Every figure, finding and verdict is invented. This is not a customer case study, a real project result or a readiness decision for your environment.
Fictional demonstration data
Environment Overview
A one-page picture of source, target, scale, and complexity drivers for the fictional Contoso Manufacturing environment.
| Area | Demonstration Value |
|---|---|
| Source platform | SharePoint Server 2016 (single farm) |
| Target platform | SharePoint Online (Microsoft 365) |
| Sites inventoried | 85 |
| Content volume | Approximately 420 GB |
| Users | Approximately 1,200 |
| Customizations catalogued | 47 items |
| Workflows catalogued | 63 workflows |
Fictional demonstration data
Risk Register
Rated risks with mitigation and role-based ownership. Names of individuals never appear; owners are roles.
On smaller screens, scroll the table horizontally to read every column.
| Risk | Rating | Mitigation |
|---|---|---|
| Legacy workflow dependency breaks approvals | High | Modernize before wave; parallel run |
| Complex unique permissions delay cutover | High | Remodel permissions in pilot |
| Unsupported customization blocks site move | High | Retire or replace per matrix |
| Missing content owner stalls decisions | High | Ownership drive before Wave 1 |
Fictional demonstration data
Customization Assessment
Each finding classified as Retain, Retire, Replace, Modernize, Rebuild, or Investigate. SPFx is recommended only where custom development remains justified.
On smaller screens, scroll the table horizontally to read every column.
| Customization | Current Technology | Recommended Decision |
|---|---|---|
| Regional KPI dashboard | Script Editor + JavaScript | Modernize (SPFx) |
| Expense approval form | InfoPath | Rebuild (Power Apps) |
| HR policy banners | Content Editor | Replace (out-of-box) |
| Team roster web part | SPFx (existing) | Retain after testing |
Fictional demonstration data
Migration Decision Matrix
Migration does not mean moving everything: retire, archive, replace, and modernize decisions remove roughly a third of demonstration scope.
On smaller screens, scroll the table horizontally to read every column.
| Workload | Decision | Wave |
|---|---|---|
| Policy library | Migrate | Wave 1 |
| Finance approvals | Modernize | Wave 3 |
| Records archive | Archive | Wave 0 |
| Legacy surveys | Retire | — |
Fictional demonstration data
Wave Planning
Example phasing only. Actual wave design always depends on assessment findings.
| Wave | Demonstration Scope |
|---|---|
| Wave 0 — Pilot | Representative slice with baseline recording |
| Wave 1 — Low complexity | Team collaboration sites |
| Wave 2 — Departmental | HR and operations libraries |
| Wave 3 — Complex | Finance approvals and dashboard modernization |
| Wave 4 — Business-critical | Records with extended validation |
Fictional demonstration data
Validation Strategy
Migration completion is not equivalent to migration validation: source baseline, migration, destination scan, technical validation, exception handling, business sign-off.
| Area | Demonstration Check |
|---|---|
| Content | Item counts and storage reconciled per library |
| Metadata | Required columns populated; mappings verified |
| Permissions | Effective access sampled against target design |
| Workflows | Flows trigger and complete on target |
| Business acceptance | Owners sign off per wave |
From the example to your environment
Make the plan fit your estate.
Discuss source scope, dependencies and the decisions an assessment should support. Deliverables and fees are agreed before an engagement starts.
Validation sample report
Compare the source and destination, record exceptions and review acceptance.
Open the related sample