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SharePoint 2013 Best Practices

Successful SharePoint Migration or Upgrade to the Cloud

Agenda

• Who is Perficient

• Top reasons to move to SharePoint Online

• Migration methodology

• Options for migrating to Office 365/SharePoint Online

• Best practices for secure cloud computing with

SharePoint Online

• Questions & Answers

Perficient is a leading information technology consulting firm serving clients throughout

North America.

We help clients implement business-driven technology solutions that integrate business

processes, improve worker productivity, increase customer loyalty and create a more agile

enterprise to better respond to new business opportunities.

About Perficient

• Founded in 1997

• Public, NASDAQ: PRFT

• 2013 revenue ~$373 million

• Major market locations throughout North America• Atlanta, Boston, Charlotte, Chicago, Cincinnati,

Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New York City, Northern California, Oxford (UK), Philadelphia, Southern California, St. Louis, Toronto and Washington, D.C.

• Global delivery centers in China, Europe and India

• >2,200 colleagues

• Dedicated solution practices

• ~85% repeat business rate

• Alliance partnerships with major technology vendors

• Multiple vendor/industry technology and growth awards

Perficient Profile

BUSINESS SOLUTIONS

Business Intelligence

Business Process Management

Customer Experience and CRM

Enterprise Performance Management

Enterprise Resource Planning

Experience Design (XD)

Management Consulting

TECHNOLOGY SOLUTIONS

Business Integration/SOA

Cloud Services

Commerce

Content Management

Custom Application Development

Education

Information Management

Mobile Platforms

Platform Integration

Portal & Social

Our Solutions Expertise

Our Microsoft Practice

National Service ProviderPerficient is a top Microsoft National Service Provider (NSP), one of only 34 elite

partners in the United States, with over 2,000 employees nationwide.

Partner Advisory CouncilsPerficient is one of approximately 20 organizations worldwide to participate in 3

Microsoft Partner Advisory Councils: SharePoint, Office 365 and Unified

Communications.

Solution AreasPerficient is a leader in delivering solutions with Office 365, Azure, SharePoint,

Business Intelligence, social business solutions including Yammer, as well as Lync,

Dynamics CRM and Sitecore.

Presenter

Jason Bell is a senior solution

architect in Perficient's Microsoft

practice. Jason leads SharePoint

2013 client engagements with a

focus on SharePoint Online and has

25 years of experience in industries

including healthcare, utilities,

financial services, telecom, legal,

and all levels of government.

Practice Overview

Perficient Microsoft National Business Unit has a

strong partnership with Microsoft and is one of their

premier partners. We have tremendous investment in

all Microsoft technologies:

• 12+ Years of Experience

• 450+ Industry-leading Consultants

• 500+ Launched Sites

• 520,000+ Hours

• 50+ Sites on SharePoint 2013

Deep experience in SharePoint 2013:

• Experience with Complex, Global Customers

• Full Life-Cycle Implementations

• Strategy & Business Value Assessment

• User-Centered Design Approach

• Social Collaboration & Integration

• Architecture & Enterprise Security

• Implementation & Production Support

Methodology

Approach to Problem Solving

Start with the Need:

• Get the user to tell you the problem, not the solution

• Easy to jump into the technology, but don’t

• If you cannot explain why a user is asking for this, then you don’t know enough

Eliciting Requirements:

• Requirements can start only after you understand the needs

• When you hear “requirements,” it’s hard not to think about this big, formal list

• Think of real people doing real things – personas and scenarios

• No one format is correct

• Use tools to help capture and validate the requirements with the users

Methodology

Solving Problems with Consistency

Waterfall

• Good for estimation when you need to know how long and how much

Ongoing Management Strategies

• Evolution of a solution is just as important as its construction

Agile

• Good for ongoing evolution of products

• Requires constant communication with users

Reasons to Move

Key advantages of SharePoint Online:

• Do not have to worry about architectural planning or server-level licensing

• Reduce administrative costs related to ongoing maintenance

• Ongoing patch management and server upgrades

• No future migration to the next version of SharePoint

• Security

• Collaboration

Advantages of SharePoint Online

Ideal Cloud Workloads

Where is the right place to start

SharePoint Online is ideal for these workloads :

• Collaboration

• Partner Access License (PAL)

• Information Rights Management

• Unstructured Data

• OneDrive

• Yammer

Reasons to Move

SharePoint Online and Microsoft Data Centers

Data CenterData Center

Rack 2Rack 1 Rack 3

RAID 10

synchronous

mirroring

asynchronous

log shipping

Asynchronous replicationscheduled backups

point-in-time restore

recycle

bin

client side

cache

save

Image source: SharePoint Conference 2014 - A behind the scenes look at: Office 365 for IT Pros, by Speirs & Medford

Migration Methodology

Migration Assessment

Determine what you have:

• Check for versions

• Stale content

• Customizations

• Branding elements

• Topology review

• Data structure & library size assessment

• WebPart inventory

• Workflow associations

• Alerts & emails on document libraries

• Server-side data connections

Migration Methodology

Migration Development

Develop the migration key success indicators:

• Early tests with small defined content areas

• Model a variety of content types and features

• Test sizable volume to establish overall migration baselines

• Test target SharePoint

• Validate migration tool

Migration Methodology

Migration Plan

Build the plan after all the migration development has been completed

• Defines the migration process

• Outlines schedule

• References UAT testing

• References success criteria

• Aligns with OCM plan

• Mark Old environment read-only

• Final Incremental

• Success Criteria

• Cut over

UATIncremental

Updates

• Full Copy

Migration Options

Migration Approaches

Manual

Creation of spreadsheets or lists to manage certain aspects of migration

Scripted

The use of powershell to assist in certain cases and scenarios

3rd party tool

Assessing the tools based on the migration requirements

Migration Options

Tools

The migration tool set is mature and varied

AvePoint

Migration tool set is tied to DocAve and governance

Metalogix

Mature tool set with some assessment capabilities

Sharegate

Low cost entry with no automation

Secure Cloud Computing

Information Rights Management

Granular

IRM protection is applied to files at the list and library level

Integrated

Azure Active Directory Rights Management to encrypt and restrictions

Robust

Prevents copying, modifying, printing, or copying and pasting the content

Secure Cloud Computing

Office Web Apps

Tight control

Control features and presentation

No deploy

Rich feature solutions without local deploy

Greater device reach

As a reminder, please submit your

questions in the chat box.

We will get to as many as possible.

Using the Right Content

Strategy to Create a

Personalized Digital

Experience

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