Discussion in the last Blog Post was all about "Rationalization" and in this post I wanted to move onto what I call the next step.
"Discovery" or if you want to take a less technical and esoteric approach the "Applying to Rules of Migration and Guidelines so I can Analyze only what I have to". Sometimes we confuse Discovery and Analysis and I believe these terms can be interchanged as long as we understand what needs to be accomplished in this phase.
This is where the rubber meets the road. I often meet with customers who haven't done enough “Discovery” or have spent a large amount of time looking at Sites, Lists, Libraries and/or Content that will not be migrated. If we apply the rules from "Rationalization" then we will spend the time with the deep level of analysis and discovery about your environment.
So we have gathered all of the rules, guidelines, business drivers and understanding of how the organization does business and how they use SharePoint today (or alternate Collaboration Platform).
We have gathered our guidelines, we have (I cross my fingers here) determined where all of the current SharePoint and/or other Collaboration environments exist.
"Note", this tends to be the time that we will setting forth the goals for our migration including decision points that need to be documented and signed off on. If you have decided not to move or to recommend the deletion of Sites or Content the recommendation for Executive Sponsorship is strongly encouraged.
Success in this area and your migration is really going to be dependent on the depth or understanding that the organization has of SharePoint 2010 and its capabilities.
Having the rules and guidelines will allow you to effectively discover and mitigate so that the migration can be accomplished in time, on budget and ensure that all of the data and applications are migrated.
“Note”, this is a great time to start capturing this data in SharePoint as a Project Plan and Deliverables schedule.
Every part of the Discovery and documentation has not been covered, but start thinking about how I document this and what it does to the schedule for your plan which is where this will all end up in the next phase.
We are still continuing to answer the questions we asked earlier;
How will what you found affect the schedule for migration?
What new work streams need to be engaged?
What portion of discovery need to be addressed by committee and which ones will need to be handled by the Executive Sponsor.
In the next entry I will be discussing putting together the "Project Plan" for moving the migration forward.