Cloud migration: the complete step-by-step plan

More and more SMEs are taking the step to the cloud. And rightly so: you work securely anywhere, pay for what you use and are no longer dependent on a server in the cupboard. But a cloud migration without a plan often ends in downtime, lost files and frustrated colleagues. In this step-by-step plan you read how to make a cloud migration run smoothly after all.

What exactly is a cloud migration?

A cloud migration is moving your data, applications and workstations from your own servers or separate services to the cloud, usually Microsoft 365. Instead of a physical server you manage everything online: email, files, collaboration and security. Done well, your team notices little of it, except that it works better afterwards.

Cloud migration is not a goal in itself. It is about working more securely, more flexibly and more future-proof. That is why every migration starts with the question: what do you want to achieve?

Why SMEs move to the cloud

The reasons to go to the cloud are the same for most SMEs:

• Work securely anywhere. Your colleagues work from home, on the road and at the office with the same files and protection.
• No more server in the cupboard. No expensive hardware that ages, no risk if that cabinet overheats or fails.
• Pay for what you use. As you grow, you scale up. As you shrink, you pay less.
• Better security and backup. Provided it is set up well, a cloud environment is safer than an outdated server nobody maintains.
• Always up to date. New features and security updates come in automatically.

In short: you exchange hassle and maintenance for flexibility and calm. But that only applies if the move is done well. That is what a step-by-step plan is for.

The step-by-step plan for a smooth cloud migration

Step 1: map your current situation

What is running now, where is your data and which applications do you use? A good inventory prevents surprises halfway through. Also look at what you no longer need: a migration is the perfect moment to clean up.

Step 2: determine your destination

For most SMEs Microsoft 365 is the logical choice: email, files, Teams and security in one environment. See which licences suit your team and which features you will really use.

Step 3: make a migration plan

Determine the order, the schedule and a fallback option. Preferably migrate in phases and test every step. Plan the big steps outside working hours, so your colleagues notice as little as possible.

Step 4: get security and backup in order

Arrange secure sign-in, protection against phishing and a backup of your Microsoft 365 environment. Good to know: Microsoft does not back up your data by default. You have to arrange that yourself.

Step 5: migrate, test and guide your team

Move the data, check that everything works and take your colleagues along. A short explanation prevents a lot of questions afterwards. After the migration you keep monitoring and fine-tune where needed.

The biggest pitfalls of cloud migration

• No plan. Just starting leads to downtime and data loss.
• Forgetting security. The cloud is not automatically secure; you have to set it up well.
• No backup. Without your own backup, your data is gone for good if something goes wrong.
• Not involving the team. Technology nobody understands does not get used.

These pitfalls have one thing in common: they arise from haste and a lack of a plan. Take the time for the preparation, and the rest almost takes care of itself.

Rather not figure it out yourself?

A cloud migration is exactly the kind of project where experience makes the difference. We take care of the complete cloud migration for you: from plan to execution, without downtime or data loss. And after the move we simply keep managing your Microsoft 365 Modern Work environment. Still in doubt between Microsoft and another platform? Then read our article Microsoft 365 vs Google Workspace.

Ready for the cloud?

Curious what a cloud migration looks like for your organisation? Schedule a no-obligation consultation. We look at your current situation and make a clear plan of action.