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Migrating your Real Estate Documents to SharePoint

Migration is a critical component of a successful SharePoint implementation.

Migration is the process of moving documents from their existing unstructured network file shares to a structured, metadata driven SharePoint implementation. Migration may not technically begin until the new SharePoint system is in place, but the planning for it should begin with the project kickoff. Planning for migration in tandem with building the system helps to facilitate a more efficient process.

To facilitate the actual file movement, we utilize ShareGate – the best-in-class industry leading product. ShareGate is a powerful tool that streamlines complex migrations with an easy-to-use interface and sophisticated mapping features. It also offers reporting capabilities for your SharePoint environment and enables you to monitor user permissions and site security.

ShareGate can be installed on a Virtual Machine (VM) or on a designated computer with remote access and is licensed on an annual basis. Current pricing can be found here, and each individual account that will use it will need a license. Unless multiple users will be migrating at the same time, most organizations only need one licensed account. We recommend creating a user account dedicated to migration.

The migration road map consists of six steps as depicted below:

The Staging through Roll-Out steps are repeated as needed to address all customer departments/business units.

REALTY|share customers benefit from a purpose-built SharePoint solution for real estate document management as well as the expertise of our consultants with tried and tested processes for migration of documents to the new REALTY|share SharePoint implementation.

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