Cloud Migration Strategy: Avoid Mistakes & Plan for AWS Success

Anthony Giacobbe

Chief Executive Officer

IT security agent working on his powerhouse software.

Migrating your business systems to the cloud can enhance flexibility, lower costs, and facilitate growth. But without the right cloud migration strategy, it’s easy to encounter delays, data loss, or unexpected costs. In this blog, you’ll learn what a solid migration plan looks like, common mistakes to avoid, and how to build a successful strategy using proven approaches like the 6 Rs. We’ll also cover tools, benefits, and how cloud migration consulting and cloud migration solutions work. However, without the right cloud migration strategy, it’s easy to encounter issues.

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What is a cloud migration strategy?

A cloud migration strategy is a detailed plan for moving your data, applications, and systems from on-premises infrastructure to a cloud environment. This process involves choosing the right cloud provider, deciding which workloads to move, and determining how to move them. A strong strategy helps reduce downtime, avoid data issues, and ensure your systems work properly after the move.

There are different ways to migrate to the cloud, such as using a public cloud, a hybrid cloud, or a private cloud setup. Each option has its pros and cons depending on your business needs. Whether you're using AWS, Microsoft Azure, or another provider, the right strategy ensures a smooth transition and long-term success.

7 critical steps for a successful cloud migration

A successful cloud migration strategy includes several key steps. Here are seven that can make or break your project:

Step #1: Define your business goals

Before you start, know why you're moving to the cloud. Are you looking to reduce costs, improve performance, or support remote teams? Clear goals help guide every decision.

Step #2: Assess your current environment

Take inventory of your current IT systems. Understand what apps you use, how they interact, and which ones are ready for the cloud. This helps avoid surprises later.

Step #3: Choose the right cloud model

Decide between public, private, or hybrid cloud. Each has different benefits. For example, public cloud is cost-effective, while hybrid offers more control.

Step #4: Select a cloud provider

Pick a provider that fits your needs. AWS is popular for scalability, while Microsoft Azure may integrate better with existing tools. Look at pricing, support, and compliance.

Step #5: Plan your migration process

Create a detailed migration plan. Decide which systems to move first, how to test them, and how to handle downtime. A phased approach often works best.

Step #6: Use the right migration tools

Migration tools help automate parts of the process. They reduce errors and speed things up. Choose tools that match your systems and cloud provider.

Step #7: Monitor and optimize post-migration

After the move, track performance and costs. Make adjustments as needed. Cloud computing is flexible, but only if you manage it well.

Key benefits of a strong cloud migration plan

A solid migration strategy offers several business advantages:

  • Reduces downtime and avoids data loss during the move
  • Helps control costs by avoiding unnecessary cloud services
  • Improves system performance and user experience
  • Supports compliance with data security regulations
  • Makes future upgrades and scaling easier
  • Aligns IT with business goals for better decision-making
Diverse team discussing cloud migration strategy

Understanding the 6 Rs of cloud migration

The 6 Rs are six common strategies used to migrate applications to the cloud. Each one fits different business needs and technical setups. Knowing them helps you choose the right path for each workload.

These strategies include:

  • Rehost (Lift and Shift)
  • Replatform
  • Repurchase
  • Refactor
  • Retire
  • Retain

For example, rehosting is fast and simple but may not use all cloud features. Refactoring takes more time but can improve performance and scalability. Using a mix of strategies often works best.

6 Rs explained: Choosing the right migration approach

Each of the 6 Rs offers a different way to move your systems. Here’s how they work:

Rehost

Also known as "lift and shift," this method moves apps without changes. It’s fast but may not take full advantage of cloud features.

Replatform

This involves small changes to optimize apps for the cloud. It keeps core functions the same but improves performance or cost.

Repurchase

You replace your current system with a cloud-based version. For example, switching from a custom CRM to Salesforce.

Refactor

This means rewriting your app to work better in the cloud. It’s time-consuming but offers the most long-term benefits.

Retire

Some apps are no longer needed. Retiring them reduces costs and simplifies your environment.

Retain

You may decide to keep some systems on-premises for now. This is common with apps that aren’t cloud-ready.

Employees discussing cloud migration strategy

Planning for implementation and long-term success

Once you’ve chosen your migration strategy, focus on execution. Start with a pilot project to test your process. Use feedback to improve before scaling up. Make sure your team is trained and ready to manage the new cloud environment.

Monitoring is also key. Use dashboards and alerts to track performance, costs, and security. Regular reviews help you catch issues early and make improvements. Cloud adoption isn’t a one-time event—it’s an ongoing process.

Best practices for cloud migration success

To get the most from your cloud migration, follow these best practices:

  • Start with a clear migration plan and timeline
  • Involve all stakeholders early in the process
  • Use cloud migration consulting for expert guidance
  • Test each phase before moving to the next
  • Keep security and compliance in focus
  • Document everything for future reference

These steps help avoid common issues and ensure a smooth transition.

How AJTC can help with cloud migration strategy

Are you a business with over 10 employees looking to move your systems to the cloud? Our team works with growing companies to build a cloud migration strategy that fits your goals, timeline, and budget.

We help you avoid costly mistakes and delays by offering expert cloud migration consulting and cloud migration solutions. Whether you're just starting or need help optimizing your current setup, AJTC is here to guide you every step of the way.

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Frequently asked questions

What’s the first step in creating a cloud migration strategy?

Start by understanding your current systems and defining your business goals. This helps shape your migration plan and ensures you choose the right cloud computing model. Knowing what you want to achieve—like cost savings or better performance—makes it easier to select the right cloud provider and tools.

You should also assess your existing infrastructure to see what’s ready to move to the cloud. This includes checking for outdated systems, dependencies, and compliance needs. A clear picture of your environment helps avoid surprises during the migration process.

How do I choose between different cloud migration strategies?

The right strategy depends on your business needs, technical setup, and timeline. For example, if you need a fast move, rehosting (lift and shift) might work. If you want long-term performance gains, refactoring may be better.

Cloud migration consulting can help you evaluate the 6 Rs of cloud migration and decide which approach fits each workload. Using a mix of strategies often delivers the best results across your cloud environment.

What are the most common cloud migration challenges?

Some common issues include data loss, downtime, and cost overruns. These often happen when there’s no clear migration plan or when teams underestimate the complexity of the move.

To avoid these problems, use migration tools that support automation and testing. Also, work with a cloud provider that offers strong support and documentation. Planning ahead reduces risk and improves your chances of success.

How does AWS support cloud migration?

CAWS offers a wide range of tools and services to support your migration process. These include discovery tools, automation scripts, and post-migration monitoring.

If you’re using AWS Cloud, you can also access pre-built templates and best practices. These resources help speed up your move and ensure your systems run smoothly in the new cloud environment.

What are the benefits of cloud migration for growing businesses?

Cloud adoption offers flexibility, cost savings, and better performance. It allows you to scale systems as your business grows without large upfront investments.

You also gain access to modern tools and services that improve collaboration and security. With the right cloud migration solutions, your team can work more efficiently and respond faster to market changes.

How do I manage security during a cloud migration?

Security should be part of your migration strategy from the start. This includes encrypting data, setting access controls, and monitoring for threats.

Work with a cloud provider that meets your compliance needs and offers built-in security features. Also, review your policies regularly to keep up with changes in your cloud environment and business requirements.

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