Skip to main content

SharePoint Online Migration Planning

By March 26, 2021May 12th, 2022Uncategorized


SharePoint Online Migration Planning

Public utility maximizes benefits of Microsoft 365 through effective migration planning


Ensured compliance with NERC requirements


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


  • 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