News & Resources

Cloud Migration Roadmap - Six Steps to Get to the Cloud

In Consulting Services, Managed & Subscription Services, Indirect Resellers, Direct Customers

We understand that creating a cloud migration roadmap isn't as clear as it should be. After all, the cloud is not a "cloud" at all, it is just somebody else's computer.

Many of our customers, specifically their IT departments, are being tasked with planning, managing, executing, and optimizing their organization's transition to the cloud. Those same IT departments are not getting additional headcount while simultaneously being tasked with keeping their organization secure,  maintaining compliance, and performing their day-to-day duties.

With Cloud Migration being one of the most widely discussed topics in IT today, we decided to give you our proven approach to a successful cloud migration regardless of cloud provider — AWS, Azure, Google, Alibaba — to name a few.


TL;DR: The Six Roadmapping Steps


Step 1: Establish Goals and Objectives

If you were planning a road trip, what would one of your first questions be?

If you are like us, you would ask yourself "Where do I want to end up?" The same is true with creating your cloud migration roadmap. Bring together all relevant stakeholders and agree upon clear goals and expectations for the upcoming project. When stakeholders are aligned, the project will run much more smoothly, costs will be controlled, and time will be saved.

Pro Tip from the Crayon Cloud Architect Team:

"Document the objectives and allocate responsibilities/ownership to the relevant stakeholders. Directly assigning responsibilities creates a sense of accountability that leads to a much more efficient result."


Step 2: Define Your Cloud Strategy

Now that you have created your goals and have aligned your stakeholders around those goals, the next step is to define your cloud strategy. It's crucial to keep your goals top of mind when formulating your strategy or you run the risk of deviating from your end-goal.

 Going back to our road trip example, this phase is planning how we will get to our destination.

Be sure to consider short-term as well as long-term implications of your strategy. This may involve working with third-parties and partners. Note: Certain cloud partners work with all the major public cloud publishers and others are specifically geared towards one or two. (For example, Crayon is the former.) 

Some crucial questions you need to ask yourself:

  • Do you want to move your entire environment to the cloud at once, or would migrating individual workloads at a time be a better strategy for your company?
  • Do you want to have a multi-cloud environment, or choose a single cloud provider?
  • What capabilities does your cloud provider need to have to ensure efficiency is maintained as your business continues to evolve?
  • How will you ensure that your cloud environment will be financially optimized for the long term?


Step 3: Review Your Management Process

Now that we know where we want to go and have formulated our strategy to get there, the next step is to assess our current situation.

Whether you chose a full cloud model or a hybrid cloud model, assessing your current policies and processes will further facilitate the implementation of the new cloud technology.

A note from our Cloud Architects: 

There is a significant difference in the level of organization and workload management when companies document, raise awareness, train on, and implement new policies and processes to include their new cloud environment.


Step 4: Identify Data and Workloads Ready for Migration

Now that we know where we want to go and have formulated our strategy to get there, the next step is to assess our current situation.

It's important to understand the potential risks that come with migrating to the cloud. Identify and analyze all workloads and data that is being considered for the migration to understand its dependencies as well as the impact of the move.

When it comes to your company's data, the potential costs, and associated risks, there should be no room for unexpected outcomes.

Here are a few things to keep in mind when identifying potential risks:

  • Business Impact
  • Cost
  • End-User Satisfaction
  • Data Encryption
  • Data Protection
  • Governance


Step 5: Migration

We’ve selected our destination, we strategized on how we will get there, we managed our processes, and chosen what we are taking with us. Now we can FINALLY hit the road.

The complexity of the migration depends entirely on the architecture of your application and data. The more complicated the architecture is, the more complicated the migration process can be.

Our recommendation is that you migrate up to five workloads as a start. Once IT and user testing have been successfully completed for the new environment, you can decide to continue to migrate additional workloads or wait to test longer.

To speak to our cloud architect team, contact us! If you do choose to call, mention this blog post to be fast-tracked to the team. 

If you detect an issue in any part of your environment, tend to the problem immediately. The problem may be an indication of something larger at hand, so be sure to stay ahead of it.


Step 6: Optimization and Innovation

We have finally reached our destination.

Through each phase of the roadmap we have:

  • Step One: Set clear goals
  • Step Two: Formulated a cloud strategy
  • Step Three: Managed processes and procedures
  • Step Four: Identified workloads and data to be migrated
  • Step Five: Migrated workloads to the cloud

The best way to innovate and continue to evolve your business is to continuously optimize your cloud environment to minimize costs and to deliver predictability for budgeting processes.

Technology is constantly evolving, and with the increased popularity of Artificial Intelligence, Machine Learning, Blockchain, and Robotic Process Automation, staying ahead can seem impossible. However, it is not. By utilizing online resources, adopting vendor-specific tools, and partnering with cloud providers, you can gain the competitive edge necessary to keep your business moving in the right direction.


Learn More → Cloud Architectural Best Practices

Contact Us → Cloud Migration Specialists

Adam Berguem & Edgar Vela - Crayon USA

Adam Berguem holds a B.S. in Management Information Systems (MIS) and Edgar Vela holds a B.S. in Computer Engineering.