1
Environment
Source platformTarget platformSite collectionsSitesLibrariesListsFoldersFilesVersionsStorageLarge lists/librariesDuplicate or obsolete content
SharePoint migration planning
SharePoint Migration Readiness Assessment
Understand your SharePoint environment, identify migration risks, uncover legacy dependencies, and build a practical migration roadmap before moving production content.
Discovery conversation • No tenant credentials requested through this site • Practical next steps
Assessment path
Discover
Scope
Assess
Analyze
Recommend
Decide
Why assess first
Migration Complexity Is Not Only Storage Size
Two environments with the same data volume can have very different migration effort. Content structure, permissions, legacy forms, workflows, custom code, integrations, and business processes all influence planning, tooling, validation, and sequencing.
Sites
Libraries
Files
Versions
Metadata
Permissions
External users
Customizations
Workflows
Forms
Integrations
Classic SharePoint
Business processes
Assessment Scope
A readiness assessment should look beyond files and storage into architecture, security, legacy technology, development, and connected Microsoft 365 workloads.
2
Identity & Access
SharePoint groupsMicrosoft 365 groupsEntra ID identitiesExternal identitiesSharing configurationBroken inheritanceOrphaned usersItem-level permissions where relevant
Permission findings should be validated against the target design instead of assumed to migrate exactly.
3
Legacy Dependencies
Classic sitesClassic pagesPublishing sitesInfoPathSharePoint Designer workflowsLegacy approval workflowsScript Editor usageContent Editor usageCustom JavaScriptCustom CSSLegacy web parts
4
Modern Customization
SPFx solutionsPower AppsPower AutomateCustom APIsREST integrationsMicrosoft Graph integrationsThird-party solutionsAuthentication dependenciesExternal systems
5
Migration Readiness
Migration blockersBusiness process dependenciesContent ownersRemediation needsPilot candidatesWave considerationsValidation needsCutover risk areas
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Target Considerations
Hub architecture where applicableContent typesMetadataManaged metadataNavigationSearchGovernanceLifecycleMicrosoft TeamsOneDrivePower Platform
Assessment Decision Framework
The assessment turns findings into practical decisions. Nothing is moved, modernized, or rebuilt automatically.
Migrate
Move supported content or configuration when the current requirement remains valid.
Modernize
Replace legacy experience or automation with a supported modern approach.
Retire
Remove obsolete sites, content, workflows, or customizations when business owners confirm they are no longer needed.
Rebuild
Design a new solution when the business capability still matters but the old implementation is not a safe target.
Illustrative framework
Migration Complexity
This framework helps discuss complexity, but it does not automatically classify an environment. Actual assessment depends on discovered content, dependencies, business processes, and validation needs.
Low Complexity
- Mostly modern content
- Standard permissions
- Limited customization
- Minimal dependencies
Medium Complexity
- Custom metadata
- Complex permissions
- Power Platform dependencies
- Moderate legacy components
High Complexity
- InfoPath
- SharePoint Designer
- Custom JavaScript
- Legacy solutions
- Complex integrations
- Business-critical workflows
- Significant restructuring requirements
Assessment output
SharePoint Migration Readiness Report
The output should make migration decisions easier: what exists today, what creates risk, what needs remediation, which tooling fits, and how validation should be handled.
Inventory
Understand what exists before moving content.
Risk
Expose blockers before production migration.
Roadmap
Turn findings into practical next steps.
01
Current-State Findings
A structured view of sites, libraries, content volumes, permissions, customizations, and connected workloads.
02
Migration Risk Register
Known technical and business risks that may affect migration sequencing, validation, or cutover.
03
Dependency Findings
Forms, workflows, scripts, classic pages, custom solutions, integrations, and ownership concerns.
04
Modernization Recommendations
Areas where modern SharePoint, Power Apps, Power Automate, SPFx, or API changes may be required.
05
Migration Approach Recommendations
Practical guidance for scope, sequencing, remediation, pilot selection, and migration waves.
06
Tooling Considerations
Tool suggestions based on the source environment, target design, complexity, and validation requirements.
07
Wave Planning Considerations
A suggested grouping model so teams can move content in controlled phases.
08
Validation Recommendations
Checks for content reconciliation, metadata, versions, permissions, failed items, and user acceptance.
09
Next-Step Roadmap
A clear path from assessment findings into planning decisions and optional delivery phases.
InventoryRisk AnalysisMigration Roadmap
How Assessment Leads to Planning
The assessment creates the evidence for planning. It can inform migration, validation, and modernization, but each later phase is scoped separately.
Assess
Plan
Migrate
Validate
Modernize / Optimize
Not every engagement includes every phase. The next step depends on the assessed environment, business priorities, risk tolerance, and ownership decisions.
Assessment and Migration Tooling
Tooling should match the source platform, migration goal, complexity, and validation needs. The assessment is not dependent on one vendor.
SharePoint Migration Assessment Tool where applicable
Microsoft SPMT
Migration Manager
ShareGate
PnP PowerShell
PowerShell
Microsoft Graph
Custom inventory/validation tooling
Who Should Request an Assessment?
Strong fit
Organizations that operate SharePoint Server 2013/2016/2019
Organizations that are planning SharePoint Online migration
Organizations that need tenant-to-tenant migration
Organizations that have significant legacy SharePoint customizations
Organizations that still use InfoPath
Organizations that still use SharePoint Designer workflows
Organizations that have complex permissions
Organizations that have large SharePoint environments
Organizations that need to consolidate sites
Organizations that are uncertain about migration scope
Organizations that need migration planning before selecting tooling
Organizations that previously experienced migration issues
May not need a formal assessment
A lighter discussion may be enough when the migration risk is already understood.
- Organizations that have a small, already-modern SharePoint environment
- Organizations that already have trusted inventory, dependency, and ownership evidence
- Organizations that only need a narrow tactical move with known scope and no legacy dependencies
- Organizations that have already validated target architecture, access, and migration waves
Assessment Boundaries
Inside the assessment
UnderstandInventoryAnalyzeIdentify riskRecommendDecision support
Outside this scope unless separately agreed
Production migration executionDetailed solution designImplementation or rebuild of workflows, apps, SPFx, or integrationsPost-migration support commitmentsOutcome guarantees
AssessmentPlanning DecisionScoped Next Step
Customer inputs
What Helps the Assessment
The first conversation does not require tenant credentials. The useful inputs are business context, known scope, existing evidence, and the decisions your team needs to make.
migration goals and business drivers
current source and target environment overview
known risks, blockers, or past migration issues
site, storage, user, and ownership context where available
existing inventory, migration tool reports, or architecture notes
business priorities, critical sites, deadlines, and decision owners
known legacy technology such as InfoPath, Designer workflows, scripts, or custom apps
Do not send passwords, credentials, tenant secrets, or confidential content through public booking notes or email.
Related expertise
From Assessment Findings to Remediation
Assessment findings may point to practical next steps: restructuring, permission cleanup, modernization, workflow replacement, migration planning, or validation planning. Each follow-on phase should be scoped separately.
Assess
Remediate
Migrate
Validate
Modernize
Classic SharePointModern SharePoint
InfoPathPower Apps
SharePoint DesignerPower Automate
Legacy JavaScriptSPFx
Complex permissionsPermission remediation
Poor information architectureSharePoint restructuring
Sample deliverable
See What a Migration Assessment Can Produce
This sample report uses fictional demonstration data for the illustrative company Contoso Manufacturing. It shows how environment inventory, dependencies, risks, and migration decisions can be structured — it does not represent a real customer engagement.
Environment Overview
Source, target, scale, and complexity drivers at a glance.
Sample Data
Risk Register
Rated risks with mitigation and role-based ownership.
Sample Data
Customization Assessment
Retain, retire, replace, modernize, rebuild, or investigate.
Sample Data
Migration Decision Matrix
Which workloads migrate, modernize, archive, or retire.
Sample Data
Wave Planning
Example phased approach from pilot to business-critical waves.
Sample Data
Validation Strategy
How destination state is verified against source baselines.
Sample Data
Assessment proof layer
Review the Assessment Thinking
Use these guides and sample deliverables to judge the approach before booking. The samples are illustrative and the guides are technical references, not testimonials.
Methodology
SharePoint Migration Assessment Readiness
How to review inventory, dependencies, risks, target planning, and validation needs before a migration.
Structured assessment thinking before production moves.
Sample deliverable
SharePoint Migration Assessment Sample
A fictional Contoso sample showing report structure, findings, risk register, and roadmap format.
Example output format, not a real customer engagement.
Methodology
SharePoint Migration Validation
Source baseline, target comparison, exception review, and business validation for SharePoint migrations.
How migration success can be checked instead of assumed.
Reference architecture
Migration Modernization Blueprint
How migration decisions connect to classic SharePoint, forms, workflows, custom code, and target architecture.
Architecture reasoning for migrate, modernize, retire, or rebuild decisions.
Technical guide
Classic to Modern SharePoint Migration
Classic sites, pages, publishing structures, branding, and old web parts mapped to modern alternatives.
Legacy SharePoint assessment and modernization decision logic.
Reference architecture
SharePoint Information Architecture Blueprint
Site architecture, hubs, navigation, metadata, ownership, lifecycle, and governance as modernization inputs.
Long-term SharePoint structure beyond migration tooling.
Assessment enquiry
Book a SharePoint Migration Assessment
Planning a SharePoint migration or modernization project? Book an assessment conversation to discuss your current environment, migration goals, legacy dependencies, risks, and practical next steps.
Book Migration Assessment
Discovery conversation • No tenant credentials requested through this site
Prefer email? suresh@nextM365.com
What we’ll cover
- Current SharePoint environment
- Migration goals and scope
- Legacy dependencies
- Migration risks and blockers
- Recommended next steps
Current Environment
Migration Goal
Risks
Migration Approach
Next Steps
Do not submit passwords, credentials, or sensitive tenant information through booking notes or email.
Frequently Asked Questions
What is a SharePoint migration assessment?
It is a structured review of SharePoint content, permissions, customizations, workflows, integrations, and Microsoft 365 dependencies before migration planning or production moves begin.
Why should we assess SharePoint before migration?
Storage size alone does not explain migration complexity. Permissions, metadata, legacy forms, workflows, classic pages, custom code, integrations, and business processes can all affect the migration path.
What information is needed for an assessment?
Helpful starting points include migration goals, source and target environment context, approximate scale, known legacy technology, business priorities, existing inventories, current challenges, and decision owners. Do not send passwords, credentials, tenant secrets, or confidential files through public booking notes or email.
Can you assess SharePoint 2016 or SharePoint 2019?
Yes. The assessment can consider SharePoint 2016, SharePoint 2019, SharePoint Subscription Edition, SharePoint Online, file server sources, and hybrid environments.
Can InfoPath and SharePoint Designer be identified during assessment?
Yes. InfoPath forms, SharePoint Designer workflows, legacy approval workflows, and business process dependencies can be identified and reviewed for modernization options.
Can custom SharePoint solutions be assessed?
Yes. SPFx solutions, custom APIs, REST or Microsoft Graph integrations, third-party solutions, authentication dependencies, and legacy web parts can be reviewed.
Does an assessment determine which migration tool to use?
It can help recommend tooling, but not every tool applies to every migration. Tooling depends on source platform, target design, complexity, and validation needs.
How are permissions assessed?
Permissions can be reviewed across sites, libraries, groups, sharing configuration, broken inheritance, external users, orphaned users, and item-level cases where relevant. Any complex permission migration should be validated.
Can migration risks be identified before migration?
Many risks can be identified before production migration, including legacy dependencies, complex permissions, large lists, customizations, integrations, and business-critical workflows.
Does the assessment include migration execution?
No. The assessment is the discovery, findings, risk, and recommendation phase. Migration execution, modernization implementation, and support are separate work.
What happens after the assessment?
The findings can support planning decisions such as remediation, pilot selection, migration waves, validation, and modernization. Not every environment needs every phase.
How long does an assessment take?
Duration varies because it depends on environment size, complexity, available inventory, access, legacy technology, and required review depth.