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advanced Phase 14 · AWS Migration

Migration Strategies

Apply the 6 R's — rehost, replatform, refactor, repurchase, retain, retire.

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The Six R Strategies

The Six R Strategies

Migration strategy is a per-application decision, not a program-wide slogan:

  • Rehost — lift and shift VMs as-is ("wave your magic wand" at infrastructure level). Fastest, no code change, leaves inefficiency intact.
  • Replatform — lift, tinker, shift: managed swaps without code changes, e.g., move a database to RDS or put a load balancer in front.
  • Repurchase — abandon the software and buy SaaS (on-prem CRM → Salesforce).
  • Refactor — re-architect for cloud-native services: containers, serverless, managed queues. Highest cost and longest timeline, best long-term payoff.
  • Retain — keep what is on-prem for now (latency-bound or recently upgraded systems); hybridize the connection.
  • Retire — decommission everything discovery proves nobody uses.

Choosing Per Workload

Choosing Per Workload

Start from inventory, not intuition. For each application record dependencies, license terms, performance profile, and business criticality, then walk the decision:

  1. Is it used? No → retire.
  2. Is there a SaaS equivalent that fits process and compliance? → repurchase.
  3. Must it change for the cloud to pay off (scale, elasticity, release velocity)? Yes → refactor; only a host change needed (OS version, DB engine) → replatform.
  4. Otherwise rehost now and revisit after stabilization; retain when regulations or hardware cycles block the move.

A portfolio lands spread across strategies — that spread is the plan, not a failure to pick one.

Pitfalls and Interview Focus

Pitfalls and Interview Focus

Common failures: deciding before discovery (dependencies and batch jobs ambush the timeline); refactoring everything at once (scope creep eats the schedule — rehost first, optimize later); skipping retire (you keep paying to migrate dead systems); and underestimating data gravity — the bigger the on-prem data, the harder replatform becomes.

Also budget for people: refactor changes how teams build and operate, which needs training and new runbooks, not just new services.

Interview: present a small portfolio, apply the decision tree above, and defend two choices — including one you deliberately rehost now and refactor later. Naming when not to refactor signals seniority.

Quiz

1. Moving an on-prem Oracle database to Amazon RDS without changing the app is which R?

Question 1 options

2. Which strategy requires the least infrastructure effort?

Question 2 options

3. Why do programs start with discovery?

Question 3 options

Flashcards

Question

Rehost vs replatform

Answer

Rehost = move as-is; replatform = managed swaps (e.g., → RDS) without code changes.

Question

Refactor

Answer

Re-architect to cloud-native (containers, serverless) — highest cost, highest long-term value.

Question

Retain

Answer

Keep on-prem for now; connect hybrid when timing or regulation blocks migration.

Question

Retire

Answer

Decommission applications discovery shows are unused.

Question

Decision order

Answer

Used? → SaaS fit? → needs change? → rehost now / refactor later.

Revision Notes

Key Takeaways

  • 1. Strategies are assigned per application after discovery, never program-wide
  • 2. Rehost first and optimize later beats big-bang refactoring
  • 3. Retire and retain are legitimate outcomes, not cop-outs

Interview Tips

  • • Walk a two-application example through the full decision tree and name your evidence
  • • Defend a phased choice: rehost now, refactor a specific component after stabilization

Cheat Sheet

6R: rehost (as-is), replatform (managed swap), refactor (re-architect), repurchase (→SaaS), retain (hybrid), retire (decommission). Discover first; one strategy per app; rehost then optimize.

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