Cloud Migration & Modernization

CIOs, IT Directors, and Engineering Leaders

What You Get

What's Included in Our Cloud Migration & Modernization

Key deliverable

Cloud Readiness Assessment

Comprehensive evaluation of current infrastructure, applications, dependencies, and migration complexity to inform strategy and planning.

  • Application inventory and dependency mapping identifying all systems, integrations, and interdependencies
  • Migration complexity assessment categorizing applications by technical debt, architecture, and business criticality
  • Cloud platform evaluation comparing AWS, Azure, GCP based on existing technology stack and requirements
  • TCO analysis comparing current on-premise costs to projected cloud costs with 3-5 year projections
Key deliverable

Migration Strategy & Roadmap

Detailed migration plan with phased approach, application-specific strategies (rehost/replatform/refactor), timeline, and resource requirements.

  • 7R migration strategy for each application: Rehost, Replatform, Refactor, Rearchitect, Rebuild, Replace, or Retain
  • Phased migration roadmap prioritizing quick wins, minimizing business disruption, and managing dependencies
  • Wave planning grouping applications into migration waves based on complexity, dependencies, and business impact
  • Resource planning defining team composition, skills needed, and external partner requirements
Key deliverable

Lift-and-Shift Migration (Rehost)

Move existing applications to cloud with minimal code changes for quick wins and immediate cost savings.

  • VM migration using AWS Migration Hub, Azure Migrate, or Google Cloud Migrate for Compute Engine
  • Database replication and cutover with minimal downtime using native replication or AWS DMS/Azure Database Migration Service
  • Network configuration including VPN/Direct Connect between on-premise and cloud for hybrid connectivity
  • Incremental migration testing applications in cloud while maintaining on-premise fallback during transition
Key deliverable

Application Modernization (Refactor/Rearchitect)

Refactor applications to leverage serverless, containers, microservices, and managed cloud services for optimal performance and cost.

  • Containerization migrating monolithic applications to Docker containers orchestrated with Kubernetes (EKS, AKS, GKE)
  • Microservices decomposition breaking monoliths into independently scalable services with clear boundaries
  • Serverless migration moving compute-intensive workloads to Lambda, Azure Functions, or Cloud Functions
  • Managed service adoption replacing self-managed databases, caching, queues with RDS, DynamoDB, ElastiCache, SQS
Key deliverable

Data Migration & Database Modernization

Migrate databases, data warehouses, and file storage to cloud with zero data loss and minimal downtime.

  • Database migration using AWS DMS, Azure Database Migration Service, or Google Database Migration Service
  • Database modernization migrating Oracle/SQL Server to managed PostgreSQL, MySQL, or cloud-native databases
  • Data warehouse migration moving Teradata, Netezza, or on-premise warehouses to Redshift, Synapse, or BigQuery
  • Storage migration transferring file servers, NAS, SAN to S3, Azure Blob, or Google Cloud Storage with lifecycle policies
Key deliverable

Testing, Validation & Performance Optimization

Comprehensive testing to verify functionality, performance, security, and compliance post-migration with optimization recommendations.

  • Functional testing validating all application features work correctly in cloud environment
  • Performance testing using load testing tools to ensure cloud performance meets or exceeds on-premise baseline
  • Security testing conducting vulnerability scans, penetration testing, and compliance audits post-migration
  • User acceptance testing (UAT) with business stakeholders validating workflows and business processes
Key deliverable

Hybrid Cloud Architecture & Gradual Migration

Design hybrid cloud architecture enabling gradual migration with VPN connectivity between on-premise and cloud infrastructure.

  • Hybrid connectivity using AWS Direct Connect, Azure ExpressRoute, or Google Cloud Interconnect for low-latency links
  • Active Directory integration extending on-premise AD to cloud with Azure AD Connect or AWS Directory Service
  • Data synchronization tools maintaining data consistency between on-premise and cloud during transition period
  • Network architecture design with VPCs, subnets, security groups spanning on-premise and cloud environments
Key deliverable

Post-Migration Optimization & FinOps

Optimize cloud costs, performance, and operations after migration with ongoing monitoring and continuous improvement.

  • Cost optimization analyzing cloud spend, right-sizing instances, implementing reserved instances and savings plans
  • Performance tuning optimizing database queries, implementing CDN, configuring auto-scaling policies
  • Security hardening implementing zero-trust, IAM least privilege, encryption, and compliance controls
  • Operational excellence establishing monitoring, alerting, incident response, and runbook automation
Our Process

From Discovery to Delivery

A proven approach to strategic planning

Understand current environment, dependencies, and migration requirements
01

Discovery & Assessment • 2-4 weeks

Understand current environment, dependencies, and migration requirements

Deliverable: Assessment report with application inventory, dependency maps, migration complexity analysis, TCO comparison, and executive summary with recommendations

View Details
Define migration strategy, roadmap, and detailed execution plan
02
Migrate pilot applications to validate approach and refine processes
03
Execute phased migration across all waves with continuous validation
04
Refactor applications and optimize cloud infrastructure for performance and cost
05
Complete migration, decommission on-premise infrastructure, and transition to operations
06

Why Trust StepInsight for Cloud Migration & Modernization

Experience

  • 10+ years executing cloud migrations and modernizations for enterprises, SaaS companies, and government across 18 industries
  • 200+ successful migrations from on-premise to AWS, Azure, and GCP with minimal business disruption
  • Migrated 10,000+ applications and databases ranging from simple lift-and-shift to complex re-architecture
  • Partnered with companies from pre-seed concept through Series B scale
  • Global delivery experience across US, Australia, Europe with offices in Sydney, Austin, and Brussels

Expertise

  • Cloud migration strategies using 7R framework (Rehost, Replatform, Refactor, Rearchitect, Rebuild, Replace, Retain) tailored to application characteristics
  • Application modernization including microservices, containers, serverless, and event-driven architectures on AWS, Azure, GCP
  • Database migration and modernization from Oracle, SQL Server to PostgreSQL, MySQL, Aurora, and cloud-native databases
  • Hybrid cloud architecture designing seamless connectivity between on-premise and cloud during migration transition
  • Migration automation using AWS Migration Hub, Azure Migrate, Google Cloud Migrate, and Infrastructure as Code for repeatable deployments

Authority

  • Featured in industry publications for cloud migration and application modernization expertise
  • Guest speakers at cloud migration and DevOps conferences across 3 continents
  • AWS, Azure, and GCP certified migration specialists and solutions architects
  • Clutch-verified with 4.9/5 rating across 50+ client reviews
  • Contributing members to Cloud Native Computing Foundation (CNCF) and cloud migration communities

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Custom Cloud Migration & Modernization vs. Off-the-Shelf Solutions

See how our approach transforms outcomes

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Expert-led migrations complete in 6-12 months with proven methodologies. 25-40% faster execution through experience and automation. On-time delivery.

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Internal teams take 12-24 months due to learning curve, trial-and-error, and lack of migration expertise. Projects frequently delayed by 30-50%.

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Fixed-price or time-and-materials with accurate budgeting. Avoid common pitfalls saving 20-30% vs. internal-led migrations. Transparent cost tracking.

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Budget overruns common—44% of companies waste 30%+ of migration budget due to poor planning, unexpected issues, and rework.

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Minimal disruption with incremental migration, testing, and rollback procedures. Cutovers during off-hours with <1 hour downtime. Zero data loss guaranteed.

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Outages, data loss, and failed cutovers common. Applications down for hours or days during migration causing revenue loss and customer impact.

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Performance improves 50-70% through right-sizing, caching, CDN, database tuning. Applications faster and more reliable than on-premise baseline.

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Applications often perform worse in cloud due to poor architecture choices, wrong instance sizing, or missing optimizations. Customer complaints increase.

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Optimized architecture with right-sizing, auto-scaling, reserved instances. 30-50% lower cloud costs vs. unoptimized migration. FinOps governance ongoing.

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Over-provisioned resources, on-demand pricing for everything, no optimization strategy. Cloud costs 30-50% higher than necessary from day one.

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Security built-in from day one with zero-trust, encryption, IAM, compliance controls. Pass audits on first attempt. SOC 2, HIPAA, GDPR ready.

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Security gaps discovered post-migration. Compliance violations, failed audits, or security incidents requiring emergency remediation costing $100k-$1M+.

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Strategic modernization where it makes sense. Refactor to microservices, containers, serverless. Applications optimized for cloud, not just moved.

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Lift-and-shift only—miss opportunity to modernize. Applications run in cloud but don't leverage cloud-native benefits. Technical debt persists.

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Comprehensive documentation, runbooks, and operational procedures. Operations team trained on cloud management. Low bus factor with documented architecture.

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Minimal documentation. Tribal knowledge in individual team members' heads. High bus factor risk. Operations team struggles to support cloud infrastructure.

Frequently Asked Questions About Cloud Migration & Modernization

Cloud migration is the process of moving applications, data, and infrastructure from on-premise data centers to cloud platforms (AWS, Azure, GCP). Modernization involves updating legacy applications to leverage cloud-native services like serverless, containers, and managed databases. Migration strategies include rehost (lift-and-shift with minimal changes), replatform (minor optimizations), refactor (re-architect for cloud-native), rebuild (rewrite from scratch), replace (switch to SaaS), or retain (keep on-premise). Well-executed migrations reduce infrastructure costs by 30-50%, improve performance by 50-70%, and deliver ROI within 12-18 months through operational savings, faster deployments, and enhanced agility. Most enterprise migrations take 6-12 months depending on complexity and application count.

Migrate to the cloud when you're: (1) Facing data center lease expiration or hardware end-of-life requiring expensive refresh, (2) Experiencing high on-premise infrastructure costs (power, cooling, maintenance) exceeding cloud alternative, (3) Limited scalability preventing business growth due to capacity constraints, (4) Running legacy applications on unsupported operating systems (Windows Server 2012/2016 end-of-life) creating security risk, (5) Paying high database licensing costs ($200k+/year) for Oracle/SQL Server that could be replaced with open-source, (6) Needing disaster recovery but can't afford second data center, or (7) Wanting faster deployment and innovation velocity impossible with on-premise infrastructure. Ideal timing is 12-24 months before data center contract expiration or hardware end-of-support allowing proper planning and risk mitigation.

Cloud migration and application modernization engagements start at $150,000 and scale based on application count, complexity, and modernization scope. Pricing includes assessment, strategy, execution, and post-migration support. Simple lift-and-shift migrations typically cost $5,000-$10,000 per application while complex refactoring costs $20,000-$100,000+ per application. However, migrations deliver 30-50% infrastructure cost savings ($500,000-$5,000,000 annually for mid-size enterprises), provide ROI within 12-18 months, and avoid capital expenses for hardware refresh ($2,000,000-$10,000,000+). Most organizations save 5-10x their migration investment through operational savings and avoided CapEx. Contact us for a detailed quote based on your specific migration requirements.

Cloud migration deliverables include: (1) Assessment report with application inventory, dependency maps, migration complexity analysis, and TCO comparison, (2) Migration strategy document with application-specific strategies using 7R framework and phased roadmap, (3) Wave plan grouping applications into migration waves with timeline and dependencies, (4) Pilot migration report validating approach and documenting lessons learned, (5) Migrated applications running in cloud with functional, performance, security validation completed, (6) Hybrid cloud architecture with VPN/Direct Connect enabling seamless on-premise to cloud connectivity, (7) Post-migration optimization report with cost savings, performance improvements, and security enhancements, (8) Complete documentation including architecture diagrams, runbooks, operational procedures, and troubleshooting guides, and (9) Trained operations team ready to manage cloud infrastructure. All assets owned by you with knowledge transfer completed.

Cloud migration typically takes 2-4 weeks for assessment, 2-3 weeks for strategy and planning, 3-6 weeks for pilot migration, and 3-9 months for wave-based execution depending on application count and complexity. Total timeline ranges from 6-12 months for most enterprise migrations. Simple lift-and-shift migrations complete faster (3-6 months) while complex modernizations with re-architecture take longer (12-18 months). Timeline depends on application count (10 vs. 500 applications), migration complexity (rehost vs. refactor), data volume (TB vs. PB), team availability, and business constraints (maintenance windows, blackout dates). Expert-led migrations complete 25-40% faster than internal-led initiatives through proven methodologies and automation. ROI begins immediately post-migration with cost savings realized within 12-18 months.

Rehost (lift-and-shift) moves applications to cloud with minimal code changes—fastest approach for quick wins and immediate cost savings but misses cloud-native optimization opportunities. Replatform makes minor optimizations like switching to managed databases (RDS instead of self-hosted MySQL) without code changes—moderate effort with some cloud benefits. Refactor (re-architect) restructures applications to leverage cloud-native services like serverless, containers, microservices—highest effort but maximizes cloud benefits including scalability, performance, and cost optimization. Choose rehost for stable applications with low technical debt, replatform for applications benefiting from managed services without major changes, and refactor for business-critical applications where cloud-native architecture provides competitive advantage. Most migrations use hybrid approach—rehost for low-value apps, refactor for high-value apps. We assess each application and recommend optimal strategy based on business value, technical debt, and modernization ROI.

We minimize disruption through: (1) Incremental wave-based migration moving application groups in 2-4 week cycles rather than big-bang approach, (2) Hybrid cloud architecture maintaining VPN/Direct Connect between on-premise and cloud allowing seamless integration during transition, (3) Pilot migration testing approach with low-risk applications before migrating business-critical systems, (4) Parallel running keeping on-premise systems operational while validating cloud systems reducing cutover risk, (5) Off-hours cutover scheduling migrations during maintenance windows or weekends minimizing user impact, (6) Automated rollback procedures enabling quick reversion to on-premise if issues occur during cutover, (7) Comprehensive testing validating functionality, performance, security before cutover, and (8) Communication planning keeping stakeholders informed of migration schedule and status. Typical application downtime <1 hour during cutover with zero data loss guaranteed. Most users experience no disruption with proper planning.

Yes, hybrid cloud architecture enables gradual migration while maintaining on-premise operations. We establish VPN or Direct Connect between on-premise data center and cloud creating seamless network connectivity. Applications can gradually move to cloud while communicating with on-premise databases, APIs, or services during transition. Data synchronization tools maintain consistency between on-premise and cloud databases during migration period. Load balancers gradually shift traffic from on-premise to cloud (10% → 50% → 100%) allowing rollback if issues occur. This approach eliminates big-bang migration risk and allows testing in production with real traffic before complete cutover. Hybrid period typically lasts 3-9 months depending on migration complexity. After all applications migrate, hybrid connectivity remains for disaster recovery or can be decommissioned with final data center exit.

Data migration uses proven methods ensuring zero data loss and minimal downtime. For databases, we use AWS Database Migration Service, Azure Database Migration Service, or Google Database Migration Service enabling continuous replication from on-premise to cloud with <1 minute lag. Initial bulk transfer happens offline while ongoing changes replicate continuously. Cutover involves brief replication pause while final sync completes, then applications point to cloud database (typically <5 minutes downtime). For file storage, we use rsync, AWS DataSync, or Azure File Sync transferring data in background while on-premise systems remain operational. Data validation uses checksums and reconciliation scripts ensuring 100% integrity. We maintain on-premise backups until cloud systems validated and stable (typically 30-90 days) providing rollback option. Data encryption at rest and in transit protects sensitive information during migration.

Cloud platform choice depends on existing technology stack, team expertise, and strategic direction. AWS offers broadest migration tooling, largest ecosystem, and best for most workloads—ideal for heterogeneous environments with diverse applications. Azure provides deep Microsoft integration (Active Directory, Office 365, SQL Server, .NET)—best for Windows-heavy environments and existing Microsoft Enterprise Agreements providing licensing benefits. GCP excels for data-intensive workloads and Kubernetes—optimal for organizations prioritizing data analytics, ML, or containerized applications. We evaluate your environment, assess platform capabilities, consider team skills, analyze total cost of ownership, and recommend optimal platform. Many organizations use multi-cloud for redundancy or workload optimization. Our migration approach is cloud-agnostic where possible enabling platform portability and reducing vendor lock-in risk.

Cloud migration typically delivers 30-50% infrastructure cost savings compared to on-premise data center operations. Savings come from: (1) Eliminated CapEx for hardware refresh ($2,000,000-$10,000,000+ every 3-5 years), (2) Reduced OpEx from power, cooling, maintenance, security ($500,000-$5,000,000 annually), (3) Eliminated facility costs for data center space, contracts, compliance, (4) Right-sizing resources reducing over-provisioned infrastructure by 40-60%, (5) Auto-scaling paying only for capacity needed vs. peak capacity 24/7, (6) Reserved instances and savings plans reducing compute costs 30-70%, and (7) Reduced headcount for infrastructure management with cloud-managed services. For $10,000,000 annual on-premise infrastructure cost, expect $3,000,000-$5,000,000 annual savings. ROI achieved within 12-18 months with ongoing savings compounding over time. Beyond cost, agility improves dramatically with provisioning time decreasing from weeks to minutes.

Migration failures are prevented through: (1) Comprehensive assessment identifying risks, dependencies, and migration complexity upfront, (2) Pilot migration validating approach with low-risk applications before business-critical systems, (3) Parallel running maintaining on-premise systems operational while testing cloud systems, (4) Automated rollback procedures enabling quick reversion if issues occur, (5) Incremental cutover gradually shifting traffic (10% → 50% → 100%) allowing issue detection before full migration, (6) Extensive testing validating functionality, performance, security before declaring migration complete, and (7) Hypercare support providing intensive monitoring and rapid response during initial 30-90 days post-migration. If application truly incompatible with cloud (rare with proper assessment), we retain on-premise, rebuild from scratch, or replace with SaaS alternative. Our methodology ensures 99%+ migration success rate with no business-impacting failures.

Yes, post-migration support includes: (1) Hypercare period (30-90 days) with intensive monitoring, rapid incident response, and optimization, (2) Post-migration optimization identifying cost savings, performance improvements, and security enhancements, (3) Knowledge transfer training operations team on cloud management, monitoring, incident response, and troubleshooting, (4) Documentation delivery including architecture diagrams, runbooks, operational procedures, and best practices, (5) FinOps governance establishing cost monitoring, budgets, alerts, and monthly optimization reviews, and (6) Ongoing managed services available for organizations wanting continued support. Hypercare includes dedicated Slack/Teams channel, <2 hour response time for critical issues, weekly optimization reviews, and proactive monitoring. After hypercare, we offer retainer-based support, on-demand consulting, or full managed services depending on internal team capability. Most clients transition to internal management after hypercare with occasional consulting for complex initiatives.

Yes, we specialize in compliant cloud migrations for regulated industries including healthcare (HIPAA), finance (PCI-DSS, SOX), government (FedRAMP), and others. Our compliant migration approach includes: (1) Compliance framework mapping identifying HIPAA, PCI-DSS, GDPR, or SOC 2 requirements applicable to migration, (2) Secure architecture design implementing encryption at rest and in transit, audit logging, access controls, and network segmentation, (3) Data classification and handling ensuring PHI, PII, or cardholder data protected during migration with encryption and secure transfer, (4) Compliance validation conducting security assessments, penetration testing, and audit preparation post-migration, (5) Documentation for auditors providing architecture diagrams, security controls, policies, and procedures meeting compliance requirements, and (6) BAA/compliance agreements establishing Business Associate Agreements (HIPAA) or equivalent contracts. Cloud providers (AWS, Azure, GCP) offer HIPAA-eligible, PCI-DSS compliant services simplifying compliance. We design migrations meeting regulatory requirements from day one avoiding expensive remediation.

StepInsight differentiates through: (1) Real builders, not just consultants—our team has 10+ years executing actual migrations, not just planning them, (2) Risk-first approach prioritizing business continuity, zero data loss, and minimal disruption over speed, (3) Hybrid expertise supporting AWS, Azure, and GCP enabling unbiased platform recommendations vs. single-vendor bias, (4) Application modernization focus beyond lift-and-shift we refactor and optimize where it delivers ROI, (5) Fixed-price options providing cost certainty vs. open-ended time-and-materials engagements, (6) Startup to enterprise experience understanding capital constraints, rapid growth needs, and enterprise governance requirements, and (7) Transparent communication with weekly status updates, risk reporting, and executive dashboards. We deliver production-ready migrations with knowledge transfer, not just technical execution requiring ongoing vendor dependence. Our methodology ensures 99%+ success rate with average 25-40% faster completion vs. internal-led migrations.

What our customers think

Our clients trust us because we treat their products like our own. We focus on their business goals, building solutions that truly meet their needs — not just delivering features.

Lachlan Vidler
We were impressed with their deep thinking and ability to take ideas from people with non-software backgrounds and convert them into deliverable software products.
Jun 2025
Lucas Cox
Lucas Cox
I'm most impressed with StepInsight's passion, commitment, and flexibility.
Sept 2024
Dan Novick
Dan Novick
StepInsight work details and personal approach stood out.
Feb 2024
Audrey Bailly
Trust them; they know what they're doing and want the best outcome for their clients.
Jan 2023

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