5 Steps To Creating A Cloud Migration Project Plan

Like most business owners, you always look for ways to improve efficiency and save your business some money. One way to do both is to migrate your business to the cloud. Cloud adoption has several benefits. For one, the cloud is cost-effective and highly efficient. Cloud migration ensures your data is safe in one central place where you can access it quickly. This helps streamline work processes, automate repetitive tasks and improve productivity.

But cloud migration is challenging, especially if you want to move most of or all your IT infrastructure to the cloud. As such, you must adopt a careful and well-thought-out approach when planning a cloud migration project.

Here are five steps to creating a successful cloud migration project plan:

  1. Create A Migration Strategy
  2. The first step of cloud migration is identifying and creating a migration strategy. This involves setting out the vision and objectives of the project. You must decide which applications, services and data you’ll migrate to the cloud. Understanding any risks associated with migrating your infrastructure to the cloud is critical to mitigating security concerns or downtime during the transition period.

    You can use the 6 R’s of cloud migration to create your migration plan:

    • Re-platforming
    • Re-purchasing
    • Re-factoring
    • Re-tiring
    • Retaining
    • Re-hosting

    The strategy will help you settle for what you need from the cloud and the technical steps you should take to achieve it. Alternatively, you can look for a cloud migration strategy example that has worked before in similar businesses and assess how it can be applied to your own. You can also work with a service provider to help you devise a migration strategy

  3. Assess Current Infrastructure
  4. Assessing your current infrastructure should be your next step to prepare for a successful cloud migration project. You must analyse your existing applications, services and data sets and determine which ones suit the cloud.

    This process helps you identify your current infrastructure’s strengths and weaknesses, guiding your decision-making process when migrating to the cloud. For example, if you use a Sage 100 environment in your business process, you can adopt a Sage EDI (electronic data interchange) to assist with smart automation and sophisticated setups that improves your operations in the cloud, such as automatically creating Sage 100 orders.

  5. Choose The Right Cloud Provider
  6. Once you’ve identified and assessed the current infrastructure and estimated the budget, choosing the right cloud provider is your next step. When choosing a cloud provider, look at factors such as scalability, storage capacity, security measures and cost of services. You should also consider the provider’s customer service, flexibility in terms of pricing plans and availability across different regions.

    A rule of thumb is to narrow down your search to about three or four service providers. Then ask them for a quote and assess the offered services against your budget and requirements. Also, ask how they can customize their services to fit your business needs, such as traffic, the number of employees and other resources during the cloud migration process.

  7. Estimate Your Budget
  8. The next step is to estimate the cost of the cloud migration project. This includes all costs associated with migrating the applications, services, and data from on-premises servers to the cloud. Factor in additional expenses such as training costs for staff and potential IT support fees. A comprehensive budgeting plan ensures you carry out the migration without any financial hiccups.

    Planning your budget early will help determine when your business is ready to move to the cloud. Budget decisions will influence your ability to purchase the right cloud solutions and services. Moreover, you want to avoid being in a financial situation where your lack of funds affects your operations.

  9. Check On Security
  10. When moving to the cloud, prioritise testing your security system. You need to ensure that the cloud provider has robust security protocols in place and provides data encryption services. Furthermore, choose a provider with a good track record regarding customer satisfaction and data protection.

    However, the security of your cloud solution continues beyond the cloud provider. You must ensure that your in-house team is well-trained in the security protocols and any new technologies that may emerge during the cloud migration process. For example, ensure that you have policies governing access to the cloud services and information stored in them. You should also ensure that independent security audits are carried out regularly.


Cloud migration is a complex process that requires careful planning to be successful. You need to assess your current infrastructure, estimate the budget, choose the right cloud provider and check security before starting the migration. Moreover, it’s important to have a comprehensive plan during the entire process to ensure everything runs smoothly. You can create a successful cloud migration project plan by following the steps in this guide.

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