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Cloud and infrastructure checklist

Moving servers to the cloud or a hosted provider changes cost, support and risk. These answers outline what would move and what it needs.

  1. How many users and locations depend on your servers and applications?A rough count is fine.
  2. What runs on your servers today?File sharing, accounting, ERP, databases, phone system or line-of-business software.
  3. About how many servers do you have, and are they physical or virtual?Not sure is fine; your IT provider will know.
  4. Do you already use cloud services?Microsoft 365, Azure, AWS, Google, Salesforce or a hosted provider.
  5. Are you growing, acquiring or planning a change?New sites, new staff or a merger.
  6. How much management do you want a provider to take on?Just hosting, or monitoring, patching, backups and help desk too.
  7. Are there licensing or compliance constraints?Software licenses that must move, data residency or industry rules.

Rough answers are fine, and "not sure" is a useful answer. Please don't send account numbers, passwords or full bills; if we need to look at a contract, we'll arrange a safe way to share it.

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Prefer to share details first? Email [email protected]. Include your company, the decision and your timing, and leave out confidential information.

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