Classic SharePoint to modern Microsoft 365

SharePoint Modernization Services

Modernize classic SharePoint sites, forms, workflows, customizations, and business processes using supported Microsoft 365 architecture.

Assess what should stay, what should change, and what should be retired before rebuilding legacy technology.

Legacy SharePoint

Classic Sites
InfoPath
SharePoint Designer
Custom JavaScript
Legacy Web Parts
Assess
Decide
Retain • Replace • Modernize • Rebuild • Retire

Modern Microsoft 365

Modern SharePoint
SPFx
Power Apps
Power Automate
Microsoft Graph

What happens first

Modernization Review

The first conversation is a focused review of the legacy SharePoint estate, the business processes it still supports, and the modernization decisions needed before rebuild or migration work begins.

Initial consultation is used to understand the legacy estate and determine the appropriate modernization review, assessment, or delivery engagement.

Best for

  • Classic SharePoint sites, pages, forms, workflows, or scripts still in use
  • Organizations deciding what to retain, replace, modernize, rebuild, or retire
  • Teams planning migration where legacy dependencies may affect target design

Who should attend

  • IT Director
  • Microsoft 365 Lead
  • SharePoint Owner
  • Solution Architect

What to bring

  • Legacy component examples
  • Known business-critical forms, workflows, or pages
  • Current modernization goals
  • Known constraints, owners, and risk concerns

What you get

  • Modernization review scope
  • Initial legacy-dependency risk direction
  • Recommended modernization decision path
  • Next-step plan for assessment or delivery

Legacy signals

What Needs Modernization?

Modernization starts by grouping legacy signals into decisions, not by treating every item as a rebuild.

Classic SharePoint

Classic sites, pages, publishing, navigation, branding, and old web parts.

Forms

InfoPath, custom forms, and complex data-entry experiences.

Workflows

SharePoint Designer workflows, approvals, and legacy automation.

Customizations

Script Editor, Content Editor, JavaScript, CSS, JSLink, and legacy web parts.

Integrations

Legacy APIs, authentication patterns, external systems, and hard-coded dependencies.

Information Architecture

Sites, hubs, navigation, metadata, permissions, search, and governance.

Modernization assessment

Before Modernizing, Understand What Exists

The goal is not to recreate every legacy component. The goal is to understand what is still used, what is business-critical, what creates technical risk, and what has a supported Microsoft 365 alternative.

Assessment sequence

The sequence keeps modernization decisions tied to evidence instead of defaulting every legacy item to a rebuild.

  1. 01Inventory
  2. 02Dependency analysis
  3. 03Business value
  4. 04Technical risk
  5. 05Modernization decision

Legacy Experience

  • Sites
  • Pages
  • Publishing
  • Navigation
  • Branding

Forms & Automation

  • InfoPath
  • Designer workflows
  • Custom forms
  • Approvals

Custom Engineering

  • JavaScript
  • Legacy web parts
  • APIs
  • SPFx
  • Integrations

Architecture & Governance

  • Information architecture
  • Permissions
  • Ownership
  • Lifecycle
  • Supportability

Decision framework

Every Legacy Component Needs a Decision

Modernization decisions should be driven by business value, technical risk, usage, supportability, and target architecture, not technology age alone.

Retain

Already modern, supported, and valuable.

Replace

A supported Microsoft 365 capability already meets the requirement.

Modernize

The capability remains useful but should move to supported architecture.

Rebuild

The business requirement remains, but the implementation needs redesign.

Retire

The component is obsolete, duplicated, unused, or no longer worth maintaining.

  1. 01Legacy component
  2. 02Is it still required?
  3. 03What business value does it provide?
  4. 04Is there a supported native option?
  5. 05Does custom engineering remain justified?
  6. 06Retain / Replace / Modernize / Rebuild / Retire

Technology paths

Legacy Technology Paths

These are assessment paths, not automatic conversions.

Classic estate

Classic to Modern SharePoint

Classic pages, navigation, branding, and old web parts are assessed before choosing modern pages, hub architecture, native components, SPFx, or retirement.

Current

Classic SharePoint

Target

Modern SharePoint

  1. 01Classic SharePoint
  2. 02Inventory + dependencies
  3. 03Modern architecture
  4. 04Modern SharePoint

Assess

Classic pagesPublishing sitesLegacy navigationLegacy brandingOld web partsMaster pages

Modern options

Modern pagesHub sitesModern navigationNative web partsSPFxMicrosoft 365 theming

InfoPath Modernization

InfoPath forms are reviewed for data, rules, security, attachments, approvals, integrations, external users, and offline needs before selecting a target.

  1. 01InfoPath
  2. 02Understand form + data + rules + workflow
  3. 03Select modern architecture
  4. 04Modern forms / Power Apps / supported solution

Designer Workflow Modernization

Workflow modernization starts with business process discovery. There is no universal one-to-one automatic conversion.

  1. 01Designer workflow
  2. 02Business process discovery
  3. 03Triggers + logic + approvals + integrations
  4. 04Power Automate / supported alternative

JavaScript to Supported Components

Script Editor and custom JavaScript are checked for DOM manipulation, API calls, hard-coded URLs, authentication, and supportability.

  1. 01Legacy script
  2. 02Dependency review
  3. 03Target pattern
  4. 04Supported component
  5. 05Secure validation

Modern architecture options

SPFx, Power Apps, and Power Automate Are Options, Not Defaults

The target architecture should fit the requirement, support model, data, permissions, and governance needs.

Custom experience

SPFx

Option

Use supported custom engineering when native Microsoft 365 capabilities cannot meet the experience or integration requirement.

Best fit

Custom SharePoint UI, extensions, Graph or API-backed experiences.

Avoid if

A native web part or configuration already solves the requirement.

Custom web partsApplication CustomizersListView Command SetsReactTypeScriptFluent UIPnPjsSharePoint RESTMicrosoft GraphExternal APIs

Business app

Power Apps

Option

Use Power Apps for forms, request apps, and task-focused interfaces where business users need a governed app experience.

Best fit

Form replacement, mobile entry, approvals, and SharePoint-connected apps.

Avoid if

The need is only a content page, navigation change, or custom web part.

Request appsEmployee appsData entryApproval interfacesMobile scenariosSharePoint-integrated appsDataverse where appropriate

Process automation

Power Automate

Option

Use Power Automate when the process has clear ownership, connection governance, monitoring, and error handling.

Best fit

Approvals, notifications, document processes, and integration flows.

Avoid if

The process requires unmanaged personal connections or no support owner.

  1. 1Business event
  2. 2Trigger
  3. 3Business logic
  4. 4Connected services
  5. 5Controlled outcome
OwnershipConnectionsService accountsEnvironment variablesError handlingMonitoringGovernanceALM

Information architecture

Modernization Is More Than Code

Site architecture, hubs, navigation, metadata, permissions, lifecycle, and governance shape the long-term user experience.

Reduce sprawl

Improve findability

Clarify ownership

Architecture decisions

Design the Target Before Rebuilding

IA first
  1. 1Legacy structure
  2. 2Simplify
  3. 3Modern information architecture
  4. 4Validate access
  5. 5Govern

Structure

Site architectureHubsLibraries

Findability

NavigationMetadataContent types

Access

PermissionsSearchOwnership

Operations

LifecycleGovernanceSupport model

Migration + modernization

There Is No Universal Sequencing Strategy

The correct approach depends on dependencies, business risk, criticality, timeline, migration strategy, and target architecture.

Modernize Before Migration

When legacy dependencies block migration or target design.

Migrate Then Modernize

When supported content can move first and modernization can follow.

Modernize During Migration

When migration is part of a broader modernization program.

Roadmap

Modernization Roadmap

01

Discover

Understand goals and ownership.

02

Inventory

Identify legacy technology.

03

Assess

Review value, risk, usage, and dependencies.

04

Decide

Retain, replace, modernize, rebuild, or retire.

05

Design

Select target architecture.

06

Modernize

Implement agreed changes.

07

Validate

Test functionality, permissions, data, and integrations.

08

Govern

Define ownership, support, and lifecycle.

Engagement output

What You Receive

Modernization work ends with documented decisions and a sequenced plan, not just findings.

Legacy estate inventory

Classic pages, InfoPath forms, Designer workflows, scripts, and integrations catalogued with owners.

Per-component decisions

Migrate, modernize, retire, or rebuild recommendations for each legacy item.

Target architecture

Supported Microsoft 365 architecture for pages, forms, workflows, and customizations.

Prioritized roadmap

Sequenced waves with dependencies and risk order.

Validation approach

How modernized components are tested and signed off.

Prioritization Matrix

Actual decisions require business and technical assessment. This pattern only frames what deserves attention first.

High value + High risk

Prioritize modernization

High value + Low risk

Retain / optimize

Low value + High risk

Consider retirement

Low value + Low risk

Defer / simplify

Security & governance

Modernization Should Improve Supportability

Replacing old technology with a new fragile implementation is not modernization.

Security

Least privilege, permissions, and API access.

Ownership

App owners, flow owners, and service accounts.

Operations

Monitoring, error handling, and environment strategy.

Lifecycle

ALM, deployment, documentation, and governance.

Fit

Is This a Good Fit?

Running Classic SharePoint

Sites, pages, publishing, or legacy branding remain in use.

Dependent on InfoPath or Designer

Forms and workflows still support business processes.

Carrying Custom JavaScript

Legacy scripts or web parts are difficult to support.

Planning SharePoint Migration

Legacy dependencies need decisions before or during migration.

Modernizing Business Processes

Manual or legacy SharePoint processes need supported Microsoft 365 architecture.

Maintaining Custom SharePoint Solutions

SPFx or other supported engineering is required where native capability is insufficient.

Scope boundaries

What May Need Separate Scope

The assessment defines what is included. These items are scoped separately when they apply to your environment.

Full tenant migration execution

Content moves are planned here; execution waves are scoped as migration work.

Large custom-app rebuilds

Rebuilds beyond targeted remediation are estimated as separate build scope.

Branding redesign

Visual identity work outside SharePoint implementation needs separate design scope.

Business-process transformation

Process redesign beyond Microsoft 365 implementation is a separate engagement.

Managed support

Ongoing operations continue under a support agreement when one is defined.

Buyer FAQ

Questions Before You Book

Do we need to modernize everything in Classic SharePoint?

No. Each component should be assessed for business value, technical risk, usage, supportability, and target architecture before deciding whether to retain, replace, modernize, rebuild, or retire it.

Should modernization happen before or after migration?

It depends on dependencies, business risk, criticality, timeline, migration strategy, and target architecture. There is no universal sequencing strategy.

Does every InfoPath form need to become Power Apps?

No. InfoPath forms should be assessed for data, rules, integrations, security, attachments, approvals, users, and supportability before selecting a modern architecture.

Can SharePoint Designer workflows be converted automatically?

Not reliably. Workflow modernization starts with business process discovery, triggers, logic, approvals, integrations, ownership, and governance.

When should we use SPFx instead of native SharePoint?

Use SPFx when native Microsoft 365 capabilities are insufficient and a supported custom SharePoint or Teams experience is justified.

Can you assess our legacy SharePoint environment first?

Yes. The modernization entry point is an assessment that inventories what exists and maps components to retain, replace, modernize, rebuild, or retire decisions.

Can migration and modernization be handled together?

Yes, but the sequence should be deliberate. Some dependencies should be handled before migration, while others can follow after content moves.

How do we start?

Start with a modernization requirements discussion so the legacy estate, dependencies, and target architecture can be scoped before implementation.

Next step

Still Running Legacy SharePoint?

Understand what should stay, what should change, and what should be retired before investing in modernization.