RETAIN
Already modern, supported, and valuable.
Modern SharePoint + Microsoft 365
Modernize legacy SharePoint sites, customizations, forms, workflows, and business processes for Microsoft 365 using modern SharePoint, SPFx, Power Apps, and Power Automate.
LEGACY SHAREPOINT
MODERN MICROSOFT 365
ASSESS
RETAIN
REPLACE
MODERNIZE
REBUILD
RETIRE
Modernization helps reduce technical debt, improve maintainability, and align legacy SharePoint experiences with Microsoft 365 without using fear-based shortcuts.
Legacy discovery
Modernization decisions should follow inventory, dependency analysis, business value, and technical risk. Do not rebuild legacy technology simply because it exists.
Inventory
Dependency Analysis
Business Value
Technical Risk
Modernization Decision
Already modern, supported, and valuable.
A Microsoft 365 capability already solves the requirement.
Existing functionality can move to a supported modern architecture.
Business value remains, but the technical implementation needs redesign.
The component is obsolete, unused, duplicated, or no longer provides business value.
The best modernization path depends on business value, technical risk, usage, compliance, maintainability, and target architecture.
Classic sites, pages, publishing structures, branding, and old web parts need assessment before choosing modern alternatives.
CLASSIC SHAREPOINT
Inventory
Content & Dependency Analysis
Modern Information Architecture
Modern SharePoint
Evaluate, redesign, replace, or rebuild forms based on business rules, data, security, integrations, and user experience. Not every InfoPath form should automatically become Power Apps.
INFOPATH
Understand Form + Data + Rules + Workflow
Select Modern Architecture
Power Apps / SharePoint / Dataverse / Other Appropriate Solution
Workflow modernization starts with business process discovery. There is no reliable one-to-one automatic conversion for every legacy workflow.
SHAREPOINT DESIGNER WORKFLOW
Business Process Discovery
Trigger + Logic + Approvals + Integrations
Modern Workflow Architecture
Power Automate / Alternative Supported Architecture
Legacy JavaScript to SPFx
Script Editor and custom JavaScript should be reviewed for dependencies, authentication patterns, hard-coded values, and business value. Some scripts can be retired or replaced with native Microsoft 365 capabilities rather than rebuilt.
Script Editor / Custom JavaScript
Dependency Review
Modern Component Architecture
SPFx + React + TypeScript
Microsoft Graph / REST / PnPjs
SPFx can support modern custom web parts and extensions when native Microsoft 365 capabilities do not meet the requirement.
Business Requirement
SPFx Component
SharePoint / Graph / API
Secure Modern Experience
Power Apps may support forms, request apps, employee apps, and mobile scenarios, but it is not appropriate for every application.
Power Automate can modernize approvals, notifications, document processes, integrations, and scheduled work when the architecture supports ownership, monitoring, and governance.
Business Event
Power Automate
Business Logic
SharePoint / Dataverse / Teams / APIs
Outcome
Modernization is not only custom code. Site architecture, hubs, navigation, metadata, search, permissions, lifecycle, and governance shape the long-term user experience.
Legacy Structure
Simplify
Organize
Modern Information Architecture
Govern
STRATEGY A
Useful when legacy dependencies block migration.
STRATEGY B
Useful when supported content can move first and modernization can follow.
STRATEGY C
Useful when migration is part of a broader transformation program.
The correct strategy depends on business risk, technical dependencies, timeline, budget, migration tooling, business criticality. No single approach is universally best.
Assessment
Migration Strategy
Modernization Strategy
Validation
Modern Microsoft 365
01
Understand business goals, owners, legacy technology, target outcomes, and constraints.
02
List sites, forms, workflows, scripts, custom components, data sources, and integrations.
03
Review business value, risk, usage, supportability, migration impact, and modernization fit.
04
Sequence work by value, technical risk, business criticality, and migration dependencies.
05
Choose modern SharePoint, SPFx, Power Apps, Power Automate, Graph, Dataverse, or native capabilities.
06
Validate approach with representative forms, workflows, pages, components, or processes.
07
Implement agreed retain, replace, modernize, rebuild, or retire decisions.
08
Test functionality, permissions, data, integrations, mobile behavior, and operational support.
09
Release through controlled change, communication, ownership, and deployment practices.
10
Document ownership, monitoring, support, environment strategy, and lifecycle management.
Actual decisions require business and technical assessment, but this pattern helps frame what deserves investment first.
Prioritize modernization
Retain / optimize
Consider retirement
Defer / simplify
Security & governance
Modernization should improve maintainability and governance, not merely replace technology with a new fragile pattern.
Modernization succeeds when the business process works, not simply when the new technology deploys successfully.
OLD BUSINESS PROCESS
↕
NEW BUSINESS PROCESS
Modernization assessment
Start with an assessment that maps the legacy estate to retain, replace, modernize, rebuild, or retire decisions.
Modernization Assessment
Retain / Replace / Modernize / Rebuild / Retire
Modernization enquiry
Share the current environment, modernization needs, rough scale, timeline, and challenges. Do not submit passwords, credentials, or sensitive Microsoft 365 information through this form.
SharePoint modernization is the process of moving legacy sites, pages, forms, workflows, scripts, customizations, and business processes toward supported Microsoft 365 architectures. It is not just a visual redesign.
Migration moves or restructures content and platforms. Modernization changes how legacy experiences, customizations, forms, workflows, architecture, and business processes should work in Microsoft 365.
Yes, many classic sites and experiences can be modernized, but the approach depends on page types, customizations, web parts, branding, navigation, integrations, and business requirements.
InfoPath may be evaluated for Power Apps, SharePoint forms, Dataverse-backed apps, third-party products, or a rebuilt process. The right replacement depends on form complexity, data, rules, security, and workflow needs.
SharePoint Designer workflows are often evaluated for Power Automate or another supported workflow architecture, but there is no universal one-to-one automatic conversion.
Often, yes. Script Editor and custom JavaScript should be assessed for dependencies, API calls, hard-coded URLs, and business value. Some scripts may be replaced by native Microsoft 365 features or retired.
It depends on risk, dependencies, tooling, timeline, and business criticality. Some blockers should be modernized before migration, while other improvements may follow after content lands in SharePoint Online.
Some can move with remediation, some need rebuilding, and others should be replaced or retired. Farm solutions, master pages, scripts, legacy web parts, and integrations require careful assessment.
SPFx is useful when a supported custom SharePoint or Microsoft Teams experience is needed, especially for web parts, extensions, Graph integrations, and API-backed components.
Power Apps may fit forms, request apps, mobile apps, approval interfaces, and data-entry solutions, but it should be chosen based on requirements, data model, licensing, governance, and supportability.
Power Automate may fit approvals, notifications, scheduled jobs, SharePoint automation, and integrations, with planning for connections, ownership, monitoring, environment variables, and ALM.
Yes, if business value remains. Rebuild decisions should be based on requirements, risk, usage, data, integrations, maintainability, and target architecture.
Use business value, technical risk, usage, supportability, cost, migration impact, and strategic fit. Do not rebuild legacy technology simply because it exists.
Timeline depends on the number of sites, forms, workflows, scripts, integrations, stakeholder decisions, architecture complexity, testing, and deployment approach.