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On-Premises to Cloud Migration: Complete Step-by-Step Guide for Businesses

Priya Malhotra · Cloud Practice Lead12 min read

On-Premises to Cloud Migration: Complete Step-by-Step Guide for Businesses

On-premises to cloud migration is the move from servers you own, in an office or a data centre, to infrastructure you rent from a cloud provider such as AWS or Microsoft Azure. Done well, it's a series of small, rehearsed moves rather than one big weekend. Done badly, it's the same problems on a monthly bill.

This guide covers the whole job: what can move, the strategies for moving it, the seven steps we follow, and how the process differs on AWS and Azure. If you want the short version to tick off as you go, use our cloud migration checklist.

What Is On-Premises to Cloud Migration?

On-premises to cloud migration means moving your servers, applications, databases and files from hardware you own and run to infrastructure rented from a cloud provider. The workloads keep doing the same job. What changes is who owns the hardware, how you pay for capacity, and how quickly you can add or remove it.

It isn't all-or-nothing. Plenty of businesses move most systems and keep one or two on-premises for licensing, latency or regulatory reasons. That mix is called hybrid, and it's a legitimate end state, not a failure to finish.

Why Businesses Are Moving from On-Premises to Cloud

The trigger is rarely a strategy document. It's usually one of these:

  • Hardware reaching end of life. The server is out of warranty, and replacing it means a large purchase sized for growth you may not see for years.
  • A single point of failure. One server room, one internet line, and one person who knows how it all fits together.
  • Remote and branch access. Staff and branches need the same systems from anywhere, and a VPN into an office server has become the bottleneck.
  • Backups and disaster recovery. A second site is expensive to build yourself. In the cloud, a standby copy in another region is a configuration choice.
  • Capacity that swings. Month-end, a seasonal peak or a product launch needs more power for a few weeks, not all year.

Cost is on most lists too, but treat it carefully. The cloud turns a capital purchase into a monthly bill. Whether that bill ends up lower depends on how well you size and manage it after the move, which is why step 7 below matters as much as step 5.

What Can You Migrate to the Cloud?

WorkloadCommon cloud targetCheck first
Servers (Windows, Linux)Virtual machines: Amazon EC2 or Azure Virtual MachinesOperating system support and licence portability
Databases (SQL Server, MySQL, PostgreSQL, Oracle)A database on a virtual machine, or a managed database serviceSize, rate of change, and the downtime the business can accept
Business applications (ERP, accounting, CRM)Virtual machines, or the vendor's own cloud editionWhether the vendor supports cloud hosting, and the licence terms
File sharesCloud file storageFolder permissions and how users map drives today
DesktopsHosted virtual desktopsWhich applications users really need, and printing
Backups and archivesLow-cost archive storageRetention rules and how fast you need data back

Some things don't move well: software tied to a USB licence dongle, machines on a factory floor that talk to equipment over the local network, and systems that need very low latency to on-site hardware. Those usually stay on-premises and connect to the cloud. If desktops are your starting point, see secure cloud desktops; if it's accounting, Tally on Cloud is often the easiest first move.

Types of Cloud Migration Strategies

AWS describes seven migration strategies, often called the 7 Rs, which build on five that Gartner set out in 2011 (AWS Prescriptive Guidance). Microsoft's Cloud Adoption Framework uses similar ideas. You choose one per application, not one for the whole estate.

StrategyWhat it meansGood fit when
RehostMove the server as it is ("lift and shift")You need out of the data centre quickly, or the application rarely changes
ReplatformMake small changes on the way, such as moving a database to a managed serviceA targeted change removes real maintenance work without a rewrite
RefactorRebuild the application for the cloudThe application is core to the business and its current design holds it back
RepurchaseReplace it with a software-as-a-service productA standard product now does the job well enough
RelocateMove a whole virtualised platform, such as VMware, without changing the virtual machinesYou want the same platform running in the cloud
RetainLeave it on-premises for nowLicensing, latency or regulation make moving it more trouble than it's worth
RetireSwitch it offNobody can name a user who would miss it

One piece of AWS's advice is worth repeating. For large migrations it recommends against refactoring during the move, and suggests rehosting, relocating or replatforming first, then modernising once you're in the cloud. We'd say the same to most mid-size businesses: moving and redesigning at the same time doubles the things that can go wrong.

Steps to Migrate from On-Premises to Cloud

These are the seven steps we follow. The early ones take longer than people expect, and that's where the time is best spent.

Step 1: Assess Existing Infrastructure

List every server, application, database and file share, and record who owns each one, what it depends on and how busy it really is. Collect a few weeks of CPU, memory, disk and network figures, because the size of a server on paper is rarely the size it needs. AWS and Azure both have discovery tools that do much of this automatically; they're covered in the provider sections below.

The output is a dependency map: which systems talk to which. It's the most valuable document in the project, because it decides what can move separately and what has to move together.

Step 2: Choose AWS, Azure or Another Cloud Platform

For most businesses in India the choice is between AWS and Microsoft Azure. Both have data centre regions in India, which matters if your data has to stay in the country, and both run Windows and Linux workloads well. The deciding factors are usually practical:

  • What you already use. A business built on Microsoft 365, Active Directory and SQL Server often finds Azure simpler, especially with its licence benefits for Windows Server and SQL Server.
  • Your team's skills. The platform your IT team or partner knows well is cheaper to run than the one with a slightly lower list price.
  • The services your applications need. Compare the specific managed databases, backup and recovery options you'll use, not the whole catalogue.
  • Pricing for your actual workload. Price the servers you'll run, in the region you'll use, with the support plan you'll need.

For a handful of business servers that need no cloud-native services, managed cloud servers can be a better fit than building on either platform yourself.

Step 3: Prepare Your Cloud Environment

Before the first server moves, build the foundation it will land in. Both providers call this a landing zone: the account structure, network layout, identity and access, security guardrails, logging and tagging rules that every workload inherits. AWS sets it up with AWS Control Tower, and Microsoft documents the Azure landing zone in its Cloud Adoption Framework.

Connect it to your office as well, through a site-to-site VPN or a dedicated link, so migrated and not-yet-migrated systems can talk during the transition. Setting up governance for the first server is easy. Retrofitting it after fifty have moved is not.

Step 4: Plan Data and Application Migration

Group systems into migration waves along the lines of the dependency map, so tightly connected systems move together. For each wave, agree the strategy, the cutover window, the test plan and the rollback plan with the business owners, not just with IT.

Data needs its own plan. Small databases can be backed up and restored. Large or busy ones are better moved with continuous replication, so the cloud copy stays in sync until the moment you switch. Very large archives can travel on a physical transfer device, such as Azure Data Box, that the provider ships to you.

Make the first wave a rehearsal: a low-risk workload that's still representative of the rest. It tests the runbook, the rollback and the communication plan, not just the technology.

Step 5: Migrate Servers and Databases

For rehosted servers, the usual method is replication. The server's disks are copied to the cloud and kept in sync, you launch test copies without touching the original, and you cut over once the tests pass. AWS Application Migration Service works this way, and Azure Migrate offers replication for VMware, Hyper-V and physical servers.

Databases follow their own path: native backup and restore, the database's own replication, or a migration service such as AWS Database Migration Service or Azure Database Migration Service, which can keep source and target in sync while the application keeps running.

Cut over in a planned window. Continuous replication and a blue-green approach, where the old environment stays live as a fallback, reduce cutover disruption. How much downtime remains depends on the application's architecture and how strictly its data has to stay consistent during the switch. Tell users in advance either way.

Step 6: Test and Validate Applications

Test like a user, not like a server. Can people log in? Do month-end reports produce the same totals? Do integrations, scheduled jobs, printing and email alerts still work? Compare response times with the baseline from step 1.

Then restore a backup. A backup that has never been restored is a hope, not a strategy. Keep the old environment available, read-only if possible, until the business owner signs off.

Step 7: Monitor and Optimise

The first ninety days in the cloud decide whether the project pays off. Put monitoring and alerts on what users feel, right-size servers once you have a few weeks of real usage data, tag every resource so each department sees its costs, automate patching and switch off test environments out of hours. Then retest disaster recovery and retire the old hardware. Our cloud migration checklist breaks the first 90 days down week by week.

On-Premises to AWS Cloud Migration

On AWS, the steps above map onto these services:

StepAWS serviceWhat it does
Assess and planAWS TransformDiscovery, migration planning and EC2 sizing recommendations. AWS stopped taking new customers for Migration Hub in November 2025 and points them to AWS Transform
Landing zoneAWS Control TowerSets up a governed, multi-account AWS environment
ServersAWS Application Migration ServiceReplicates servers continuously, launches test copies and runs the cutover
DatabasesAWS Database Migration ServiceMoves databases with ongoing replication, including between different database engines

AWS has two regions in India, Mumbai and Hyderabad. Two things to settle early: whether you're bringing your own Windows Server and SQL Server licences or paying for licence-included instances, and who owns which security duties. Under AWS's shared responsibility model, AWS secures the underlying infrastructure, while your operating systems, data, user access and configuration stay your responsibility.

We run AWS migrations end to end, from assessment to the first 90 days. See our cloud migration services and the FinEdge Capital case study.

On-Premises to Azure Cloud Migration

On Azure, most of the journey runs through one hub:

StepAzure serviceWhat it does
AssessAzure MigrateAgentless discovery through a lightweight appliance, readiness checks, and size and cost estimates for servers, SQL Server and web apps
Landing zoneAzure landing zoneMicrosoft's reference foundation for governance, security, networking and identity
ServersAzure MigrateReplicates VMware, Hyper-V and physical servers to Azure virtual machines
DatabasesAzure Database Migration ServiceMoves databases such as SQL Server to Azure SQL Database, Azure SQL Managed Instance or SQL Server on an Azure virtual machine
Large offline dataAzure Data BoxA physical device for moving large volumes of data

The biggest Azure-specific lever is Azure Hybrid Benefit, which lets you use eligible Windows Server and SQL Server licences you already own on Azure instead of paying for them again. Check eligibility with your licensing partner before you price the move. Azure has several regions in India, including Central India, South India and West India, and Microsoft's shared responsibility page sets out which security duties stay with you.

We plan and run Azure migrations too, including licence reviews before the move. See our cloud migration services.

Common Cloud Migration Mistakes to Avoid

  • Skipping the dependency map. Most mid-migration emergencies trace back to a connection nobody drew.
  • Sizing from the old server's specification. On-premises servers are bought for peak load years ahead; size from measured usage instead.
  • Refactoring and migrating at the same time. Move first, modernise after.
  • Moving workloads before the landing zone exists. Ungoverned accounts are hard to secure and hard to bill back.
  • Forgetting licences. Some licences aren't portable to cloud servers, and cutover day is an expensive time to find out.
  • Running old and new systems both live. Two copies of the same data drift apart quickly.
  • Treating cutover as the finish line. Your cloud costs are decided in the months after.

When to Hire a Cloud Migration Specialist

A business moving one or two servers, with a capable IT person, can often do it with the providers' own tools and documentation. Bring in a specialist when:

  • Systems are interlinked and nobody has the full picture of what talks to what.
  • Downtime is expensive, and you need a tested cutover and rollback plan.
  • You have compliance requirements, such as data that must stay in India or audit trails a regulator will ask for.
  • Your team hasn't built a landing zone before, and you'd rather it was right the first time.
  • You want someone to run the environment after the move, not just deliver it.

A good partner starts with assessment, not a quote for servers. Ask how they handle rollback, who tests with your users, and what happens in the first 90 days.

How Long Does Cloud Migration Take?

It depends far more on dependencies than on server count. As a rough guide:

ScopeTypical durationWhat decides it
One application or a few standalone serversDaysData size and the testing your users need
A department or a group of connected systemsWeeksHow many dependencies cross wave boundaries
A data centre of interlinked systemsMonths, in wavesNumber of waves, change freezes and the business calendar

The most reliable estimate comes from the rehearsal wave: how long it really took, and what it uncovered, tells you more about the rest of the schedule than any upfront plan. Keep cutovers away from year-end close, GST filing weeks and your peak season.

Cloud Migration Myths

MythReality
The cloud is always cheaperIt can be, if you size from real usage and switch off what you don't use. An unmanaged cloud estate can cost more than the server room it replaced.
Migration means days of downtimeMost systems move with a short planned cutover. How short depends on the application and its data.
The provider handles securityThe provider secures the infrastructure. Your operating systems, data, user access and configuration are still yours to secure.
You have to move everything at onceMoving in waves is the normal approach, and some systems may stay on-premises for good.
Lift and shift is a wasteIt's often the fastest, lowest-risk first step. You can modernise once you're in the cloud.

How This Guide Was Created

This guide was written by the Aptivix Technologies cloud practice, based on how we plan and run migrations onto AWS and Azure for businesses in India. Provider-specific details, including service names, the 7 Rs and the shared responsibility split, were checked against AWS and Microsoft documentation in October 2026 and are linked where they appear. Cloud services change quickly, so check the date at the top of this page and the linked documentation before acting on specifics.

Final Thoughts

On-premises to cloud migration rewards preparation more than speed. Map dependencies, choose a strategy per application, build the landing zone first, rehearse, and give the first 90 days as much attention as cutover day. The platform matters less than the discipline.

If you'd like help with your plan, our cloud migration team can assess your setup and plan the waves before anything moves. Smaller estates may be better served by managed cloud servers, and the cloud migration checklist is there to tick off as you go.

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