CASE STUDY:
SharePoint Online Migration Planning
Public utility maximizes benefits of Microsoft 365 through effective migration planning
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
