A managed services provider is a company that manages other companies’ IT infrastructure to the degree that they require. Managed IT services are used by businesses of all sizes, from small, local companies all the way through large, multinational corporations. As this variety in usage suggests, managed services providers often tailor their services to meet the needs of organizations across a range of variables. We’ll discuss some of the most important variables in the sections below.

If your business has decided to make the switch to a cloud-based infrastructure, your “why” is probably pretty straightforward. With benefits like quick scalability, high reliability, reduced total cost of IT ownership, and flexibility to work from anywhere, cloud-based infrastructure is becoming the model of choice for enterprises and smaller businesses alike.

But when it comes to the “how” of switching to the cloud, that gets a bit more complicated. Although many small and medium-sized businesses (SMBs) choose to outsource their cloud migration to experienced technology professionals, it is still important for decision-makers to understand the migration process at a high level before making the plunge.

If you’re weighing the decision to go cloud-first but are hazy on the migration process, this article is for you. In the following sections, we review the major steps of moving to the cloud.

Discovery: Compile a full accounting of your IT resources.

The first step is fairly intuitive. If you are going to move your workloads to the cloud, you need to start with a complete list of all software and data your business uses, with notes on where each is stored. This means taking a full account of your on-premises servers and applications as well as any workloads currently running in the cloud.

Be aware that “shadow IT” is an increasingly common phenomenon, meaning that there may be employees or departments that are using applications that were never officially approved by your IT team or decision-makers. Any shadow IT should be included in your accounting. This is also a great time to start thinking about which applications are business-critical—and need to be accessed anywhere—and which applications you’d prefer to keep on-premises.

Connectivity: Make sure you have sufficient bandwidth.

This is an often-overlooked consideration but an important one. When you move to the cloud, your employees will be accessing their various business applications over the internet, rather than via your on-premises network. This means that the volume of data flowing through your internet connection will suddenly spike. Make sure you have an internet connection that can handle that volume to avoid slowing your operations to a crawl.

Cloud Models: Weigh your options.

When we talk about “the cloud,” it can sound monolithic, as though it’s one huge, pooled resource. But the truth is that the cloud is not a single environment. There are a variety of cloud providers, cloud models, and service types, and choosing the right arrangement for your business can be complex.

First of all, consider the difference between public and private cloud. Public cloud refers to multi-tenant environments where different users share space on the same servers. Private cloud refers to single-tenant environments, in which servers are dedicated to individual accounts or users.

You should also consider whether your business wishes to move entirely to the cloud or keep some applications and data onsite (i.e., a hybrid cloud model). Furthermore, think about whether your in-house IT staff have the time and experience to remotely manage your new cloud environment, or whether it makes more sense to task the cloud provider with managing your cloud infrastructure.

Risk Analysis: Identify possible issues that may impact migration success.

It is important to understand, at least conceptually, that relationships or “dependencies” exist between your applications. In essence, certain applications depend on other applications to function properly. These relationships are important to map out before attempting to migrate to the cloud because specific relationships may not be present or possible in the new cloud environment. If this issue is not identified before the attempted migration, then you will find that the affected applications won’t function properly or at all.

Compatibility issues can have a similar effect. As pointed out above, the cloud is not a single environment. Some cloud environments may use different operating systems and APIs than your business uses on-premises. Trying to run your workloads in such a mismatched environment would result in significant performance issues or even application failure.

Compliance: Make sure the new cloud environment measures up.

If your business is subject to data privacy and security regulations, you might be concerned about whether the cloud meets your compliance standards. The positive news is that cloud environments—when managed effectively—can meet the rigorous requirements of compliance standards like HIPAA, GDPR, and FINRA. When selecting a cloud provider, make sure they understand your regulations and are willing to complete agreements or other documents to support your compliance.

Security: Update your security strategy and policy.

When you switch to a cloud-first approach, your security strategy needs to change too. Your data will no longer be contained within the perimeter of your onsite infrastructure; it will now be located in a remote data center and accessed over the internet from endpoints like laptops, mobile phones, or tablets.

This diffuse network requires a different type of cybersecurity strategy since you now have to “guard the door” of every endpoint and user that connects to your network. A security program that adheres to principles of zero trust is highly recommended for a cloud-based environment, as it makes it harder for bad actors to get into your systems and limits the damage they can do if they do penetrate your network.

In today’s business world, where technology and business strategy are inextricably linked, a Chief Information Officer (CIO) is an indispensable member of most large companies’ leadership teams. But with annual salaries averaging over $300,000¹, a full-time CIO is impractical for most small to medium-sized businesses (SMBs). A popular alternative is a virtual CIO (vCIO), an outsourced resource of expertise, strategic planning, and leadership who works on a part-time or as-needed basis.

Not sure if a vCIO is right for your business? Here are 6 clear signs that your business needs a vCIO:

1. Your business does not have a coherent IT strategy.

Businesses that compete most effectively recognize that IT is much more than just a tool for completing day-to-day tasks. Technology is now a key strategic tool—one that allows you to achieve business goals that are central to your competitive advantage. A vCIO has the expertise, in both business strategy and technology, to help you create an IT strategy that makes more effective use of available technologies to achieve business goals ranging from changing your business model to increasing efficiency to expanding your footprint.

2. You’d like to adopt a cloud-first strategy but lack the expertise.

Compared with enterprise-level businesses, SMBs have been slower to adopt a cloud-first strategy. A vCIO can provide smaller businesses with the expertise needed to evaluate their cloud readiness and then plan an organized migration to the cloud. Consulting with a vCIO helps SMBs to determine which applications are suitable for a “lift and shift” migration, which may need refactoring or rewriting before migration, and which may be best-left on-premises. An informed assessment and migration roadmap make the process easier, faster, and less prone to time-consuming errors.

3. You think you might be paying too much for technology across multiple vendors.

SMBs are of necessity cost-conscious, and pruning unnecessary IT spend is a popular use of vCIO expertise among smaller businesses. One study revealed that on average, about a third of a company’s software spend is ultimately wasted². A vCIO can assess a business’ IT spend, often uncovering tens of thousands of dollars of overspend in areas like unused software licenses and redundant software functionality. A vCIO can also assist by identifying opportunities to consolidate software solutions with fewer vendors to obtain better rates.

4. You need stronger cybersecurity but aren’t sure where to start.

You need stronger cybersecurity but aren’t sure where to start. Only 26% of SMBs feel “very confident” in their ability to respond to a cyberattack³. And for good reason—cybersecurity today has grown quite complex. A vCIO can complete an assessment of your cybersecurity program and explain how to fill any holes that are discovered with appropriate policies, procedures, or technologies.

5. You need to establish an appropriate IT budget for the coming year.

Because IT now fills a strategic role in most businesses, having a carefully developed IT budget is a must. Budgeting for IT is about more than just dollars; it’s about identifying tech spending priorities that support your business’ strategic goals and security. A vCIO can assist with benchmarking as well as with understanding how various IT spend categories serve your long-term interests (e.g., investing in disaster recovery solutions to prevent business-crushing data loss).

6. You lack IT policies or feel that existing policies need improvement.

Your IT policies establish a consistent set of expectations for employees. Policies related to areas like device use, removing users, and password practices help to secure your infrastructure while also documenting compliance with applicable standards and helping your business to qualify for reduced cyber insurance premiums. A vCIO can assist with formulating IT policies that prescribe professional, secure use of IT by employees, and that adhere to any regulations your business must follow.