MIGRATION PLANNING

A Microsoft 365 migration without a plan is a recipe for disaster

Connect your source tenant and ShareGate sizes your users, SharePoint, OneDrive, and Teams, flags what will slow the move down, and helps you plan your migration. No meetings with every department, no PowerShell, no tour of admin centers.
Backed by 20+ years of moving content in Microsoft 365.
on Gartner
on G2
Based on +200 reviews
Trusted by +2,000 partners to scale their business with ShareGate.
Trusted by +100,000 IT pros managing Microsoft 365 every day.
Partners
Customers
Who knows what's going on?

Is that a M365 migration migraine you’ve got going on?

Your doctor says you need a plan. Every migration starts with the same questions: How big is it? What can slow it down? What can be excluded, archived, or cleaned up before you start? Chasing the answers is its own nightmare, with meetings across every department, PowerShell scripts, a tour of 10 admin centers, and the list goes on. Why don’t you just let ShareGate build the picture?
Laying down the tracks for a smooth migration

Click connect. Get your migration assessment and plan.

A Migration Project is where you plan a migration. Create one, connect your source tenant, and everything you need to start on solid ground lives in one place.
Launch a migration with a clear head

A fresh, full snapshot of your tenant

The answers are there when you need them, so you start planning sooner.
Know what to expect

Key points to flag potential delays in your M365 migration

ShareGate pulls key points that come with why it matters for a migration and a link to the list behind them. Four examples:

Teams with no owner

Nobody is available to validate the content, permissions, or structure. Assign an owner before you move.

Inactive sites

Moving them without a review bloats the destination. Confirm they’re still needed, then migrate, archive, or remove.

Large OneDrives

They slow the move and can trigger Microsoft API throttling. Plan a phased approach.

Guests

Moving guest accounts blindly can cause access issues and oversharing risks. Prioritize the active ones.

Going in blind vs. switching on the lights

ShareGate partners

Walk into the first meeting with answers

Assess a prospect’s tenant before the deal is signed. Show up to the first real meeting with answers instead of questions.

Show up with facts, before the deal is won

Assess a prospect’s tenant before the client has committed to anything. The sales conversation changes from “how long do you think this will take?” to “here is what we found.”

Less scoping, more doing

The assessment replaces the meetings with every department and the manual inventorying. Spend less time scoping and get down to business faster.

Make it repeatable

Every consultant assesses and plans the same way, so the output is consistent and the process is predictable. That’s how you take on more clients without adding effort at the same rate.
ShareGate partners

Part of the work you already do

Restructuring isn’t a standalone engagement, and we won’t pretend it is. It’s what you reach for when a client needs content reorganized.

See how ShareGate helps partners

A dark gray dialog box with a colorful icon and the greeting 'Good morning, Steve' above a white text input field containing the message: 'Assess Contoso’s tenant and summarize what we need to know before our first meeting: size, complexity and migration risks.' Below, two dark gray buttons labeled 'MIGRATION' with a folder icon and 'GOVERNANCE RISK' with a shield icon are displayed side by side.

See how ShareGate helps partners

Ask our clients and partners. They’ll tell you.

“Partnering with ShareGate has been a good decision for Adepteq—they’ve never let us down. ShareGate helps us stand out in the UK market, and without them, we’d feel a big impact on our renewal revenue stream.”

—
Ian Loman
Microsoft Cloud Expert and Sales Director

“ShareGate helped us cut two-year migration projects down to nine months for clients with complex environments and petabytes of data.”

—
Maggi Honda
Senior Principal Engineer at CDW 

“For me, the biggest benefit of using ShareGate is that it frees up IT time for other value-added activities. I don’t have to babysit my environment because the governance guardrails are in place.”

—
Constanze Pretzler
Senior Inhouse Consultant for Digital Collaboration, STIHL

“I love the reporting tool, and I’ll continue using it even after the migrations. It presents a simple overview of your environments, and it’s great for governance and providing easy-to-read reports to the business users.”

—
Amy Senécal Côté
SharePoint Administrator

Frequently asked questions

What does ShareGate’s migration assessment show before a Microsoft 365 migration?

ShareGate’s migration assessment shows how big your Microsoft 365 move is and what could slow it down, before you commit to a date or a quote. Connect your source tenant and ShareGate counts your users and adds up your SharePoint, OneDrive and Teams storage. It flags the things that usually surprise people on migration day: teams with no owner, inactive sites, huge OneDrives and guest accounts. Then it gives you an overall risk level and a recommended order for the move. Every list exports to CSV. Mailboxes, file shares and Google Workspace aren’t assessed today.

Who can run a ShareGate migration assessment, and what access does it need?

Any ShareGate customer can run a migration assessment, including during a trial. A Microsoft 365 admin (Global admin or Privileged Role admin) approves ShareGate’s access once. After that, ShareGate only reads your tenant, so nothing changes while you look. There’s nothing to install: it runs in ShareGate’s web app. The first scan can take several hours on a large tenant. Then the data refreshes about every 24 hours, stored in North America or Europe depending on your workspace

Does ShareGate's migration assessment move my data, and what happens after it?

No. ShareGate's migration assessment only reads your source tenant. It never moves anything. What you get is a plan built from your own data, with a risk level and a recommended order for the move. When you're ready, ShareGate's desktop app does the moving: users, mailboxes, OneDrives, sites and Teams. Each copy is tested before it runs and ends with its own report.

How is ShareGate’s migration assessment different from PowerShell scripts, admin centers and spreadsheets?

With ShareGate’s migration assessment, you skip the detective work. No chasing every department, no PowerShell scripts, no clicking through admin centers. Connect the source tenant once and ShareGate builds the inventory for you: users, SharePoint, OneDrive and Teams, in one place, with lists you can filter and export. It flags what will slow the move and refreshes about every 24 hours. And the same vendor runs the migration, so your scope doesn’t get rebuilt in a second tool.

Is ShareGate’s Microsoft 365 migration assessment free?

Yes, you can run it free during ShareGate’s 15-day trial: every feature, no credit card. The trial covers one tenant. Buy ShareGate and that assessment stays with you, so nothing you found is lost. You can then run a second assessment on another source, for your next migration project.

How can Microsoft partners use ShareGate’s migration assessment before winning a deal?

Partners use ShareGate’s migration assessment to size a prospect’s tenant before the deal is won, and walk into the first meeting with answers instead of questions. Once the client’s admin approves read-only access, you see their users and their SharePoint, OneDrive and Teams volume, plus what will slow the move. Your quote rests on the real tenant, not a guess. And discovery runs the same way at every client.

What does ShareGate’s migration planning add on top of the assessment?

Planning takes you from “his big is it”, to how complex it is and how should I handle it”? It rates the complexity level of the migration, what’s driving the complexity and recommends the appropriate migration sequence.

Admins don't sugarcoat.
So these feel extra sweet.

Real words from the admins who run migrations
and govern Microsoft 365 every day.

★
5
 / 5
"The pre-migration test runs are very helpful."
Verified G2 review
Enterprise
★
5
 / 5
"I like the ease at which I can run pre-migration analysis reports with full breakdowns of what is not compatible, as well as the extensive reports, and the ability to customize them."
Verified G2 review
Enterprise
★
4.5
 / 5
"This can detect if a folder will exceed the 5000-threshold limit or if the file name is too long"
Verified G2 review
Enterprise
★
4.5
 / 5
"There is also the option to run a test migration or 'what if' which allows us to figure out what may go wrong before we perform the actual migration."
Verified G2 review
Mid-Market

Migration planned start to finish.
We got this.

Find out what’s in your tenant before you move a single thing. Connect, see the whole picture, and plan with real numbers.