document & data migration

When migrating documents to SharePoint, the inclination is usually to duplicate the folder structure and permissions, however in reality it is never that simple. Because Microsoft SharePoint offers a versatile platform for document management, the migration process provides an opportunity to restructure the data using one or more approaches:

• Utilizing folders is a familiar approach, similar to traditional file storage, and it's quite intuitive for users who are accustomed to this method. 
• Tagging documents with user-defined columns can greatly enhance searchability and sorting, allowing for a more metadata-driven organization. 
• Creating a managed hierarchy of metadata provides a structured way to classify and retrieve documents, which can be particularly beneficial for larger organizations with complex document sets. 
• The combined approach allows for the flexibility of folders while leveraging the power of metadata, offering a balanced solution. 

Each method has its own set of advantages and potential drawbacks, and the choice largely depends on the specific needs of the organization, such as the volume of documents, the need for exact search results, and the users' familiarity with metadata concepts. 

We carefully consider all of these factors and guide you to the most effective document management strategy within SharePoint, before the document migration begins

Migrating data from Excel to SharePoint lists can indeed streamline many aspects of organizational data management. SharePoint lists offer enhanced features that are not available in Excel, such as 

• improved data integrity through validation rules
• user-friendly interface that simplifies data entry
• ability to set row-level permissions for better data security
• customizable views and filtering options, which can make it easier for team members to find the information they need
• built-in alerts and notifications keep everyone updated on changes or additions to the data
• mobile accessibility ensures that team members can stay connected to their data, even when they're on the go
• triggers to flows that execute business proccesses

Born Solutions' expertise in analyzing and extracting data from Excel files to set up a migration path to SharePoint lists can be a valuable asset for organizations looking to enhance their data management systems. Our specialized approach ensures that the transition is smooth and that the integrity of the data is maintained throughout the data migration process.