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Cloud Migration Guide

Cloud Migration Strategies

The 7 Rs of cloud migration: Rehost, Replatform, Repurchase, Refactor, Retire, Retain, and Relocate. Find the right strategy for each workload.

Strategy Comparison

Compare migration strategies across key dimensions

Aspect
Rehost
Replatform
Repurchase
Refactor
Retire
Retain
Relocate
TimelineWeeks-Months1-3 months1-6 months6-18 months1-3 monthsN/AWeeks-Months
ComplexityLowMediumMediumHighLowN/ALow-Medium
Risk LevelLowMediumMediumHighLowLowLow
Cloud BenefitsMinimalModerateHighMaximumN/ANoneMinimal
Cost Savings0-10%15-30%Variable40-70%100%0%0-10%
Dev EffortNoneLowLowHighNoneNoneNone

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

High:Refactor for maximum agility
Low:Rehost, Retire, or Repurchase

Technical Debt

Amount of accumulated shortcuts and outdated components

High:Refactor or Repurchase
Low:Rehost or Replatform

Change Frequency

How often the application requires updates

High:Refactor for faster delivery
Low:Rehost or Replatform

Timeline Pressure

Urgency of migration (data center exit, contracts)

High:Rehost or Relocate
Low:Refactor or Replatform

Available Budget

Investment capacity for migration

High:Refactor for long-term ROI
Low:Rehost or Retire

Skills Available

Cloud-native development expertise in team

High:Refactor with confidence
Low:Rehost or Repurchase

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.

Best for: Legacy applications, time-sensitive migrations, applications with complex dependencies
Timeline: Weeks to months
Complexity: Low
Risk Level: Low
Cost Impact: Similar or slightly higher than on-prem initially

Key Activities

  1. 1Assess current infrastructure
  2. 2Select target cloud instances
  3. 3Configure networking and security
  4. 4Migrate VMs or containers
  5. 5Test and validate
  6. 6Cutover and decommission

Common Tools

AWS Application Migration ServiceAzure MigrateGoogle Migrate for Compute EngineVMware HCX

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.

Best for: Applications that can benefit from managed services with moderate effort
Timeline: 1-3 months per app
Complexity: Medium
Risk Level: Medium
Cost Impact: 15-30% cost reduction vs. rehost

Key Activities

  1. 1Identify optimization opportunities
  2. 2Select managed services (RDS, ElastiCache, etc.)
  3. 3Modify configurations
  4. 4Update connection strings
  5. 5Migrate and test
  6. 6Optimize performance

Common Tools

AWS Database Migration ServiceAzure Database Migration ServiceGoogle Database Migration Service

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.

Best for: Commodity applications with available SaaS alternatives (CRM, HR, Email)
Timeline: 1-6 months
Complexity: Medium
Risk Level: Medium
Cost Impact: Variable - often lower TCO over 3-5 years

Key Activities

  1. 1Evaluate SaaS alternatives
  2. 2Plan data migration
  3. 3Configure new platform
  4. 4Migrate users and data
  5. 5Train users
  6. 6Decommission legacy system

Common Tools

Native SaaS migration toolsThird-party ETL toolsData migration services

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.

Best for: Strategic applications requiring scalability, resilience, and agility
Timeline: 6-18 months
Complexity: High
Risk Level: High
Cost Impact: 40-70% cost reduction at scale + agility gains

Key Activities

  1. 1Application assessment and design
  2. 2Decompose into microservices
  3. 3Implement cloud-native patterns
  4. 4Containerize or go serverless
  5. 5Build CI/CD pipelines
  6. 6Deploy and iterate

Common Tools

KubernetesDockerAWS Lambda/FargateAzure Functions/AKSGoogle Cloud Run/GKETerraform

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.

Best for: Redundant, obsolete, or trivial applications with low business value
Timeline: 1-3 months
Complexity: Low
Risk Level: Low
Cost Impact: 100% savings on retired applications

Key Activities

  1. 1Identify retirement candidates
  2. 2Validate with business owners
  3. 3Plan data archival
  4. 4Notify users
  5. 5Archive necessary data
  6. 6Decommission infrastructure

Common Tools

Application portfolio management toolsCMDBData archival solutions

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.

Best for: Recently upgraded systems, compliance-restricted apps, low-priority workloads
Timeline: N/A
Complexity: N/A
Risk Level: Low
Cost Impact: Status quo - no change

Key Activities

  1. 1Document reasons for retention
  2. 2Ensure hybrid connectivity
  3. 3Plan future reassessment
  4. 4Maintain security posture
  5. 5Monitor for migration triggers
  6. 6Schedule periodic reviews

Common Tools

Hybrid connectivity (VPN, Direct Connect)Identity federationMonitoring 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.

Best for: VMware-based environments seeking rapid migration with minimal changes
Timeline: Weeks to months
Complexity: Low-Medium
Risk Level: Low
Cost Impact: Premium pricing for VMware cloud services

Key Activities

  1. 1Assess VMware environment
  2. 2Plan network architecture
  3. 3Set up VMware Cloud
  4. 4Configure HCX for migration
  5. 5Migrate VMs (live or scheduled)
  6. 6Validate and optimize

Common Tools

VMware HCXVMware Cloud on AWSAzure VMware SolutionGoogle Cloud VMware Engine

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

1

Assess

Discover and analyze your application portfolio

  • Application discovery
  • Dependency mapping
  • TCO analysis
  • Strategy assignment
2

Mobilize

Build foundation and prepare for migration

  • Landing zone setup
  • Security baseline
  • Team training
  • Pilot selection
3

Migrate

Execute migration in waves

  • Wave planning
  • Application migration
  • Testing & validation
  • Cutover execution
4

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:

40-50%
Rehost (quick wins)
25-30%
Replatform (optimize)
10-15%
Refactor (strategic)
15-25%
Retire/Retain/Repurchase

We help you assess each application and build a migration roadmap that balances speed, cost, and business value.

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