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The SME Cloud Migration Guide

A step-by-step guide for small and medium enterprises planning their first cloud migration. Covers assessment, planning, execution, and optimisation.

  • 12 min read
  • Operations & Finance
  • Azure & M365
  • Executive Playbook

Why Migrate to the Cloud?

Cloud computing offers scalability, resilience, and cost efficiency that traditional on-premises infrastructure simply cannot match. For SMEs, the cloud levels the playing field, providing access to enterprise-grade technology without enterprise-scale budgets.

Phase 1: Assessment

Before migrating anything, you need a clear picture of your current environment:

  • Inventory all applications, services, and data stores
  • Classify workloads by criticality and complexity
  • Identify dependencies between systems
  • Assess current costs (hardware, licences, electricity, staffing)
  • Define your compliance and data residency requirements

Phase 2: Planning

With your assessment complete, plan the migration:

  • Choose the right cloud model: public, private, or hybrid
  • Select your cloud provider(s): Azure, AWS, or Google Cloud
  • Decide your migration strategy for each workload: rehost, refactor, replace, or retire
  • Design your target architecture, including networking, security, and identity
  • Create a detailed timeline with milestones and rollback plans

Phase 3: Execution

Execute the migration in waves, starting with low-risk workloads:

  • Migrate non-critical workloads first to build confidence
  • Run parallel environments during transition periods
  • Test thoroughly before decommissioning on-premises systems
  • Communicate changes to users with adequate training

Phase 4: Optimisation

Migration is not the end — it is the beginning of continuous optimisation:

  • Monitor performance and costs from day one
  • Rightsize resources based on actual usage data
  • Implement tagging and cost allocation
  • Review and optimise quarterly

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