Before SharePoint migration basic information you have to collect and list it out as a migration checklist. It will give idea to understand the challenges and help you to plan migration strategy.

SharePoint Environment

  • SharePoint Current Version
  • Number Of Web Application
  • Is destination environment ready
  • Do you want to keep same SharePoint Site structure?
  • Any legal hold type of policy applied on the sites
  • Do all Files need to be migrated?
  • Known issues in the farm if any?
  • When the farm was recently patched?
  • How are the user identities synced from on-premises AD to Azure AD?
  • Total number of users? Number of concurrent users?


  • is there any 3rd party web parts
  • Site template types
  • Is there any workflow created
  • Do you use SharePoint designer for workflow?
  • Do you use infopath form ?
  • Any page customization?
  • Please provide the list of all 3rd party software’s that has been integrated with SharePoint (Ex: Ninetex Workflow, Doc Ave & Boldon James etc.)
  • If we have apps deployed to the app catalog, then detailed description about those apps?5. What kind of apps are they? Provider hosted, Auto –hosted or SharePoint hosted?
  • List of custom scripts running on the SharePoint servers and its purpose
  • How Branding is applied, what’s being done? (Feature staplers/custom site definitions/Themes/Custom CSS, Master pages, etc.)
  • Do we have a SharePoint developer/developer team who takes care of all the development related tasks and if yes his/her details?


  • Do external user have access to content in SharePoint
  • How are those external accounts managed?
  • If the SharePoint sites are made available to internet/ external sharing what’s the authentication mechanism followed for that?