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Content
Site collectionsSitesLibrariesListsFoldersFilesFile typesFile sizesVersionsStorageLarge lists/librariesDuplicate or obsolete content
SharePoint migration planning
SharePoint Migration Readiness Assessment
Understand your SharePoint environment, identify migration risks, uncover legacy dependencies, and build a practical migration roadmap before moving production content.
Assessment path
Current Environment
Discovery
Assessment
Risk Analysis
Migration Strategy
Why assess first
Migration Complexity Is Not Only Storage Size
Two environments with the same data volume can have very different migration effort. Content structure, permissions, legacy forms, workflows, custom code, integrations, and business processes all influence planning, tooling, validation, and sequencing.
Sites
Libraries
Files
Versions
Metadata
Permissions
External users
Customizations
Workflows
Forms
Integrations
Classic SharePoint
Business processes
Assessment Scope
A readiness assessment should look beyond files and storage into architecture, security, legacy technology, development, and connected Microsoft 365 workloads.
2
Information Architecture
Content typesSite columnsMetadataManaged metadataNavigationSite structureHub architecture where applicable
3
Security & Permissions
Site permissionsLibrary permissionsFolder/item-level permissions where relevantSharePoint groupsMicrosoft 365 groupsExternal usersSharing configurationBroken inheritanceOrphaned users
Item-level permission behavior should be validated against the target design instead of assumed to migrate exactly.
4
Legacy Technology
Classic sitesClassic pagesPublishing sitesScript Editor usageContent Editor usageCustom JavaScriptCustom CSSCustom master pagesSandbox solutionsFarm solutions where applicableLegacy web parts
5
Forms & Workflows
InfoPathSharePoint Designer workflowsLegacy approval workflowsPower AppsPower AutomateBusiness process dependencies
6
Custom Development
SPFx solutionsCustom APIsREST integrationsMicrosoft Graph integrationsThird-party solutionsExternal systemsAuthentication dependenciesCustom web parts
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Microsoft 365 Dependencies
Microsoft TeamsOneDriveMicrosoft 365 GroupsPower PlatformEntra ID identitiesExternal identitiesConnected applications
Transformation Examples
Modernization paths depend on technical and business requirements. The assessment identifies options, not automatic conversions.
InfoPathPower Apps
SharePoint DesignerPower Automate
Legacy JavaScriptSPFx
Classic SharePointModern SharePoint
Illustrative framework
Migration Complexity
This framework helps discuss complexity, but it does not automatically classify an environment. Actual assessment depends on discovered content, dependencies, business processes, and validation needs.
Low Complexity
- Mostly modern content
- Standard permissions
- Limited customization
- Minimal dependencies
Medium Complexity
- Custom metadata
- Complex permissions
- Power Platform dependencies
- Moderate legacy components
High Complexity
- InfoPath
- SharePoint Designer
- Custom JavaScript
- Legacy solutions
- Complex integrations
- Business-critical workflows
- Significant restructuring requirements
Assessment output
SharePoint Migration Readiness Report
The output should make migration decisions easier: what exists today, what creates risk, what needs remediation, which tooling fits, and how validation should be handled.
Inventory
Understand what exists before moving content.
Risk
Expose blockers before production migration.
Roadmap
Turn findings into practical next steps.
01
Current-State Inventory
A structured view of sites, libraries, content volumes, permissions, customizations, and connected workloads.
02
Migration Risks
Known technical and business risks that may affect migration sequencing, validation, or cutover.
03
Legacy Dependencies
Forms, workflows, scripts, classic pages, custom solutions, integrations, and ownership concerns.
04
Modernization Requirements
Areas where modern SharePoint, Power Apps, Power Automate, SPFx, or API changes may be required.
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Recommended Migration Approach
Practical guidance for scope, sequencing, remediation, pilot selection, and migration waves.
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Recommended Tooling
Tool suggestions based on the source environment, target design, complexity, and validation requirements.
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Migration Waves
A suggested grouping model so teams can move content in controlled phases.
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Validation Strategy
Checks for content reconciliation, metadata, versions, permissions, failed items, and user acceptance.
09
Next Steps
A clear path from assessment into remediation, pilot, migration, validation, modernization, and support.
InventoryRisk AnalysisMigration Roadmap
Migration Roadmap
The assessment helps determine sequencing instead of moving everything at once without understanding dependencies.
Assessment
Remediation
Pilot
Migration Waves
Validation
Modernization
Go-Live / Support
Assessment and Migration Tooling
Tooling should match the source platform, migration goal, complexity, and validation needs. The assessment is not dependent on one vendor.
SharePoint Migration Assessment Tool where applicable
Microsoft SPMT
Migration Manager
ShareGate
PnP PowerShell
PowerShell
Microsoft Graph
Custom inventory/validation tooling
Who Should Request an Assessment?
Organizations that operate SharePoint Server 2013/2016/2019
Organizations that are planning SharePoint Online migration
Organizations that need tenant-to-tenant migration
Organizations that have significant legacy SharePoint customizations
Organizations that still use InfoPath
Organizations that still use SharePoint Designer workflows
Organizations that have complex permissions
Organizations that have large SharePoint environments
Organizations that need to consolidate sites
Organizations that are uncertain about migration scope
Organizations that need migration planning before selecting tooling
Organizations that previously experienced migration issues
Assessment vs Migration
Assessment
UnderstandInventoryAnalyzeIdentify riskPlanRecommend
Migration
PreparePilotMoveValidateCut overSupport
AssessmentMigrationModernization
Related expertise
From Assessment Findings to Remediation
Assessment findings often point to practical remediation before migration: restructuring, permission cleanup, modernization, workflow replacement, or validation planning.
Assess
Remediate
Migrate
Validate
Modernize
Classic SharePointModern SharePoint
InfoPathPower Apps
SharePoint DesignerPower Automate
Legacy JavaScriptSPFx
Complex permissionsPermission remediation
Poor information architectureSharePoint restructuring
Assessment enquiry
Book a SharePoint Migration Assessment
Planning a SharePoint migration or modernization project? Book a 30-minute assessment to discuss your current environment, migration goals, legacy dependencies, risks, and practical next steps.
Book Migration Assessment
30 minutes • Microsoft Teams • No tenant access required
Prefer email? suresh@nextM365.com
What we’ll cover
- Current SharePoint environment
- Migration goals and scope
- Legacy dependencies
- Migration risks and blockers
- Recommended next steps
Current Environment
Migration Goal
Risks
Migration Approach
Next Steps
Do not submit passwords, credentials, or sensitive tenant information through booking notes or email.
Frequently Asked Questions
What is a SharePoint migration assessment?
It is a structured review of SharePoint content, permissions, customizations, workflows, integrations, and Microsoft 365 dependencies before migration planning or production moves begin.
Why should we assess SharePoint before migration?
Storage size alone does not explain migration complexity. Permissions, metadata, legacy forms, workflows, classic pages, custom code, integrations, and business processes can all affect the migration path.
What information is needed for an assessment?
Helpful starting points include the current platform, approximate users, data size, site count, known legacy technology, migration goal, timeline, and current challenges. Do not send passwords, credentials, tenant secrets, or confidential files through the public form.
Can you assess SharePoint 2016 or SharePoint 2019?
Yes. The assessment can consider SharePoint 2016, SharePoint 2019, SharePoint Subscription Edition, SharePoint Online, file server sources, and hybrid environments.
Can InfoPath and SharePoint Designer be identified during assessment?
Yes. InfoPath forms, SharePoint Designer workflows, legacy approval workflows, and business process dependencies can be identified and reviewed for modernization options.
Can custom SharePoint solutions be assessed?
Yes. SPFx solutions, custom APIs, REST or Microsoft Graph integrations, third-party solutions, authentication dependencies, and legacy web parts can be reviewed.
Does an assessment determine which migration tool to use?
It can help recommend tooling, but not every tool applies to every migration. Tooling depends on source platform, target design, complexity, and validation needs.
How are permissions assessed?
Permissions can be reviewed across sites, libraries, groups, sharing configuration, broken inheritance, external users, orphaned users, and item-level cases where relevant. Any complex permission migration should be validated.
Can migration risks be identified before migration?
Many risks can be identified before production migration, including legacy dependencies, complex permissions, large lists, customizations, integrations, and business-critical workflows.
What happens after the assessment?
Typical next steps are remediation, pilot migration, migration waves, validation, modernization, and go-live support, sequenced according to the environment and business priorities.
How long does an assessment take?
It depends on environment size, complexity, access, legacy technology, and the level of inventory or validation required. A small modern environment is very different from a large legacy farm.