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Developing a Cloud Computing Strategy: A Step-by-Step Guide

March 15, 2024
15
 min read
From assessing your current IT infrastructure and identifying business objectives to selecting the right cloud deployment model and provider, this article covers all the critical aspects of crafting a successful cloud computing strategy.
By 
Blake McCracken
Blake is an accomplished sales and marketing executive with experience driving digital growth for professional services firms. His expertise is in helping finance and technology advisory firms achieve business objectives through an understanding of the unique challenges faced by these industries. Blake has a proven track record of delivering measurable results and fostering long-term client relationships.

Embarking on a cloud adoption journey can be daunting, but with the right strategy in place, organizations can unlock unparalleled opportunities for innovation, agility, and growth. In this guide, we'll break down the process of developing a cloud computing strategy into manageable steps, providing actionable insights and best practices along the way. From assessing your business needs and objectives to choosing the right cloud deployment model and service, we'll help you navigate each stage of the journey with confidence. 

Whether you're new to cloud computing or looking to optimize your existing cloud infrastructure, our step-by-step approach will empower you to develop a strategic roadmap that drives innovation, efficiency, and growth for your organization. Join us on this journey as we embark on a transformative exploration of cloud computing strategy development.

Six Steps to Building a Cloud Framework

1. Assess Your Business Needs and Objectives

Understanding the specific requirements and objectives of the business is crucial because it forms the foundation upon which the cloud strategy will be built. By aligning the cloud strategy with organizational goals, businesses can ensure that their investments in cloud technologies directly contribute to achieving desired outcomes. This step enables decision-makers to prioritize initiatives that will have the greatest impact on the business and avoid investing resources in areas that may not align with strategic objectives.

Some key questions to consider during the initial assessment include:

  • What are the specific business objectives and goals driving the need for cloud adoption?
  • What are the current pain points or challenges with existing IT infrastructure or operations?
  • What are the scalability requirements for current and future workloads?
  • What are the performance and availability requirements for critical workloads?
  • What are the budgetary constraints and financial considerations for cloud adoption?
  • What are the cultural and organizational readiness factors?
  • What are the timelines and milestones for the cloud implementation?

2. Choose the Right Cloud Model

Selecting the appropriate cloud deployment model and service are critical because this lays the foundation for the entire cloud infrastructure and determines how resources will be provisioned, managed, and utilized. Cloud computing can be categorized into several types based on deployment models and services.

Understanding the Types of Cloud Models

  1. Public cloud services are those provided by third-party cloud service providers over the internet. These services are available to multiple organizations or individuals on a subscription basis. Examples of public cloud providers include Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP). Public clouds are highly scalable, cost-effective, and accessible to anyone with an internet connection.
  2. Private cloud services and infrastructure dedicated exclusively to a single organization. Private clouds can be hosted on-premises within the organization's data center or hosted by a third-party provider. These environments offer greater control, security, and customization compared to public clouds but may require higher upfront investments.
  3. Hybrid clouds combine elements of both public and private clouds, allowing organizations to leverage the scalability and cost-effectiveness of public clouds while retaining control over sensitive data and critical workloads in private clouds.

3. Determine the Appropriate Cloud Service

Different cloud service models cater to distinct business needs and requirements. By selecting the appropriate service model, organizations can align their cloud strategy with their specific business goals and objectives.

IaaS

Infrastructure as a Service (IaaS) provides raw computing resources for organizations seeking flexibility and control over their infrastructure.

Pros

  • Scalability: IaaS provides scalable computing resources on-demand, allowing organizations to easily scale up or down based on fluctuating workload requirements.
  • Flexibility: With IaaS, organizations have full control over their infrastructure, including operating systems, applications, and development frameworks, enabling flexibility in customization and configuration.
  • Cost-Efficiency: IaaS operates on a pay-as-you-go pricing model, where organizations only pay for the resources they use, leading to cost savings and improved cost-effectiveness.

Cons

  • Management Complexity: Managing and maintaining infrastructure resources, including servers, storage, and networking, can be complex and time-consuming, requiring specialized skills and expertise.
  • Responsibility for Security: Organizations are responsible for securing their infrastructure, including implementing and managing security controls, patches, and updates, which can be challenging and resource-intensive.
  • Potential Overprovisioning: Without proper monitoring and optimization, organizations may inadvertently overprovision resources, leading to unnecessary costs and underutilization of resources.

PaaS

Platform as a Service (PaaS) offers a complete development and deployment platform, ideal for organizations focusing on application development and innovation.

Pros

  • Simplified Development: PaaS abstracts away the underlying infrastructure, providing developers with a complete development and deployment platform, including tools, libraries, and frameworks, which simplifies and accelerates the application development process.
  • Scalability and Performance: PaaS platforms automatically scale resources based on demand, ensuring optimal performance and availability without requiring manual intervention.
  • Cost Savings: By eliminating the need for infrastructure management and maintenance, PaaS reduces operational overhead and enables organizations to focus resources on innovation and application development.

Cons

  • Vendor Lock-in: Adopting a PaaS platform may result in vendor lock-in, limiting organizations' flexibility to switch providers or customize the underlying infrastructure according to their specific requirements.
  • Limited Control: PaaS platforms abstract away the underlying infrastructure, which may limit organizations' control over system configurations, security policies, and performance optimization.
  • Compatibility Constraints: PaaS platforms may have limitations in terms of supported programming languages, frameworks, and third-party integrations, which may impact application compatibility and interoperability.

SaaS

Software as a Service (SaaS) delivers ready-to-use applications, suitable for organizations looking to streamline operations and enhance productivity.

Pros

  • Ease of Use: SaaS applications are accessible from any device with an internet connection and are typically accessed through a web browser, offering ease of use and convenience for end-users.
  • Low Maintenance: SaaS providers handle all aspects of application management and maintenance, including updates, patches, and backups, relieving organizations of the burden of software maintenance.
  • Scalability: SaaS applications scale automatically to accommodate growing user bases and data volumes, ensuring consistent performance and availability.

Cons

  • Limited Customization: SaaS applications may have limited customization options, restricting organizations' ability to tailor the application to their specific needs or integrate with existing systems.
  • Data Security Concerns: Organizations may have concerns about data security and privacy when storing sensitive data in a third-party SaaS application, particularly in industries with strict regulatory requirements.
  • Dependency on Provider: Organizations rely on SaaS providers for service availability, support, and data management, which may result in dependency issues and concerns about vendor lock-in.

4. Address Dynamic Cloud Security Risks

Ensuring the security and compliance of data and applications in the cloud is essential for protecting sensitive information and maintaining regulatory compliance. However, managing security and compliance in the cloud can be challenging due to the shared responsibility model, evolving threats, and complex regulatory requirements. 

Several standards and frameworks exist to help organizations implement a cloud computing strategy that is secure, compliant, and aligned with industry best practices. Some notable resources include:

  • NIST Cloud Computing Security Reference Architecture (NIST SP 500-299): A comprehensive framework for securing cloud computing environments that covers various aspects of cloud security including identity and access management, data protection, incident response, etc. Organizations can use the NIST reference architecture to design and implement secure cloud architectures that comply with industry best practices.
  • Cloud Controls Matrix: Developed by the Cloud Security Alliance (CSA), the Cloud Controls Matrix (CCM) is a framework for assessing the security posture of cloud service providers.
  • ISO/IEC 27001: ISO/IEC 27001 is an international standard for information security management systems (ISMS). While not specific to cloud computing, it provides a framework for establishing, implementing, maintaining, and continuously improving information security management systems.
  • Well-Architected Frameworks: Widely adopted cloud service providers including Amazon Web Services (AWS) and Microsoft Azure each provide best practices and guidance for designing, implementing, and managing their hosted cloud architecture.

5. Plan Migration and Integration

When planning for migration and integration to the cloud, it's essential to recognize the complexity and intricacy involved in transitioning legacy applications, data, and processes. This process demands meticulous planning, coordination, and testing to ensure a smooth and successful migration while minimizing disruptions to ongoing operations. A comprehensive migration plan serves as the cornerstone of this endeavor, requiring a thorough assessment of current assets, dependencies, and workload prioritization.

First and foremost, organizations must conduct a detailed assessment of their existing infrastructure, applications, and data to determine their suitability for migration to the cloud. This involves identifying dependencies between various components, understanding interdependencies, and assessing compatibility with cloud environments. By gaining a clear understanding of these factors, organizations can prioritize workloads based on their criticality, complexity, and potential impact on business operations.

In streamlining the migration process, automation tools and methodologies play a pivotal role in expediting deployment and minimizing downtime. Techniques such as lift-and-shift, which involve transferring applications and data to the cloud with minimal modifications, can accelerate migration while preserving existing configurations. Alternatively, re-platforming or refactoring strategies may be employed to optimize applications for cloud environments, leveraging cloud-native capabilities to enhance performance and scalability.

Effective communication and collaboration are paramount throughout the migration and integration process, necessitating close coordination between IT teams, business units, and external vendors. Establishing clear channels of communication and delineating responsibilities ensure alignment with business objectives and facilitate timely resolution of issues. By fostering a collaborative environment, organizations can mitigate risks, address challenges proactively, and drive successful outcomes in their cloud migration journey.

6. Regularly Review and Refine Your Strategy

Regularly reviewing and refining your cloud strategy is essential for ensuring its continued relevance and effectiveness in meeting evolving business needs and technological advancements. One of the primary challenges organizations face in implementing new technologies like cloud computing is resistance to change from employees accustomed to existing processes and systems. By proactively identifying change management requirements early in the cloud adoption process, organizations can address resistance and foster a culture of acceptance and support for the new technology. This might involve providing comprehensive training programs, communicating the benefits of cloud adoption, and involving employees in the decision-making process to alleviate concerns and build buy-in.

Establishing a governance framework and processes for regular review and refinement of the cloud strategy is crucial for maintaining alignment with business objectives and adapting to changing market trends. Soliciting feedback from stakeholders, conducting periodic assessments of cloud implementations, and tracking key performance indicators allow organizations to measure success and identify areas for improvement. By staying informed about industry trends, emerging technologies, and best practices through continuous learning, participation in industry events, and collaboration with peers and partners, organizations can remain agile and responsive to changing dynamics in the cloud landscape.

Implementing monitoring and analytics tools enables organizations to track key performance metrics, identify bottlenecks, and optimize resource allocation in real-time. Leveraging cloud-native services and features such as auto-scaling, reserved instances, and spot instances allows organizations to optimize costs and improve performance dynamically. Regularly reviewing and adjusting configurations, policies, and architectures based on changing requirements and evolving best practices ensures that the cloud strategy remains aligned with organizational goals and delivers maximum value over time. By embracing a culture of continuous improvement and innovation, organizations can stay ahead of the curve and leverage the full potential of cloud computing to drive business growth and success.

Know When to Leverage Cloud Consultancy Services

Navigating the complexities of cloud adoption demands more than just enthusiasm—it requires strategic planning, technical expertise, and meticulous execution. For many enterprises, the path to successful cloud integration is paved with challenges. There are several scenarios where enlisting the assistance of cloud consultancy services becomes not just advantageous, but essential.

  • Lack of In-House Expertise: If the organization lacks the necessary expertise or resources internally to effectively plan, deploy, and manage cloud technologies, engaging an outside firm can provide access to specialized skills and knowledge. This is particularly important if the organization is new to cloud computing or is embarking on a complex migration or transformation initiative.
  • Complex or Large-Scale Projects: For complex or large-scale cloud implementation projects involving multiple stakeholders, intricate architectures, or significant data migration efforts, external expertise may be necessary to ensure success. Outside firms with experience in managing similar projects can provide the necessary guidance, planning, and execution support to navigate complexities and mitigate risks effectively.
  • Accelerating Time-to-Value: Engaging an outside firm can help organizations accelerate time-to-value by leveraging the firm's experience, methodologies, and best practices. External consultants can provide insights and recommendations based on their past experiences, enabling organizations to avoid common pitfalls, streamline processes, and achieve results more quickly and efficiently.

Conclusion

It's evident that embracing cloud technologies requires more than just a desire for innovation—it demands a strategic approach and careful planning. By breaking down the process into manageable steps and providing actionable insights and best practices, we've aimed to empower organizations of all sizes to embark on their cloud adoption journey with confidence. From assessing business needs and objectives to selecting the appropriate cloud deployment models and services, each stage of the process plays a crucial role in laying the foundation for success.

As organizations navigate the complexities of cloud adoption, it's crucial to recognize that the journey doesn't end with implementation—it's an ongoing process of refinement and adaptation. Regularly reviewing and refining your cloud strategy is essential for ensuring its continued relevance and effectiveness in meeting evolving business needs and technological advancements. 

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