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Cloud Migration

The Cloud Migration Checklist: 12 Steps Before You Move a Single Workload

A practical pre-migration checklist covering assessment, security, cost modeling, and organizational readiness. Based on 50+ enterprise migration engagements.

Luca Berton7 min read

Cloud migration is not a weekend project. After leading 50+ enterprise migrations across AWS, Azure, and GCP, I've learned that what happens before the migration determines whether it succeeds. Here's the checklist I use with every client.

Assessment Phase

  1. Application inventory — Catalog every workload with its dependencies, data flows, and business criticality
  2. 6R classification — For each application: Rehost, Replatform, Refactor, Repurchase, Retire, or Retain
  3. Data gravity analysis — Where does your data live? How much bandwidth do inter-service communications require?
  4. Compliance mapping — Which workloads have data residency, encryption, or regulatory requirements?

Security & Governance

  1. Landing zone design — Network topology, identity federation, logging, and security baselines before the first VM
  2. IAM strategy — Least-privilege access, service accounts, break-glass procedures
  3. Cost governance — Tagging strategy, budget alerts, reserved instance planning, FinOps ownership
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Organizational Readiness

  1. Skills assessment — Does your team know the target cloud? Training before migration, not during
  2. Runbook migration — Translate on-prem operational procedures to cloud-native equivalents
  3. Rollback plan — For every migration wave, define what "roll back" looks like and test it

Execution Planning

  1. Wave planning — Group workloads into migration waves by dependency and risk. Start with low-risk, low-dependency apps
  2. Success metrics — Define measurable KPIs: cost reduction targets, performance baselines, availability SLAs
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The One Thing Everyone Forgets

Day-2 operations. What happens after migration? Who monitors the new environment? How do you handle incidents? How do you optimize costs post-migration? Plan for this before you start, or you'll end up with a cloud bill that makes your CFO cry.

cloud migration
aws
azure
infrastructure
devops

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18+ years experience · Ex-Red Hat & Dell · Speaker at KubeCon EU 2026

Luca Berton

Written by

Luca Berton

CEO at Open Empower. 18+ years building enterprise infrastructure at JPMorgan Chase, Red Hat & Dell. Author of 9 technical books. Speaker at Red Hat Summit and KubeCon EU 2026. Instructor on Coursera, Pluralsight & Udemy.

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