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Migrate & Deploy: The Three Phases of a Migration

In his Nintex xchange session, Benjamin Niaulin, product manager for Sharegate, shared his best practice tips on migrating your organization’s content, including Nintex Workflows and Forms, to the latest version of SharePoint or Office 365. 

Your organization is made up of countless processes and procedures that rely on workflows and workflow automation. When you decide to move to the next great version of SharePoint or to the cloud with Office 365, you need to be able to bring your workflows and forms with you. Before you make the move, you’ll also have to test them to make sure they work in the new environment.

Let’s explore the challenges of a workflow migration and how you can overcome them to hit the ground running in your new environment.

Moving to the Modern Workplace

The ‘digital workplace’ seems to be the buzz phrase of the moment And every organization wants to embrace it. What this phrase really means is converting your old business processes from SharePoint on-premises to the cloud with Office 365. And while new, innovative ways of working are a big draw to the cloud, it’s important we maintain the processes that already work for us and move those to the cloud successfully.

A migration, then, is really the first step in moving to a digital workplace. This is so your employees can continue working as you move to the cloud. A good, clean, fast migration is key to evolving your business processes.

The Three Phases of a Migration

No matter what you are migrating – whether it’s content, customizations or workflows – your process should be the same. Before embarking on the move it’s imperative you plan your migration meticulously. The move itself can be analyzed post-migration alongside human aspects like training staff in the new environment.

1.  Planning

The planning stage of your migration should involve:

  • Making an inventory of your environment – this way you’ll have a better idea of how big the move will be, how long it is likely to take and other estimates.
  • Reorganize your environment – before you move, decide what you need to take and what you can leave behind. A pre-migration check will help you understand where your workflows and forms are in your system and how best to move them.
  • Prepare your destination – organizing the structure of your new environment is important. Decide where your content and workflows need to be stored.
  • Communicate with your employees – Make sure everyone knows what’s happening and how long the migration will take, so they know what to expect.
  • Test migration – Testing can help you see where unexpected problems can occur.

2.  Migration

The migration stage of the move is straight-forward if the planning has been done well and you have access to experts and third-party tools. Here it’s about moving your content, workflows, and data, and making sure everything stays on track.

3.  Post-Migration

Once the move has been made, you need to make sure that everything works. Test your new environment, run the workflows and forms and check your user permissions. The Sharegate tool records and logs your migration from the very beginning and can generate a migration report to see what has been carried out during the migration. Following your move, you should back up the new environment and then take steps to remove access to the old environment.

Partners in Productivity: Nintex and Sharegate

Sharegate is a Nintex migration partner for migrating Nintex Workflows and Nintex Forms. Nintex recognized a growing need to help their customers move to Office 365 and make the most of their Nintex Workflow for Office 365 solution. As migration specialists, Sharegate, work closely with Nintex developers to make sure our migration tool is primed especially for migrating Nintex Workflows and Forms, enabling organizations to move to a digital workplace and hit the ground running, with their workflows ready and waiting in their new environment.

Careful Planning is Key

Navigate the risks and keep your project on the right track. Migrations are rarely simple. There’s a lot to remember and quite a lot that can go wrong. Certain things can make your migration less successful. But by keeping to a plan and making the move in steps, you can avoid a lot of the mistakes and get to your new environment with your Nintex Workflows and Forms intact and ready to go!


Want to learn more about Nintex Workflow Cloud, Nintex Forms, or other offerings? Get in contact with us today!


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