Office 365 Migration Questionnaire for Enterprises & SMBs

Office 365 Migration Questionnaire

Migrating to Microsoft Office 365 requires careful planning and detailed coordination to ensure seamless data transition, minimal disruption, and maximum productivity. In order to facilitate this, we have developed a comprehensive Office 365 migration questionnaire to guide you through the various migration stages.

By answering these questions, your organization will be better equipped to plan your Office 365 migration, address potential challenges, and ensure a smooth data transition.

Get set to harness the benefits of Microsoft 365 for your business.

1. Migration Strategy

  • Do you have a clearly outlined migration strategy for your transition to Microsoft 365?
  • Can you specify the key components of this strategy, such as the timeline, the scope of work, and the responsibilities involved?
  • Have you identified any potential challenges that may arise during the migration and how to mitigate them?
  • What strategies have you planned to allocate resources optimally and minimize downtime during the migration process?

2. Current Environment Inspection

  • Have you conducted a thorough inspection of your current data environment before the migration?
  • Can you confirm that your IT team deeply understands your current environment, including the details of user accounts and data to migrate?
  • What are your business plans for data archival or backup during migration?

3. Migration Infrastructure Type

  • Have you decided on the migration environment you will use – on-premises data centers or cloud servers?
  • Are you informed about data residency laws such as GDPR? What plans have you implemented to comply with these laws during migration?

4. User Account Mapping

  • What method will you use for mapping source cloud user accounts to Microsoft 365 – CSV or folder mapping?
  • Can you confirm that you have accurately mapped user accounts to maintain data integrity during the migration?

5. User Roles and Permissions

  • Do you understand how user roles and data access permissions vary between your current cloud and Microsoft 365?
  • Is your migration team familiar with the user roles in Microsoft 365?

6. Microsoft 365 Limitations

  • Are you aware of the limitations of Microsoft 365, such as restrictions on special characters, file/folder names, and path lengths?
  • How have you planned to overcome these challenges? Is it through specialized migration strategies or third-party migration tools like CloudFuze?

7. Migration Timeline

Have you planned a realistic migration timeline considering factors like decommissioning source cloud licenses, employee training, and scheduling other critical business operations?

8. File Features Migration

Have you decided which file features will be migrated, including timestamps, version history, shared and embedded links, in-line comments, etc.?

9. Microsoft 365 Account Setup

Have you configured and set up the necessary Microsoft 365 user accounts and purchased the appropriate license plan?

10. Pre-Provisioning Microsoft 365 Accounts

Have you ensured the new user accounts are pre-provisioned in OneDrive or SharePoint Online?

11. SharePoint Online Sites

Have you created relevant SharePoint Online sites for better organization and structuring of data in libraries?

12. POC Migration

  • Will you be running a POC migration to test the data migration process on a smaller scale before committing to a complete migration?
  • What are the factors to test in a POC migration?

13. API Throttling Risks

How do you manage API throttling risks when migrating from your source cloud to Office 365?

14. One-Time and Incremental Migration

  • Will you perform a one-time full data migration in batches?
  • How will you capture and reflect incremental data changes if users continue to utilize the source cloud during the full migration?
  • Does your shortlisted migration tool support incremental or delta migration?

15. Post-Migration Checks

  • Have you planned for post-migration checks to validate the success of the migration?
  • Does your migration tool generate a detailed report for post-migration validation?

16. Employee Communication and Training

  • How will you communicate the migration process to your employees?
  • What plans exist for user onboarding and training your employees on Microsoft 365 tools to ensure maximum productivity?

17. Decommissioning Source Cloud License

  • Have you considered decommissioning the source cloud license to avoid paying for multiple clouds?
  • Do you plan to archive your source cloud data?
  • This exhaustive Office 365 migration questionnaire helps your company (enterprise or SMB) to consider the essential factors required for a successful Microsoft 365 data transfer.

At CloudFuze, our data migration experts provide customized strategies, follow best practices for Microsoft 365 migration, and assist you through the entire process.

Contact our migration professionals for further information.

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