Strategize a Smooth Tenant-to-tenant Migration and Copilot Takeoff

Three things you will take away from the session:

• How to run an effective tenant-to-tenant migration
• Best practices for before, during, and after migration
• Tips for using migration as a springboard to prepare for Copilot in Microsoft 365

Main ideas:
Migration Overview: The presentation covers the current reality of cross-tenant migrations, the triggers, phases, best practices, and benefits of a successful tenant migration

Considerations: When considering a migration, it is important to consider the migration scope, performance, customization, flexibility, user-friendly interface, automation, monitoring, support, training, scalability, data integrity, data security, cost, and licensing structure

Next Wave: The next wave of change includes the launch of Copilot, which requires businesses to be prepared for upcoming changes related to Copilot and the cloud, and to consolidate data and tighten governance

ShareGate: ShareGate can help with pre-migration analysis, configurable migration tool, and automated, end-user driven collaborative governance

1. Strategize a Smooth Tenant-to-tenant Migration and Copilot Takeoff MICROSOFT 365 CONFERENCE 2024

2. Sam Martineau MICROSOFT 365 CONFERENCE 2024 THE NEXT WAVE OF CHANGE  Solutions Architect, ShareGate

3. The next wave of change Things to consider for a migration Cross-tenant migrations The current reality What we’ll cover: Overview MICROSOFT 365 CONFERENCE 2024 3

4. The current reality SECTION 1 MICROSOFT 365 CONFERENCE 2024 4

5. MICROSOFT 365 CONFERENCE 2024 THE CURRENT REALITY The state of cross-tenant migration 5 Relevancy of cloud and Microsoft 365 tenant-to-tenant migrations Preparation for Copilot​ launch Increase in collaboration through Microsoft 365 tools​ Dynamic business world of mergers, acquisitions, divestitures, and reorganizations Organizational and individual benefits

6. Increase in tenant-to-tenant migrations over the last 3 years MICROSOFT 365 CONFERENCE 2024 THE CURRENT REALITY  ShareGate stat 6 138 Source: ShareGate (2024)

7. IT hosting costs go toward the cloud by 2024​ MICROSOFT 365 CONFERENCE 2024 THE CURRENT REALITY  Industry stat 7 80 Source: McKinsey & Company (2021)

8. MICROSOFT 365 CONFERENCE 2024 THE CURRENT REALITY The state of Microsoft 365 Copilot 8 Adoption of Copilot for Microsoft 365 by organizations Challenges related to deploying Copilot Potential sprawl associated with the explosion of content creation stemming from access to Copilot

9. % MICROSOFT 365 CONFERENCE 2024 THE CURRENT REALITY ShareGate’s survey respondents are planning on deploying M365 Copilot in 2024-2025 68 % 20 % 80 Stats: 9 Enterprises will incorporate generative AI by 2026, up from less than 5% in 2023​ ShareGate’s survey respondents are in the pilot phase of M365 Copilot Source: ShareGate (2024) Source: Gartner, Inc. (2023)

10. Cross-tenant migrations SECTION 2 MICROSOFT 365 CONFERENCE 2024 10

11. MICROSOFT 365 CONFERENCE 2024 CROSS-TENANT MIGRATIONS  The triggers 11 Mergers and acquisitions (M&A)​ Corporate restructuring and reorganization​ Data security and compliance​ Optimization of resources and cost savings​ Streamlining collaboration and productivity​ Standardizing IT processes and policies​ Scalability and flexibility​ Optimize Copilot’s efficiency

12. Phases of tenant-to-tenant migration MICROSOFT 365 CONFERENCE 2024 CROSS-TENANT MIGRATIONS  12 Pre-migration Migration Post-migration  Plan, assess, and inventory data  Set up the target tenant  Prepare the source and target  Configure your domain   Pre-stage your mailboxes (for larger migrations)   Migrate your data based on your migration approach  Update user accounts   Reconfigure applications and integrations  Communicate with and train users  Finalize the migration                  Conduct post-migration testing  Clean up old tenant (if necessary)  Provide ongoing support and troubleshooting

13. MICROSOFT 365 CONFERENCE 2024 CROSS-TENANT MIGRATIONS  Pre-migration 13 Plan, assess and inventory data  Set up the target tenant  Prepare the source and target  Configure your domain  Pre-stage your mailboxes

14. MICROSOFT 365 CONFERENCE 2024 CROSS-TENANT MIGRATIONS  Pre-migration Best practices 14 Meticulously inventory your data during pre-migration planning  Evaluate multiple tenant migration tools  Add buffer time to your migration timeline for inventory overlooked during pre-migration  Choose the right migration approach  Clean up your data before you migrate it 

15. MICROSOFT 365 CONFERENCE 2024 CROSS-TENANT MIGRATIONS  Migration 15 Migrate your data based on your migration approach  Update user accounts  Reconfigure applications and integrations  Communicate with and train users  Finalize the migration 

16. MICROSOFT 365 CONFERENCE 2024 CROSS-TENANT MIGRATIONS  Migration Best practices 16 Migrate identity data first Pre-instantiate users to avoid business disruptions  Understand the compliance aspects of your cross-tenant migration

17. MICROSOFT 365 CONFERENCE 2024 CROSS-TENANT MIGRATIONS  Post-migration 17 Conduct post-migration testing Clean up the old tenant (if necessary) Provide ongoing support and troubleshooting  Think about your governance strategy 

18. Benefits of a successful tenant migration MICROSOFT 365 CONFERENCE 2024 CROSS-TENANT MIGRATIONS  18 Enhanced collaboration and productivity​​ Optimized resource utilization​​ Streamlined governance and management​​ Seamless user experience​​ Scalability and future readiness​​ ​Improved data management and retention​​​ Enhanced collaboration with external partners​​​ Simplified IT support and training​​​ Enhanced Copilot efficiency​​ ​​

19. Things to consider for a migration  SECTION 3 MICROSOFT 365 CONFERENCE 2024 19

20. Migration scope  Performance  Customization and flexibility  User-friendly interface  Automation and monitoring  Support and training  Scalability  Data integrity Data security  Cost and licensing structure  MICROSOFT 365 CONFERENCE 2024 THINGS TO CONSIDER FOR A MIGRATION  What really matters in the end Choosing the right migration tool 20

21. Expertise and experience​ Access to specialized tools​ Reduced downtime​ Data security and compliance​ Scalability​ Proactive support Cost​ Dependency on third-party​ Alignment with business objectives​ Data privacy concerns​ Communication and collaboration Benefits Working with a service provider MICROSOFT 365 CONFERENCE 2024 THINGS TO CONSIDER FOR A MIGRATION  21 Challenges

22. The next wave of change SECTION 4 MICROSOFT 365 CONFERENCE 2024 22

23. Adopting to the latest technology can lead to improved productivity and collaboration​ Change is constant and businesses need to be prepared for upcoming changes related to Copilot and the cloud​ Consolidating data and tightening governance is ever more important with the launch of Copilot MICROSOFT 365 CONFERENCE 2024 THE NEXT WAVE OF CHANGE  Enter Copilot 23

24. MICROSOFT 365 CONFERENCE 2024 THE NEXT WAVE OF CHANGE  24 Preparing for Copilot success through migration Validate access and permission Data consolidation Content management and archiving Teams lifecycle management

25. Pre-migration Analyze your environments, cleanup your source Migration Configurable migration tool to modernize and restructure as you go Post-migration Automated, end-user driven collaborative governance How ShareGate can help MICROSOFT 365 CONFERENCE 2024 THE NEXT WAVE OF CHANGE  25

26. MICROSOFT 365 CONFERENCE 2024 THE NEXT WAVE OF CHANGE  Mailbox migration OneDrive for Business external sharing reviews (coming soon) What’s new 26

27. Let’s connect! MICROSOFT 365 CONFERENCE 2024 THE NEXT WAVE OF CHANGE