Our tips for successful document migration

Migrating documents to SharePoint improves work and content quality, but requires careful planning, preparation and follow-up.

A smooth document migration to SharePoint requires the use of a migration tool. An essential aspect is to ensure that all document properties such as creator, modification date and creation date are preserved. This logic can be derived from the original structure of the documents on the file server, the file names of the documents or combinations of these. The logic can also be found in, for example, an Excel or JSON file, which contains information on how to tag the documents.

A smooth document migration to SharePoint requires the use of a migration tool. An essential aspect is to ensure that all document properties such as creator, modification date and creation date are preserved.

When migrating from file server to SharePoint in Microsoft 365, the tool included in the Microsoft 365 license, SharePoint Migration Manager, works. Other tools like ShareGate provide greater flexibility and are often recommended for more advanced migrations.

Our tips for successful document migration:

  1. Plan carefully: Decide which documents you want to migrate and how you want to organize them in SharePoint.
  2. Use the right tool: Choose a migration tool that suits your needs and the volume of documents you manage.
  3. Test before: Evaluate your migration in a test environment before implementing it in production.
  4. Monitoring and evaluation: Make sure to monitor and evaluate the results of your migration to ensure that everything is working properly. How long did it take? Use this information to plan the live migration.
  5. Perform the live migration: Once you are satisfied with the test results, you can perform the migration in production.
  6. Decommission your old system: After a successful migration, you can decommission your old file servers and SharePoint sites for greater efficiency.