The World Health Organization has described the world as being in ‘uncharted territory’ due to the coronavirus outbreak. Many working environments have changed significantly in recent weeks, but businesses remain resilient and are working hard to operate on a ‘business as usual’ basis.
In professional services, moving from on-premise to cloud solutions continues to be a significant move for those businesses endeavouring to drive sustainable innovation and competitive advantage. The collaborative benefits of the cloud are fuelling better customer engagement and accelerating many communication-based activities. Moving to the cloud means streamlining and digitalising key processes to unlock dead billable time, as well as integration, consolidation and access from any device.
However, whether you’re adopting a new application or migrating an existing one to the cloud, it’s useful to start with a clear understanding and documented approach. It is essential that companies understand not only the technical architecture surrounding each of their business applications, but also, in the case of collaborative cloud solutions, exactly how their customers and clients will interact with new cloud-based applications.
If you are considering migrating to the cloud, this checklist can help you to prepare.
 

Dedicate time to tidying up your pre-migration data. If you’ve been using your current on-premise product for some time, you may find some of your data has become disorganised or requires a refresh. Do you have phone numbers where email addresses should be, for example? Do you have old data that should be removed – for example, former clients/customers that you haven’t dealt with in years? If migrating transactions, do you need historical data from five or 10 years ago, or just the most recent transactions? Do you have any GDPR considerations to take into account? Moving to new software is a great time to clean up your data.

 

Review the mapping of your data fields. Unless

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