1. Establish Goals and Objectives
Why move? What are the top reasons to move (cost reduction, scalability, agility, or increased security)?
Establish KPIs. Establish measurable objectives such as decreased downtime, faster deployment, or cost avoidance.
2. Review Current IT Infrastructure
Inventory resources. Identify applications, servers, storage, and databases.
Analyze dependencies. Document application interdependencies to avoid service disruption during migration.
Determine readiness. Conduct a cloud-readiness assessment to identify areas of potential risk.
3. Select the Right Cloud Model
Public, Private, or Hybrid? Choose based on compliance, data sensitivity, and scalability needs.
Select a provider. Compare offerings from AWS, Azure, Google Cloud, etc., based on your needs.
4. Build a Detailed Migration Plan
Prioritize applications. Use strategies like the 6 Rs (Rehost, Replatform, Refactor, Retire, Retain, Repurchase).
Create a roadmap. Sequence migration by business criticality, starting with non-critical systems for testing.
Plan downtime. Minimize business disruptions with backup and recovery plans.
5. Security and Compliance
Data governance. Align with industry-specific regulations like GDPR, HIPAA, or PCI-DSS.
Identity and access management (IAM). Implement strong user controls.
Data encryption. Secure data in transit and at rest.
6. Cost Management Optimization
Cost analysis. Use tools to estimate migration and operational costs.
Right-sizing resources. Avoid over-provisioning by selecting appropriate instance sizes.
7. Training Teams and Role Assignment
Upskill employees. Provide cloud training to IT staff.
Define roles. Assign responsibilities for migration tasks, monitoring, and troubleshooting.
8. Test Before Migration
Pilot projects. Run a test migration for a non-critical workload to identify gaps.
Load testing. Ensure the cloud environment can handle anticipated loads.
9. Execute the Migration
Start small. Migrate low-priority applications first to refine the process.
Monitor progress. Use cloud-native tools or third-party solutions for real-time tracking.
10. Post-Migration Optimization
Performance monitoring. Continuously assess application performance and resource utilization.
Tweak configurations. Scale on workloads and scaling requirements.
Implement automation. Use patching, backup, and autoscaling tools.
11. Document and Review
Lessons learned. Review what went well and what didn't to better perform future migrations
Regular reviews. Periodically review the cloud environment to identify new opportunities for optimization.
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