5 Essential Steps for Cloud Migration and Modernization in Business 

It is much easier to get caught in the wave of business cloud computing and migration. While this decision is profitable and ideal for every business, it must be done accurately and structurally to make the benefits a reality. Otherwise, you risk severe disruptions and business challenges. 

Therefore, before you plan the migration, you need the help of experts, a business evaluation, and clear objectives as to why you want to embark on that journey. In addition to the plan, other aspects, like the business infrastructure, readiness, and prospects, must be considered.  

Whether you rely on in-house or outsourced teams, you should refine your approach to avoid significant errors and future mistakes. As you plan the migration, follow these steps to ensure everything runs smoothly.  

Cloud connection abstract concept illustration

1. Assessing Organizational Preparedness for Cloud Migration 

Before you begin the migration and modernization, you should consider whether your organization has all the ideal resources for cloud migration. The evaluation is critical to ensure you plan for what is needed, the tools, and the changes to make once you begin virtual operations. 

To cover all the critical assessment areas, conduct the entire business evaluation, or you can focus on the specific functions you wish to move to the cloud. You need the help of an cloud migration and modernization expert who will inform you of what is needed and what changes to make.  

With an expert perspective, you can plan the migration and modernization based on your business function, future, and current needs. They can also help you to figure out the ideal automation and modernization strategies.  

Digital technology background cloud computing Business Intelligence global network Data analysis dat...

2. Planning for Asset Protection During and Post Migration 

The entire process could have significant risks to the business and its operations. Some risks are known, while others may be specific to the business. Hence, you must evaluate and brainstorm potential risks and mitigation strategies.  

Modernization could also have risks if you do not adequately prepare for various security matters. Therefore, the team will help you exploit and enforce security measures to secure your cloud platforms and systems effectively. 

One of the major security measures is asset protection during migration and upgrades. The common ones are disruption, security, compatibility, data loss, and others. Asset protection issues include data, software, database, and system security using cloud security infrastructure like firewalls.  

Next, you should focus on the specific risks unique to the business. For example, software incompatibility and suitability for the business occur when the software selected is installed and does not function as expected. As such, there could be disruption for a while before you consider replacement or upgrades.  

Cloud transferring data storage and cloud backup.

3. Choosing the Best Model 

Before you begin the transformative process, select a model that best helps you achieve your objectives. The choice of the model also depends on other issues like capital, business operation, and the nature of the data you are dealing with.  

You can opt for the private, public, or hybrid model based on your budget. Other factors to consider when making such choices include regulatory concerns and data privacy. Eventually, you are likely to focus on the hybrid or private model.  

The hybrid model is perfect for sensitive data that must remain on-premises and protected through systems like HSM. The private model is ideal for ultimate consumer data protection for major businesses.  

Before choosing any of these models, organize a consultation with cloud migration experts to help you decide which one is perfect for your needs.  

Remember to choose the deployment module after selecting the model. Based on your goals, business architecture, and anticipated future, you can choose from IaaS, SaaS, and PaaS. Again, the choice here depends on your business and the nature of your operations. 

Once you decide on the model you intend to use, focus on the cloud service provider that will help you achieve these goals. Consider the costs charged, resources available, benefits offered, and other selection guidelines for such decisions. A good one should offer unlimited support, be part of your future growth, and create a platform with all the needed applications. 

4. Migration Execution 

Determine whether you want to do a phased migration or a whole migration. If phased, what application goes first, and in which order? Normally, you should begin with the other trivial ones and see how they operate before continuing to the critical ones. There should be a clear migration workflow chart indicating the timelines and order. 

Next, what migration strategy do you plan to use? First, you can opt for rehosting, which typically involves transferring your normal operation to the cloud without changing anything. You retain everything, including the architecture. Another method is refactoring, which involves significant changes to the architecture, structure, operations, and operational organization.  

After that, you can begin the migration and modernization. Also, remember to communicate effectively to avoid any issues or for the stakeholders to anticipate certain issues.  

Backup concept illustration

5. Training Employees 

You should train your employees to keep up with the changes and anticipate certain issues that may arise.  Outsource the training to experts who can help employee diversify their skills on issues related to cloud security, common errors, troubleshooting, and other protocols. A good training program should run concurrently with the migration to ensure employees are ready for the modernization and subsequent changes. 

Secondly, the training should continuously help your team update and acquire the latest skills. Finally, a continuous program also takes advantage of real-time problem-solving. This includes training employees to deal with issues that arise, enabling them to practice in real-time. 


These are the most crucial steps you must observe to effectively modernize your business and harness the potential of cloud computing. However, there are more that you must observe based on your business operation and functionality. Also, remember to involve cloud migration and modernization experts to ensure effective processes tailored to meet all your specific needs and goals.  

Also Read:

Related Articles

Back to top button