Whether you are a chief information officer or an IT executive, this slideshare will provide you with the key details needed for a successful upgrade to SharePoint Online in Office 365. We will share: Top reasons to move from on-premises to SharePoint Online Challenges and technical considerations when migrating to the cloud Options for migrating to Office 365/SharePoint Online Best practices for secure cloud computing with SharePoint Online

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SharePoint 2013 Best Practices
Successful SharePoint Migration or Upgrade to the Cloud

2. 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

3. 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

4. • 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

5. 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

6. Our Microsoft Practice
National Service Provider
Perficient 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 Councils
Perficient is one of approximately 20 organizations worldwide to participate in 3
Microsoft Partner Advisory Councils: SharePoint, Office 365 and Unified
Communications.
Solution Areas
Perficient 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.

7. 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.

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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
UAT
Incremental
Updates
• Full Copy

17. 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

18. 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

19. 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

20. Secure Cloud Computing
Office Web Apps
Tight control
Control features and presentation
No deploy
Rich feature solutions without local deploy
Greater device reach

21. As a reminder, please submit your
questions in the chat box.
We will get to as many as possible.

22. Using the Right Content
Strategy to Create a
Personalized Digital
Experience
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