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

Digital Strategy and Transformation Partner

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:
-
Discovery & Assessment
Audit your current Smartsheet usage — identify active sheets, users, workflows, and dependencies. -
Strategic Planning
Define the migration scope, priorities, timeline, and risk profile. Engage key stakeholders early. -
Architecture & Design
Map Smartsheet structures to SharePoint components — e.g., lists, libraries, Power Automate flows. -
Migration Execution
Use Microsoft or third-party tools to migrate content. Validate, test, and clean data as part of the process. -
Enablement & Training
Deliver role-based training and quick reference guides to empower users with confidence in the new system. -
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.
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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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