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Microsoft 365 Migration Checklist For MSPs Dec2022
Microsoft 365 Migration Checklist For MSPs Dec2022
Microsoft 365 Migration Checklist For MSPs Dec2022
Migration
Checklist for
MSPs
Migrations can either be an easy task or a complex project. While it can
be manageable for small organizations with simple structures, larger
enterprises may struggle with the chore.
Certainly, for Managed Service Providers who handle both small and
large organizations, migrations tend to be more complex, with primary
focus on accuracy and swiftness of the migration process. Depending
on each business’s need, every migration preparation must be handled
smartly.
Without the help of the right tools, MSPs can easily get lost with the
various demands of their customers. As organizations seek effective
guidance from you as their service provider, you must find the right
strategy in handling your various projects as efficiently as possible.
You can create a plan that will save you and the organizations you
support tons of time in the long run by checking for:
Communicate
• Customizations that may need to be rebuilt
With Your
Client • Functionality that can be replaced with new features
Post
Migration
Design
Your
Strategy
Post
Migration
Once you’ve analyzed the content from the steps above, you can begin to do the following:
Source
Environment q Communicate with content owners to q Consider migrating existing content
Discovery rule out any unnecessary files, mail- from OneDrives or Sites into Group
boxes, folders etc. or if you’re coming or Teams’ Sites to take advantage of
from Slack or other Microsoft 365 modern Microsoft 365 workspaces
instances, unused Channels or Teams q Rethink and reorganize very large
Design
q Find out if there are any chats, email lists, libraries, Teams, and folders
Your boxes, public folders or archive email q Determine whether to migrate
Strategy boxes that don’t need to be brought empty lists, libraries, or folders
to the new environment
q Determine if any mappings
q Identify mailboxes that should are required
be converted to a new type – for
• Template Mappings
Prepare Your instance, an existing Shared mailbox
Client’s • Column Mappings
into a Group Mailbox.
Destination
Environment q Find sites or content that hasn’t • Content Type Mappings
been modified in over a year, and • User Mappings
see if you still need the information
• Mailbox Type Mappings
q Find large Site Collections or Teams
q Redesign the branding if necessary
Communicate
• Break them up into multiple Site
With Your q Determine which customizations
Client Collections or Teams
are required to be kept during the
q Find large Sites migration
• Promote them into Site Collections q Determine the migration approach
q Find Slack Channels with • Native Microsoft tools for mail or
Implement common traits select file & collaboration sources
Your Migration • Consolidate Slack Channels • Database detach/attach for
into Teams on-prem SharePoint migrations
• Use a third-party product/tool
such as AvePoint Fly
Post
Migration
Source
Environment
Discovery
Design
Your
Strategy
Prepare Your
Client’s
Destination
Environment The next step is to prepare your
client’s destination environment, No matter your
which is equally vital in establishing customers’
successful user adoption. Making challenges,
sure the end users have a positive
Communicate AvePoint has the
With Your experience with data structures,
Client
workflows and other features will have
solution.
a major impact on your client’s business
Retention requirements? Try
users’ productivity. Cloud Backup.
Most organizations of all sizes Automation issues? Try
Cloud Governance.
Implement prefer to create a new structure in their
Your Migration Security concerns? Try
destination environment to cater to the
Policies & Insights.
agile workplace that the majority of the
Budget struggles? Try Cense.
workers are now used to as a result of
the COVID-19 pandemic (Gartner 2021).
If your client aims to support these new
Post work models, it is critical to create systems that can maintain how informa-
Migration
tion workers use data to do their jobs.
Again, keep in mind that there are tools you can introduce to your clients
that are essential for effective Microsoft 365 management in the long run,
Design such as AvePoint Cloud Backup, Governance, and Policies & Insights.
Your
Strategy
CHECKLIST
Implement
Your Migration
Post
Migration
CHECKLIST
STAKEHOLDER COMMUNICATIONS
Implement
Your Migration q Communicate which content should be migrated
• Explain the reason for the change and the value for them
Source
Environment
Discovery
Design
Your
Strategy
Prepare Your
Client’s
Destination What makes leveraging Fly or Fly Server advantageous as compared to
Environment
the native Microsoft migration tools is the accuracy of your migration
implementation. The Fly Migrators are designed to make your migration
plan a reality.
Lastly, AvePoint offers 24/7 support so any concerns with the migration
Post project are addressed accordingly.
Migration
Post
Migration
100TB/Day
FAST. Whether on cloud or via a
server, AvePoint Fly Migrators are one of the
fastest migration tools in the market today to
consolidate and migrate your
source data—whether that’s file RESOLVE YOUR MIGRATION IN 3 EASY STEPS
shares, on-premises Exchange and
STEP 1: Analyze
SharePoint data, or cloud content in Teams,
With Fly Migrators, discover what’s relevant or collecting dust
Groups, Box, Dropbox, Slack and Google
before your move. Understand your existing information archi-
Drive—into your Microsoft 365 cloud.
tecture to avoid risks and improve your migration strategy.
SIMPLE. Mitigate timeline and complexity
STEP 2: Migrate
concerns with the Fly Migrators’
Achieve your desired end goal data structure by taking only
user-friendly dashboards and capabilities for
what you need. Move entire drives, mail instances, site col-
discovery, cleaning up data, and migration
lections, or as granular as individual lists and libraries to your
implementation.
destination with drag-and-drop ease.