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The SharePoint Migration Playbook
- 1. A consultant’s dream, and Project manager’s grind and a SharePoint Admin’s nightmare
- 2. No value No relationship No rewards Potential product abandonment Easy to close the deal Quick dollar Hit & Run What time are you heading out to pick Zoe up?
- 3. Governance, Security and Compliance Governance • Identify company wide stakeholders to ensure technology ROI, Security and Compliance • Outline Change Management processes • Control shadow application infiltration • Identify true downtime tolerance across IT assets Compliance • Industry specific adherence • HIPAA • PII • SEC • FINRA • DLP • Document Retention vs. Purging Govern/Protect Security • Internal Security audits • Who has access? • What type of access? • Vulnerability mitigation • Is a breach protocol in place? • How is a breach identified? • How is a breach addressed/SLA? Baseline Rights Admin Delegation IRM Access Requests OneDrive Permission Levels SQL DMZ Site Collections AD vs SP Baseline Configuration Items Security Reviews OR Security Alerts ! Baseline drift
- 4. The browser based file share • Files everywhere • No rhyme or reason • Still leveraging the Folder hierarchy • Oversized DBs • No strategic/efficient design • Unsupported by MS Spring cleaning • A DL, with a single folder, with a single file • Sites versus DLs • Site Collections versus Sites DB limits
- 5. As a SharePoint Architect • Advise on Architecture • Map old to new • Cycle through LOBs As the client • Extend milestones • Ensure no downtime • Find the hero As a SharePoint Admin • Track mapping • Ensure platform continuity • Adhere to best practices (MS recommendations)
- 6. Assessments are critical • They are not free • They are exhaustive • Identify footprints • Identify Collections • Identify blockers • Implement SDLC…. It DOES apply • Create sprints • Create milestones • Identify testers • Release a beta • Or two The tools • Leverage the MS tool (SPO Only) • The migration tool • The management & automation tool SDLC
- 7. SP Sanitation Services • Hoarding is a disorder • Retention is costly • Folders is so 1999 • Growth is inevitable • Map to a linear ROI • The boots on the ground • SP versus Custom Dev • You can still Custom Dev Chargeback model • Accelerates adoption • Sunsets shadow apps • Mobilizes IT • Distributes OpEx BPO
- 8. 8 75% 49% 10K 40% 75% allow personal mobile devices for business use ~49% of work requires network contribution 10K new federal & industry regulations created in last 5 years 80% of employees are ineffective at collaboration! only 24% have a BYOD policy in place 93% of employees admit to violating compliance policies 40% growth in global data generated / year 62% can’t use info for effective decision- making! ¥ Computing Technology Industry Association's (CompTIA) 2nd annual Trends in Enterprise Mobility study *The Future of Corporate IT 2013-2017 ** CEB Survey of 165,000 employees †Survey on Self-Service BI and Analytics, Unisphere Research