SharePoint Migration Services

Most Migrations Move the Mess.
We Fix It First—with AI.

AI accelerates content assessment, permission analysis, and information architecture design—turning weeks of planning into days.

AI-Assisted Pre-Migration Audit
Intelligent Content & Permission Cleanup
Migration-Ready Information Architecture
Validated Zero-Loss Migration
Post-Migration Governance & Adoption

Tell Us Your Migration Needs

400+

SharePoint Migrations Delivered

Zero

Data Loss Guarantee

99.9%+

Data Accuracy

Microsoft
Solutions Partner

SharePoint migration is the process of moving your organization's documents, lists, permissions, workflows, and site structures from a source environment into a modern SharePoint destination, either SharePoint Online within Microsoft 365 or a newer SharePoint On-Premises version.

Migration is not just a data move. It is a modernization initiative that directly affects how your teams collaborate, how content is governed, how security is enforced, and increasingly, how AI tools like Microsoft 365 Copilot perform. Copilot reasons over your SharePoint content to generate answers and summaries for your employees. If your migrated environment carries over years of duplicate content, broken permissions, and inconsistent metadata, Copilot will produce inaccurate or insecure responses. A well-executed migration is now also the foundation of a Copilot-ready environment.

Organizations that treat migration as a simple lift and shift consistently re-engage consultants 12 to 18 months later. The ones that invest in pre-migration cleanup, architecture planning, and governance setup rarely do.

How We Use AI to Deliver Faster, Cleaner Migrations

We've built AI into the parts of migration that used to consume the most manual effort — assessment, content analysis, and validation — while our US-based architects stay in control of every decision.

AI does the heavy lifting and our experts govern the outcome.

That's how we compress timelines and hold the zero-data-loss line at the same time.

Faster pre-migration audits

AI-assisted assessment tools inventory source content, permissions, oversharing, orphaned sites, and stale files automatically — turning weeks of manual discovery into days and feeding a decision-ready risk report sooner.

Smarter content cleanup

AI-driven analysis flags redundant, obsolete, and trivial (ROT) content and near-duplicates before migration, helping you defensibly reduce what you move. Every gigabyte left behind is time, storage cost, and risk removed.

Accelerated validation and scripting

We use AI to help generate and refine the PowerShell validation and reporting scripts that reconcile source and destination — all tested in non-production before they touch your data.

Copilot-ready by design

The same AI-assisted metadata and permissions analysis that speeds migration also produces the clean, classified, well-governed environment Microsoft 365 Copilot needs to work accurately from day one.

What Stays With Our People

Architecture and design decisions, what gets deleted or retained against compliance rules, and final validation sign-off. AI makes us faster; it never decides what's safe to move. That accountability is why our AI-accelerated delivery still carries the same zero-data-loss guarantee you'd expect from a 20-year Microsoft partner.

Why Organizations Are Migrating to SharePoint Online Now

Microsoft has set firm end-of-support deadlines for older SharePoint On-Premises versions. Organizations still running these versions are operating on platforms that no longer receive security patches, compliance updates, or feature development.

SharePoint 2013

Mainstream support ended April 2018

Extended support ended April 2023

SharePoint 2016

Mainstream support ended July 2021

Extended support ended July 14, 2026

SharePoint 2019

Mainstream support ended January 2024

Extended support ended July 14, 2026

For organizations still on SharePoint 2016 or 2019, the 2026 deadline is approaching fast. Operating past that date means carrying unpatched security vulnerabilities, potential compliance exposure, and growing IT maintenance costs with no roadmap for improvement.

Beyond the deadline, SharePoint Online offers capabilities that On-Premises versions cannot match:

Microsoft 365 Copilot integration for AI-powered document search and generation

Automatic platform updates with no maintenance overhead

Native integration with Microsoft Teams, OneDrive, Power Platform, and Viva

Microsoft-managed security, compliance, and data residency controls

Scalable storage with no hardware investment

SharePoint Migration Services We Deliver

We provide end-to-end SharePoint migration services for mid-market and enterprise organizations across the United States. Every engagement starts with a pre-migration audit and ends with a validated, governed environment your team can actually use.

SharePoint Migration Assessment and Pre-Migration Audit

Before any data moves, we conduct a structured pre-migration audit that gives you a complete picture of what you have and what to address first. AI-assisted assessment tooling accelerates this audit and improves its coverage. Most migration problems are created before migration starts — our audit prevents that. It covers:

Content inventory and redundancy analysis across all source locations

Permission structure review and security group rationalization

Identification of orphaned sites, broken links, and stale content

Custom solution and workflow compatibility assessment

Metadata and taxonomy gap analysis

Copilot readiness scoring for your post-migration environment

Migration risk classification and remediation priority list

Remediation priority list

SharePoint On-Premises to SharePoint Online Migration

Migrate from SharePoint 2010, 2013, 2016, or 2019 to SharePoint Online with full Microsoft 365 integration, modern site architecture, and AI-ready content structure. We handle site collections, document libraries, lists, permissions, metadata, custom workflows, and branding — leaving you better organized than before, not just copied.

File Server to SharePoint Migration

Decades of content in network drives does not belong in SharePoint as-is. We audit file server content, identify redundant and obsolete files, design an information architecture that reflects how your teams work, and migrate only what has business value. AI-assisted analysis speeds this triage. Organizations with 10+ years of file servers typically reduce content volume by 30 to 50 percent before migration begins.

Google Drive to SharePoint Migration

Moving from Google Workspace to Microsoft 365 requires careful file format conversion, metadata mapping, permission translation, and shared drive restructuring. We manage the full process so your environment launches with structured content, governed permissions, and the right architecture from day one.

SharePoint Tenant to Tenant Migration

Mergers, acquisitions, and restructuring often require migrating content between Microsoft 365 tenants — among the most complex engagements, since permissions, identities, and structures do not translate automatically. We manage the full lifecycle: user mapping, permission remapping, content restructuring, and cutover planning with minimal disruption.

Dropbox, Box, and Third-Party Platform to SharePoint Migration

We consolidate fragmented storage from Dropbox, Box, ShareFile, and other platforms into a single governed SharePoint Online environment — giving you centralized access controls, version history, audit trails, and native Microsoft 365 integration.

Hybrid SharePoint Environment Setup

For organizations with data residency, regulatory, or infrastructure constraints, we design and configure hybrid SharePoint environments that balance on-premises control with SharePoint Online capability, letting you move at your own pace.

Post-Migration Support and Governance

We do not leave at go-live. Post-migration support covers performance monitoring, permission validation, user adoption, and governance framework implementation — site lifecycle policies, content ownership models, and operational playbooks to keep the environment healthy long after the project closes.

Our SharePoint Migration Process

Every migration Congruent delivers follows an eight-step process developed across hundreds of enterprise engagements. No shortcuts.

Discovery and Scoping

Structured workshop to document source environment, requirements, compliance needs, and timeline before committing to a plan.

Pre-Migration Audit

Inventory every source location, analyze content and permission health, and produce a prioritized migration risk report. AI-assisted tooling accelerates this and widens coverage.

Content Cleanup and Remediation

Remove redundant, obsolete, and trivial content; rationalize security groups; fix broken permissions. AI-driven ROT and duplicate detection speeds the triage; deletions are human-approved.

Architecture and Information Design

Design hub hierarchy, navigation, content types, metadata taxonomy, and permission model — the step most vendors skip.

Test Migration

Migrate a representative sample across all site types and validate data integrity, permission fidelity, metadata, and workflows before production.

Phased Production Migration

Execute in phases aligned to your schedule, each with validation checkpoints and rollback; critical content migrates last.

Post-Migration Validation

Automated validation via PowerShell and tool reporting reconciles source and destination counts, permissions, metadata, and search indexing. We use AI to help build and refine these validation scripts.

Governance Setup and User Adoption

Configure governance, hand over admin documentation, train users, and measure adoption at 30, 60, and 90 days.

SharePoint Migration Checklist

This checklist is used by our consultants at the start of every enterprise migration engagement. It is designed for IT directors and project leads planning a SharePoint migration in 2025 or 2026.

Before You Start Planning

Define why you are migrating and what success looks like in measurable terms

Identify all source locations: SharePoint sites, file shares, cloud storage, third-party platforms

Confirm Microsoft 365 licensing for all users in scope

Assign an internal project lead with authority over content and architecture decisions

Set a realistic timeline including audit, cleanup, test migration, and adoption phases

Content Audit and Cleanup

Conduct a full content inventory across libraries, lists, sites, and file shares

Identify and remove redundant, obsolete, and trivial content before planning begins — AI-assisted analysis makes this faster and more thorough

Flag content with compliance or legal hold requirements to handle separately

Identify active versus inactive sites and users; review file format compatibility

Permissions and Security

Document existing permission groups, sharing links, and external access settings

Identify departed users who still hold permissions; rationalize security groups

Confirm external sharing configuration and Microsoft Purview sensitivity labeling for the target

Architecture and Information Design

Design the target site structure before migration; align hub hierarchy to business function, not org chart

Establish naming conventions; design content type and metadata schema; confirm navigation and search

Migration Execution

Select the right migration tool for your scenario; run and validate a test migration first

Communicate timeline and changes to users; plan a parallel period with both environments accessible

Post-Migration

Run automated validation across all migrated content; confirm permission inheritance and external sharing

Measure adoption at 30/60/90 days; train users and admins; implement ongoing governance policies

SharePoint Migration Tools We Use

Selecting the right migration tool for each scenario is one of the most consequential decisions in any SharePoint engagement. We select tools based on source environment, data volume, compliance requirements, and complexity, and increasingly use the AI-assisted assessment features these platforms now offer to speed discovery and analysis.

Microsoft SharePoint Migration Tool (SPMT)

Free, well-documented, and native to Microsoft 365 — the right starting point for straightforward file share and On-Premises migrations.

ShareGate

Widely used enterprise platform with detailed reporting, delta migration, and AI-assisted pre-migration assessment; our default for most mid-market to enterprise SharePoint Online migrations.

Metalogix and Quest

Granular metadata mapping and audit-ready logging for regulated-industry and large-scale migrations.

AvePoint

Pre-migration assessments, delta migrations, rollback, and AI-driven Microsoft 365 governance automation — our choice for tenant-to-tenant work.

PowerShell Automation

Custom scripts for validation, verification, and reporting that reconcile source and destination counts every phase. We use AI to help author and refine these scripts, then test them in non-production.

SharePoint Migration Plans and Pricing

Our migration packages are designed for US enterprises at different stages of complexity. All packages include pre-migration assessment, zero data loss guarantee, and post-migration validation. Because AI-accelerated delivery reduces manual effort, our fixed-scope timelines are tighter and pricing stays predictable.

Standard Migration Plan

< 500 GB

Best for: organizations migrating under 500GB from a single SharePoint version or file server.

$4,500

Duration: 4 to 6 weeks

Full pre-migration assessment

Migration of libraries, lists, and permissions

User and content mapping

Post-migration validation

Basic user training

Essential third-party integrations

Security and compliance baseline setup

Professional Migration Plan

500 GB – 5 TB

Best for: mid-market organizations migrating 500GB to 5TB from On-Premises or mixed sources.

$8,000 to $25,000

Duration: 6 to 10 weeks

Comprehensive audit with content cleanup

Target information architecture design

Migration of all site collections, libraries, lists, workflows, and permissions

Custom metadata mapping

Test migration

Adoption program

Governance setup

60-day support

Enterprise Migration Plan

5 TB+

Best for: large enterprises migrating over 5TB, multi-site collections, regulated industries, or tenant-to-tenant.

Scoped

Duration: 10 to 20 weeks

Full audit and remediation

Architecture and governance design

Phased execution with rollback

Complex permission, metadata, and workflow migration

Copilot readiness configuration

Microsoft Purview compliance and sensitivity labeling

Department-level adoption

90-day support with SLA and a quarterly governance review

Get a Custom Migration Quote

SharePoint Migration Success Stories

Retail

100%

Zero data loss, with 100% content fidelity across the 2010 to 2013 upgrade.

SharePoint Intranet Migration for an Online Retailer

What we delivered

Upgraded a legacy SharePoint 2010 intranet to SharePoint 2013 using the database-attach method
Re-architected the infrastructure with full capacity planning for performance and scale
Migrated and rebuilt all custom components from the legacy portal
Rebranded the homepage alongside HR to lift engagement
Enabled enterprise FAST Search, HTML5 mobile access, and the SharePoint app model

Results

Zero data loss, with 100% content fidelity across the 2010 to 2013 upgrade

100% of content validated in staging before go-live

Increased portal traffic and adoption after the homepage rebrand

Mobile access enabled across devices through HTML5, no separate app

Faster content discovery with enterprise FAST Search

Healthcare

5,000+

Scaled to 200+ corporate users and 5,000+ doctors across 85 locations.

SharePoint Migration for a Healthcare Provider

What we delivered

Migrated FirstClass content to SharePoint using custom-built scripts
Extended an IT-helpdesk portal into an organization-wide SharePoint platform
Built base operational forms for daily activities
Added self-service password reset to cut IT dependency
Enabled real-time OR scheduling with print and email to doctors
Scripted the full setup and migration for client IT to manage

Results

Zero data loss migrating from FirstClass to SharePoint

Scaled to 200+ corporate users and 5,000+ doctors across 85 locations

Self-service password reset removed waiting on IT

Real-time OR schedules delivered to doctors instantly

Setup and migration fully scripted, handed to client IT

Nonprofit

One platform

Consolidated SharePoint 2010 and Office 365 into one SharePoint 2013 platform.

SharePoint Migration and CRM Integration for a Nonprofit

What we delivered

Upgraded SharePoint 2010 content to SharePoint 2013 on-premises
Migrated Office 365 content and forms into the same environment
Designed and configured the on-premises SharePoint infrastructure
Integrated SharePoint with on-premises MS CRM for document management
Connected the portal to hosted Exchange

Results

Served a 5,000+ member organization across East Coast offices

Consolidated SharePoint 2010 and Office 365 into one SharePoint 2013 platform

Added document management via MS CRM integration

Gave business users more customization, easing IT admin

Increased user onboarding with SharePoint 2013 social features

Engineering

Zero loss

Zero data loss, structure and metadata preserved via mock migration.

SharePoint Tenant Migration for an Engineering Consultancy

What we delivered

Migrated content across SharePoint Online tenants to a new name and URL
Ran a mock migration first to preserve content structure and metadata
Rebranded the portal to corporate identity
Provisioned a reusable Project site template for tasks, documents, and governance
Provided ongoing SharePoint support

Results

Zero data loss, structure and metadata preserved via mock migration

Completed a tenant-to-tenant move aligned to the business name and URL

Rebranding increased user traffic

Unified content and collaboration on one SharePoint Online platform

Standardized project delivery with a reusable site template

View All SharePoint Case Studies

Why Organizations Trust Congruent Software for SharePoint Migration

Microsoft Solutions Partner serving mid-market and enterprise organizations across the US since 2004 — solution architects on every engagement, remote and on-site delivery nationwide.

We Remediate Before We Migrate

Full AI-accelerated audit and cleanup of content, permissions, and duplicates before any data moves — you land in a clean, governed environment, not a mess repacked into a new house.

400+ SharePoint Engagements Since 2004

Two decades across healthcare, legal, manufacturing, financial services, government, and nonprofit — we've already solved the problems your environment is likely to raise.

Zero Data Loss, Verified

Automated item-count reconciliation at every phase, AI-accelerated reporting, full audit trail for your team and auditors.

Copilot-Ready on Day One

Clean permissions, classified metadata, governed structure, sensitivity labels applied pre-migration — enable Copilot at go-live, skip the second cleanup project.

Faster, Predictable Timelines

AI-assisted analysis and remediation cut typical migration timelines by up to 30–40%, with fixed-scope estimates delivered upfront.

99.9%+ Migration Accuracy

Automated validation consistently reconciles 99.9%+ of items across source and destination, with discrepancies flagged and resolved before sign-off.

Reduced Post-Migration Support Tickets

Clean permissions and governance at go-live typically cut post-migration help desk tickets by 50%+ compared to lift-and-shift migrations.

Compliance-Ready Architecture

Built-in support for HIPAA, FINRA, FERPA, and SOX requirements, with audit documentation ready for regulator or internal review.

SharePoint Migration by Industry

Our practice has delivered projects across regulated and complex industries, each with requirements that shape how migration is planned, executed, and governed.

Healthcare

HIPAA-aligned configuration, sensitivity labeling, retention, and audit logging built into the migration architecture; BAAs in place.

Legal and Professional Services

Matter-aligned site structures, matter-level access controls, and preserved version history and audit trails.

Financial Services and Insurance

FINRA, SOX, and SEC retention, audit, and access controls aligned to Microsoft Purview, with records management from day one.

Manufacturing and Distribution

Structured architectures making documents findable by product, project, and process rather than folder location.

Government and Public Sector

FedRAMP, NIST 800-171, and CMMC alignment with migration to GCC or GCC High environments.

Nonprofit

Nonprofit licensing guidance and configuration for program management and grants documentation within budget constraints.

Frequently Asked Questions

How long does a SharePoint migration take?

A standard migration under 500GB typically takes four to six weeks. Mid-market (500GB to 5TB) runs six to ten weeks. Enterprise migrations involving multiple terabytes, complex permissions, regulated requirements, or tenant-to-tenant scenarios span ten to twenty weeks. Timeline is driven by content volume, source complexity, cleanup needs, and stakeholder count.

What is the best SharePoint migration tool?

There is no single best tool for all scenarios. SPMT works well for straightforward file share and basic SharePoint migrations; ShareGate handles most mid-market to enterprise SharePoint Online migrations; AvePoint is strong for tenant-to-tenant and governance automation; Metalogix and Quest suit regulated industries needing detailed audit logs. Our consultants select and configure the right tool for your scenario.

Will permissions be preserved during SharePoint migration?

Yes, when planned and executed correctly. Permission preservation requires mapping source groups to target Microsoft 365 or Entra ID groups before migration, and remediating oversharing, broken inheritance, and ad hoc assignments first. Our pre-migration audit addresses permission health as a priority.

Can you migrate from Google Drive to SharePoint Online?

Yes. We regularly migrate from Google Workspace to Microsoft 365, handling file format conversion for Google Docs/Sheets/Slides, permission translation, and shared drive restructuring to match SharePoint's hub and library architecture.

What happens to SharePoint metadata during migration?

Metadata preservation depends on planning. With consistent source metadata and a matching target schema, it migrates accurately; without a designed target schema, it gets lost or misapplied. Our pre-migration phase includes target schema design and content mapping so metadata migrates correctly rather than being recreated by hand.

How much does SharePoint migration cost?

Cost varies by data volume, source complexity, number of locations, compliance needs, and support scope. Standard packages start around $4,500; Professional engagements typically run $8,000 to $25,000; Enterprise migrations are scoped individually from audit findings. Contact us for a scoped estimate.

Do I need to stop working during a SharePoint migration?

No. Our phased approach minimizes disruption — phases run outside business hours where possible, teams are notified before their content moves, and source access is maintained during migration. Most teams experience minimal or no disruption.

What is the difference between SharePoint migration and a SharePoint upgrade?

An upgrade moves between On-Premises versions (e.g., 2016 to 2019). A migration moves from On-Premises to SharePoint Online, or from a non-SharePoint source like a file server or Google Drive into SharePoint. Most organizations in 2025-2026 are migrating rather than upgrading, since Server 2019 reaches end of support in October 2026.

Do you use AI to speed up SharePoint migration?

Yes. We use AI-assisted assessment and content-analysis tools to accelerate the pre-migration audit, ROT and duplicate detection, and validation scripting — which shortens timelines and improves coverage. Every deletion decision, architecture choice, and final validation is reviewed and owned by a US-based solution architect. AI makes the migration faster; our experts keep the zero-data-loss guarantee intact.

Related SharePoint Services

SharePoint Consulting

Strategy, governance, and architecture before your migration begins.

Learn more

SharePoint Implementation

Full configuration and deployment of your SharePoint Online environment.

Learn more

Intranet Development

Modern employee intranet portals built on SharePoint and Viva Connections.

Learn more

SharePoint Support Services

Ongoing administration and managed services after your migration completes.

Learn more

Hire SharePoint Developers

Dedicated SharePoint engineers to extend your post-migration internal team.

Learn more

Ready to Start Your SharePoint Migration?

Whether you are approaching the SharePoint 2016 or 2019 end-of-support deadline, consolidating a fragmented file storage environment, or planning a full tenant-to-tenant migration after an acquisition, our team will walk you through what the project actually involves at no cost.

Start with a quick SharePoint migration assessment. We will review your source environment, identify the main risk areas, and give you an honest picture of scope, timeline, and cost before you commit to anything.

· Microsoft Solutions Partner· 400+ Migrations Delivered · Zero Data Loss Guarantee · US-Based Project Leadership