InfoPath Migration Assessment - 2 Day

Unlock the full potential of Microsoft 365 by modernizing your legacy InfoPath forms

During two complimentary discovery sessions with a Compass365 Solutions Architect, we’ll provide a detailed roadmap to help you transition to modern tools available in Microsoft 365 like Power Apps and Power Automate, and fully leverage the capabilities of SharePoint.

This service provides expert guidance and actionable recommendations to ensure your transition away from InfoPath is seamless and scalable. During our two discovery sessions, we will:

InfoPath Analysis Session

• Help you run the Modernization Analysis Tool to identify where and how InfoPath forms are used across your organization.
• Discuss your business goals, priorities, and timelines for modernization.
• Provide an overview of the Power Platform and its potential to transform your current workflows.
• Conduct Q&A to address your unique needs and challenges.

InfoPath Recommendations Session

• Present detailed findings from the analysis, including impacted forms, workflows, lists, and libraries within SharePoint.
• Demo replacement solutions built with Power Apps and Power Automate to demonstrate potential outcomes.
• Help you establish a prioritization strategy, focusing on the most critical forms and workflows first.
• Deliver actionable recommendations for a smooth modernization journey.

Benefits of Modernization

• Utilize modern SharePoint lists for a more intuitive and collaborative workspace.
• Replace InfoPath forms with fully customizable, mobile-ready Power Apps that streamline business processes.
• Automate tasks across your entire Microsoft 365 environment, improving efficiency and reducing manual work.

Maximize Your Microsoft 365 Investment

• Uncover new opportunities to leverage the broader Microsoft 365 ecosystem with expanded use of Power Apps, SharePoint, Dataverse, Microsoft Teams, Power BI, Azure SQL, and Power Automate.
• Establish future-proof, scalable solutions that adapt to your growing business needs.
• Transition to cloud-based, fully supported solutions that allow your organization to stay up-to-date with Microsoft’s continuous innovations for modern work.

Why Partner with Compass365?

With decades of experience in Microsoft technologies, Compass365 brings industry-leading expertise to guide you through your modernization journey. Our team will help you streamline your processes, enhance productivity, and future-proof your operations with Microsoft 365.

Get started today. Take the first step towards modernizing your business by scheduling your complimentary InfoPath Migration: 2 Day Assessment.