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Summary: Microsoft has released new versions of SharePoint to enhance reliability and security. Migrating to the latest SharePoint version is crucial for leveraging new collaborative features, with earlier versions necessitating a migration plan. Tools are recommended for seamless transitions, and a structured migration plan, outlined in the article, is essential for successful SharePoint Online migration. Key steps include identifying business needs, forming a migration team, assessing existing data, organizing the SharePoint architecture, preparing the destination environment, adopting a phase-wise migration plan, and conducting post-migration testing for a smooth transition.

Microsoft introduces new SharePoint versions to make the platform more reliable and secure. If you want to get the advantage of the new collaborative feature offered by the latest SharePoint versions, you need to migrate your SharePoint version to its latest version. Microsoft recommends migrating your SharePoint based on the current version used by an organization. uses earlier versions of SharePoint- SharePoint 2007 or SharePoint 2010 and requires a proper SharePoint migration plan. In the later versions, it’s an optional task that depends on whether the user wants to update it.

If you’re embarking on your SharePoint migration planning journey, you have a multitude of migration tools at your disposal. These tools are invaluable for their ability to seamlessly migrate from your current SharePoint version to the most up-to-date one. Without such tools, you would be forced to undertake a series of intermediate upgrades using manual methods, making it impossible to perform a direct migration to the latest version. For instance, if your organization currently operates on SharePoint 2007 and aims to upgrade to SharePoint 2016, you would need to make temporary stops at the 2010 and 2013 versions along the way, as there is no direct migration path to SharePoint 2016.

When transitioning to SharePoint Online, your primary options involve utilizing tools, whether they are Microsoft’s built-in tools or third-party solutions. This tool-centric approach represents the prevailing method in the market. Migration plays a pivotal role in streamlining labor-intensive tasks like collaborative work, file sharing, and decision-making processes. Nevertheless, the success of this endeavor hinges on the formulation and execution of a comprehensive SharePoint migration plan, a topic we will delve into further in this article.

How to conduct a SharePoint Online migration project plan?

If an individual or any organization is just starting with SharePoint migration planning, the following actions need to be taken to ensure a smooth and effective migration process:

  1. Identify your business needs
    SharePoint provides a robust array of features, establishing itself as a dependable choice for organizations. Prior to delving into SharePoint, it is essential to assess your business requirements and confirm that the migration aligns with your specific objectives. This evaluation serves as a valuable step in facilitating adjustments to project management strategies, workflow automation, and project management platforms. Effective utilization of SharePoint within your organization hinges on this meticulous planning, as it not only defines the migration’s purpose but also outlines the path to maximize its effectiveness for your organization’s success.
  2. Put together a migration team
    Migration is a complex undertaking that cannot be effectively managed by a single individual. To ensure a successful migration process, it is imperative to assemble a dedicated team with responsibilities encompassing strategy development, comprehensive documentation, meticulous architectural design, and rigorous testing.
  3. Assess your data in the existing environment
    Assessing your current infrastructure is essential when preparing for migration within your organization. This evaluation provides valuable insights into your business inventory, helping identify data that requires removal or updating. Armed with this knowledge, you can craft tailored migration strategies to modernize your organization’s traditional operations. Effective planning should encompass various factors, including Lists and Libraries, Site collections and sites, content types and site columns, retention policies, branding, pages, and more.
  4. Organize the SharePoint architecture
    When assessing the business structure, you will gain a comprehensive understanding of the business workflow and its operational intricacies. Simultaneously, you may identify areas within the organization that are notably disorganized. To facilitate a smooth transition, it is imperative to initiate a thorough cleanup of your environment. This process proves highly effective in optimizing content types, templates, web parts, and fine-tuning permissions, among other essential aspects of the restructuring endeavor.
  5. Prepare your destination environment
    While planning the migration, you need to prepare the destination for the migration. While doing this, some points should be kept in mind that are listed below:

    • Creating a data backup to prevent data loss.
    • Configuring web application
    • Running a test migration
    • Testing the restore
    • Mapping out a metadata plan for your content
    • Optimizing server performance
  6. Phase-wise migration plan
    Migration should be executed in carefully planned phases to provide teams with a comprehensive understanding of the challenges involved. This approach not only ensures a smoother transition from the old version to the new one but also helps prevent potential glitches. During the phased migration process, it is crucial to consider the following points

    • Backing up data to avoid data loss.
    • Configuring user profiles and permissions.
    • Setting your previous database to read-only.
    • Using the SharePoint Migrator tool to make the migration process more efficient.
  7. Post-Migration testing
    To ensure a seamless migration, thorough testing is essential for identifying and addressing any potential bugs or unforeseen issues that may arise during the migration process. While conducting these tests, it is imperative to execute a series of specific actions, as outlined below:

    • Test Workflows and permissions
    • Verify query performance
    • Ensure the successful data migration
    • Test UI and user experience


Migrating SharePoint is a intricate and substantial undertaking, so it’s essential to allocate ample time for meticulous planning before embarking on this endeavor for your organization. In the following section, we outline key considerations that demand your attention during the planning phase. It’s imperative to execute these tasks with precision, as errors can potentially impede your organization’s progress. To guarantee a seamless and efficient migration, leverage a range of migration tools at your disposal.

You can streamline your migration process effectively with the cutting-edge tool known as Kernel Migration for SharePoint. This tool offers a comprehensive solution that caters to all your migration needs, including the ability to add multiple SharePoint sites simultaneously. What sets it apart from other options are its exceptional features, such as Automatic Migration, Tenant to Tenant Migration, Google Drive Data Migration, Bulk Migration, and more.

Kernel Migration for SharePoint