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Why Planning Matters in Cloud Migration Projects | Genesis10

Written by Genesis10 Leadership | May 24, 2022
Jon Vigier, Executive Principal -- Strategic Programs at Genesis10, said a strong cloud migration project starts with knowing where you are and where you want to go. He said planning makes that possible.

Vigier shared cloud migration success stories on a Genesis10 ERP Practice webinar about setting up a cloud migration project for success. He was one of three expert panelists. The other two experts were also part of the session.

Summary

Good cloud migration planning is a core cloud migration best practice. Many cloud migration challenges come from weak planning, like unclear needs, weak leadership support, and not enough resources. A strong self-assessment helps teams find gaps, set clear goals, and get more steady results. Clear roles, careful review, and honest answers lead to better outcomes.

Some reasons projects fail

  • Inaccurate requirements
  • Leadership not committed to the project
  • Insufficient team resources
  • Lack of training and support
  • Insufficient data cleansing
  • Slow, poor decisions

These cloud migration challenges all point to the same issue: weak planning.

Self-Assessment Strengthens Planning

A cloud migration strategy should start with what you know and what you do not know. A lack of understanding can hurt your chance to build an efficient, budget-friendly project, said Ivanka Menken of The Art of Service. A cloud migration assessment can strengthen the planning stage.

A lack of understanding can also hurt your ability to predict results. Making assumptions can damage the outcome and waste money and staff time.

The Art of Service created a self-assessment for cloud migration. It includes 800 to 1,000 possible questions. Teams choose the questions that fit the project and the result they want. One sample question is: Do you have a clear answer to the true cost of cloud migration?

Users rate each answer from 1 to 5, with 1 meaning totally agree and 5 meaning totally disagree. That helps show gaps in the process and in the organization's resources. A cloud migration checklist can also help teams stay on track.

How do you do a self-assessment? You can use a trusted advisor like Genesis10's ERP Practice, or you can do it yourself. Reviewing the data matters just as much as gathering it. The Art of Service can also help with that. In the webinar, Gerard Blokdyk showed how he used a knowledge graph he first built early in his CIO career and later grew.

Real-World Success Story

Jon Vigier shared a story about a U.S. government group facing a perfect storm. During the pandemic, calls to one first-line phone number tripled. To ease the load, the client planned to replace that number with a chatbot that could guide people to the info they needed. Vigier said a quick way to do that is to move the project to the cloud.

But the rush hurt the work. Cutting corners pushed the project back. The client had also assumed staff could meet the new demand. Up to that point, Genesis10 had been a consultant, mainly for staff augmentation. Once press conferences raised visibility, we suggested a Project Management Review. Strong cloud migration project management helped reset the work.

  • Genesis10 reset roles, updated the plan, and set tighter communication and reporting rules.
  • We built a staffing matrix, from need to training, to find the right skills and support cloud migration staffing.
  • We created a project management reporting dashboard.

In the end, the project succeeded. Genesis10 kept the partnership and grew it.

No matter the size or scope of your cloud migration project, Genesis10's ERP Practice can be your trusted partner. Vendor and industry agnostic, we work on projects across the U.S. We bring cloud migration best practices to ERP cloud migration, evaluations, migrations, implementations, enhancements, and support, with a focus on Financials, Human Capital Management, Manufacturing, Supply Chain Management, and Security.

Q&A

Question: Why is planning seen as the most important part of cloud migration success?

Answer: Cloud migration planning aligns the vision, needs, resources, and decisions before work begins. The article links most failure causes, like unclear requirements, weak leadership support, not enough staffing, poor training, bad data cleanup, and slow or weak decisions, to poor planning. A strong plan built on a full self-assessment helps teams set goals, fill gaps, and define clear roles.

Question: How does a self-assessment help a cloud migration project?

Answer: A self-assessment shows what the team knows and where the gaps are, so it cuts risky guesses. Teams can use cloud migration assessment questions, like the true cost of cloud migration, and score answers from 1 to 5. The results reveal weak spots in process, staffing, and clarity. Help from Genesis10 or The Art of Service can support review and action.

Question: What steps turned the featured government project around?

Answer: After a rushed start, Genesis10 led a Project Management Review and took three main steps: reset roles with an updated plan and tighter reporting rules; built a staffing matrix from need to training to find the right skills; and created a project management reporting dashboard. Those cloud migration project management fixes improved control and helped the project succeed.

Question: When should a team use a trusted advisor instead of doing the assessment alone?

Answer: Either path can work. The key is honest review and careful analysis of the data. Teams may do the work themselves if they have the skill and time. They should consider advisors like Genesis10's ERP Practice, or The Art of Service's tools, when they need help, objective insight, help interpreting results, or accelerators like knowledge graphs and proven assessment frameworks.

Question: What areas does Genesis10's ERP Practice support for cloud work?

Answer: Genesis10 is vendor and industry agnostic and supports projects across the U.S. The team focuses on ERP evaluations, migrations, implementations, enhancements, and support. Their work covers Financials, Human Capital Management, Manufacturing, Supply Chain Management, and Security.