Retain
Keep what is supported, useful and working well.
SharePoint modernization services
A clearer path from legacy to modern SharePoint.
Modernize the sites, forms, workflows and custom code your business still relies on—with a practical plan for what to keep, change or retire.
- Understand the dependencies
- Choose supported architecture
- Validate before handover
Start with what you have
Which part of your estate needs attention?
Explore the assessment and architecture choices for each legacy technology. These are starting points for a review, rather than automatic conversion paths.
Your starting point
Classic sites, publishing pages, navigation and branding
Give collaboration a clearer foundation.
Review how people find content and work together before rebuilding the page experience. Keep useful structure and simplify what has become hard to manage.
Paths to consider
Explore SharePoint development Modern pages, native web parts, hub navigation and supported SPFx components where justified.
What we assess
- Site and hub structure
- Navigation, metadata and content types
- Permissions, search and ownership
- Classic web parts, branding and dependencies
Validate before handover
Content, navigation, search, access and key user journeys.
Your starting point
InfoPath forms, custom forms and spreadsheet-based requests
Design the right experience for the process.
Understand the people, data and business rules behind each form. The target could be a native form, Power Apps or a scoped custom solution.
Paths to consider
Explore Power Apps development Native forms, Power Apps or supported custom development, selected against the requirements and licensing.
What we assess
- Data sources, rules and validation
- Attachments, identity and access
- Approvals and integration dependencies
- External users, mobile and offline needs
Validate before handover
Business rules, data integrity, access, attachments and user acceptance.
Your starting point
SharePoint Designer workflows and manual handoffs
Build a process your team can operate.
Map the actual business process before choosing the automation. Review exceptions, connections and ownership alongside the happy path.
Paths to consider
Explore Power Automate solutions Power Automate or another supported integration approach. Workflow replacement requires assessment; automatic conversion is not assumed.
What we assess
- Triggers, approvals and business logic
- Connections, APIs and service ownership
- Retries, recovery and duplicate protection
- Monitoring, environments and deployment
Validate before handover
Approval routes, exception handling, permissions, recovery and monitoring.
Your starting point
Script Editor, custom JavaScript, JSLink and legacy web parts
Keep the capability. Improve supportability.
Separate the business need from the legacy implementation. Use native capability where it fits, and supported custom engineering where it adds value.
Paths to consider
Explore SPFx development Native Microsoft 365 features, SPFx web parts or extensions, and approved API integrations.
What we assess
- DOM dependencies and hard-coded URLs
- APIs, authentication and permissions
- Usage, owners and business criticality
- Source code, packaging and support model
Validate before handover
Functionality, least-privilege access, integrations, deployment and regression checks.
The decision comes first
Give every component a deliberate future.
Business value, usage, dependencies and technical risk determine the path. A new platform should solve a real problem and have a clear owner.
Replace
Use an existing supported capability that meets the need.
Modernize
Move a useful capability to supported architecture.
Rebuild
Redesign when the business need outlives the implementation.
Retire
Remove components that no longer justify their cost or risk.
Where do we start?
Review business-critical, high-risk dependencies first. Retain useful, supported components; consider retiring low-value components that create disproportionate risk.
Inspect a sample decision briefFrom review to handover
A delivery path with clear decisions.
Agree scope, review milestones and acceptance criteria before implementation. Progress through manageable stages with your business and technical owners.
- 01
Discover
Agree goals, owners and scope. Inventory usage, business value, risk and dependencies.
Stage outcomeA shared view of the estate - 02
Decide & design
Choose a path for each component and define architecture, priorities and acceptance criteria.
Stage outcomeA practical modernization roadmap - 03
Build & validate
Implement agreed changes in reviewable stages. Test functionality, data, permissions and integrations.
Stage outcomeEvidence against agreed acceptance criteria - 04
Hand over
Document deployment, ownership, recovery, operations and the ongoing support arrangement.
Stage outcomeA solution your team can maintain
How migration and modernization fit together
Before migration
Resolve dependencies that block the target design or a safe move.
After migration
Move supported content first when modernization can follow safely.
Alongside migration
Coordinate both workstreams when they share architecture, testing and cutover decisions.
Make the work reviewable
Clear outputs.
A maintainable result.
The agreed engagement should leave your team with documented decisions, implementation evidence and clear responsibilities.
Preview a sample deliverableThe sample uses illustrative data and shows the output structure.
Estate inventory
Components, dependencies, usage and accountable owners.
Decision brief & target architecture
A path for each component, with rationale and supported design choices.
Prioritized delivery roadmap
Sequenced work packages, dependencies, risks and acceptance criteria.
Validation & handover
Agreed test evidence, deployment notes, operational ownership and support boundaries.
An appropriate first step
Start with a focused modernization review.
Bring the context. Together, identify what needs a closer assessment and agree the scope of the next engagement.
Who to involve
- The SharePoint or Microsoft 365 owner
- A business process owner
- Your solution architect or technical lead
What to bring
- Examples of critical sites, forms or workflows
- Known dependencies, owners and risk concerns
- Goals, constraints and target dates
What to agree
- The assessment boundary and required access
- Expected outputs and review milestones
- Commercial terms before paid work begins
Scope, security and support considerations
Design for ongoing ownership
Review permissions, API access, connection ownership, environments, monitoring, deployment and recovery. Confirm who maintains each modernized component.
Agree separate work explicitly
Full content migration, substantial app rebuilds, visual identity work, licensing and ongoing managed support need defined scope and commercial terms.
Plan information architecture
Review hubs, navigation, metadata, content types, search, permissions and lifecycle alongside the technical changes.
Inspect the approach
Technical guidance you can review.
Read the implementation thinking and inspect an illustrative deliverable before discussing your own estate.
Sample deliverable
SharePoint Modernization Decision Brief
An illustrative brief showing current-state findings, legacy components, options, risks, and prioritized next actions.
Explore resource Technical guideClassic to Modern SharePoint Migration
Classic sites, pages, publishing structures, branding, and old web parts mapped to modern alternatives.
Explore resource Technical guideScript Editor to SPFx Modernization
How Script Editor and custom JavaScript patterns can be reviewed for SPFx, Graph, REST, and PnPjs targets.
Explore resourceBefore you begin
Questions about modernization?
Start with the business need, then work through the architecture and delivery decisions.
Discuss your modernization (opens scheduling in a new tab)Do we need to modernize every classic component?
No. Review business value, actual usage, risk, dependencies and supportability first. Some components can remain, some can use a native replacement, and others may be retired.
Should modernization happen before or after migration?
The sequence depends on what blocks the move. Resolve critical legacy dependencies before migration; supported content may move first when modernization can safely follow. The assessment defines the sequence.
Does every InfoPath form need to become Power Apps?
No. Review data, rules, access, attachments, approvals, integrations and user needs before selecting native forms, Power Apps or a supported custom solution.
Can SharePoint Designer workflows be converted automatically?
A reliable replacement starts with process discovery and dependency review. Do not assume a one-to-one automatic conversion; triggers, logic, connections, exceptions and ownership need validation.
When is SPFx the right choice?
Use SPFx when supported native capabilities do not meet a justified SharePoint interface or integration requirement. Review API access, permissions, packaging and the support model before implementation.
What is included in the first conversation?
Discuss your legacy estate, business goals, known dependencies and constraints. Agree whether a scoped review, assessment or implementation engagement is the appropriate next step. Paid deliverables and fees are agreed separately.
Plan the next chapter
Make your next SharePoint decision a clear one.
Talk through the estate, the dependencies and what a useful first engagement would look like.