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June 5, 2024
4 min read

Migrating from Smartsheet to SharePoint: Unlocking Strategic Value Through Collaboration, Control, and Scale

Geode
Geode

Digital Strategy and Transformation Partner

Migrating from Smartsheet to SharePoint: Unlocking Strategic Value Through Collaboration, Control, and Scale

In recent months, Geode Solutions has seen a marked increase in requests for support with migrating from Smartsheet to SharePoint. This surge reflects a broader trend: organisations are recognising the need to align their tools with enterprise-grade collaboration, governance, and security standards. As Microsoft 365 continues to entrench itself as the default productivity ecosystem in many businesses, SharePoint emerges not only as a viable alternative to Smartsheet — but as a strategic upgrade.

Why Organisations Are Moving On from Smartsheet

Smartsheet has been a useful and user-friendly tool, particularly for teams looking to track tasks and manage small to medium-sized projects. Its spreadsheet-like interface, automation features, and simple sharing model make it easy to adopt — especially in fast-moving teams that favour flexibility over structure.

But as organisations grow, so do the demands on their tools. Key limitations begin to surface:

  • Isolated data silos that can’t easily integrate with enterprise systems
  • Basic permission models that fall short of corporate security requirements
  • Limited version control, auditing, and document management features
  • Lack of alignment with enterprise identity and governance tools

In contrast, SharePoint — particularly when paired with Microsoft Teams, Power Automate, and OneDrive — offers a more scalable, secure, and integrated platform for content, collaboration, and structured workflows.

The Case for SharePoint: Enterprise-Grade Collaboration

Migrating to SharePoint unlocks a host of benefits that go well beyond project tracking:

✅ Seamless Microsoft 365 Integration

SharePoint natively connects with Outlook, Teams, Excel, Power BI, Planner, and more. This integration supports a more holistic approach to collaboration — allowing teams to link documents, conversations, tasks, and data in real-time.

🔐 Enterprise-Grade Security & Compliance

SharePoint’s security model integrates with Microsoft Entra ID (Azure AD) and supports fine-grained permissions, data loss prevention (DLP), and compliance with global frameworks like ISO 27001, GDPR, and HIPAA.

⚙️ Custom Workflows and Automation

With tools like Power Automate and Power Apps, organisations can streamline business processes, automate approvals, and create tailored solutions that evolve with business needs.

📈 Scalability and Governance

From a single team site to an organisation-wide intranet, SharePoint can scale while maintaining governance — enabling content lifecycle management, auditing, and policy enforcement across departments.

Addressing the Challenges: What Makes a Migration Successful?

Migration isn’t just a technical activity — it’s a change initiative. Success depends not only on moving data, but also on redefining how teams work, align, and collaborate.

Common challenges include:

  • Mapping Smartsheet data structures to SharePoint lists, libraries, and metadata
  • Preserving formulas, automations, and permissions
  • Onboarding teams to new ways of working
  • Managing change fatigue and user resistance

This is why Geode Solutions takes a strategy-first approach — focusing not only on technical execution, but also on adoption and long-term value.

Your Migration Roadmap: Step-by-Step

A successful migration begins with preparation and ends with confident adoption. Here’s how we guide our clients through the process:

  1. Discovery & Assessment
    Audit your current Smartsheet usage — identify active sheets, users, workflows, and dependencies.

  2. Strategic Planning
    Define the migration scope, priorities, timeline, and risk profile. Engage key stakeholders early.

  3. Architecture & Design
    Map Smartsheet structures to SharePoint components — e.g., lists, libraries, Power Automate flows.

  4. Migration Execution
    Use Microsoft or third-party tools to migrate content. Validate, test, and clean data as part of the process.

  5. Enablement & Training
    Deliver role-based training and quick reference guides to empower users with confidence in the new system.

  6. Go-Live & Support
    Transition to SharePoint, monitor adoption, and provide hypercare support during the early stages.

Final Thoughts

The growing demand for SharePoint migration support reflects a shift in how organisations view their collaboration platforms — not just as tools, but as enablers of enterprise agility, security, and connectedness.

At Geode Solutions, we bring a combination of technical depth and strategic advisory to every migration engagement. We don’t just move data — we help you unlock the full value of the Microsoft 365 ecosystem.

Thinking about making the switch?
Let’s talk about how we can help you modernise your collaboration environment — without losing momentum.

Tags:

SharePoint
Smartsheet
Migration
Collaboration
Microsoft 365
Governance
Security

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Geode
Geode

Digital Strategy and Transformation Partner

Geode Solutions helps organizations design, fund, and deliver complex digital transformation initiatives. Our work spans strategy, architecture, procurement, delivery, and advisory services across Australia.

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