Cloud migrations fail for predictable reasons: insufficient assessment, underestimated complexity, missed dependencies, and cost surprises. This 50-item checklist prevents all of them.
Phase 1: Assessment & Discovery (1–12)
- Complete a full inventory of all servers, databases, and applications
- Collect 14–30 days of actual CPU, memory, disk and network performance data
- Map all application dependencies before you move anything
- Identify all external dependencies — third-party APIs, licensing servers
- Identify applications that cannot move to cloud (regulatory or technical)
- Classify all data by sensitivity (public, internal, confidential, regulated)
- Inventory all software licences and determine cloud eligibility (BYOL)
- Document all custom integrations and APIs that need re-pointing
- Identify all scheduled jobs, backup jobs, and maintenance windows
- Identify workloads requiring specific hardware (GPU, FPGA, high-memory)
- Run Azure Migrate, AWS Migration Evaluator, or equivalent assessment tool
- Upload your assessment data to TCOIQ for multi-cloud TCO comparison
Phase 2: Cost & Business Case (13–20)
- Calculate total current infrastructure TCO including hardware, data centre, staff
- Get cloud pricing quotes for all workloads — not just compute
- Factor in data egress costs for data-intensive workloads
- Include one-time migration costs: tooling, parallel running, testing, training
- Model reserved instance savings for baseline workloads
- Calculate break-even timeline and present to stakeholders
- Get budget approval with a 20% contingency buffer
- Document expected ongoing optimisation savings
Phase 3: Security & Compliance (21–28)
- Review all compliance requirements (GDPR, PCI-DSS, PDPA, SOC2)
- Confirm target cloud has required compliance certifications
- Design cloud network architecture (VPCs, subnets, security groups)
- Plan identity and access management — SSO, MFA, least-privilege
- Design encryption strategy for data at rest and in transit
- Plan secrets management — never store credentials in code
- Define security baseline policies enforced from day one
- Plan cloud security monitoring and alerting strategy
Phase 4: Architecture & Design (29–36)
- Decide migration strategy: Rehost, Replatform, Refactor, Retire, or Retain
- Design target state architecture — don't copy on-premises patterns to cloud
- Plan for high availability across at least two availability zones
- Design disaster recovery — define RTO and RPO per workload class
- Plan database migration — homogeneous or heterogeneous engine change
- Design networking connectivity — VPN or Direct Connect/ExpressRoute
- Plan DNS migration strategy (critical path item on go-live day)
- Design tagging and resource organisation before creating anything
Phase 5–7: Execution, Cost Management & Post-Migration (37–50)
- Define migration waves — start with simplest, non-critical workloads
- Run a pilot migration before committing the full programme
- Set up landing zone infrastructure before migrating any workloads
- Test all workloads in cloud environment before production cutover
- Define and test rollback procedures for every workload
- Plan parallel running period with clear go/no-go criteria
- Implement mandatory resource tagging from day one
- Set up cloud cost budgets and alerts
- Schedule non-production environments to stop outside business hours
- Plan first reserved instance purchase for 30–60 days post-migration
- Run cost optimisation review at 30, 60, and 90 days
- Decommission all source infrastructure on schedule
- Conduct post-migration retrospective
- Share learnings with the broader team
TCOIQ automates items 11 and 12 — upload your discovery data and get a comprehensive multi-cloud TCO report in minutes.
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