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5 Cloud Migration Strategies

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Not all cloud migrations are created equal. In fact, the time and money you’ll spend on a cloud migration can vary widely depending on the type of application you want to move (e.g., custom or commercial apps). There are a variety of cloud migration strategies you can employ, but deciding on the best one for your company can be challenging. To help you prepare for your upcoming cloud migration, here’s a guide for what you can expect from the five main cloud migration methods.

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THE LIFT-AND-SHIFT MIGRATION MODEL

The lift-and-shift model, also sometimes referred to as rehosting, is simply taking the applications from the onsite data centers and moving them into the cloud without changing anything. This is usually the starting point for larger cloud migrations.

Pros: For one, the lift-and-shift approach is probably the easiest migration approach, because you don’t have to change anything within the application. It’s also faster and cheaper than refactoring or re-platforming. If you have a small time frame where you have to get applications moved onto the cloud, the lift-and-shift approach can help you do that and still allows you to reformat or optimize the app later.

Cons: Because you aren’t actually changing anything within the application, you won’t be able to get most of the benefits of cloud migration, including automated recovery or monitoring systems. For applications that are integral to your business, this is more of a short-term solution than a long-term option.

This method is best suited for companies who just need to get their applications onto the cloud as quickly as possible. While it won’t be sustainable in the long run, lift-and-shift gets you on the cloud in the shortest amount of time and can be a great option when you’re facing, say, a spike in remote work due to an international pandemic. 

Lift-and-shift is also a good option for companies who are working strictly with data and want it to be backed up on the cloud but don’t actually need to access it often. With companies in highly-regulated industries, it’s usually just important that the data is available, not that it’s perfectly optimized for its environment.

Also read: Best Cloud Migration Tools

RE-PLATFORMING

Re-platforming is similar to the lift-and-shift model in that you’re not completely changing or remaking the software you’re migrating. With this approach, your IT team will make some optimizations to the operating system and APIs during the move, so you can take advantage of cloud benefits and avoid doing extra work after the migration is over.

Pros: With re-platforming, you get more cloud functionality from your software than you would with a simple lift-and-shift. Additionally, by optimizing before the migration, you can avoid doing extra work after the move.

Cons: Because the codebase of the application will be changed, you’ll need to test and retest it with each change before you migrate it to the cloud. This process can be expensive and time consuming. You’ll also need to work with either your internal IT staff or a cloud migration specialist to ensure the applications are being formatted correctly.

While this takes slightly longer than lift-and-shift migrations, it’s still a good option for companies who need to make the move to cloud quickly. The changes are minimal, just the bare necessities to make operating the application in the cloud possible and beneficial.

REFACTORING

Refactoring applications is really only going to be necessary when you have apps that were custom built. With this approach, you’ll have to completely re-engineer your application from scratch in order to create a completely cloud-native version. With out-of-the-box applications, many companies also offer a cloud version, so you wouldn’t have to refactor the software in that case.

Pros: Refactored applications have full access to cloud-native benefits, like disaster recovery. Due to these benefits, refactoring can also be more cost-effective in the long run. Additionally, cloud-native applications are more scalable and responsive than their on-premises counterparts.

Cons: Refactoring applications takes a lot of additional time and resources, meaning your upfront costs are going to be much higher. It also means your entire cloud migration will take a lot longer than it would with some other approaches, especially if you decide to refactor everything.

Refactoring is a good choice for enterprise companies who have the IT resources needed to reconfigure a custom application. Generally, small businesses stick with out-of-the-box applications, so refactoring won’t come up as often.

Also read: Cloud Migration Strategy: Expert Advice

REPURCHASING

Sometimes, you have a commercial software license that has already expired or is about to. In this case, you could simply let that license expire and opt for a cloud-based version if one exists. If one doesn’t exist, there are many competing software products out there that may offer the functionality you need with a cloud-based option.

Pros: Your team won’t have to make any adjustments to the application’s code because the new version will already be configured for the cloud. Plus, repurchasing is often cheaper than refactoring.

Cons: If a cloud-based version for the software you’re currently using does not exist, you’ll have to look into other options. So, you’ll either have to learn a new already-available version or look into having software engineers create what you need from scratch, which can be extremely expensive. Repurchasing isn’t really an option if you’ve had software custom built for your organization. You’ll have to refactor those applications.

Repurchasing (or purchasing for the first time) is a great option for new businesses. If you’ve never had on-premise software and moving to the cloud is something you think you’ll want to do eventually, choosing cloud-based software from the get-go is a solid choice. 

Repurchasing might also be a good option if you’re not 100% set on the software you currently use. If you don’t love your current platform, consider looking at new, cloud-based options that will better fit your needs. Even if you do love your current software, the provider might be willing to switch your license to the cloud-based version for no extra cost.

RETAINING/RETIRING

Not all of your applications will need to be migrated to the cloud. As you’re taking inventory of your data centers and planning your cloud migration, you may find that there are applications your business doesn’t even use anymore or can stop using because other apps offer the same functionality. In this case, you can simply retire those apps. 

Alternatively, you may decide that certain apps need to remain in your on-premises data centers. Whether that’s for security issues or to comply with regulatory requirements, you can keep those applications onsite and create APIs to work with your migrated applications if necessary.

Pros: You don’t have to pay to migrate these applications to the cloud, and, in the case of retiring, you’ll free up some extra space on your onsite servers and maybe save money in the process. Retiring software can also help you reduce your infrastructure.

Cons: When retaining applications on your on-premises servers, you’ll likely have to set up APIs so those applications can continue to communicate with cloud-based apps without disruptions. Depending on the complexity, this can be an expensive and time consuming process.

If you find that a software isn’t necessary for your business anymore, there’s no need to migrate it. Just retire the software and focus on moving the applications you do use. Alternatively, there may be applications that you use, but your business has major regulations surrounding them. If that’s the case, consider keeping them on on-premise servers to ensure you retain control over them.

Also read: Handling Challenges in Cloud Migration

PLAN YOUR CLOUD MIGRATION HOLISTICALLY

Because there are so many different approaches to cloud migration, it’s important to plan your cloud migration holistically. By looking at your migration as a whole, you can determine which applications need to be migrated with each different approach to help better anticipate your timeline and budget, and which applications should be migrated together to avoid latency and interoperability issues and unnecessary data transfer charges. If you’re thinking about migrating to the cloud, now’s the time to start planning.

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