Microsoft Office 365 Tenant to Tenant Migration for M&A

A merger or an acquisition is often the use case for many companies planning a comprehensive Microsoft Office 365 tenant to tenant migration. Given the fact that tenant migrations comprise the same cloud platforms as the source and destination, many businesses approach it in a straightforward way.

However, it is important to take a careful approach and create a proper plan that not only ensures migration success but also helps align the migration with the M&A use case.

This guide includes all the best practices you can follow to ensure a successful Microsoft 365 cross tenant migration.

Understand the Scope of the Merger / Acquisition and Plan Accordingly

One of the most important areas of a merger and acquisition migration is understanding the scope of the company restructuring. For example, the CTOs and IT teams should have complete clarity on whether the merger or acquisition is partial or full.

Understanding the scope of the organizational restructuring helps CTOs and IT managers plan the migration’s scope of work accordingly. For example, if the merger or acquisition is partial and involves permanent closure of specific departments or ongoing projects, it may mean that the data associated with them are not to be migrated.

Gaining deep insights like these will help in preparing a well-optimized scope of migration that will avoid overspending in the migration tool.

Perform a Comprehensive Pre-Migration Analysis

The IT landscape is often fragmented during a merger or an acquisition. This, in turn, makes it highly challenging to plan the migration. To remove the uncertainties and loopholes, perform an in-depth pre-migration analysis of the source and well as the target Microsoft 365 tenant drives and apps, including:

• OneDrive
• SharePoint Online
• Microsoft Teams
• Outlook
• Calendar

The pre-migration analysis should be done on both Microsoft 365 tenants to audit:

• Licenses
• Users
• Data (such as files/folders, chat messages, email, etc.)
• Third-party app integrations
• Calendar

Gain a deep understanding in these areas to plan the Microsoft 365 cross tenant migration’s roadmap:

• Usage and collaboration patterns
• Dependencies of users on data
• Compatibility in licensing models
• Admin-level configurations

Align the Microsoft Office 365 Tenant Migration with the M&A Timeline

Another important best practice to follow is to align the Microsoft 365 tenant migration’s timeline with the merger or acquisition. Your IT team and migration service provider must be properly informed on the start and completion dates of the merger or acquisition.

This way, it becomes simpler to adjust the migration with the M&A timeline and bring all the source tenant’s users and data to the target tenant on time. This approach also helps ensure that there are no delays in the migration completion, which, otherwise, can cause a ripple effect in the merger or acquisition’s completion.

Migrating Microsoft 365 Office Tenants for Your Company’s M&A?

Is your company undergoing a merger or an acquisition and is looking for a suitable migration partner? We, at CloudFuze, can be the perfect fit with years of experience in creating M&A-driven Microsoft 365 tenant migration success.

A combination of industry-leading migration technology, unmatched support, and enterprise-grade security has made us the preferred migration provider for some of the world’s largest companies.

Let’s have a call and discuss how we can meet your Microsoft 365 tenant migration needs. We can also share case studies with you and help you understand how our solutions have a track record of migrating tenant data of some of the largest companies.