Cloud Data Migration – Adopting the Right Strategy and Best Practices

Sudeep Srivastava August 25, 2023
cloud data migration

Businesses across varied industries are expeditiously embracing the digital transformation initiatives, where cloud plays a central role. Cloud architectures are capable of allowing businesses to reinvent their approaches and address the related uncertainties, while on-demand self-service environments provide a compelling reason for cloud migration. 

This shift towards cloud-based solutions has a significant impact on the way major businesses operate or function, offering them greater agility and responsiveness to  the changing market conditions.

For businesses that need scalability, agility, and security –  cloud migration strategy is often the best option. According to a report by Gartner, by 2024, enterprise cloud spending will make up 14% of IT revenue globally. Although companies claim that cloud data migration is essential to their strategies for business, many face difficulty in moving to the cloud. 

Successful cloud-based adoption requires a shift in culture, laser-like focus, and a precise plan of action that incorporates input from all departments. A single oversight or incompetency in your IT infrastructure could result in lengthy and costly delays.

So how do you know when it’s time to make the move? And what is the right cloud migration strategy and best practices that make way for a successful cloud migration?

In this blog post, we’ll explore these questions and find answers to them. We’ll also highlight the need for a cloud data migration strategy to help you make the right decision for your organization. Let’s get started!

What is a Cloud Migration Strategy and Why Do You Need One?

A cloud migration strategy is a well-defined plan made by an organization to move all of its assets like data, services, and applications, into the cloud. This strategy is designed to ensure that the transition to the cloud is as seamless and efficient as possible, further taking into account the organization’s custom requirements and objectives. 

It is vital for organizations to have a well-thought-out cloud data migration strategy in place in order to ensure the successful migration of their important assets to the cloud.

While adopting the right cloud migration techniques are must for all, they are especially crucial for companies transitioning their existing systems to cloud computing for the first time and current cloud users seeking to make the most of their investment.

Cloud Migration Strategy

Adopting a cloud data migration strategy helps businesses identify and execute the fastest, least disruption transition from on-premise to cloud. A well-executed migration strategy also helps determine which existing workloads can be replaced, discontinued, re-written, or kept on-premises. 

Some of the other benefits that have compelled major organizations to migrate their resources to the cloud include improved scalability, optimized costs, reduced network latency as well as better performance. 

Since every organization is different, a cloud migration strategy should be tailored exactly to their needs to achieve the desired business goals and improve their overall efficiency. 

A successful enterprise cloud data migration strategy should include prioritizing workloads, determining the correct migration plan for each workload, developing a pilot, and modifying the strategy as per the results of the pilot. 

Now that you have looked at the cloud migration overview and how it benefits your business processes, let us move ahead and discuss in detail the cloud migration process.  

Understanding the Cloud Migration Process

This section will feature a four-step process of migrating apps and data to the cloud. While the process may vary depending on the size and complexity of your environment, here are a few basic cloud migration steps that you need to follow for a successful migration. 

Cloud Migration ProcessCloud Migration ProcessCloud Migration Process

Plan your Migration

When planning to migrate to the cloud, it’s crucial to understand the reasons for your move and find the right cloud migration strategy that can best support them. You can start by assessing the current infrastructure environment. Make sure to calculate your cloud server requirements based on current application resource requirements to avoid buying more than you require. You can take the help of an expert or specialist to get real-time visibility into your environment.

Choose your Cloud Environment

Now that you have the visibility you need to achieve success, your next step is to identify the cloud migration solutions you want to adopt. Be it hybrid cloud, public cloud, or multi cloud – choose the one that best suits your current and future needs. 

Migrate your Apps and Data

The next crucial step in a well-defined migration strategy is to migrate your apps and data to the cloud. If planned accurately, your cloud application migration should be seamless. However, when migrating your data to the cloud, there are a number of potential cloud security risks and oversights that can take place, with security being the most prominent.

According to a recent survey, 81% of respondents recognized cloud security as one of the primary challenges when transitioning the workloads to the cloud. 

Maintaining the security of the applications as well as their related data is of utmost importance at all times. Thus, it is vital to take all necessary cloud migration steps to ensure the safety of data and applications. It is also crucial to keep in mind prominent cloud security issues such as planning for data backup and recovery and complying with security policies.

Validate Post-Move Success

Once you move to the cloud migration solutions, make sure to compare pre- and post-move application performance, from both technical and business perspective in a low-risk test environment. This will help identify whether cloud migration techniques have been successful or not. 

Now that we have understood the cloud migration process, it’s time to understand the different cloud data migration strategies.

Different Types of Cloud Data Migration Strategies

There are a number of cloud data migration strategies that can be implemented as per your business environment. Here are the 6 most popular and effective strategies.

Cloud Data Migration Strategies


It is also described as the “lift and shift” method. Rehosting involves transferring a complete replica of the existing infrastructure onto the cloud. Businesses that have low-impact workloads and are still trying to figure out long-term strategies regarding their scaling and service offerings should consider this option. It’s also a viable option for companies whose infrastructure relies heavily on virtual machines. While rehosting is the quickest method of migration, it can be very expensive, to begin with.


Replatforming is also known as the move and improve cloud migration strategy. It involves making minimal adjustments when you are shifting to the cloud and includes the plans to make scaling easier. Simply put, the basic architecture of the app remains the same, making this strategy suitable for businesses that are planning to scale up their services and looking to upgrade their performance efficiency by using cloud-based solutions. However, this strategy is not capable of fully utilizing the cloud’s capabilities, thereby, creating a few potential issues. 


In some cases, certain aspects of the legacy architecture could become difficult and costly to maintain, and even impossible to expand. For instance, in the case of internal customer relationship management (CRM) software. In such scenarios, it’s imperative to move to a cloud-based solution. The downside of this strategy is that employees and users may have to be educated to operate a new system from a third party, which takes time and money.


Refactoring is a method of building the entire infrastructure from scratch. It is the best option for companies that want to take advantage of all the benefits cloud computing provides, including auto-scaling and serverless computing. Both of these are challenging to attain through an on-premise configuration. However, writing the entire system from scratch will require time and effort. While it is the most expensive approach, it will yield huge dividends in the long run.


This strategy involves getting rid of applications that are no longer useful or have become outdated.  If an application is considered not worth migrating to the cloud, it can either be eliminated or downsized. This helps businesses to concentrate on services that are most used and have immediate value. Retiring the right modules will also save costs and improve security.

[Also Read: Cloud-based app development: Benefits, development process and costs explained]


There are times when one or more modules of the current infrastructure may not work with cloud-based platforms available in the market. This is usually information that cannot be transferred because of compliance or infrastructure built recently with huge capital. In these instances, maintaining the modules on-premises makes financial and operational sense.

Now that we have seen the different cloud migration types to overcome cloud migration challenges, it’s time to look into the best practices when planning to move to cloud-based solutions.

Best Practices for Cloud Migration

When planning to migrate to the cloud, the foremost best practice is to formulate a well thought-out cloud migration strategy, as already explained above. 

However, apart from choosing the best strategy for your business, there are a few other practices that you must follow for successful migration to the cloud. Some of those key practices are mentioned below: 

Best Practices for Cloud MigrationBest Practices for Cloud Migration

Design the Cloud Governance Framework

Since security and compliance are among the top priorities for companies moving to cloud computing, it is essential to create a cloud-based governance structure with clear policies that allow organizations to ensure safe cloud use.

Cloud governance examines the inherent risks associated with the transfer of data and applications to third-party providers. It is the process of defining ways to do things – processes, tools, skills, and capabilities – to ensure that the business migrating to the cloud will be able to make a move with minimum risk and maximum value.

A good cloud governance program includes a number of things such as roles, structures, responsibilities, policies, goals, plans, principles, measures, and a framework for making decisions.

Optimize the Network

The default network that cloud providers use is the publicly accessible internet. Certain organizations, especially big enterprises, may be concerned that the internet is slow and not secure enough to fulfill their business objectives.

Certain third-party cloud providers know that using an internet connection may not be the most suitable option. AWS is one example. It provides a dedicated internet connection for its cloud infrastructure via corporate offices. Azure offers its ExpressRoute service that connects your local network and Azure, bypassing the internet.

Suppose the dedicated network connection isn’t required. In that case, it’s not a bad idea to seek a higher-quality, faster service from the Internet Service Provider (ISP) since moving to cloud services involves users moving from accessing applications or data locally using high-speed gigabit local networks to much slower internet connections.

Train Staff Early

As many companies often cite absence of cloud experience or lack of cloud-specific skills as obstacles to a well-defined cloud migration strategy, it is sensible to educate your staff on the cloud platform you choose in the earliest time possible. Due to the amount of abstraction cloud systems provide and the distinctly different structure of cloud-based public systems, it is advisable to organize a series of training sessions to get employees across different teams up to speed in cloud concepts.

By educating staff earlier by introducing them to the new training methods, they have an opportunity to adapt to the new methods of working quickly.

Properly Manage Software Licensing

It is essential to correctly manage software licensing on cloud computing. One of the biggest concerns for businesses is whether their current licenses for on-premise software can be extended to the cloud. Certain software providers have a Bring Your Software and License (BYOSL) program, which gives companies the right to move their software onto the cloud. Other vendors provide usage rights based on the number of concurrent users.

An effective approach is to record every enterprise application and examine their licensing policies for cloud computing. If you are in a situation where the rules are unclear, consult the vendor to determine whether the licenses you’ve purchased can be upgraded for the application to be used in the cloud. Software Asset Management (SAM) tools can be beneficial in reducing the risks and costs and the complexities that come with the extension of license management to the cloud.

Automate Wherever Possible

Service interruptions or downtime are not the ideal results for any cloud data migration strategy. To limit disruption and increase the effectiveness of the migration, it is advisable to automate repetitive patterns whenever possible. Automation speeds up the process of moving and reduces the risk and cost.

Some tools aid in the automated transfer of virtual machines and data. They can also be helpful when you want to transfer the database of an on-premise model to a cloud-based version. Automating and the phased cloud migration approach can work together as you find repeated patterns over time that you can automate in the subsequent migration phases.

Monitor Cloud Usage

It is important to monitor the usage of cloud services from the beginning. A central dashboard that can identify running instances across various cloud services will assist you in this.

In a dedicated cloud migration strategy monitoring security and compliance are vital. You’ll be collecting data from systems, apps, databases, and network points to ensure that the requirements for information security are fulfilled.

Leverage Services Provider Support

When you’ve completed your research, you’ve taken into consideration or at the very least should have thought about the amount of support you’ll receive. A competent support team will serve as a vital ally during any cloud migration project.

Test Your Migration to Ensure It’s Correct

Testing should be conducted throughout the migration process to find and fix any problems. Clients can experiment with different scenarios and evaluate the impact on dependencies between applications and the overall migration process.

Be Organized

Moving your data center is like moving into a brand new place. The place is tidy, well-organized, and laid out exactly how you would like it the first day. But, it could get a bit messy and damaged when you don’t take care to perform regular maintenance.

[Also Read: Data center ops – Maximizing efficiency with the power of AI]

It would help if you thought about implementing a comprehensive maintenance plan to ensure that your environment continues to function smoothly as time passes. Examine the procedures you’ve implemented for each phase of the migration process to ensure the maintenance of the best practices and the long-term stability of your IT infrastructure. Don’t let all the discoveries and cleaning up from the past several months go unnoticed.

cloud migration services

Wrapping Up!

Today, businesses strive to become more efficient and agile in their processes, leveraging Cloud consulting services. However, implementing the right cloud data migration strategy and completing the steps of cloud migration requires the appropriate skills and the right technology.

Our team of experts at Appinventiv delivers the finest cloud migration services for enterprises of all industries. We have helped many prestigious brands, including IKEA, Domino’s, KFC, and Adidas achieve great results in their business with our custom-made cloud solutions. 

Our solutions have also helped startups raise $700 million in investment. Check our complete portfolio of clients.

It is essential to keep your focus on the ultimate goal: reducing operational costs and the associated risks while maintaining the overall  agility. If you have finally made the decision to implement cloud data migration, get in touch with us today to obtain the best-in-class cloud migration services. 


Q. What are the three main phases of cloud migration?

A. The cloud data migration process can be divided into three phases:

Phase 1: Prepare

During the phase 1 stage, you need to identify the interdependencies between your database and application.

Phase 2: Plan

In the second phase, you need to utilize the information gathered during Phase 1 of preparation and come up with the migration strategy. One of the most critical aspects of migration planning is rationalizing the data you collected against the 7 R’s of migration including rehost, replatform, repurchase, relocate, retire, refactor, and retain.

Phase 3: Migrate

After completing the migration, planning, and identification of the migration strategies, the actual migration process takes place. In this phase, the target database gets designed and the source data gets migrated to the target, finally getting the data validated. This is an iterative process that has multiple cycles of migration, conversion, and testing.

Q. What are some of the challenges faced during cloud data migration?

A. Cloud data migration can be a complex process, and as such, there are many challenges that can arise. Here are some of them:

  • Financial cost 
  • Adoption resistance 
  • Skill shortage 
  • Lack of strategy 
  • Security and privacy 
  • Downtime 
  • Adaptability 
  • Interoperability 
  • Bandwidth

Q. How can Appinventiv experts assist you in solving prominent challenges in the cloud migration strategy?

A. Our experts understand the challenges that you might be facing during the cloud migration process. They can assist you with:

  • Migrating data and services to public, private, and hybrid cloud services
  • Helping reduce technical debts
  • Developing web and mobile applications
  • Securing your data and protecting your software solutions from cyber attacks
  • Ensuring seamless cloud services

If you are looking forward to migrating to the cloud, then discuss your requirements with our experts to get the ideal solution.

Q. Why are more businesses now shifting to cloud migration?

A. Here are some of the main reasons why businesses are now migrating to the cloud.

  • Ability to innovate faster
  • Amplifies digital transformation 
  • Increased flexibility and agility
  • Better management of customer expectations
  • Ease of increasing resource demands
  • Cost reduction
  • Simplifies the IT process
  • Delivers instant business results
  • Improves performance 
  • Cloud scalability

Q. How do I opt for the right cloud provider?

A. There are three types of cloud providers including Microsoft, AWS, and Google. These three cloud providers generally offer comparable services for running different kinds of workloads in the cloud architecture. Gauge your specific requirements for support, availability, compliance, security, and pricing to find the best fit for your business.

Sudeep Srivastava
Co-Founder and Director
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