Achieving a Seamless Migration from SharePoint 2010 to Microsoft 365

• SharePoint Online portal to manage the Human Resources module including employee profile and employee-related documents
• Migration of existing data from SharePoint on-premises to SharePoint Online

We developed a solution to manage employee profiles and related documents such as contracts, bonus letters, and other requests. Utilizing Sharegate, we migrated all data including version history from on-premises to cloud. Customized SharePoint Designer Forms helped to retain the existing look and feel.

We simplified the approval process of employee-related documents which was very time-consuming. The process of deactivating employee profile based on the relieving date was automated. This included archiving multiple documents at a time. The number of records in the existing system was more than the threshold limit of 5000 records. This required creation of multiple views with year-wise display of records.

SharePoint Designer workflows were utilized for sending email notifications to approver and payroll team. Data from other business subsites was migrated, along with archived documents, from old system to new portal. To achieve this a separate staging environment had to be created, as data in the existing system needed cleaning up.

The transition to Microsoft 365 was completed on schedule and produced the anticipated results.

• Enhanced data integrity and effectiveness
• Reduced costs in saving for licensing, maintenance, and administration expenses
• Increased efficiency and visibility for managers, HR, and legal via SharePoint’s notifications and dashboard

• Customizable Quick Launch section for frequently accessed links
• Document search functionality using Employee ID (drop-down)
• Role-based notifications to users
• Auto-population of fields based on uploaded document type
• Auto-archival of documents

• Microsoft SharePoint Online
• jQuery
• SharePoint Custom Forms
• SharePoint Designer
• Microsoft 365, Sharegate