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SharePoint Migration Consultant for SharePoint Online and Microsoft 365

I help organizations assess, plan, and execute SharePoint migrations by identifying content, permissions, customizations, workflows, ownership gaps, and migration risks before they become project blockers.

16+ Years Experience Government & Enterprise Microsoft Certified

TL;DR

A successful SharePoint migration is not just a content copy. It requires discovery, cleanup, governance, stakeholder alignment, permissions review, migration waves, testing, communication, and post-migration support.

Common Migration Challenges

Legacy SharePoint Server is hard to maintain
SharePoint Server 2016 / 2019 end-of-support pressure
Content is disorganized and duplicated
Site owners are unknown
Permissions are too complex or inherited incorrectly
Old workflows and InfoPath forms still exist
Business users do not know what to keep, archive, or delete
Migration tools cannot solve governance problems by themselves
Teams need a realistic migration plan before buying licenses or tools

Migration Services

Migration Discovery and Inventory

Site collections, subsites, lists and libraries, document volume, file types, large lists, checked-out files, broken inheritance, unique permissions, external sharing, workflows, InfoPath forms, custom scripts, classic pages, custom master pages, and third-party solutions.

Migration Readiness Assessment

Content readiness, technical blockers, governance blockers, permissions complexity, business ownership gaps, migration tool fit, and Microsoft 365 readiness. If you need a defensible scope before an RFP or statement of work, the SharePoint migration discovery and readiness assessment is a self-contained first engagement.

Migration Planning

Migration waves, pilot migration, communication plan, UAT plan, cutover planning, delta migration approach, rollback planning, and support model.

Post-Migration Validation

Permissions validation, content spot checks, broken link review, user acceptance testing, business owner sign-off, and training and support.

Already Mid-Migration and Running Into Problems?

Some projects arrive after the first waves have moved: permissions that no longer match what people expect, content in the wrong place, a migration tool reporting errors nobody owns, or a partner whose plan no longer fits the deadline.

I review the current approach — what has moved, how permissions were mapped, the information architecture, the tooling and the remaining plan — and recommend a practical recovery path your team or your migration partner can follow. If you mainly need an outside view of a plan someone else wrote, see the independent SharePoint architecture review.

Recommended Deliverables

SharePoint migration assessment report
Site inventory workbook
Content cleanup recommendations
Permissions risk summary
Migration wave plan
Migration tool recommendation
UAT checklist
Communication checklist
Post-migration validation checklist
Governance recommendations

Related Open Source Work

I also maintain an open-source SharePoint Migration Scoping Toolkit designed to help identify migration risks such as stale sites, large libraries, ownership gaps, and permission complexity in SharePoint Server before a migration begins. It is part of how I run a migration assessment.

Read about the SharePoint Migration Scoping Toolkit

Frequently Asked Questions

Do you offer a standalone migration assessment?

Yes. The SharePoint migration discovery and readiness assessment is a self-contained first engagement: an inventory of content, permissions, customizations, workflows, and ownership, a risk register, and the scope assumptions an RFP or statement of work needs. You can use the findings with any implementation partner.

Can you help migrate SharePoint Server to SharePoint Online?

Yes. I help organizations plan and execute migrations from SharePoint Server 2013, 2016, 2019, and Subscription Edition to SharePoint Online and Microsoft 365.

Do you support ShareGate, SPMT, or AvePoint migration planning?

Yes. I work with ShareGate, Microsoft SharePoint Migration Tool (SPMT), AvePoint, and PowerShell-based approaches depending on the scenario and requirements.

How do you handle permissions during migration?

I review existing permissions, identify broken inheritance and unique permissions, map users and groups, and plan permission validation as part of post-migration testing.

What happens to SharePoint Designer workflows and InfoPath forms?

Legacy workflows and InfoPath forms typically need to be rebuilt using Power Automate, Power Apps, or other modern alternatives before or after migration.

Should we clean up content before or after migration?

Ideally before. Cleaning up stale content, duplicate files, and outdated sites before migration reduces risk, cost, and complexity.

How long does a SharePoint migration take?

It depends on the size, complexity, permissions, customizations, and readiness of the environment. A proper discovery and assessment helps create a realistic timeline.

Can you help with UAT and business user validation?

Yes. I provide UAT checklists, validation plans, and support business user testing as part of the migration process.

Can you help with a migration that is already going badly?

Yes. I review where the project stands — the plan, the tooling, the permissions approach, the information architecture, and what has already moved — and recommend a recovery path the team can act on, whether the work is with an internal team or a migration partner.

Free SharePoint planning resource

Planning a file share to SharePoint migration?

Download the SharePoint Migration & Governance Readiness Checklist and review scope, ROT cleanup, permissions, governance, and adoption before you move another folder.

Download the Checklist

Related

Planning a SharePoint migration?

Let's discuss your current environment and build a migration strategy that works.

Discuss Your Migration