementCreate awareness and communicate
why the migration is neededIdentify user resistance to changeProvide tools and time to help them through the migrationReplicate technical leadership traits in new processes
Best practicesMake it clear to people how they are involved, what is expected from themGive them feedback loopsShow them what actions you are taking, when you think it will be deliveredLeverage social and collaborative features to mentor, educate, and communicate
The more you involve people in the process, the more likely they are to accept the results
Lessons Learned
Lessons LearnedMigration is not just about moving data to a new platform, but using the move as an opportunity to realize your operational vision for the platformThink about
SecurityCompliancePerformanceSimplifying the platform for users and adminsMeeting business needs
Sample migration project plan by Dux Raymond Sy here
Q&A
Contact Us Christian Buckley
[email protected]+1 [email protected] and http://info.axceler.com
Axcelerhttp://www.axceler.com
Ben [email protected] +1 256-585-6868@curryben http://summit7systems.com/blogs/
Summit 7 Systemshttp://www.summit7systems.com
