A Guide for Migration

February 5, 2025

After experiencing many migrations over the past few seasons, there are some valuable insights worth sharing when attempting to migrate software, infrastructure, data, etc.

1. Compare

Migration, by definition, is "movement from one part of something to another." However, before migrating, it is essential to understand what you stand to gain or lose during the process. For example, if you're migrating from one software to another, you need to identify key features that are non-negotiable and consider alternative ways to achieve those features if they are unavailable in the new software. Create a comparison table listing matching features and those that differ between the two.

2. Plan

Develop a detailed plan to execute the migration. Outline the steps in the correct sequence: what comes first, what follows, and so on. While some migrations might go smoothly without formal planning, even ducks can get caught in a storm during a migration. A solid plan will undoubtedly save you some trouble.

Start by laying the groundwork. For instance, if you’re migrating a virtual machine from one provider to another, the first step is creating an account with the new provider. Next, set up a project, determine how to transfer the virtual machine image, and so forth. Having everything mapped out in advance will pay off in the long run.

3. Assess

Migration is not cheap. I repeat, it is not cheap.

When planning a migration, you may need both environments running simultaneously until the destination environment is fully operational. Only then can you safely stop or shut down the existing environment. Assess all costs to avoid unnecessary expenses.

Migration may also require additional manpower, which can add to the cost. For example, if you have a team of five engineers working on a project, will you divert their time from development to handle the migration? While some businesses pause development for migration, others hire additional engineers to manage the task. Use your best judgment to decide.

4. Verify

Once the migration is complete, it is crucial to re-check everything to ensure it runs as smoothly as before. Verify that all aspects of the environment are functioning correctly and obtain confirmation from stakeholders or users that everything is "good to go." Only then should you proceed to shut down the old environment.

5. Document

Document the entire migration process. Good documentation will serve as a reference for future migrations and help others understand what has been done. Additionally, consider sharing your migration experience with other teams or colleagues.


Thanks for reading! God bless.