01 Sep 2025

How to Plan a Successful Cloud Migration in 7 Steps (Guest blog from ANS)

This blog was written by Ant Holland, Head of Pre-Sales: Cloud, ANS.

Cloud migration can offer numerous benefits, including cost savings, improved performance, enhanced security, and the ability to leverage advanced technologies like AI and machine learning.

However, without a plan, it can lead to disruptions, unexpected costs, and security vulnerabilities. Effective planning ensures a seamless transition, aligning the migration process with business goals and minimising risks. 

Let’s dive in!

7 steps to plan your cloud migration effectively:

1. Define clear objectives (why do you want to move to the cloud?) 

Establish what you aim to achieve with cloud migration.

Many businesses' reasons for migrating include having outgrown existing on-premises hardware, the need to upgrade legacy systems, streamlining and consolidating IT operations, increasing cost-efficiencies, or the need for increased scalability and flexibility. 

Regardless of what your motivation is, take the time to carefully consider every aspect of cloud migration and ensure clarity on your ‘why’… it will serve as the foundation. 

2. Analyse your current infrastructure (what do you need?)

Conduct a thorough pre-migration assessment of your business's existing IT infrastructure, including hardware, software, and data, to understand what will be migrated.

Evaluate which applications and data are suitable for cloud migration and prioritise them based on business impact and complexity. Establish baseline performance metrics to compare post-migration.  

Additionally, decide whether a public, private, or hybrid cloud best suits your needs, considering factors like security, compliance, and cost. Finally, compare offerings from major cloud providers and select the one that aligns best with your requirements. 

3. Find the right team.

Once you’ve determined your ‘why’ and your ‘what’, it’s imperative to strategise the ‘how’ of your migration. A key aspect is finding the right team.

For optimal results, engage your core IT team who are well-versed in your current infrastructure, supplemented by a cloud migration specialist partner. This collaboration ensures that the workload is shared, preventing a complete diversion from your team’s regular duties. 

Too often, specialists are brought in only after a migration falters, resulting in wasted time and resources. By involving them from the outset, you can avoid common pitfalls and steer the project in the right direction. 

4. Develop a comprehensive migration roadmap.

Carefully consider the strategy you want to employ for your cloud migration. Will you opt for a ‘Big Bang’ approach, migrating everything at once, or a staggered approach, moving data and applications in phases?

Your decision should be based on the volume and type of data you’re migrating, as well as the mission-critical nature of your applications. 

Migrating everything at once can be faster, but also riskier. If problems arise in a large migration, fixing them can be more challenging compared to a phased approach.

This decision is one of the most crucial aspects of your migration strategy, so consult with your migration specialist partner to determine the most sensible approach for your business. 

Additionally, it’s important to prepare your existing infrastructure. Verify that it is compatible with the cloud environment.  Check for potential compatibility issues, and what steps can you take to address them.

5. Allocate your budget.

A common issue in cloud migration projects, or projects of any significant size is the risk of exceeding the planned budget.  

While it’s impossible to eliminate this risk entirely, you can mitigate it by incorporating some flexibility into your budget, such as a 5% margin, to account for unexpected surprises later.

Take time to thoroughly understand where the money is going and ask yourself if you need this much capacity or if it will go to waste. Ensure that all costs are clearly defined before starting the migration and that everyone involved - including external suppliers, partners, and internal staff is fully aware of the budget constraints. 

6. Provide effective communication.

Maintain transparent communication channels with all stakeholders throughout the migration process. Ensure stakeholders are kept informed of progress, any plan modifications, and how adjustments may affect timelines and objectives.

Additionally, diligently document all changes made during the migration, including any plan adjustments and the rationale behind them.

7. Remember post-migration (tracking KPIs matters!)

Cloud migration is not a one-and-done event.  After you’ve transitioned your workloads to the cloud, verifying that the cloud services align with the goals established during the planning stage is crucial.

How are the KPIs performing? Make sure you monitor this on an ongoing basis.  

Often, people spin up their own cloud instances over time without fully considering the strategic and financial consequences. To get maximum benefits from the platform, keep track of your cloud performance over time and continuously optimise it for efficiency, cost, and security.  

You may have ‘lifted and shifted’ a few applications initially, but once the dust settles down, it’s good to plan when you can refactor those applications to gain efficiencies. This should be part of a continuous effort to prevent your cloud services from stagnating. 

Final Thoughts on Cloud Migration 

When moving to the cloud, remember to keep your unique needs in mind, set clear objectives, and stay flexible along the way. Most challenges (even critical ones like compatibility errors) can be overcome with the right approach. 

And most importantly, you don’t have to do it all alone.

Partnering with a cloud migration specialist like ANS ensures you have expert guidance every step of the way and even beyond. Whether you’re transitioning to public, hybrid, or private cloud environments, we’re here to support you and maximise the benefits of your cloud migration.  

Explore our Cloud migration services and get in touch to find how we can assist you throughout your cloud journey and beyond. 