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Cloud migration checklist: what to do before, during and after the move.

Most migrations go wrong because of what was not known beforehand, not because of the tools. This checklist walks through the work in the order it should happen.

By MOUNTSMY · Updated 25 October 2026 · 6 min read

Before: know what you have

You cannot plan a move for systems you cannot list. Spend the first stage on discovery, and keep it read-only.

  • List every server, application and database, with an owner for each
  • Map what talks to what, including scheduled jobs and file shares
  • Note licences, contracts and renewal dates, because they set the deadline
  • Record current cost, so you can compare honestly later
  • Identify data rules: where data may live and who may see it
  • Find the quiet systems nobody mentions, such as a reporting server or an old FTP box

Choose a strategy for each workload

Not everything should move the same way. Pick one option per workload and write down why.

StrategyWhat it meansOften used when
RetireSwitch it offNobody uses it any more
RetainLeave it where it is for nowA move is not worth the cost or risk yet
RehostMove it as it isYou need to leave a data centre quickly
RelocateMove virtual machines between platforms with little changeYou already run on VMware or similar
ReplatformMove with small changes, such as a managed databaseA few changes bring big savings
RepurchaseReplace it with a SaaS productA standard product does the job better
RefactorRedesign it for the cloudThe application limits growth and the value justifies the work

During: build, rehearse, cut over

  • Build a landing zone first: accounts, networks, access rules and logging
  • Group workloads into waves, starting with a low-risk one to learn from
  • Rehearse each wave on a copy, and time the cut-over
  • Agree a downtime window with the business, and tell users
  • Compare source and target data before and after the switch
  • Keep the old system untouched until the new one is proven, so there is a tested way back

After: operate, right-size and review

  • Set up monitoring, alerts and backups from the first day
  • Right-size servers to real usage within the first weeks
  • Set budgets and cost alerts, and tag resources by owner
  • Test a restore from backup, not only the backup itself
  • Write the runbooks, and make sure more than one person can follow them
  • Review the bill and security findings monthly

If you would rather not run it yourselves, a managed cloud service takes on the daily work while the accounts stay yours.

Frequently asked questions

How long does a cloud migration take?

It depends on how much you move and how tangled it is. A single application can take days to weeks, a whole estate months. The assessment gives you a timeline before you commit.

Will there be downtime?

As little as possible. Rehearsing on a copy, agreeing a window and keeping the old system running until the new one is proven keeps it short.

Do we have to rewrite our applications?

No. Many move as they are or with small changes. Rewrite only where the application limits the business and the value is clear.

What is a landing zone?

The prepared foundation in the cloud: accounts, networks, access rules and logging, set up before any workload moves in.

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Planning a move to the cloud?

Book a free 30-minute call with an engineer. You get a written plan and quote afterwards, with no obligation.