The Ultimate SharePoint Migration Checklist: Essential Steps to Avoid Common Pitfalls


SharePoint migration involves moving documents, data, and content from one environment to another—most commonly from SharePoint On-Premise to SharePoint Online. Organizations may also migrate from legacy file servers, Google Drive, or other content platforms.

The shift to cloud-based SharePoint is driven by key advantages:

  • AI-powered features that enhance productivity

  • Seamless collaboration across distributed teams

  • Enhanced security and compliance capabilities

  • Support for hybrid and remote work environments

Migrating to SharePoint Online isn’t just a tech upgrade—it’s a strategic move to future-proof your workplace.

Biggest SharePoint Migration Challenges

Many teams underestimate how complex a SharePoint migration can be. One of the biggest hurdles is dealing with unorganized content—years of outdated files, duplicates, and clutter that slow down the process. Another major challenge is permission mapping; if done incorrectly, users may lose access or inadvertently gain visibility into sensitive content. Broken links and missing metadata are also common, often impacting navigation, searchability, and compliance. But perhaps the most underestimated challenge is low user adoption. Without proper training and change management, even the most powerful features of SharePoint Online often go unused, limiting the value of the migration.

How to Migrate from SharePoint On-Prem to Online  

Making the move to SharePoint Online can unlock powerful features—but only if the migration is planned and executed with care.

Start with an environment assessment. Understand your current architecture, customizations, and content volume. Identify what to keep, archive, or discard. This step sets the foundation for planning a migration that’s efficient, secure, and aligned with your business goals.

Plan the migration in phases. Don’t move everything at once. Begin with high-priority departments or low-risk sites. Use a migration tool like SPMT, or if your data is complex, work with the best SharePoint consultants. 

During migration, monitor closely for broken links, missing workflows, and permissions mismatches. Once the move is complete, leverage SharePoint for hybrid work - take advantage of its seamless integration with Teams, OneDrive, and Microsoft 365. 

Step-by-Step Checklist for a Smooth Migration

Migrating to SharePoint Online is more than just a technical shift—it’s an opportunity to modernize collaboration, streamline workflows, and empower teams. To get it right, follow this step-by-step checklist that covers both technical and user-focused best practices:

 

1. Define Your Migration Goals

  • Are you migrating to improve remote collaboration?
  • Do you want to streamline workflows with automation?
  • Are you looking to leverage AI-powered search and insights?
  • Clearly defining your “why” sets the direction for every decision.

2. Audit and Clean Existing Content

  • Remove outdated, duplicate, or irrelevant files.
  • Organize remaining content into a logical structure.
  • A clean foundation ensures a smoother migration.

3. Review and Map Permissions

  • Identify who needs access to what—and why.
  • Group users smartly to simplify post-migration access.
  • Get permission mapping right to avoid access issues.

4. Choose the Right Migration Tool

  • Consider Microsoft’s free SharePoint Migration Tool (SPMT).
  • Explore third-party tools if you need more advanced features like scheduling, metadata handling, or bulk migration controls.

5. Run a Pilot Migration

  • Test the process with one team or department.
  • Identify and fix issues before full rollout.
  • Use the pilot to fine-tune your approach.

6. Finalize Your Timeline and Schedule the Migration

  • Choose off-peak hours or weekends to minimize disruption.
  • Ensure dependencies and backups are in place.

7. Communicate with Stakeholders

  • Share timelines, potential outages, and expectations early.
  • Provide a single point of contact for questions.

8. Train Your Users

Offer training on new features like:
  • - Modern document libraries
  • - SharePoint intranet
  • - AI-powered search
  • Tailor training for different user roles if needed.

9. Support Post-Migration Success

  • Monitor for bugs, permission issues, and broken links.
  • Provide helpdesk support and gather user feedback.
  • Continuously optimize based on real-world usage.

Best Microsoft SharePoint Migration Tools  

Microsoft’s SharePoint Migration Tool is great for small to mid-sized businesses and integrates well with Microsoft 365. ShareGate is a top-rated third-party tool - easy to use and rich in reporting features. AvePoint is ideal for compliance-heavy industries. Metalogix (now under Quest) supports legacy systems and offers detailed control over every migration step. 

Choose a tool based on your business needs, complexity, and content type. Make sure it supports the features that matter to you - like metadata, permissions, version history, and custom workflows. 

Still Have Questions? We’ve Got Answers.
Migrating to SharePoint Online can raise a lot of “what ifs.” Below are some of the most common questions teams ask before, during, and after a migration—along with practical answers to help you move forward confidently.

FAQs to Guide Your Migration

Can I migrate SharePoint to Google Drive?

Yes, it’s possible - but you’ll lose many of SharePoint’s advanced features like AI search, workflow automation, and seamless Microsoft integration. You’re also trading down on security. 

How long does SharePoint migration take? 

It depends. A small company may wrap it up in a week. A larger enterprise might take 1–3 months or more, especially if there are custom workflows, large files, or multiple environments.

Is SharePoint secure? 

Absolutely. SharePoint offers strong security features—role-based access, encryption, compliance settings, and full control over data permissions. Compared to platforms like Google Drive, SharePoint provides more enterprise-grade protection.

What does SharePoint migration cost?

The cost varies. Microsoft’s tools are free for basic migration. Third-party tools and consultant services will add to the budget. Always check SharePoint cost and pricing options before you start. 

Conclusion  

A SharePoint migration isn’t just a technical project - it’s a business transformation. It impacts how your teams work, collaborate, and share knowledge. Use this checklist to avoid common pitfalls and create a smooth migration journey. If things feel overwhelming, bring in expert help. The best SharePoint consultants can guide you through tool selection, workflow mapping, and user adoption. 

Done right, your move to SharePoint Online will unlock smarter collaboration, better security, and the power of AI in SharePoint. Whether you're managing a small team or an entire enterprise, this migration is your opportunity to raise the bar.

 

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