Prepping Files to Migrate Them with Robin Harris

Community IT Innovators Nonprofit Technology Topics

Robin Harris is a Cloud Technologies Specialist at Community IT. She primarily works with clients who are moving files into SharePoint, from a server, from another cloud-based file sharing service like Dropbox or Google Drive, or creating a file sharing database for the first time.
Today she shares some tips from her years of helping many clients who have faced this daunting task, and helps us break it down into smaller tasks. She compares moving your files to moving house. Making sure you throw out all the stuff you don’t want to move and clearly labeling the boxes from each room makes moving day so much easier.
But as with all nonprofit tech, there is no one size to fit all. The organizational principles you choose and the leader of the project should fit your nonprofit. As long as the files are organized, it doesn’t matter if you have a committee or an individual in charge. Robin also explains when it is advantageous to have an outside company like Community IT assist with the migration, and some of her tricks for helping nonprofits prepping files to migrate them.
Especially for an organization that has been in existence for a very long time, the way files were organized has probably changed often. Sometimes using a “dump truck” approach is the only way to migrate. If your business is such that you are always busy, it’s always going to be hard to prioritize organizing the files, before or after the migration.
If you can start to make organization a habit, though, you will find that many other policies will start to fall into place, especially as you think about your permissions. As AI tools for discovering files become more advanced and ubiquitous, you are going to want to be sure your permissions and your policies are in good shape. A migration can be just the deadline you need to update your organization-wide attitudes toward knowledge management.

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