Cloud Migration Strategies
The 7 Rs of cloud migration: Rehost, Replatform, Repurchase, Refactor, Retire, Retain, and Relocate. Find the right strategy for each workload.
The 7 Rs at a Glance
Each strategy offers different trade-offs between speed, cost, and cloud benefits
Strategy Comparison
Compare migration strategies across key dimensions
| Aspect | Rehost | Replatform | Repurchase | Refactor | Retire | Retain | Relocate |
|---|---|---|---|---|---|---|---|
| Timeline | Weeks-Months | 1-3 months | 1-6 months | 6-18 months | 1-3 months | N/A | Weeks-Months |
| Complexity | Low | Medium | Medium | High | Low | N/A | Low-Medium |
| Risk Level | Low | Medium | Medium | High | Low | Low | Low |
| Cloud Benefits | Minimal | Moderate | High | Maximum | N/A | None | Minimal |
| Cost Savings | 0-10% | 15-30% | Variable | 40-70% | 100% | 0% | 0-10% |
| Dev Effort | None | Low | Low | High | None | None | None |
How to Choose the Right Strategy
Consider these factors for each application in your portfolio
Business Value
Strategic importance of the application to business operations
Technical Debt
Amount of accumulated shortcuts and outdated components
Change Frequency
How often the application requires updates
Timeline Pressure
Urgency of migration (data center exit, contracts)
Available Budget
Investment capacity for migration
Skills Available
Cloud-native development expertise in team
Strategy Deep Dives
Detailed information about each migration strategy
Rehost
“Lift and Shift”
Move applications to the cloud with minimal or no changes. Simply migrate existing servers and applications as-is to cloud infrastructure.
Key Activities
- 1Assess current infrastructure
- 2Select target cloud instances
- 3Configure networking and security
- 4Migrate VMs or containers
- 5Test and validate
- 6Cutover and decommission
Common Tools
When to Use
- Large-scale migrations with tight deadlines
- Applications scheduled for retirement
- Stable applications with low change rate
- Data center exit scenarios
Advantages
- Fastest migration path
- Minimal changes to applications
- Lower initial risk
- Quick time-to-cloud
- Preserves existing operations
Challenges
- Limited cloud-native benefits
- May carry technical debt
- Higher ongoing cloud costs
- Doesn't address scalability issues
- May require optimization later
Replatform
“Lift, Tinker, and Shift”
Make targeted optimizations during migration without changing core architecture. Leverage cloud services for specific components like databases or caching.
Key Activities
- 1Identify optimization opportunities
- 2Select managed services (RDS, ElastiCache, etc.)
- 3Modify configurations
- 4Update connection strings
- 5Migrate and test
- 6Optimize performance
Common Tools
When to Use
- Self-managed databases moving to RDS/Cloud SQL
- Applications needing better scalability
- Workloads with high operational overhead
- Systems using outdated middleware
Advantages
- Better cloud cost efficiency
- Reduced operational overhead
- Improved availability
- Maintains core application logic
- Good balance of effort vs. benefit
Challenges
- More complex than rehost
- Requires cloud expertise
- Some application changes needed
- Testing requirements increase
- May introduce new dependencies
Repurchase
“Drop and Shop”
Replace existing applications with cloud-native SaaS alternatives. Move from licensed software to subscription-based services.
Key Activities
- 1Evaluate SaaS alternatives
- 2Plan data migration
- 3Configure new platform
- 4Migrate users and data
- 5Train users
- 6Decommission legacy system
Common Tools
When to Use
- Legacy on-prem email to Microsoft 365/Google Workspace
- Custom CRM to Salesforce/HubSpot
- Legacy HR systems to Workday/BambooHR
- Homegrown apps with commercial alternatives
Advantages
- Fully managed service
- Always up-to-date
- Reduced IT overhead
- Better features and UX
- Predictable costs
Challenges
- Data migration complexity
- Loss of customization
- Vendor lock-in
- Change management required
- Ongoing subscription costs
Refactor
“Re-architect”
Redesign and rebuild applications to fully leverage cloud-native features. Transform monoliths to microservices, implement serverless, or containerize.
Key Activities
- 1Application assessment and design
- 2Decompose into microservices
- 3Implement cloud-native patterns
- 4Containerize or go serverless
- 5Build CI/CD pipelines
- 6Deploy and iterate
Common Tools
When to Use
- Core business applications
- Customer-facing systems needing scale
- Applications with frequent changes
- Systems with performance bottlenecks
Advantages
- Maximum cloud benefits
- Improved scalability
- Better resilience
- Faster feature delivery
- Optimal cost efficiency
Challenges
- Highest complexity and risk
- Significant investment
- Requires skilled developers
- Longest timeline
- May introduce new issues
Retire
“Decommission”
Identify and decommission applications that are no longer needed. Reduce portfolio complexity and costs before migration.
Key Activities
- 1Identify retirement candidates
- 2Validate with business owners
- 3Plan data archival
- 4Notify users
- 5Archive necessary data
- 6Decommission infrastructure
Common Tools
When to Use
- Duplicate applications
- Unused or low-usage systems
- Applications with available alternatives
- Legacy systems with no business case
Advantages
- Immediate cost savings
- Reduced complexity
- Fewer applications to migrate
- Lower security surface
- Simplified operations
Challenges
- May face resistance from users
- Data retention requirements
- Hidden dependencies
- Compliance considerations
- Change management needed
Retain
“Revisit Later”
Keep certain applications on-premises or in current environment. Some workloads may not be ready or suitable for cloud migration.
Key Activities
- 1Document reasons for retention
- 2Ensure hybrid connectivity
- 3Plan future reassessment
- 4Maintain security posture
- 5Monitor for migration triggers
- 6Schedule periodic reviews
Common Tools
When to Use
- Recent hardware/software investments
- Strict data residency requirements
- Mainframe applications
- Applications pending sunset
Advantages
- No immediate disruption
- Preserves recent investments
- Addresses compliance needs
- Allows focus on other priorities
- Can revisit when ready
Challenges
- Maintains on-prem costs
- Hybrid complexity
- May delay modernization
- Technical debt accumulation
- Potential skill gaps
Relocate
“Hypervisor-Level Lift and Shift”
Move infrastructure to cloud at the hypervisor level, particularly useful for VMware workloads moving to VMware Cloud on AWS/Azure/GCP.
Key Activities
- 1Assess VMware environment
- 2Plan network architecture
- 3Set up VMware Cloud
- 4Configure HCX for migration
- 5Migrate VMs (live or scheduled)
- 6Validate and optimize
Common Tools
When to Use
- Large VMware estates
- Data center consolidation
- Disaster recovery scenarios
- Tight migration timelines
Advantages
- Fastest path for VMware shops
- Minimal application changes
- Familiar operational model
- Live migration capability
- Consistent tooling
Challenges
- Higher cloud costs
- Limited cloud-native benefits
- VMware licensing costs
- May not be long-term solution
- Vendor dependency
The Migration Journey
Regardless of strategy, successful migrations follow these phases
Assess
Discover and analyze your application portfolio
- Application discovery
- Dependency mapping
- TCO analysis
- Strategy assignment
Mobilize
Build foundation and prepare for migration
- Landing zone setup
- Security baseline
- Team training
- Pilot selection
Migrate
Execute migration in waves
- Wave planning
- Application migration
- Testing & validation
- Cutover execution
Optimize
Improve and modernize post-migration
- Cost optimization
- Performance tuning
- Security hardening
- Modernization roadmap
Portfolio-Based Approach
Most organizations use multiple strategies across their application portfolio. A typical enterprise migration might look like:
We help you assess each application and build a migration roadmap that balances speed, cost, and business value.
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