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Cloud Strategy and Action Plan

Whether you move to the cloud or stay on premises, do it with confidence!

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  • Issy Ben-Shaul, CEO & Cofounder Velostrata
  • Hugo Frafoso, Enterprise Architect – Azure and System Center, New Signature
  • Vishal Ganeriwala, Senior Director, Product Marketing, Citrix
  • Kenneth Libutti, Chief Information Officer, Palm Beach State College
  • Eric Montagnino, Network Manager, Palm Beach State College
  • Carisa Stringer, Director, Product Marketing, Citrix

Your Challenge

  • The cloud is more appealing than ever, but cloud strategies (where they exist) often lack critical information about skills and roles, governance, and financial controls.
  • Not all clouds are created equal, and the value propositions across service models can differ dramatically.

Our Advice

Critical Insight

  • You shouldnt move a workload to the cloud unless you expect to benefit from cloud-specific features. If your justification for the migration is “it won’t be here anymore,” think again.
  • Clouds have different benefits align your workload to the right one. Host with IaaS; build with PaaS; consume with SaaS.
  • The cloud changes roles it doesnt eliminate them. Even if you stick everything in SaaS, you’ll need someone to manage vendor relationships.

Impact and Result

  • Creating and employing a comprehensive framework for evaluating workloads’ suitability for the cloud using Info-Tech’s methodology will allow you to select optimal cloud service models (or colocation, on-premises, or managed solutions) and provide the high-quality service end users expect from IT.
  • Codifying risks tied to workloads’ cloud suitability and tying them to mitigations that can be employed to improve the likelihood of a successful cloud project.
  • Designing a cloud strategy to ensure that any cloud migration initiatives are successful in terms of governance, monitoring and reporting, financial controls, success factors, focus, people, and processes.

Research & Tools

Start here – read the Executive Brief

Read our concise executive brief to understand the components of a successful cloud strategy and how such a strategy can benefit you. Own the cloud or find yourself left behind!

1. Harness the cloud’s full potential

Evaluate and understand the strengths of different cloud service models. Use this information to optimally match workloads to service models – both cloud and non-cloud.

2. Develop a cloud strategy

Identify and mitigate the risks you will face as part of your cloud migration project. Outline the seven elements of a cloud strategy and populate the cloud strategy document.

3. Communicate your strategy and roadmap

Use the results of your cloud strategy exercises to plot initiatives on a roadmap. Proceed to create a consumable executive presentation to highlight the outputs of your cloud strategy project.

Guided Implementations

This guided implementation is a four call advisory process.

Guided Implementation #1 - Harness the cloud’s full potential

Call #1 - Discuss and populate the Cloud Strategy Workbook.

Guided Implementation #2 - Develop a cloud strategy

Call #1 - Use the results of the Cloud Strategy Workbook activity to populate the Cloud Strategy Document.

Guided Implementation #3 - Communicate your strategy and roadmap

Call #1 - Use the roadmap tool to plot initiatives.
Call #2 - Discuss the contents of the executive presentation.

Onsite Workshop

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Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Harness the Cloud’s Full Potential

The Purpose

Select and evaluate workloads to move to the cloud.

Key Benefits Achieved

An understanding of where the cloud makes sense (and where it does not).




Brainstorm a list of workloads to assess.


Align workloads to service models.

  • Service models by workload

Highlight which service model(s) make most effective use of resources.

  • Service models by workload

Module 2: Evaluate Cloud Risks and Create Initiatives

The Purpose

Develop a list of risks of a cloud migration, and mitigate them.

Key Benefits Achieved

An understanding of the requirements of a cloud migration.




Learn about the wheel of risk.


Brainstorm risks likely to impact a cloud migration.

  • Risks matched to workloads

Develop risk mitigation strategies.

  • Specific mitigations

Create initiatives from mitigations.

  • Initiatives to plot as part of the roadmapping exercise

Module 3: Produce a Cloud Strategy Document

The Purpose

Create a cloud strategy document.

Key Benefits Achieved

A comprehensive strategy document that collates information on cloud benefits.




Assess current state of cloud readiness.


Identify goal state.


Populate the cloud strategy document to align goals with workload considerations.

  • Cloud Strategy Document

Module 4: Create a Cloud Roadmap and Executive Presentation

The Purpose

Populate the cloud strategy roadmap and the executive presentation.

Key Benefits Achieved

A cloud strategy initiative map and executive presentation to communicate the results of the workshop.




Use the strategy document to identify initiatives.


Plot initiatives on a roadmap.

  • Cloud roadmap

Create an executive presentation.

  • Executive presentation

Member Testimonials

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After each Info-Tech experience, we ask our members to quantify the real time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this Blueprint, and what our clients have to say.




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