SharePoint Online Migration Planning

By March 26, 2021May 7th, 2021Uncategorized

CASE STUDY:

SharePoint Online Migration Planning

Public utility maximizes benefits of Microsoft 365 through effective migration planning

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Ensured compliance with NERC requirements

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Maximized benefits of software migration planned for document and records management

Business Challenge

  • Midwest utility providing power for more than 500,000 customers
  • Ongoing need to store maintenance records for NERC audits and maintain CIP documentation
  • Limited user adoption and extensive unused automation and customization of current platform
  • Organic growth of SharePoint Online as an alternative solution
  • Need for personnel to access content from the field without VPN

Solution

  • Planned and estimated the effort required to migrate content and records to SharePoint Online, and decommission existing systems
  • Rationalized and standardized the SharePoint site plan, taxonomy, and security model
  • Identified third-party Records Management solutions needed to ensure compliance 
  • Designed Power Automate Flows to manage key processes such as Market Outage Notifications and Notice of Meter Point Change
  • Determined optimal plan for rollout, change management, support, and training

Benefits & ROI

  • Effective strategic and operational planning
  • Greater stakeholder confidence
  • Proactive management of risk
  • Evidence of a formalized decision-making approach
  • Ensured compliance with NERC requirements
  • Maximized migration benefits such as user adoption, reduced maintenance, and ease of access from the field