Microsoft Solutions Partner for Modern Work
DocStar to SharePoint Online Migration Services
Years
DMS & SharePoint Expertise
Built across the major agent ecosystems
Copilot Studio
Azure AI Foundry
AWS Bedrock
Google Vertex AI
OpenAI
LangChain / LangGraph
DocStar Challenges That Drive Migration
01
Paying for DocStar AND Microsoft 365 — two document platforms for one organisation?
02
Documents in DocStar invisible to Teams, Outlook, Copilot, and M365 Search?
03
Epicor DocStar roadmap uncertain or misaligned with your Microsoft direction?
Want AI-powered document processing but DocStar can’t integrate with Copilot?
What We Do
A Cleaner Document Platform on Microsoft 365
01
Documents + metadata, intact
We migrate documents with index fields and metadata mapped to SharePoint columns and content types — not as a flat file dump.
02
AP workflows rebuilt on Power Automate
We rebuild invoice approval, AP matching, and document routing workflows on Power Automate — integrated with your ERP and M365.
03
Document capture replaced
We replace DocStar’s scanning and capture with SharePoint + AI Builder (or Power Automate) for OCR, classification, and automated filing.
Compliance preserved
We migrate retention rules and compliance controls to Microsoft Purview — retention labels, policies, and audit trails.
05
One less platform
Consolidating onto SharePoint can reduce separate DocStar licensing, hosting, and specialist administration after a validated decommission plan.
06
Microsoft 365 Search & Copilot Ready
Make migrated content discoverable through Microsoft 365 Search and Copilot when permissions, indexing, licensing, and tenant configuration support it.
Our Services & Capabilities
01
DocStar Repository Assessment
Assess document volumes, metadata, structures, workflows, capture rules, and retention to define the migration approach.
- Repository inventory
- Metadata mapping
- Migration plan
02
Document & Metadata Migration
Migrate documents to SharePoint Online with index fields mapped to columns and content types.
- Documents → SharePoint
- Index fields → Columns
- Content types
03
SharePoint Information Architecture
Design libraries, content types, columns, views, and navigation to support migrated DocStar content.
- SharePoint IA
- Content types
- Views
- Navigation
04
AP & Invoice Workflow Rebuild
Rebuild invoice capture, approval routing, matching, and exception handling with Power Automate and validated ERP integration paths.
- Invoice capture
- Power Automate
- Approval routing
- ERP integration
05
Document Capture Replacement
Replace DocStar capture with SharePoint and AI Builder for OCR, classification, and automated metadata extraction.
- AI Builder OCR
- Classification
- Metadata extraction
06
Retention & Compliance Migration
Move DocStar retention requirements to Microsoft Purview with retention labels, policies, and disposition controls.
- Purview
- Retention labels
- Policies
- Disposition
07
Validation, Training & Decommission
Validate documents, metadata, permissions, workflows, and search readiness before user training and DocStar decommissioning.
- Migration validation
- User training
- Search readiness
- Decommission
What Goes Where: DocStar → Microsoft 365 Migration Map
| What's in DocStar | Where it goes in M365 | How we handle it |
|---|---|---|
Documents & files | SharePoint Online document libraries | Migrated with folder structure |
Index fields / metadata | SharePoint site columns & content types | Mapped field-by-field |
Folder structure / filing cabinets | SharePoint libraries & folders | Preserved or restructured |
AP invoice workflows | Power Automate approval flows | Rebuilt with ERP integration |
Document capture / scanning | SharePoint + AI Builder OCR | Replaced with modern capture |
Approval routing | Power Automate flows | Rebuilt as cloud flows |
Retention rules | Microsoft Purview retention labels | Migrated as Purview policies |
Security / permissions | SharePoint permissions + sensitivity labels | Mapped by role |
Search & retrieval | M365 Search + Copilot | Indexed with metadata |
DocStar server / cloud instance | Decommissioned | Licence retired |
The estimator above sizes your migration; a free consultation inventories your DocStar environment and maps the metadata.
Our DocStar Migration Methodology
Production AI application checklist: permission-aware retrieval, source citations, prompt and response evaluation, content filtering, cost controls, fallback handling, monitoring, audit logging, CI/CD deployment and human review for high-impact decisions.
Free consultation & discovery
We review your DocStar environment — document volume, metadata, AP workflows, capture, and compliance — and scope the migration. No cost, no obligation.
Repository inventory & metadata mapping
We inventory every document type, index field, and template — and design SharePoint content types and columns to receive them accurately.
Pilot migration
We migrate a representative subset to validate metadata mapping, permissions, and document fidelity before scaling.
Full document & metadata migration
We migrate documents in batches with metadata mapped to SharePoint — preserving the index fields your teams depend on for retrieval.
AP workflow & capture rebuild
We rebuild AP automation on Power Automate and replace document capture with AI Builder — tested with your finance team before go-live.
Compliance & retention setup
We configure Purview retention labels and policies to replace DocStar retention rules — ensuring compliance continuity.
Validation, training & decommission
We validate migration completeness, train users on finding and managing documents in SharePoint, and decommission DocStar.
It starts with a free DocStar migration assessment. No obligation
Why Star Knowledge
| Criteria | Star Knowledge | Generic Migration Tool | In-House IT |
|---|---|---|---|
Metadata handling | Mapped to SharePoint content types | Basic or lost | Manual, incomplete |
AP workflow rebuild | Power Automate, production-grade | Not offered | Capacity-limited |
Document capture replacement | AI Builder OCR + classification | Not addressed | Manual scanning |
Compliance / retention | Purview policies configured | Ignored | Separate project |
SharePoint architecture | Designed for the content | Default libraries | Ad-hoc |
ERP integration preserved | Power Automate + connectors | Broken | Risky |
Copilot readiness | Documents + metadata indexed for AI | Not considered | Not considered |
Track record | 15+ years DMS → SharePoint | Tool vendor | First-time |
Case Studies
Leading real estate company
Microsoft 365, SharePoint Online, DocStar, ShareGate
No migration tool, fragmented pages, and SharePoint’s 5,000-item threshold
Reverse-engineered file mapping, architecture planning, metadata migration, and enterprise search
Prominent insurance agency
Microsoft 365, OneDrive, DocStar, ShareGate
Reverse-engineered file mapping, logical grouping, and phased migration to OneDrive
Reverse-engineered file mapping, logical grouping, and phased migration to OneDrive
Leading Microsoft Partner serving government-sector clients
SharePoint 2010, Site Recovery, SharePoint Online, Metalogix
Integrating multiple business systems with the new Office 365 environment
A five-phase migration backed by round-the-clock advisory support
Industries We Serve
Manufacturing
AP automation, quality documents, and production records
Distribution
Sales orders, shipping documents, and compliance
Financial Services
Compliant document management and retention
Healthcare
Patient records and HIPAA-aligned document migration
Construction
Project documentation and contract management
Professional Services
Client documents and engagement records
Retail
Vendor invoices and compliance documentation
Automotive
Supplier documentation and quality records
From a focused document migration to a full DocStar exit with AP workflow rebuild and compliance, we scale to fit.
Insights
Metadata mapping for DMS-to-SharePoint migrations
For many organisations already invested in Microsoft 365, keeping a separate document management system alongside SharePoint may be hard to justify. SharePoint Online supports document storage, metadata, versioning, and governance. Power Automate can replace approval and routing workflows. AI Builder can support OCR, classification, and data extraction. Microsoft Purview can support retention and compliance controls. Copilot discoverability depends on licensing, permissions, Microsoft Search indexing, and tenant configuration.
01
SharePoint is enterprise DMS — metadata, content types, versioning, and governance are mature and included in M365
02
03
Can SharePoint really replace DocStar for AP automation?
Yes, in many cases — with the right workflow design. SharePoint stores the documents, AI Builder can support invoice capture and OCR, and Power Automate can handle approvals, exception routing, and ERP-connected steps. The current DocStar workflow and ERP integration must be assessed before confirming the replacement design.
Frequently Asked Questions
What does a DocStar to SharePoint migration include?
Yes — metadata preservation is central to the migration. We map DocStar index fields to SharePoint site columns and content types so documents remain findable, filterable, and governable.
Will our metadata and index fields be preserved?
Yes — metadata preservation is central to the migration. We map DocStar index fields to SharePoint site columns and content types so documents remain findable, filterable, and governable.
Can you rebuild our AP invoice workflows?
Yes. We rebuild DocStar AP automation — invoice capture, approval routing, matching, and exception handling — on Power Automate with AI Builder for OCR. ERP integration paths are assessed during discovery and validated during pilot/UAT.
What about our document scanning and capture?
We replace DocStar capture with SharePoint + AI Builder — OCR, document classification, and automated metadata extraction. For high-volume scanning, we can also integrate with dedicated scanning hardware and software that feeds into SharePoint.
Will this break our Epicor ERP integration?
We plan for it during discovery. If DocStar is integrated with Epicor, we assess the current integration path, design the SharePoint and Power Automate replacement, and validate the connection during pilot and UAT before go-live.
How much does a DocStar migration cost?
It depends on volume, metadata complexity, workflow scope, capture requirements, and compliance needs. The estimator uses $400–$600 per project day as the planning range. A consultation confirms the scope, effort, and fixed implementation plan.
How long does the migration take?
Often, yes — after migration to SharePoint and once Microsoft 365 licensing, permissions, indexing, and tenant configuration support Copilot discovery. We design metadata and permissions so content is searchable without overexposing sensitive documents.
Will documents be searchable by Copilot after migration?
Often, yes — after migration to SharePoint and once Microsoft 365 licensing, permissions, indexing, and tenant configuration support Copilot discovery. We design metadata and permissions so content is searchable without overexposing sensitive documents.
Book My Free DocStar Migration Assessment
Tell us the task you have in mind. We’ll assess whether an agent suits it, at what autonomy level, and what the first step should be.
- No cost, no obligation
- Typically responds within 4 business hours
- Confidential — your data isn't shared
Typically responds within 8 business hours · Confidential