Fixed fee · 5 working days
Migration Readiness Assessment
A 5-day engagement that tells you exactly what migrating to SharePoint Online will cost, take, and break, before you commit to a full project.
What's included
1. Complete site, list, and library inventory
Every site collection, subsite, list, library, and permission group documented in a spreadsheet you can hand to anyone.
2. Complexity scoring per site (low / medium / high)
Each site scored against a migration complexity rubric: custom solutions, workflow dependencies, InfoPath forms, broken inheritance, external sharing.
3. Phased migration plan
Recommended wave grouping, dependencies, and sequencing, tuned to your org's appetite for risk vs. speed.
4. Risk register with mitigation
The 10–20 things most likely to go wrong, ranked by impact and likelihood, each with a mitigation strategy.
5. Rough order-of-magnitude cost estimate
A ±25% cost range for the full migration: licensing, tooling, consulting effort. Broken down so you can request internal funding.
Sample output · names redacted
What you'll actually receive.
Every assessment ships a complexity-scoring matrix like the one below. It's the artifact that drives the phased plan and the cost estimate.
Complexity-scoring matrix
| Site | Label | Custom solutions | InfoPath forms | 2013 workflows | Broken inheritance | External sharing | Overall |
|---|---|---|---|---|---|---|---|
| SITE-01 | HR Portal | Low | Med | , | Med | Low | Med |
| SITE-02 | Finance Workspace | Med | High | High | High | Med | High |
| SITE-03 | Legal Library | Low | , | Low | Med | , | Low |
| COLLAB-04 | Project Hub, Eng | High | Med | Med | High | High | High |
| COLLAB-05 | Project Hub, Ops | Med | Low | Med | Med | Med | Med |
| PUB-06 | Public Comms | Low | , | , | Low | High | Med |
Who this is for
- Organizations on SharePoint Server 2016 or 2019 staring at the July 14, 2026 deadline
- IT Directors who need a defensible migration business case before Q2 budget
- Teams burned by vendor estimates that turned out to be 2× over
Who this is not for
- Organizations over 5,000 users, you need a bigger firm with bench depth
- Teams that already have a migration plan and just need execution
- SharePoint 2013 or earlier, those need a different approach
What happens, day by day
Kickoff + data access
60-minute kickoff call. You grant read-only access. I fire up the inventory scripts.
Inventory + complexity analysis
Full site/list/library inventory. Complexity scoring. Interviews with 2–3 power users to identify hidden dependencies.
Planning + costing
Phased migration plan, risk register, cost estimate. Internal review, revisions, final polish.
Delivery walkthrough
90-minute walkthrough call with your IT leadership. All artifacts delivered in one zip. Q&A. Final invoice.
The math
What an unscoped migration usually costs.
Frame the assessment as risk reduction, not an expense. Numbers below are industry rules of thumb across mid-size SharePoint migrations, your mileage will vary, but the relative scale won't.
- Median over-budget on unscoped mid-size migrations
- ~1.8×
- Cost of redo when phase 1 misses a workflow dependency
- ~$40k–80k
- Cost of this assessment
- $4,900
Industry rule of thumb, not a hard citation. Ask me on the discovery call where the figures come from.
FAQ
01 What do I need to provide?
Read-only access to your SharePoint Central Administration (on-prem) and/or SharePoint Online Admin Center. A 60-minute kickoff call. Introductions to 2–3 power users for the complexity review. Nothing else.
02 Can you do this under NDA?
Yes. I sign an NDA before any data access. The MSA also includes confidentiality terms by default.
03 What if the assessment shows we should not migrate yet?
Then I'll tell you it's not a fit. The deliverable includes a "stay on-prem" decision path if that's genuinely the right call, usually when a system of record has a hard dependency that's not ready to move.
04 Does the assessment roll into a full migration?
It can. If you decide to work with me on delivery, 50% of the assessment fee is credited toward the follow-on project. No obligation either way.
Book a slot
Pick a 30-minute window.
Calendar is live. We'll talk scope, I'll tell you whether the assessment fits, and you can decide on the call.
Ready to scope this?
Twenty minutes on a call. I'll tell you whether the assessment fits, or refer you to someone better suited.
Book a discovery call