A Cloud Migration Checklist For Small Businesses

by / ⠀Entrepreneurship Startup Advice / April 11, 2023
cloud migration

With cloud technology, businesses can access data and applications from anywhere with an internet connection. Additionally, a cloud solution is crucial to any scalable business as it’s more cost-effective than buying and maintaining physical servers. Moreover, the cloud provider alleviates the maintenance costs. However, cloud migration is complex.

You must have a detailed plan before migration. Ideally, cloud migration should not affect your business’s processes. Here is a checklist for small business owners who want to migrate their data to the cloud:

  • The Right IT Company

A good IT company can help you assess your requirements and develop a migration plan. The ideal company should be close to your business location. That way, the technicians can evaluate your infrastructure before the migration. For instance, if your business is in Edmonton and its environs, you can work with managed IT services in Edmonton for IT and migration services. They will guide the best technology solutions to ensure a successful migration. Ensure they have experience with cloud migrations, as you’ll need expert advice.

The right managed services company is crucial in ensuring your project goals are met, especially regarding production services. You can use different methods, such as interviews or referrals, to find the right company.

Alternatively, you can visit sites like Exigent.net and other similar ones to check their services. Cross-check their services to see if they match your cloud migration and general IT needs. They may suit your cloud migration needs by offering end-to-end IT services, help desk services, budgeting and planning, and IT project management services.

  • Cost

The cost of cloud migration is a significant part of your decision. And this is not just the upfront cost you’ll pay your cloud solution provider; it includes all expenses such as hardware, software, personnel, and maintenance.

When considering the cost of migrating your data and resources to the cloud, do not overlook any additional changes or updates you may need. A clear budget for your migration project is essential so you can spend only on the necessary things.

You should use an accurate cost estimation tool to identify the migration budget needed. It helps you develop a plan for the necessary changes before the migration. Alternatively, work with a managed IT services provider to help budget and plan the migration process.

However, recent trends indicate that if you want to use cloud hosting, it is best to try a plan that is tailored to your needs. This will deliver the optimum performance at a reasonable price.

cloud world

  • Data Backup

Data are crucial to the business in running every process and operation. As such, it is crucial to ensure your data are protected from loss or tampering. You must back up your data before the migration process begins. A full backup is ideal, as it also includes settings and applications. You can use external storage solutions such as flash drives, external hard drives, and cloud-based storage.

Furthermore, you should plan how to move your data to the cloud. You can do a full backup and restore it once your systems are in the cloud or use different methods, such as replication. Remember that it’s common for some data to be lost during migration; therefore, you should implement redundancy to keep multiple copies of your data and minimize any chances of losing it.

  • Team Training

Adopting cloud technology can be a new experience for your team, and you must provide adequate training on using the new cloud environment. Your team needs to know what you require from them before the migration process begins.

You can create a training program focused on security, data protection, system management, resource usage, and troubleshooting. A comprehensive training program can prepare everyone for the cloud migration, and your team can work smoothly in the new environment. Your IT support team should also receive adequate training concerning managing the cloud infrastructure, monitoring performance, and troubleshooting issues when needed.

  • Workflow Readiness

Workflow readiness measures how compatible and ready your workflow is to a cloud platform and performs optimally. Before migrating to the cloud, you must check your workflow’s readiness. First, you can assess what workflows will be moved to the cloud, as some will work better in a traditional environment. You can then plan for migration and identify any gaps that may arise with the move.

Second, examine if security risks are associated with the new cloud platform, such as data privacy and compliance issues. You should also ascertain how the new cloud environment will affect your workflow processes and systems.

Finally, you should review your workflow’s architecture to determine its compatibility with the cloud. An assessment will tell you which workflow components may need upgrades or refinements before moving to the cloud. The readiness assessment should be thorough and include all facets of your workflow, from hardware to software and all departments.

  • Pilot Program and Testing

Before you migrate the entire system to the cloud, consider running a pilot program. It’s an essential step as it allows you to identify any issues with the migration process and solve them before transitioning all systems.

You can start with a few of your applications and resources, such as customer databases or marketing automation platforms. As such, you can test the environment and iron out any kinks before migrating all your resources.

Once the pilot program is complete, you should also run tests on the new cloud platform to ensure it meets your requirements. It includes testing for functionality, data security, speed, compatibility, performance, and scalability. Testing can give you a better understanding of the cloud environment and help you plan for any adjustments that may be needed.

  • Migration Plan and Timeline

Create a migration plan and timeline for moving all your resources to the cloud. You can move everything in one go or break it down into smaller chunks, depending on the complexity of your system’s architecture. It’s crucial to assign roles for different aspects of the migration and set dates to complete each task.

Your plan should include everything from system preparation, security measures, data management, testing, and post-migration maintenance. It should also include contingency plans if something goes wrong during the migration process. Having a comprehensive and well-thought-out plan will help ensure the migration goes smoothly.


Migrating to the cloud is a complex process that requires careful planning and execution. A checklist of what you need to have and do will guide the whole process and ensure a successful migration. Have a clear budget, train your team, run pilot programs and tests, and create an actionable plan for migration. When done right, cloud migration can bring many benefits to small businesses.

About The Author


John Smith is a cloud computing expert with several years of experience helping small teams with their cloud computing needs. John is also an avid tech blogger who loves sharing his knowledge of the latest technology trends. During his free time, John loves to travel and explore new cultures.