aws migration strategy · the 7 Rs · 2026

AWS migration strategy: the 7 Rs, decided per application.

There is no single migration strategy. There are seven choices (the 7 Rs: Retire, Retain, Rehost, Relocate, Repurchase, Replatform, Refactor), and the work is picking the right one for each application. The pattern that works: move first with Rehost or Replatform, then Refactor the few apps where it pays back.

choices per app
7 Rs
default sequence
migrate, then modernize
decided from
real usage data
TL;DR
  • The 7 Rs are per-application choices: Retire (turn it off), Retain (leave it for now), Rehost (lift-and-shift), Relocate (move a whole platform layer, such as VMware), Repurchase (switch to SaaS), Replatform (move and swap in managed services), Refactor (re-architect). Most estates are mostly Rehost and Replatform, with Refactor for the few apps where it pays back.
  • Migrate, then modernize: Rehost or Replatform first to leave the old environment and stop paying twice, then Refactor selectively once you have real AWS usage data. Refactoring everything during the move is the most common way migrations blow their timeline.
  • A partner can run the assessment that assigns the Rs and then run the migration. If the migration qualifies, your matched partner can file MAP funding: typically $50K to $150K for startups. Depends on the workload; AWS approves.
framing

IA migration strategy is a set of per-application decisions

A real strategy is a portfolio of decisions (one R per application), the sequence that turns them into waves, and the business case that justifies the spend.

AWS runs larger migrations through the Migration Acceleration Program (MAP) in three phases: Assess, Mobilize, and Migrate and Modernize. The 7 Rs belong to Assess: they are how you classify each application before anything moves.

A large estate does not get one strategy, it gets a mix: some apps retired, a few retained, most rehosted or replatformed, a handful refactored. The skill is matching each app to the right R, not forcing everything into a favourite.

the 7 Rs

IIThe 7 Rs, from lowest to highest effort

The first four change little or nothing about the application. The last three change its hosting, its managed services or its architecture, which is where the lasting savings come from.

1. Retire: turn it off

Nobody uses it, or another system replaced it. Decommission it instead of migrating it. Every retired server is one you never assess, move, test or run. Usage and dependency data give you the confidence to switch it off.

2. Retain: leave it where it is, for now

Choose it for a hard residency or compliance constraint, a system with no clean cloud path, an app being sunset soon, or a dependency that must move first. Always set a revisit date, or "temporary" hybrid becomes permanent.

3. Rehost: lift and shift

Move the app unchanged onto EC2, usually with AWS Application Migration Service (MGN), which replicates servers continuously and lets you cut over in a short window. It is the fastest way out of a data centre or another cloud. The catch: if you do not right-size, cloud VMs sized like old hardware can cost more than the source.

4. Relocate: move the platform layer as it is

Move a whole virtualised or containerised layer without converting each workload, for example a VMware estate or a Kubernetes cluster moved to EKS with minimal changes. Fast, but plan the next step or you keep paying for the old layer.

5. Repurchase: switch to a SaaS product

Replace a self-hosted commodity tool (CRM, ticketing, email) with SaaS and move the data. It removes the workload from your bill and your ops load. The risks are data fidelity and integration gaps.

6. Replatform: lift, tinker and shift

Keep the code, but swap parts for managed services: self-managed databases to Amazon RDS or Aurora, VMs to containers on ECS (ECS Express Mode for simple web services; App Runner closed to new customers on April 30, 2026), a load balancer instead of a hand-built one. You stop doing patching, backups and failover yourself. Same-engine database moves stay Replatform; an engine change (Oracle to Aurora PostgreSQL) needs the Schema Conversion Tool and is closer to Refactor in effort.

7. Refactor: re-architect for the cloud

Split a monolith, move to serverless (Lambda, API Gateway, EventBridge, DynamoDB) or adopt EKS. Highest effort and risk, with the biggest possible payoff in scale, speed and running cost. Only worth it when the architecture is the bottleneck. Refactoring an app that works and is cheap to run wastes money.

how to decide

IIIPortfolio analysis: assigning an R to each application

Do not guess. Collect usage and dependency data, then score each application.

Start with discovery: an inventory of servers, their real utilisation, and which machines talk to each other. AWS Migration Hub and Application Discovery Service closed to new customers on November 7, 2025; AWS now points new users to AWS Transform for discovery and planning, and Migration Evaluator builds a business case at no cost.

  • Utilisation: Near zero: Retire. Low and steady: Rehost with right-sizing. Spiky: Replatform or Refactor where autoscaling pays.
  • Criticality and appetite for change: Critical but stable: Rehost, do not risk it. Critical and strategic with an architectural bottleneck: a Refactor candidate.
  • Coupling: Tightly coupled apps move together in one wave. Heavy dependence on something staying behind: Retain until it moves.
  • Licensing: Expensive per-core licences (Oracle, SQL Server) push toward Replatform or Refactor onto Aurora or open-source engines.
  • Commodity or differentiator: Commodity with a SaaS equivalent: Repurchase. Differentiator: decide between Rehost, Replatform and Refactor on the other axes.
  • Remaining lifespan: Being sunset soon: Retain. Do not spend migration effort on something you are about to switch off.
migrate, then modernize

IVSequencing: migrate first, then modernize, in waves

Once each app has an R, two decisions remain: when to modernize (after the move) and in what order to move things (waves).

Migrate, then modernize. Every month you run in two places you pay two bills and carry cutover risk. Rehost or Replatform to get out, then Refactor high-value apps as scoped follow-on projects once real AWS usage shows where the cost and bottlenecks are.

Waves. First the foundation (a multi-account landing zone, identity, networking, logging, security baseline). Then a small, representative pilot that proves the runbook end to end. Then production waves grouped by dependency, easier ones first, tightly coupled systems and cross-engine database moves later.

the business case

VThe business case: be honest on both sides

A strategy that cannot be justified financially does not get funded. Compare fully loaded current cost with right-sized AWS cost.

  • Current cost (usually understated): Hardware, space, power, network, refresh cycles, licences, backup and DR, and the staff hours spent running it all.
  • Future AWS cost (model it right-sized): Right-sized compute, the right purchase model (Savings Plans for steady workloads), managed services, data transfer and storage tiers.
  • One-time migration cost: Assessment, landing zone, migration labor, the period you pay for both environments, and any refactoring.
  • Speed and resilience: Faster releases, elasticity instead of over-provisioning, better recovery, and the hardware refresh you no longer buy.

AWS reports on its MAP page that customers migrating legacy applications achieve an average of 31% infrastructure savings. Treat that as AWS's average, not your forecast: savings come from right-sizing, commitments and managed services, not from the move alone.

who can fund it

VIWho files the funding

MAP is filed by an AWS partner, not by you. Activate is the other way round.

Partner-filed funding: AWS says MAP helps offset initial migration costs. Your matched partner files it when the migration qualifies and AWS approves. For startups this is typically $50K to $150K. Depends on the workload; AWS approves. Small moves may not qualify; the partner tells you before you commit.

CloudRoute matches you with one vetted partner who can run the assessment and the migration. Startups pay CloudRoute nothing; partners pay CloudRoute a monthly membership plus 10% of AWS-approved funding.

Who files it
FundingWho files itAmountWhen it fits
Migration Acceleration Program (MAP)Your matched AWS partner$50K to $150K for startups. Depends on the workload; AWS approves.You are not on AWS yet and want to migrate.
Proof of concept (POC) fundingYour matched AWS partner$50K to $150K for startups. Depends on the workload; AWS approves.You want to test something, whether or not you are on AWS today.
Incremental workload (IW) fundingYour matched AWS partner$50K to $150K for startups. Depends on the workload; AWS approves.You are already on AWS and are launching new work: a new AI feature, a new customer or a new contract.
AWS Activate FoundersFounder applies$1,000 to start, up to $5,000Self-funded startups with no investor or accelerator behind them.
AWS Activate PortfolioFounder appliesup to $200,000Startups backed by a VC firm, accelerator or angel investor that is an AWS Activate Provider.
AWS Credits for AI StartupsInvite only (AWS account manager)$200,000 or more, by invitationAI startups ready to scale after Activate Portfolio, invited by AWS.
Facts checked on October 10, 2026. AWS decides every application.
the 7 Rs side by side

VIIThe 7 Rs compared

the 7 Rs of AWS migration · effort, cost, benefit, when to choose
RWhat changesEffortMigration costCloud-native benefitChoose when
RetireNothing; you switch it offLowestYou saven/aNo real usage
RetainNothing yetNone nowNone nowNone yetCompliance, dependency or sunset soon
RehostHost only (VM to EC2 via MGN)LowLowestLow until right-sizedFast exit; stable app
RelocatePlatform layer moved as isLowLowLowLarge virtualised or containerised estate
RepurchaseThe product (to SaaS)ModerateData and integration workOff your billCommodity app with mature SaaS
ReplatformSome components (database to RDS or Aurora, VM to ECS)ModerateModerateReal ops savings without a rewriteMost web and app workloads
RefactorThe architectureHighestHighest up frontHighestArchitecture is the bottleneck
Effort and cost rise down the list, and so does cloud-native benefit. Assign per application.
common mistakes

VIIIThe strategy mistakes that sink migrations

Migrations rarely fail on tooling. They fail on decisions made, or skipped, during assessment.

  • Guessing the Rs: Assigning dispositions from a spreadsheet instead of real usage and dependency data, then finding the missing dependency at cutover.
  • Refactoring everything during the move: Coupling "move it" with "rewrite it" turns months into quarters. Move first, refactor high-value apps afterwards.
  • Lift-and-shift without right-sizing: Copying old-hardware sizes onto EC2 and then being surprised by the bill.
  • Forgetting to Retire: Paying to move and run servers nobody uses. Check usage first.
  • Big-bang cutover: Moving everything in one weekend with no rollback that works at that scale. Use dependency-aware waves behind a proven pilot.
  • Retain forever: Every Retain decision needs a revisit date, or you pay for both environments and the link between them indefinitely.
how to choose

Rehost vs Replatform vs Refactor

Retire, Retain, Relocate and Repurchase are usually obvious after discovery. For most of your estate the real choice is among these three.

VariableRehost (lift-and-shift)Replatform (lift, tinker, shift)Refactor (re-architect)
Code changesNoneMinimal (config and managed-service swaps)Significant
Primary toolsMGNMGN, RDS or Aurora, ECSLambda, EKS, DynamoDB, API Gateway
Steady-state costLike the source (lower if right-sized)Lower (managed services, right-sizing)Potentially lowest
Operational burdenSame as beforeLower (AWS runs the database and load balancer)Lowest
RiskLow (roll back to source)Moderate (database and connection changes)High (it is a software project)
Best forFast exit; stable appsMost web and app workloadsApps where the architecture is the bottleneck
The usual answer: Rehost or Replatform now, Refactor selectively later.
not sure which R fits which app?
Get a partner to run the portfolio assessment and assign the 7 Rs
Get matched free with a vetted AWS partner who can file it
how a match works

How a match works (example)

  1. You tell us about the work

    You fill in a short form: what you run today, what you want to move, test or build, your stage and your region.

  2. We pick one partner

    We read your answers and pick one vetted AWS consulting partner that fits the work, the stack and the region. We reply within 24 hours; your matched partner reaches out within 5 business days.

  3. The partner checks MAP funding

    Your matched partner scopes the migration with you. Then it checks whether the move qualifies for MAP (Migration Acceleration Program) funding. MAP is for teams that are not on AWS yet.

  4. The partner files, AWS decides

    If the work qualifies, the partner files the funding request with AWS. AWS reviews it and decides. The amount depends on the workload.

  5. You pay nothing

    CloudRoute is free for startups. Partners pay CloudRoute a monthly membership plus 10% of AWS-approved funding.

AWS Activate credits are separate, and you apply for them yourself. Use Activate Founders if no investor backs you. Use Activate Portfolio with the Org ID or invite from your VC, accelerator, incubator or angel group if it is an Activate Provider. A consulting partner cannot apply for Activate on your behalf.

faq

Common questions

What are the 7 Rs of cloud migration?
The seven choices AWS uses to classify each application before migrating it: Retire (decommission), Retain (leave it for now), Rehost (lift-and-shift to EC2), Relocate (move a platform layer as it is), Repurchase (switch to SaaS), Replatform (move and swap in managed services such as RDS or Aurora), and Refactor (re-architect). You pick one per application.
Which of the 7 Rs should I use?
It depends on each application. Retire what nobody uses; Retain what is blocked by compliance, a dependency or an upcoming sunset; Rehost stable apps you need to move fast; Replatform web and app workloads where managed services remove toil; Refactor only where the architecture is the bottleneck and the payback is clear.
What is the difference between Rehost, Replatform and Refactor?
Rehost changes only where the app runs (VM to EC2, no code changes). Replatform swaps a few components for managed services without a rewrite. Refactor changes the architecture itself. The usual sequence is Rehost or Replatform first, then Refactor selectively once you are on AWS.
What does migrate-then-modernize mean?
Move applications onto AWS first, with Rehost or Replatform, to leave the old environment and stop paying twice. Then Refactor the high-value apps as separate, scoped projects. Modernising during the move couples two hard problems and is the most common reason migrations slip.
How much can an AWS migration save?
AWS reports an average of 31% infrastructure savings for customers migrating legacy applications. Your result depends on right-sizing, Savings Plans, managed services and licence changes. A lift-and-shift with no right-sizing can cost the same or more at first.
Does AWS pay for the migration through MAP?
MAP helps offset initial migration costs, and it is filed by an AWS partner. Your matched partner files it when the migration qualifies and AWS approves. For startups this is typically $50K to $150K. Depends on the workload; AWS approves. Small moves may not qualify.
Can we build the strategy ourselves?
Yes. The tools (AWS Transform, MGN, DMS, the Schema Conversion Tool, Migration Evaluator) are available to anyone. Teams use a partner because MAP is partner-filed, because partners have run the discovery-to-cutover playbook before, and because they carry cutover risk. CloudRoute matches you with one vetted partner at no cost to you.

Get the 7 Rs assigned to your estate by a partner who can run the move

CloudRoute matches you with one vetted AWS partner who runs the assessment (discovery, portfolio analysis, cost model, wave plan), then the migration, and files MAP funding when the migration qualifies and AWS approves. CloudRoute is free for startups.

we reply within24 hours
partner-filed funding$50K to $150K
CloudRoute fee for startups$0