
Assessment
Everything above — plus how it connects into your wider ecosystem: CRM, finance systems, Office 365, executive dashboards, document templates, and the policies built around them. Deliverable: Migration scope document — what migrates, what gets rebuilt, what stays, and where it connects.
Target Architecture
For most Project Online environments, the right destination sits inside the Microsoft ecosystem — Planner Premium, Dataverse, Power Apps, SharePoint, Power BI, Power Automate, or a hybrid with Project Desktop / Project Server. Where your team already runs on a different platform (or would love to move to one) — Jira, ClickUp, Asana, Smartsheet, Monday — the assessment in Layer 1 determines whether that's the better path forward. Deliverable: Architecture proposal with platform decision rationale.
Data Migration
Transfer of projects, tasks, milestones, resources, metadata, documents, permissions, reporting structure — with full mapping logic. Deliverable: Migrated tenant with verified data integrity.
Reporting Rebuild
Project Online uses OData for Power BI. The new Project for the web / Planner Premium layer connects through Dataverse and Power Platform — your reports get rebuilt on the new model, not patched. Deliverable: Rebuilt dashboards, validated against the old reporting logic.
Automation and Governance
Approval workflows — project initiation, change requests, closure — plus reminders, status flows, notifications, dashboards, document links, and permissions, restored in the new environment. Deliverable: Working workflows on Power Automate against new triggers.
Training and Adoption
PMO, project managers, and executives continue working — not handed "a new tool without the old logic". Deliverable: Training session + documentation package + 30-day handover support.
Cutover and Decommissioning
Controlled switch to the new system before September 30, 2026. PWA backup in a format that remains accessible after retirement. Deliverable: Cutover sign-off + archived PWA data + decommissioned tenant.
Ongoing Partnership
You're not left alone with the new system. The transition from Project Online is one part — staying with you as the platform evolves, adapts, and grows is the other. Deliverable: Continuous improvement under a defined engagement model.





