Enterprise InfoPath Modernization: 3-6 Month Assessment and Pilot Migration

Modernize Your InfoPath Forms with Microsoft 365

Are you managing hundreds to thousands of InfoPath solutions within your enterprise and lack the resources or bandwidth to modernize? With the upcoming retirement of InfoPath in 2026, it's critical to start planning your transition to modern solutions in Microsoft 365 like SharePoint Lists, Power Apps, and Power Automate now. Our Enterprise InfoPath Modernization: Assessment and Pilot Migration service is specifically tailored to meet the needs of large organizations, preparing you for a seamless and efficient migration to the Microsoft 365 solutions that meet your requirements.

By leveraging this service, organizations can fully utilize their Microsoft 365 investment, opening the door to or expanding their use of Power Apps, SharePoint, Dataverse, Microsoft Teams, Power BI, Azure SQL, and Power Automate. This modernization effort will not only enhance business-critical forms and workflows but also future-proof them, ensuring they remain robust and adaptable in the face of evolving business needs.

This is a three-to-six-month project, dependent upon the complexity and scale of your InfoPath deployment. Our approach guarantees a smooth transition, enabling your organization to reap the benefits of modernized, efficient, and scalable solutions available in Microsoft 365.

Tailored for Large Enterprises

Our approach is designed to handle the complexity and scale of large organizations with extensive InfoPath deployments.

Comprehensive Analysis

We conduct an in-depth analysis of your current InfoPath solutions, identifying and categorizing each form and workflow.

Strategic Pilot Migration

We execute a pilot migration to ensure a smooth transition, minimizing disruption to your business processes.

Our Process

Initiation

• Create a clear roadmap.
• Collaborate with leadership to align objectives.
• Secure deliverable signoff.

Analysis

• Use Modernization Scanner data to create data source as basis for analytics and metrics reporting.
• Establish relationships between asset data - InfoPath Forms and SharePoint Designer 2013 workflows.
• Missing recency data for workflows is retrieved, creating a complete list of assets with recent modification dates.
• Filter out abandoned assets to focus on relevant assets for the next cut analysis.

Survey

• Identify Site Administrators or users with Full Control and their respective sites to target for communications.
• Develop survey to understand asset usage beyond metadata.
• Distribute surveys to solution owners.
• Use survey results to define the Second Cut and apply criteria with leadership.

Interview

• Define the information needed for each site and the assets contained within them.
• Create a script for site owner interviews, schedule, and conduct interviews.
• Aggregate results and review with leadership to refine migration strategy.

Sizing

• Create a matrix of factors that add complexity to any form or workflow and assign a value to each.
• Create a configuration data table with values for each factor and develop an automated process to calculate scores for each site and its contained assets.
• Use aggregate scores to determine a T-Shirt size.
• Provide decision-makers with information to determine modernization scope and prioritize decisions.

Educate and Pilot

• Based on results from analysis, available budget, and prioritization, sites are chosen for pilot migrations.
• Execute selected pilots, review lessons learned, and update plans accordingly.
• Conduct learning sessions and implement support systems.

Propose

Deliver a final proposal, detailed budget, and comprehensive migration plan to ensure a successful transition.

Why Partner with Compass365?

Compass365 is trusted by global enterprises for consistently delivering excellence in every project. Our team of experts ensures a seamless transition to modern solutions in Microsoft 365 by utilizing industry-leading best practices and maintaining active engagement with stakeholders throughout the entire process. We provide comprehensive support, from initial assessment to post-migration optimization, ensuring that your organization experiences minimal disruption and maximum benefits.

Partner with us to modernize your workflows, boost efficiency, and fully leverage the capabilities of Microsoft 365. Our commitment to excellence means we don't just meet expectations—we exceed them, providing you with innovative solutions tailored to your specific needs.