Identify and Prioritize Applications for Migration
3
Document Existing IT Infrastructure
4
Conduct Detailed Assessment of Applications and Data
5
Identify Dependencies and Interdependencies
6
Determine Migration Tools and Services
7
Develop Migration Plan
8
Approve Migration Plan
9
Estimate Resource Requirements and Costs
10
Approve Budget and Resources
11
Plan for Security and Compliance Requirements
12
Approval: Security and Compliance Plan
13
Plan Downtime and Migration Scheduling
14
Conduct Proof of Concept Migration
15
Evaluate and Mitigate Risks
16
Approval: Risk Assessment
17
Determine Post-Migration Support Procedure
18
Confirm Rollback Procedure in Case of Failed Migration
19
Prepare Herd Migration
20
Approval: Migration Readiness
Define Migration Objectives and Strategies
In this task, you will define the objectives and strategies for the cloud migration. This includes identifying the reasons for migrating to the cloud, setting clear goals for the migration process, and determining the best strategies to achieve those goals. Consider factors such as cost reduction, scalability, and increased agility. What are the main benefits you hope to achieve? How will the migration strategy align with your overall business objectives? What challenges might arise, and how can they be overcome? Required resources: Migrating tools and services, input from relevant stakeholders.
1
Data security
2
Lack of expertise
3
Legacy applications
4
Integration issues
5
Vendor lock-in
Identify and Prioritize Applications for Migration
In this task, you will identify and prioritize the applications that need to be migrated to the cloud. Start by creating a list of all the applications currently in use within your organization. Assess the importance of each application in relation to your business goals and select the ones that would benefit the most from migration. Consider factors such as the application's criticality, complexity, and compatibility with cloud services. What are the key criteria for prioritizing applications? How will the migration impact the functionality or performance of each application? Required resources: Application inventory, input from application owners and users.
1
Business criticality
2
Complexity
3
Compatibility with cloud services
4
Security requirements
5
Cost savings potential
1
Minimal
2
Moderate
3
Significant
4
Unknown
5
Not applicable
Document Existing IT Infrastructure
In this task, you will document the existing IT infrastructure to understand its current state and identify any dependencies or constraints. Start by creating an inventory of all hardware, software, and network components in use. Document the specifications, configurations, and interconnections between these components. Identify any legacy systems or outdated technologies that may require special attention during the migration process. What are the critical components of your IT infrastructure? Are there any components that are approaching end-of-life or end-of-support? Required resources: IT inventory documentation, network diagrams, input from IT administrators.
1
Data storage
2
Network infrastructure
3
Security systems
4
Servers
5
Backup systems
Conduct Detailed Assessment of Applications and Data
In this task, you will conduct a detailed assessment of the applications and data that are to be migrated to the cloud. Evaluate the current state of each application and its compatibility with cloud services. Analyze the data size, complexity, and sensitivity to determine the feasibility of migration. Identify any dependencies or integration requirements between applications and data. What are the key aspects to be assessed for each application? How will the migration impact the data storage and management? Required resources: Application documentation, data analysis tools, input from application owners and IT administrators.
1
Structured data
2
Unstructured data
3
Sensitive data
4
Big data
5
Historical data
1
Minimal
2
Moderate
3
Significant
4
Unknown
5
Not applicable
Identify Dependencies and Interdependencies
In this task, you will identify the dependencies and interdependencies between applications, data, and other systems that may impact the cloud migration process. Analyze the integration requirements, data flows, and communication channels between various components of your IT infrastructure. Identify any dependencies on external systems or services that may be affected by the migration. How will the migration impact the interconnectivity between systems and data flows? What steps need to be taken to ensure a smooth transition? Required resources: System and network diagrams, communication channels documentation, input from IT administrators and application owners.
1
Minimal
2
Moderate
3
Significant
4
Unknown
5
Not applicable
Determine Migration Tools and Services
In this task, you will determine the migration tools and services required to support the cloud migration process. Evaluate the available options based on factors such as ease of use, compatibility with your applications, scalability, and cost. Consider the different types of migration, such as lift-and-shift, re-platforming, and refactoring, and select the most suitable approach for each application. Are there any specific tools or services that your organization prefers or recommends? How will the selected tools and services facilitate the migration process? Required resources: Research on migration tools and services, input from IT administrators and cloud service providers.
1
Lift-and-shift
2
Re-platforming
3
Refactoring
4
Hybrid migration
5
Data migration only
Develop Migration Plan
In this task, you will develop a detailed plan for the cloud migration process. Break down the migration into individual tasks and define the sequence, timelines, and responsibilities for each task. Identify any dependencies or prerequisites for successful migration. Consider factors such as data transfer, application configuration, testing, and user training. How will the migration plan ensure a smooth transition and minimize disruption to operations? How will the plan be communicated and coordinated with relevant stakeholders? Required resources: Project management tools, input from IT administrators and application owners.
1
Data backup
2
Application configuration
3
Network configuration
4
User access setup
5
User training
Approve Migration Plan
In this task, you will seek approval for the migration plan from relevant stakeholders. Present the developed migration plan and its key components, highlighting the benefits, risks, and resources required. Collaborate with stakeholders to address any concerns or modifications to the plan. Obtain consensus and formal approval to proceed with the migration process. Who are the key stakeholders involved in the approval process? How will the plan be communicated and documented for future reference? Required resources: Migration plan documentation, input from key stakeholders.
Estimate Resource Requirements and Costs
In this task, you will estimate the resource requirements and costs for the cloud migration process. Evaluate the human resources, infrastructure, and budget needed to execute the migration plan. Consider factors such as the number of IT personnel, hardware and software upgrades, and any additional training or consulting services required. Estimate the overall costs, including one-time expenses and recurring expenses after migration. What are the key resource requirements for each phase of the migration process? How will the estimated costs impact the overall budget? Required resources: Cost estimation tools, input from IT administrators and finance department.
1
IT personnel
2
Hardware upgrades
3
Software upgrades
4
Training services
5
Consulting services
Approve Budget and Resources
In this task, you will seek approval for the budget and resources required for the cloud migration process. Present the estimated resource requirements and costs, highlighting the key components and justifications. Collaborate with key stakeholders to address any concerns or modifications to the budget and resource allocation. Obtain consensus and formal approval to proceed with the allocated budget and resources. Who are the key stakeholders involved in the budget approval process? How will the approved budget and resources be communicated and documented for future reference? Required resources: Cost estimation documentation, input from key stakeholders.
Plan for Security and Compliance Requirements
In this task, you will plan for the security and compliance requirements during the cloud migration process. Assess the potential risks and vulnerabilities associated with migrating to the cloud. Identify the security measures and controls needed to protect sensitive data and ensure compliance with relevant regulations. Consider factors such as data encryption, access controls, audit trails, and disaster recovery. How will the migration impact data security and compliance? What steps need to be taken to address these concerns? Required resources: Security and compliance guidelines, input from IT administrators and legal department.
1
Data breaches
2
Unauthorized access
3
Data loss
4
Compliance violations
5
Service disruptions
Approval: Security and Compliance Plan
Will be submitted for approval:
Plan for Security and Compliance Requirements
Will be submitted
Plan Downtime and Migration Scheduling
In this task, you will plan for downtime and migration scheduling to minimize disruption to operations. Identify the acceptable downtime windows for each application and the overall migration process. Coordinate with relevant stakeholders to ensure business continuity and user accessibility during and after the migration. Consider factors such as peak usage hours, maintenance windows, and user communication. How will the planned downtime be communicated to users? What steps need to be taken to minimize the impact on operations? Required resources: Application usage patterns, input from application owners and users.
Conduct Proof of Concept Migration
In this task, you will conduct a proof of concept (PoC) migration to validate the chosen migration approaches and evaluate their effectiveness. Select a representative application and a sample dataset to perform the PoC migration. Execute the migration process and assess the performance, compatibility, and functionality of the migrated application. Identify any issues or improvements needed before proceeding with the full-scale migration. How will the PoC migration provide insights into the challenges and potential solutions? Required resources: Test environment, representative application, input from application owners and IT administrators.
Evaluate and Mitigate Risks
In this task, you will evaluate and mitigate the risks associated with the cloud migration process. Assess the potential impact and likelihood of each identified risk. Develop risk mitigation strategies and action plans to minimize the impact and ensure successful migration. Consider factors such as data loss, service disruptions, and failure to meet security or compliance requirements. Who are the key stakeholders responsible for risk mitigation? How will the risks be monitored and managed throughout the migration process? Required resources: Risk assessment documentation, input from IT administrators and risk management team.
1
Data loss
2
Service disruptions
3
Security breaches
4
Compliance violations
5
Budget overruns
Approval: Risk Assessment
Will be submitted for approval:
Evaluate and Mitigate Risks
Will be submitted
Determine Post-Migration Support Procedure
In this task, you will determine the post-migration support procedure to ensure a smooth transition and address any issues that may arise. Define the support channels, escalation paths, and response times for addressing user queries and technical problems after the migration. Communicate the support procedure to all relevant stakeholders and provide clear instructions on how to report and track issues. How will the support procedure ensure a seamless user experience and minimize disruptions? How will the effectiveness of the support procedure be evaluated and improved? Required resources: Support procedure documentation, input from IT administrators and helpdesk team.
Confirm Rollback Procedure in Case of Failed Migration
In this task, you will confirm the rollback procedure to be followed in case of a failed migration or critical issues. Develop a plan to revert the migration and restore the previous state of applications and data. Identify the trigger conditions for initiating the rollback process and define the steps to be taken. How will the rollback procedure be communicated to relevant stakeholders? What are the key considerations for minimizing the impact on operations during the rollback? Required resources: Rollback plan documentation, input from IT administrators and application owners.
Prepare Herd Migration
In this task, you will prepare for the herd migration, which involves migrating multiple applications and data in a coordinated manner. Ensure that all prerequisites and dependencies are met before initiating the herd migration. Communicate the migration plan, timelines, and responsibilities to all relevant stakeholders. Monitor the progress of the migration and address any issues or delays promptly. How will the coordination and synchronization of multiple migrations be managed? How will the success of the herd migration be measured and reported? Required resources: Migration plan documentation, input from IT administrators and application owners.