Lotus Notes Migration to Microsoft 365 and Power Platform

Our end-to-end migration service ensures minimal disruption, enhanced productivity, and a future-ready digital workspace tailored to your business needs.​

When engaging with WM Reply, you can expect:

1. A structured, low-risk migration path tailored to their business.
2. Transparent communication and phased delivery.
3. Minimal disruption to ongoing operations.
4. Hands-on support at every step — technical, functional, and strategic.
5. Modern digital workplace services that are enhancing your agility, productivity, and security.

The offered service consist of the following 5 phases:

1. Discovery & Assessment Phase Objective: Gain a deep understanding of the current Lotus Notes environment and identify migration priorities.

Key Activities: Inventory and classification of Lotus Notes databases, applications, mail files, workflows, and forms. Business impact analysis and dependency mapping. Identification of redundant, obsolete, or trivial (ROT) content. Stakeholder interviews and workshop facilitation. Readiness assessment for Microsoft 365 and Power Platform.

Deliverables: Discovery report. Migration strategy and roadmap. Application categorization: Rebuild / Replace / Archive / Lift & Shift.

2. Planning & Architecture Objective: Design a tailored target architecture aligned with business needs.

Key Activities: Solution architecture design for Microsoft 365 (SharePoint, Exchange, Teams, OneDrive). Application redesign for Power Apps, Power Automate, and Dataverse. Integration planning with legacy systems or third-party platforms. Security and compliance alignment (roles, permissions, DLP, retention policies). Change management and communication planning.

Deliverables: Target architecture blueprint. Security and governance framework. Custom migration and transformation plan.

3. Migration Execution Objective: Seamlessly move data and business logic from Lotus Notes to the Microsoft environment.

Key Activities: Use of automated migration tools (e.g., Quest Migrator, Binary Tree, FME) for content and mail migration. Custom development using Power Apps for application modernization. Automation of business workflows using Power Automate. Integration with Microsoft Teams and SharePoint for collaboration. Testing cycles: Unit, system, user acceptance testing (UAT).

Deliverables: Fully functional, modernized apps and workflows in Microsoft 365 & Power Platform. Migrated and validated data (mail, files, databases). Test reports and defect resolution logs.

4. User Adoption & Enablement Objective: Ensure a smooth transition and empower users to embrace new tools.

Key Activities: End-user training on Microsoft 365 tools, Power Apps, and new workflows. Development of training materials and quick-start guides. Setup of support channels (e.g., Teams-based helpdesk, self-service portal). Change management execution including champions program and feedback loops.

Deliverables: Training schedule and materials. Live and recorded training sessions. Post-launch support documentation.

5. Post-Migration Support & Optimization Objective: Stabilize, optimize, and extract maximum value from the new platform.

Key Activities: Hypercare support post go-live (30–90 days). Performance monitoring and issue resolution. Continuous improvement: enhancement backlog, user feedback sessions. Data analytics and dashboard creation (Power BI).

Deliverables: Post-migration performance and adoption report. Enhancement and support roadmap. Optimized workflows and dashboards. Optional Value-Added Services AI and automation integration (e.g., Copilot for Microsoft 365, AI Builder in Power Platform). Business process reengineering during migration. Application rationalization consulting for portfolio cleanup. Governance automation using Microsoft Purview and Compliance Center.

If your technological transition has already started and you solely look for a particular elements (like User Adoption and Change Management or support) or more lightweight approach - do not hesitate to reach out to us. We are keen on helping you.