What is Cloud Migration? Strategies, Checklist, & FAQs

  • Sanjay Palial
  • By  Sanjay Palial
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  • 87D32530-FD6E-468E-BB24-045278513D21 Created with sketchtool. 11 MIN READ
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  • 6BCC25D0-42B3-420B-8C28-C5D7EF3F6856 Created with sketchtool. Updated: February 8, 2021

Virtual management of an organization’s infrastructure is essential for ensuring anytime, anywhere access. Also, the evolving remote work culture means that organizations need to move to the cloud to ensure business continuity, which, in turn, emphasizes the need for strategizing, planning, and executing cloud migration.

Cloud has become an essential tool to support business continuity in these difficult times. Many organizations have turned to the public cloud for its burst capabilities to meet a sudden spike in use. Platforms such as Zoom would not have been able to operate without the flexible infrastructure provided by the major cloud providers. — Alastair Edwards,
Chief Analyst, Canalys

However, organizations feel overwhelmed when it comes to adopting cloud computing because of the complicated underlying processes of moving — valuable, intrinsic, and confidential data.

What stops organizations from cloud migration

The most frequently asked question is, “How do we migrate to the cloud?”

So, here’s your practical guide to cloud migration.

What is Cloud Migration?

Cloud migration refers to transferring data, processes, and workloads from on-premise setup to virtual server space. It makes an organization independent of the acquired physical resources to run business operations.

The anytime, anywhere access has made migration in cloud computing popular among organizations of all sizes.

COVID-19 is a catalyst for cloud migration, and 87% of global IT decision-makers agree to this.

Shift towards cloud by 2025

Alternatively, there are two other types of cloud migrations. It can be referred to as moving from one cloud to another, popularly known as cloud-to-cloud migration.

Migration on the cloud can also be referred to as moving back to on-premises from the cloud, i.e., reverse cloud migration.

Irrespective of the type of cloud migration, its successful implementation requires planning and know-how of the process.

17-Point Checklist for a Successful On-Premises to Cloud Migration

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An Overview of Cloud Service and Cloud Deployment Models

Before diving deep into cloud migration, you should understand the different cloud services and deployment models available. The applicability of these services and models will solely depend on your business needs.

Cloud Migration: Types of cloud services and cloud deployment models

Cloud Service Models

The standard cloud service models include IaaS, PaaS, and SaaS. Here’s an overview of these cloud service models that should help you understand their features and applicability.

  • IaaS (Infrastructure as a service): Involves the migration of partial or entire physical infrastructure to the cloud.
  • PaaS (Platform as a service): Involves deployment of a cloud-based framework where developers can easily build applications.
  • SaaS (Software as a Service): Enables cloud-based applications, which is then hosted by the providers on servers. Businesses nowadays are choosing SaaS applications as their business model as it is accessible through the internet and offers 24/7 access to the end-users.

Your Firms Plan for Digital Transformation

Cloud Deployment Models

  • Public Cloud: This is a cloud environment where organizations share server space and co-exist without interruptions. The majority of IT services rely on the public cloud to ensure access anywhere and at any time.
  • Private Cloud: This is a cloud environment that is designed to be used by one organization only. In this case, either the data center is available on-premise or is maintained somewhere off-site.
  • Hybrid Cloud: It is the combination of both public and private clouds. The features of both cloud environments are integrated to offer an orchestrated experience. Organizations often use the private cloud to manage IT infrastructure and the public cloud for handling network loads.

Why is Cloud Migration Important?

The hardware and software resources in an organization are together referred to as legacy infrastructure. An on-premises presence of this legacy infrastructure leaves you dependent on your physical workplace while adding to the maintenance cost.

On the other hand, migrating to the cloud makes an organization independent of physical space and infrastructure.

Here are some benefits that highlight why cloud migration is important for your business strategy.

1. Cost-Optimization

Managing the cloud is cheaper. Most of the leading cloud providers such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform base their pricing model on the Pay-as-you-go basis, i.e., you only pay for what you use.

Cost optimization is the primary reason for 47% of enterprises’ cloud migration.OpsRamp, The Emergence of Cloud-First Enterprises Report

2. Agility and Responsiveness

The cloud environment facilitates the buy-in of new legacy infrastructure and storage space instantly. Such a fast response from a cloud provider means speedier adoption of newer technologies that can offer a competitive edge.

3. Remote Access

With cloud computing, you can access your data from anywhere and at any time. An organization no longer solely relies on its physical setting to get work done. This is also the primary reason why cloud computing is gaining more traction as remote work is becoming the future of how we work.

4. Increased focus on Core Business

With cloud adoption, organizations have less to worry about downtime, data security, and disaster recovery. The cloud provider ensures to provide the required cloud space, security, and real-time access. Thus, organizations can focus on core business responsibilities more, which results in improved productivity.

5. Scalability

Cloud computing can manage heavy workloads and a more extensive user base. Where it takes extra time, effort, and costs to accommodate the increased demand in an on-premise environment, the cloud makes it much simpler and affordable.

Cloud Migration Strategies — The 5 R’s

The 5 R’s of cloud migration define cloud migration strategies, which include — Rehost, Refactor, Revise, Rebuild, and Replace.

1. Rehost

Also called Lift-and-shift, rehost involves lifting your data and applications from an on-premise setup and shifting it over the cloud. It is the mirror image of the current legacy system.

2. Refactor

Also called Lift, Tinker, and Shift; refactor involves migrating to the cloud by making some optimization to the legacy infrastructure and adopting PaaS (Platform as a Service) cloud service. This strategy proves beneficial for developers as they can experiment and take advantage of the cloud platform.

3. Revise

This strategy involves modification to the core architecture and the code before migrating to the cloud. The aim of revising it is to customize the applications to fit the cloud environment. Revise takes technical know-how of the cloud migration process, which, in turn, means that you would either have to rely on your in-house tech team or consider outsourcing.

4. Rebuild

This strategy involves re-writing and re-architecture of the applications, i.e., rebuilding it from scratch. Rebuilding should be considered when the existing application framework does not suit the changing business needs and technological advancements.

5. Replace

This strategy involves discarding application migration to the cloud altogether if it is outdated or does not suit the cloud environment. In this case, going ahead with SaaS application development while discarding the traditional in-house applications should be preferred.

Types of Cloud Migration Tools

Often organizations are not prepared for the big shift, which is where migration tools come to the rescue. These tools ensure migration speed and effectiveness without affecting the routine operations of the organization.

Here are the types of cloud migration tools:

1. SaaS Tools

SaaS or aptly Software-as-a-service tools act as an anchor between on-premise applications and cloud storage destinations to safely transfer all the data. The good thing about these SaaS tools is that they are automated and user-friendly.

2. Open-Source Tools

These tools are available free of cost and can be used by anyone. However, there’s a catch! Your technical team should be able to customize these tools to cater to your business and functional requirements.

3. Batch Processing

These types of tools are primarily used to transfer large volumes of data. Batch processing tools are automated to work at frequent intervals to help avoid network congestion.

Preferable Tools
Amazon Web Services AWS Migration Hub — for tracking the migration progress
AWS Server Migration Service — suitable for large-scale server migrations with heavy workloads
CloudEndure Migration — is an automated lift and shift solution
AWS Application Delivery Service — helps plan migration by analyzing on-premises data centers
Microsoft Azure Data Migration Assistant — helps identify compatibility that can restrict smooth migration
Azure Data Box — helps move remotely available data over to the cloud solution
Movere — is a business intelligence powered SaaS solution that helps assess entire IT environments only in a day
Azure Migrate — an all-in-one tool by Microsoft that helps plan, implement, track, and monitor cloud migration
Azure Database Migration Service — helps migrate on-premise data to Azure virtual machines
Google Cloud Platform Transfer Service — helps conduct cloud-to-cloud or on-prem to cloud, large data transfers
Migrate for Anthos — helps migrate existing workloads to containers
BigQuery Data Transfer Service — helps automate data transfer to BigQuery (GCP’s analytics data warehouse) in a synchronized way
Migrate for Compute Engine — helps migrate enterprise applications without any downtimes
Transfer Appliance — suitable for bulk, offline data migration using 100TB or 480TB models

Cloud Migration Steps

Organizations should always execute cloud migration in a sequence of well-defined steps to ensure a flawless transition. Although the basic cloud migration steps are the same, the core process relies on your business’s size and the complexities of the legacy infrastructure involved.

Here are the necessary steps that answer how do you migrate to the cloud:

1. Prioritize Requirements

To start with, consider the size of your organization and the corresponding business needs. It should be a Q&A within the organization to establish goals that will further help frame a robust cloud migration plan.

Some of these questions can be:

  • Why do you want to move to the cloud?
  • What are your expectations from the cloud?
  • What cloud migration strategies suit your business needs?
  • What are your performance, security, and server requirements?

The answers to these questions lie in a comprehensive overview of your current on-premise environment.

2. Look for a Suitable Cloud Provider

Assess the various cloud platform providers in the market. For instance, running a comparison between AWS vs Azure vs Google Cloud would be helpful as they suit the needs of small as well as large-scale businesses.

Comparisons should be primarily based on these parameters:

  • The compute of the proposed providers
  • The storage capacity that they offer
  • The price model and flexibility
  • The markets share and the corresponding reach

3. Finalize Cloud Migration Style

Before moving ahead with the cloud migration process, it becomes essential to choose a suitable cloud migration style. Here are three of the most prominent ones to choose from:

  • Hybrid Cloud: As already discussed, a hybrid cloud is an amalgamation of public, private, or even on-premise server centers.
  • Single-Cloud: This involves the deployment of just one cloud vendor.
  • Multi-Cloud: This involves the deployment of two or more public cloud providers to help create the best of all worlds scenario.

4. Communicate with the Stakeholders

Cloud migration is a major change for your organization. Some organizations also consider it a digital transformation that changes the operational guidelines on the whole.

This is why it becomes essential to communicate effectively with the junior and senior-level employees and prepare them for the incoming change.

5. Choose Cloud Migration Tools

There are numerous cloud migration tools in the market to choose from. You can also choose a cloud migration service provider to help you finalize the best tools that can synchronize with your cloud deployment model and strategy.

6. Data and Application Migration

Based on your cloud migration strategy, you can move ahead with actual migration. Your technical support team can help you with the migration, or you can hire IT experts and developers for a smooth cloud migration process.

Understanding and adhering to security and privacy protocols become essential at this stage.

7. Ensure Security and Cloud Management

Once the migration is complete, you can get most of the performance benefits while adding to the savings. However, ongoing maintenance of the cloud is also essential. That is why you need to assess cloud health continually with the help of cloud monitoring tools. What you need to track and monitor:

  • Measure uptime performance
  • Map memory utilization for virtual machines
  • Identify, analyze, and fix any security and utilization gaps

Cloud Migration Checklist

There is a lot to cover when it comes to cloud migration. So, before moving ahead with the cloud migration process, it is a safe strategy to create a migration checklist so that you stay on track without missing a beat of it.

Here are some of the cloud migration key considerations:

  • Categorize workloads that you wish to maintain on-premises vs the workloads you want to move to the cloud
  • Choose a suitable cloud provider that suits your business size and corresponding needs. Run a comparison between shortlisted providers if necessary.
  • Appoint an in-house team to execute migration or hire a cloud migration service provider to avoid roadblocks and loopholes
  • Estimate costs for migration through cost calculators and total cost of ownership (TCO) calculators available with AWS, Azure, and Google Cloud Solution
  • Communicate with the stakeholders to keep everyone in the loop
  • Build a cloud migration roadmap, i.e., choose cloud migration strategy and create a timeline for execution
  • Build team skills by introducing training sessions to accelerate adoption to the organizational change
  • Choose the right cloud migration tools for a smooth transition
  • Establish KPIs for migration to ensure the effectiveness of migration
  • Execute migration according to the laid out plan, either in phases or all at once
  • Maintain and manage the cloud presence to ensure security, privacy, and uptime

Challenges of Cloud Migration

To navigate through cloud migration often seems a challenging task for organizations. It is easier said than done. Here’s a glimpse of some challenges of cloud migration that you need to be aware of:

1. Temporary Downtimes

Your in-house servers can suffer downtime temporarily while migrating to the cloud. This, in turn, can adversely affect the customer experience in case the outage prolongs for unexpected intervals.

2. Architectural Complexities

Sometimes, it becomes tricky to match the chosen cloud strategy with the organization’s needs. Especially for executing hybrid environments, lack of planning can lead to an overcomplicated architecture. To avoid this, focus on building a cloud migration architecture compatible with the in-house IT infrastructure.

3. Loss of Data

When migrating to the cloud, data loss is possible. Moreover, the risk of the breach also magnifies. To mitigate such risk, encryption should be considered seriously. Also, security protocols should be strictly adhered to avoid any loopholes.

4. Large Data Migrations

It takes a considerable amount of time to transfer larger volumes of data over the cloud. The larger the databases, the more the time it takes to move them over the cloud servers. This could also result in prolonged downtimes or even in data loss.

5. Skill Gap

The tech team that managed the physical servers might not feel comfortable handing the virtual servers. In this case, consider cross-functional training courses and also introduce new roles if it seems necessary.

What Applications Hold Scope for Cloud Migration?

It is not required to migrate all applications to the cloud, nor is it economical. The following table highlights the applications that should move to the cloud vs the applications that should be maintained on-premises.

Application Type
Move to the Cloud
Do Not Move to the Cloud
Software Development
Collaboration Apps
ERP (Enterprise Resource Planning) System
Applications supporting sensitive data
Big Data, Analytics, and Machine Learning Capabilities
Applications that require low latency
Applications with heavy workloads with ever-increasing demands
Applications dealing with sensitive data that require high-availability

Commonly Asked Questions About Cloud Migration

Here are some commonly asked questions revolving around cloud migration.

1. Which Cloud Deployment Model is the best?

The public cloud offers flexibility and scalability through its pay-per-usage model. A private cloud is suitable for organizations that prioritize security and control. Whereas the hybrid model provides the best of both worlds, performance and connectivity lag might occur.

2. What is the Best and Most Reliable Cloud Service?

The choice of cloud migration service provider depends on your business and functional requirements. If you are looking for a wide range of services and tools, AWS service for migration is a recommended option. If your organization primarily runs on Microsoft and Windows, Microsoft Azure is a suitable option. And, if yours is a small scale web-oriented startup that has been experimenting with machine learning, Google Cloud Platform is the right choice to make.

3. How to Switch Over Cloud?

There are mainly two phases of cloud migration, which include:

  • Do it all at once: When you have moved the required legacy infrastructure to the cloud and validated its success, you can shift your operations from on-premise to the cloud all at once.
  • Transition in Phases: Move a few customers and the corresponding data over the cloud. See how it works and if everything seems to work just fine, move a few more until you eventually move everything to the cloud.

4. How Much Does Cloud Migration Cost?

The popular cloud migration service providers, i.e., AWS, Azure, and Google Cloud, work on a pay-as-you-go model, i.e., you only pay for what you use. Moreover, these service providers also offer tools such as price calculators and TCO (Total Cost of Ownership) calculators for estimating cloud expenditures based on services and tools you choose.

5. What is Cloud Rightsizing?

If you choose Rehost as your cloud migration strategy, you are in a way lifting the workload from on-premise as it is and shifting it to the cloud. In this case, you would require excess compute and storage capacity, thus increasing the overall cost of ownership. To avoid this situation, rightsizing is needed, i.e., a practice to analyze workloads thoroughly to remove redundancies and outdated records.


Cloud migration is a process of moving your organization’s legacy infrastructure over to the cloud environment. With successful cloud adoption, you can expect to transform the digital experience, which will benefit your organization and the customers.

This blog has covered everything that an organization should understand about cloud migration before planning for the big shift.

Before choosing to migrate, it is always preferable to plan first! And, such plans can only be successful if you understand the ins-and-outs of cloud computing. This will ensure a smooth transition, maximum uptime, and magnified cloud benefits.

In this era of cloud-first, take this opportunity to ensure the high-availability of infrastructure resources while saving on costs.

A pro-tip: Choose your cloud migration consulting partner wisely as Gartner predicts that by 2022, the lack of IaaS skills will delay the cloud migration process for enterprise IT organizations by two years or even more.

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Sanjay Palial

About the Author

Sanjay Palial is the IT Manager at Net Solutions and oversees the design and deployment of IT infrastructure for the company and our clients. With over 15 years of experience, Sanjay is a certified AWS Solutions Architect and holds expertise in LINUX/Windows server management, Firewall, and network management. Sanjay also enjoys learning about the latest trends in technology and is also a fitness and wellness enthusiast.

Leave a Comment


12:11 PM, Feb 25, 2021

Simply superb article. You have covered everything which is need. Great job and really appreciate the time taken to prepare this.


8:55 PM, Jan 27, 2021

how to do migrating from cloud service to on premise or local system

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