Facilitating Seamless Cloud Migration and Process Automation

Case Study

Facilitating Seamless Cloud
Migration and Process Automation

Earth globe held in hands, symbolizing cloud migration and process automation.

The client is a national science advocacy nonprofit committed to advancing scientific knowledge. Its on-premises SharePoint 2010 farm was nearing the end of its support lifecycle and held over 25 customizations with compiled source code. i3solutions evaluated that legacy farm, built a phased migration plan and an optimized site structure around the organization’s business requirements, and moved the environment to the cloud-based Office 365 platform, scheduling the content transfer over four weekends so the impact on key processes stayed minimal. Every customization was assessed for relevance and functionality and then replaced, retired, or reengineered, with the surviving ones rebuilt in lightweight front-end client scripting: JavaScript, jQuery, and AngularJS. ShareGate and SharePoint’s internal migration tool moved the content itself. That SharePoint development work carried into a second phase of reengineering selected applications for Office 365, documented in process maps, wireframe diagrams, and application documentation produced with over 10 different departments, alongside SharePoint workflow automation and JavaScript forms that automate and track the organization’s internal processes. After go-live i3solutions stayed on as second-tier escalation for the organization’s IT portal team, handing the support volume back as the team took it over.

The Customer

And Their Challenge

The client, a national science advocacy nonprofit committed to advancing scientific knowledge, encountered a pressing challenge with their outdated SharePoint 2010 system. As the platform neared the end of its support lifecycle, the organization faced the risk of diminished functionality and increased vulnerabilities. This impending obsolescence underscored the urgent need for a modern, supported solution to sustain the organization’s operational efficiency and effectiveness. The limitations of their on- premises SharePoint 2010 farm were becoming more apparent, and the organization needed a strategic approach to mitigate potential disruptions to their workflow.

To tackle these challenges, the organization engaged i3solutions, aiming to migrate their heavily customized SharePoint 2010 environment to the cloud-based Office 365 platform. This migration not only promised to enhance system performance and security but also provided an opportunity to streamline processes through automation and modern tools. By leveraging i3solutions’ expertise, the organization sought to future-proof their operations while minimizing downtime and ensuring a seamless transition for all users.

Cloud migration and process automation for business efficiency and digital transformation.

The Solution

Cloud Migration and Process Automation

i3Solutions adopted a comprehensive and strategic approach, beginning with an in-depth evaluation of the organization’s legacy SharePoint 2010 farm. This meticulous assessment was crucial in crafting a well-structured, phased migration plan tailored to the organization’s specific needs. During the pre-migration planning phase, i3solutions worked closely with the organization to thoroughly assess their business requirements and create an optimized site structure that better aligned with their organizational framework.

The SharePoint 2010 farm, which featured over 25 customizations with compiled source code, was carefully analyzed by i3Solutions. Each customization was evaluated for its relevance and functionality, leading to decisions to replace, retire, or reengineer them for Office 365. i3Solutions utilized lightweight front-end client scripting, including JavaScript, Query, and AngularJS, to ensure the customizations were modernized effectively.

Given the substantial volume of content to be migrated, the process was scheduled over four weekends. i3solutions engaged extensively with stakeholders, ensuring that the migration’s impact on key processes was minimized. Effective communication and coordination were critical in guaranteeing a smooth transition with minimal disruption.

Post-migration, i3solutions provided essential support to the organization’s IT portal team, serving as a second-tier escalation point. This ongoing assistance ensured that the team could gradually take over the volume of support requests, facilitating a seamless operational handover.

In the second phase of the project, i3solutions focused on re-engineering selected applications for Office 365. Demonstrating a deep understanding of the organization’s internal processes, i3solutions developed process maps, wireframe diagrams, and detailed application documentation. This collaborative effort involved direct engagement with over 10 different departments, ensuring their unique requirements were meticulously documented and addressed.

Beyond the migration, i3solutions leveraged their expertise to develop workflow solutions aimed at automating and tracking the organization’s internal processes, ensuring greater efficiency and transparency across the organization. These solutions were tailored to seamlessly integrate with the organization’s existing systems, providing long-term scalability and adaptability as their needs evolve.

i3solutions’ development of SharePoint workflows, JavaScript forms, and the implementation of migration tools demonstrated our exceptional expertise in both migration and the entire software development lifecycle. Our commitment extended beyond just development, as we also provided robust post- implementation support, ensuring seamless integration and long-term success for the organization.

Cloud migration and process automation solutions by i3solutions for seamless digital transformation.

Technologies

Used in the Solution

Digital proposal management platform for efficient project workflows.

Office 365 is a cloud-based suite of productivity and collaboration tools from Microsoft, including applications like Word, Excel, and SharePoint, designed to enhance communication and streamline workflows. For the organization, Office 365 provides a modernized foundation by integrating these tools into a unified platform that supports advanced collaboration, data management, and scalable infrastructure, enabling greater flexibility and efficiency in their operations.

Business team analyzing process automation solutions for operational efficiency.

AngularJS is a structural framework for building dynamic web applications, offering a robust | client-side MVC (Model-View-Controller) architecture that simplifies both development and testing. During the migration from SharePoint 2010 to Office 365, AngularJS was instrumental in reengineering customizations. By leveraging its structured MVC approach, i3solutions modularized and enhanced front-end scripting, ensuring a seamless transition of functionalities to the Office 365 platform.

Modern arbitration management software interface with digital tools and analytics.

jQuery is a fast, concise JavaScript library that simplifies tasks such as HTML document manipulation, event handling, and animation, leading to cleaner, more efficient code. i3solutions integrated jQuery into their client-side scripting toolkit, utilizing its streamlined syntax and powerful features to boost the performance of JavaScript code during reengineering. This enhancement significantly improves the efficiency and responsiveness of the user experience in the migrated Office 365 environment.

Modern Office 365 setup for efficient business operations.

SharePoint, part of the Office 365 suite, is a collaborative platform that helps organizations manage documents and automate business processes through custom workflows. i3solutions utilized SharePoint workflows to streamline and track the organization’s internal processes, developing tailored solutions for various departments to standardize and enhance tasks such as document approvals, collaboration, and data management.

Custom SharePoint portal for mission attendance management.

JavaScript is essential for client-side interactions, offering the lightweight versatility needed to reengineer customizations from the SharePoint 2010 farm. i3solutions leveraged JavaScript to tackle over 25 customizations with compiled source code in the legacy system, efficiently adapting them for seamless compatibility with the modern Office 365 environment. JavaScript forms enhance user interactions with dynamic interfaces and streamline data entry for a smoother transition and improved user experience.

Cloud migration and process automation solutions by i3solutions.

ShareGate is a migration and management tool that simplifies the transfer of content and configurations between SharePoint environments and Office 365, ensuring efficient and reliable data migration. Both ShareGate and SharePoint’s internal migration tool were essential for transferring data from SharePoint 2010 to SharePoint Online in Office 365. i3solutions everaged these tools to ensure data integrity, minimize downtime, and achieve a seamless migration, laying the foundation for a modern, adaptable digital infrastructure.

Cloud migration and process automation interface on a desktop computer screen.

Measurable Benefits
and Business Impact

Modern office environment with integrated Office 365 tools for efficient workflow.

Cost
Savings

By leveraging Microsoft’s free hosting for eligible non- profits, the organization realized immediate cost savings in hosting expenses. This financial relief allows the organization to allocate resources to other critical areas of their mission, amplifying the impact of their advocacy efforts.

Business analyst reviewing data charts and reports for strategic analysis.

Operational Continuity

For the organization, an expertly planned migration by i3solutions minimized downtime by strategically scheduling the transfer of their SharePoint environment, ensuring continuity of operations throughout the process. This meticulous approach allowed the organization’s systems to remain functional, enabling users to transition smoothly and maintain productivity without disrupting daily activities or risking data loss.

Efficient Office 365 environment for seamless collaboration and productivity.

Enhanced Collaboration

The transition to Office 365 fosters enhanced collaboration among the organization’s departments. i3solutions’ development of workflow solutions, including SharePoint workflows and JavaScript forms, promotes seamless information flow and improves inter- departmental collaboration.

Digital proposal management platform with virtual collaboration tools.

Improved Adaptability

The phased migration plan, combined with i3solutions’ proactive development of a new site structure, emphasized modernization and adaptability to the organization’s evolving business needs. Reengineering applications for Office 365 underscored a commitment to future- proofing the organization’s digital infrastructure, ensuring long- term scalability and relevance.

Data analytics and fusion tools for strategic awareness and analysis.

Increased Data Integrity

Reliable migration tools and robust support preserved data accuracy and consistency, enhancing trust in the new system. This ensured that the organization could confidently rely on the migrated data for critical decision-making and operational processes.

Frequently Asked Questions

How does i3solutions move a heavily customized SharePoint 2010 farm to Office 365?

It begins with an in-depth evaluation of the legacy farm, which becomes a phased migration plan. For this client, the pre-migration phase assessed business requirements and produced a site structure better aligned with the organization, the content transfer was scheduled over four weekends because of the volume involved, and both ShareGate and SharePoint’s internal migration tool were used to preserve data integrity and keep downtime short.

What happens to custom code that cannot move to Office 365 as it is?

Each customization is evaluated for relevance and functionality first, then replaced, retired, or reengineered. The organization’s farm held over 25 customizations with compiled source code, and the ones that were kept were rebuilt with lightweight front-end client scripting in JavaScript, jQuery, and AngularJS so they run on the Office 365 platform.

Will the migration interrupt daily operations?

The content transfer was scheduled around the workweek, across four weekends, and i3solutions worked closely with the organization’s stakeholders so the migration’s impact on key processes stayed minimal. The organization’s systems remained functional through the move, and users transitioned without disruption to daily activities or risk of data loss.

What support do we get after the content has moved?

i3solutions served as a second-tier escalation point for the organization’s IT portal team, so the team could take over the volume of support requests gradually. A second phase then reengineered selected applications for Office 365, with process maps, wireframe diagrams, and detailed application documentation produced through direct engagement with over 10 different departments, plus SharePoint workflows and JavaScript forms to automate and track internal processes.

If you are still running an older on-premises SharePoint farm, the content is rarely the hard part. The hard part is deciding what happens to each piece of custom code, and who still depends on it. A first conversation covers what your farm actually holds, which customizations are still load-bearing, and how a move to Office 365 would be sequenced around your operating calendar. You leave with the inventory questions your own team has to answer and a phased outline of the work, which is what a budget owner or an IT committee asks to see before approving a migration. Start the conversation