Cloud Migration Checklist for Small Businesses

Cloud interface design

Moving to the cloud can feel daunting. Our essential checklist ensures a smooth, secure, and cost-effective transition.

Migrating from on-premise servers to the cloud (AWS, Azure, or Google Cloud) unlocks flexibility, but a poor migration strategy can lead to data loss and downtime. Follow this checklist to stay safe.

Step 1: The Audit

Before moving anything, audit your current applications. Which ones are "cloud-ready" and which ones are legacy apps that need to be refactored? Not everything can simply be "lifted and shifted."

Step 2: Choose Your Model

Do you need Public Cloud (cheaper, shared), Private Cloud (more secure, expensive), or Hybrid? For most SMEs, a Hybrid approach works best initially.

Step 3: Security & Compliance

Security in the cloud is a shared responsibility. Ensure you have configured:

  • Identity and Access Management (IAM) roles.
  • Data encryption at rest and in transit.
  • Regional compliance (GDPR/CCPA) based on where your data is stored.

Step 4: The Backup Plan

Always assume the migration might fail. Create a full offline backup of your data before initiating the transfer. Test your rollback procedures.

Step 5: Staff Training

The best cloud tools are useless if your team doesn't know how to use them. Invest in training for Microsoft 365 or your chosen collaboration platforms.