A cloud migration starts by deciding what needs to move and what can stay where it is. For a small business, success means people can resume their work after cutover with the right files, the right access and acceptable downtime.

Map what depends on the files and applications

For each folder or application, record who uses it, where its data lives and which other systems rely on it. A shared folder might feed a report, a scanner or an accounting import. Check offline requirements, partner access and internet connectivity at every office that will use the new service.

Pilot a representative batch

Choose a group with a mix of routine and demanding workflows. Test permissions, sharing links, large files and remote access. Ask users to complete a real task, such as approving a document or importing a file. Record how long the transfer took and what needs to change before the next batch.

Agree on cutover and rollback criteria

Set a time for making the old system read-only and decide how you will copy the final changes. Ask business owners to verify critical tasks before you announce that the new system is ready. Decide ahead of time what failure would trigger a rollback and how you would recover work entered in the meantime. Keep support contacts and the follow-up schedule where staff can find them.

Related article How to build a small business IT disaster recovery plan

Explore our IT services