[Checklist] 6 Must Haves to Safely Migrate your Data to the Cloud

Checklist: 6 Must Haves to Safely Migrate your Data to the Cloud

In today's digital age, an increasing number of businesses are turning to cloud-based business solutions to streamline operations, increase efficiency, and cut costs. However, transferring data from legacy systems to the new platform is one of the most significant challenges of migrating to a cloud system, such as Dynamics 365 Business Central or the Microsoft Azure Cloud.

This process can be time-consuming, complex, and expensive, causing some businesses to hesitate or postpone the migration. However, data migration to the cloud can be done safely and efficiently with careful planning and the right approach. 

We'll go over the key components you'll need to consider in order to migrate to the cloud safely and easily, such as assessing your current infrastructure, developing a data migration strategy, implementing robust security measures, providing user training, ensuring integration with other systems, and developing a backup and disaster recovery plan.  

By taking these components into account and partnering with a credible and reliable cloud services provider, you can minimize the risk of data loss, downtime, or security breaches during the migration process and ensure a successful transition to a cloud-based ERP system. 

Cloud Migration Checklist


1. Assessment of current infrastructure:

Perform a thorough examination of your current IT infrastructure, including hardware, software, and network capabilities. This will allow you to anticipate and prepare for potential roadblocks to a successful cloud migration.

"Have an internal team, point person, or internal project manager who knows what success looks like. This is more of a current state vs future state. Having someone internally prepare this will save you so much on the backend and have the appropriate plan to do it right the first time." 

Jennifer H. | CEO & President of TMC

2. Data Migration Strategy:

Create a data migration strategy to ensure that all of your data is seamlessly and securely transferred to the cloud system. During the migration process, consider data transfer speed, data privacy, and data integrity

3. Security measures:

Identify the type of security you need in place to protect your data and information. Consider data encryption, access controls, firewalls, intrusion detection systems, and other relevant security measures.

A survey conducted by Ponemon Institute found that firms that identified security measures prior to migrating to the cloud had a 40% lower rate of security incidents post-migration compared to those that did not.

4. User training:

Train your employees on how to use the new cloud system. This will allow them to quickly and efficiently adapt to the new system, reducing downtime and increasing productivity. 

By working with a technology partner, like Technology Management Concepts, your team will receive trainings to perform their job functions efficiently and improve overall collaboration within the organization. Additionally, a technology partner can help identify any knowledge gaps or areas that may require additional support or resources that you may not have.


5. Integration with other systems:

Ensure that the cloud system can integrate with other systems used in your business, such as ERP/CRM systems, financial management systems, and HR systems.


6. Disaster Recovery Plan:

Create a backup and disaster recovery plan to ensure that your data is safe and can be recovered in the event of an unforeseen event.

By considering these components and working with a reputable cloud services provider, like Technology Management Concept, you can safely and easily migrate to a cloud-based ERP system while minimizing the risk of downtime, data loss, or security.  

Contact us today for guidance throughout your migration process. Our cloud migration methodology addresses our clients’ concerns about cost and disruption to business operations by providing a clear migration plan and timeline, as well as ongoing support to ensure a smooth transition to the cloud-based system. 

Learn How LV Swiss Achieves Enhanced Security and Productivity by Upgrading Dynamics GP and Migrating to the Microsoft Azure Cloud

LV Swiss Case Study Cover

Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.