Sample Report • Demonstration Data Only
SharePoint Migration Assessment — Sample Report
See how a structured SharePoint migration assessment can document environment scope, migration dependencies, modernization requirements, risks, migration decisions, and wave planning.
This sample uses fictional demonstration data for the illustrative company Contoso Manufacturing. It does not represent a real customer engagement, real findings, or real project results.
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Environment Overview
Sample DataA 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 |
Risk Register
Sample DataRated risks with mitigation and role-based ownership. Names of individuals never appear; owners are roles.
| 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 |
Customization Assessment
Sample DataEach finding classified as Retain, Retire, Replace, Modernize, Rebuild, or Investigate. SPFx is recommended only where custom development remains justified.
| 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 |
Migration Decision Matrix
Sample DataMigration does not mean moving everything: retire, archive, replace, and modernize decisions remove roughly a third of demonstration scope.
| Workload | Decision | Wave |
|---|---|---|
| Policy library | Migrate | Wave 1 |
| Finance approvals | Modernize | Wave 3 |
| Records archive | Archive | Wave 0 |
| Legacy surveys | Retire | — |
Wave Planning
Sample DataExample 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 |
Validation Strategy
Sample DataMigration 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 |
Commercial next step
Planning a SharePoint Migration?
A structured readiness assessment can help identify migration scope, dependencies, modernization requirements, and validation needs before production migration begins.