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DMS Migration

Use Microsoft to unlock the value of IP siloed in third-party databases.

Having access to the right knowledge at the right time can be a huge competitive advantage. That advantage needs to be worth the cost and complexity involved, however.
Microsoft now offers an extraordinary alternative to traditional document management. We’re here to help you take advantage of this functionality to unlock even more value from your data at an unexpectedly affordable cost.

Your needs

You know how valuable knowledge is in the right hands. You’ve done the work to put it there, but the results aren’t living up to expectations.

You’re looking for a cost-effective solution that integrates into your environment, putting knowledge at users’ fingertips when and where they need it. A solution that can be managed centrally, under stringent security and compliance controls. A solution that can evolve alongside you and your regulatory environment.

Our solution​

As Gold certified Microsoft partners with extensive legal and technical expertise, we’re ideally positioned to help you consolidate your data estate inside Microsoft.

We’ll work with you to plan a secure, compliant and strategic migration from your existing DMS into Microsoft. We’ll also help you unlock the full value of your data in its new home, optimising your deployment with industry-leading add-ons like InTapp where necessary. The result is a potent, intuitive and easy to manage DMS experience, backed by the full weight of Microsoft’s security and governance capabilities.

What’s included?​


At the due diligence stage to set your project up for lasting success.

Security and governance​

Guidance from technical and legal experts.


Detailing data scope and structure at both source and target.

A fully managed, end-to-end migration

Led by an experienced project manager.

Operational runbooks 

Customised to your project to streamline operations, communications and change management.

A competitive fixed price

Demonstrating our commitment to deliver on time and within budget.

Discuss your document management challenges with us.

Our migration credentials

  • 11 years’ experience in complex cloud migrations 
  • 7 Gold Microsoft Partnerships 
  • Charter Member in Microsoft Content Services Partner Program
  • Extensive experience in highly regulated sectors

Our favourite challenges

  • Working across multiple geographic locations
  • Bringing order to unstructured content
  • Solving security and permissions vulnerabilities
  • Replicating successes in additional business units

From Our Clients

The Cloud Essentials’ team have shown they are a partner, not just a supplier. The company we acquired advised that the IT integration project was the most successful part of their conversion to join us, which is a reflection on everyone involved. Thank you!

Head of Infrastructure

Job well done! I appreciate your knowledge, expertise, and teamwork/engagement which contributed to a successful migration/cutover.


"Cloud Essentials performed a mail migration for our Institute of Astronomy, from a legacy Microsoft Exchange server to the University Microsoft 365 Tenancy. Cloud Essentials were extremely professional from start to finish. They understood our Higher Education context. They were very flexible when setting the timeline when we had some challenges in our availability to support the work. Their staff were helpful and friendly. They demonstrated great expertise and guided us throughout the process. The migration itself was smooth and fast. Great service by a great team! I would recommend and use their services again."

Higher Education Institution

Project Manager

“This has been very refreshing. And Cloud Essentials have been not just an implementer, but a trusted partner. They’ve effectively become our ‘SharePoint arm’ within the company. They haven’t taken a cookie-cutter approach with something from another environment, but have genuinely wanted to find the best way to help us.”

CIO, Prominent law firm

Colin Short

"Cloud Essentials carried out a very professional service. They stayed cool, calm and collected. I’m sure it won’t be the last time we work with Cloud Essentials."

Global chemical company


It is no small achievement to reduce a corporate enterprise data footprint this significantly in a responsible, well planned and executed manner.

Information Manager, Alexander Forbes

Pierre Blignaut

“Cloud Essentials understand the importance of carrying out a project the right way, no matter the size of it. They don’t take any short cuts.”

Tenant Migration client

“This was a smooth migration with very little impact on the business during the changeover, we would definitely use Cloud Essentials and the Binary Tree toolset again if we need to do another migration!”

CFO, Empact Group

Alan Quinn

Our experience

We’ve been around the migration block a few times – here are a few of our project highlights.