Document Intelligence
SharePoint document migration
A migration is the best chance you'll get to leave the clutter behind. Moving everything as-is just relocates the problem.
Describe my document problem Upload requirements
The outcome
Current, cleaned content in a SharePoint structure that is easier to search and govern than what you left.
Common situations
- File servers and shared drives being retired
- Legacy document management systems reaching end of life
- Mergers bringing several repositories together
- Paper archives digitized straight into SharePoint
The approach
- Assessment. Sources, volumes, owners and permissions.
- Cleanup. Remove duplicates and obsolete content first.
- Classification and mapping. Map content and metadata to the new structure.
- Migration. Move in waves, verifying as you go.
- Governance. Permissions, retention and ownership from day one.
Is this the right starting point?
It probably is if:
- You are retiring a file server or legacy system
- You know roughly how much content is involved
- Permissions in the old system are messy
Not sure? Describe what is happening — the assessment works out which problem you actually have.
What the free assessment gives you
- What we understood — the facts you stated, labelled as confirmed, separate from anything inferred.
- The document problem — which of the common document problems you actually have, so you don't buy for the wrong one.
- Recommended approach and likely phases — only the capabilities your situation needs.
- What pricing needs — the next input required, or a status showing the provider will prepare pricing.
- Missing information — what would sharpen the result, asked one question at a time.
Nothing is stored until you create an account and choose to save. Uploaded files stay private.
Questions buyers ask
Can permissions be moved as they are?
They can, but old permissions are often the problem. Migrations are a good time to simplify them.
What about metadata from our old system?
It can usually be mapped into SharePoint columns. List what you track today.
Will people lose access during the move?
Well-planned migrations move in waves with clear cut-over dates to limit disruption.
Start with your own words
No meeting first. Describe the problem and get a short assessment: the problem, the approach, likely phases and what pricing needs.