Cloud Migration Considerations: Three Questions to Ask

cloud migration strategy for small business with WatServ

Cloud Migration Considerations: Three Questions to Ask

Tyler Doerner, VP, Application Services

March 3, 2021
Today, the number of cloud technologies available are practically endless. At the same time, the pace of cloud innovation and development from global giants like Microsoft and Google is truly unprecedented. Together, this poses challenging dilemmas as well as exciting opportunities for companies thinking about making the move to the cloud.
 
If you’re considering moving to the cloud in 2021, here are a few cloud migration considerations to ask yourself.
cloud migration tools for small business with WatServ

Will You Tackle Your Cloud Migration and Management Internally or Outsource it?

As we move into 2021, many companies are feeling the pressure to undergo digital transformation – or be left behind. This is further complicated by the fact that internal IT teams rarely have the skillset or bandwidth to support such fundamental change.  So, the question becomes: should you invest in the right people to manage your cloud internally, or outsource the tasks to a company specializing in cloud migrations and management?

More and more, we’re seeing companies choose the outsourcing route. They’ve seen that success most often occurs when internal IT teams shift their focus from maintaining systems to adding value to the business. In fact, many feel the future role of IT will be to work with internal stakeholders to identify business challenges and then seek out technology solutions to solve those challenges. As an alternative to having internal IT teams focus on maintaining network connectivity, patching servers, supporting desktops and so on, businesses are finding that when they outsource these activities, it frees up time to focus on core value-add capabilities.

cloud migration consulting for small business with WatServ

What Does Your Ideal Cloud Scenario Look Like?

While cloud-based technologies and infrastructure are critical to the future success of most businesses, each use case should be evaluated for economic and business advantages. In highly regulated industries with data residency or sovereignty requirements – or where businesses operate in remote areas where internet connectivity is not reliable – the cloud may not be the right option for certain applications.

To solve for these issues, many organizations are turning to a hybrid cloud deployment. Most companies, whether they know it or not, are already in a hybrid cloud scenario for certain functions – think Salesforce.com for a CRM, Exchange Online by Microsoft for email or an on-premise ERP. These independent technologies may require integration but are deployed in different clouds by different providers.

Determining the right application and deployment scenario is critical to adding value to your business. Choosing the right option will shorten your path to success and deliver critical economic and technical benefits.

Cloud Migration from Servers for Small Business with WatServ

What Strategies Will You Use to Get to the Cloud?

There are numerous strategies that can be used when evaluating the future of your existing applications. However, there are three approaches that are often recommended:

  • Re-hosting – This is usually the first and most logical step for organizations looking to migrate to the cloud, especially if there are other external factors creating pressures like a datacenter contract expiring or datacenter issues. Re-hosting involves taking an existing application, and simply moving it to the cloud. The workloads being migrated are generally kept on premise or in a partner-hosted data center. By moving existing business applications to the cloud, you minimize disruption for end users, since they don’t have to learn a new application, while also getting the benefits of a modern cloud infrastructure. Once existing applications have been migrated, it’s easier to start an optimization project, since the applications, data and networking are already in the cloud.
  • Re-platforming – Once an application has been rehosted, the next natural step is to look at re-platforming. (You could also, of course, bypass re-hosting and go straight to re-platforming.) Re-platforming involves taking an existing application to the cloud and then modernizing the underlying technology. It looks to take advantage of the new platform to improve performance, reliability and reduce costs. Cloud service providers like Azure, AWS and Google have a suite of technology available for re-platforming databases, storage, backups, disaster recovery and so on.
  • Repurchasing – This involves looking at the business fit of an existing technology and deciding if it will continue to fit going forward. Sometimes applications can be made to fit and other times they need to be replaced with modern cloud-based applications. Think: moving a legacy CRM system to Dynamics 365 or Salesforce versus custom developing a CRM solution.

When an organization doesn’t have the internal IT capabilities or capacity to handle these activities, working with a knowledgeable provider can ensure a successful outcome.

Looking Ahead to 2021 and Beyond

Cloud innovation is moving at the speed of light. IT teams have much to think about. In addition, the role of IT is changing, and companies are expecting their internal teams to deliver on digital transformation mandates. For each cloud opportunity that’s created, challenges emerge. By understanding cloud options and engaging with the right experts to support internal capacity or bridge knowledge gaps, successful organizations will not only keep up, they can outperform.

Want to continue the conversation? Get in touch with our team of cloud experts today.

Gerrie Electric whitepaper cover

CASE STUDY

WatServ Supports Gerrie Electric from Strategy to Execution of its Digital Transformation

WatServ demonstrates best-in-class capability and market leadership through proven technology and customer commitment.​

About

WatServ is an IT solutions provider that helps organizations digitally transform through cloud technologies and managed services.

Serving clients as a trusted advisor since 2006, WatServ provides experience-tested, strategic solutions across all stages of the digital transformation journey. Clients choose WatServ to migrate infrastructure and applications to the cloud, secure critical data, implement disaster recovery, deploy virtual desktop, enable data-readiness for productivity solutions and manage IT environments.

Our clients span a broad range of industries, and we’re a global supplier of IT services for many Brookfield Portfolio Companies. To help our mid-size clients, we provide scalable offerings that simplify cloud adoption and drive business optimization. For enterprise clients, we co-create cloud solutions that enable stability and efficiency for complex IT tools and processes.

With more than 15 years of experience, WatServ has a track record of delivering quantifiable business results and a superior client experience. Ranked as one of Canada’s Top 100 Solution Providers for the last three years in a row, WatServ is always on.

The 6 Most-Asked Questions About WatServ’s Partnership Program

microsoft dynamics partner WatServ

The 6 Most-Asked Questions About WatServ’s Partnership Program

By WatServ
February 25, 2021

2019 was an exciting year for WatServ, made even more so thanks to our incredible partners.

In fact, we have numerous partners to thank for helping us acquire new clients, including but not limited to:

We deeply value your support and appreciate you choosing us as your partner.

Last year, we were also able to attend several industry events to connect with potential partners and spread the word about cloud technologies and digital transformation. We enjoyed meeting new people and seeing familiar faces at Directions North America in Las Vegas, the IWLA Tech and Ops Conference in Columbus, the User Group Summit in Orlando and many more.

Throughout the year, we had several potential partners reach out to us with questions about our Partnership Program. As a result, we’ve put together this list of FAQs.

If your organization is interested in partnering with us, we hope the following information will provide you with valuable insight.

Six Frequently Asked Questions (FAQs) About WatServ’s Partnership Program

1. Who is WatServ’s Partnership Program Ideal for?

Our partners generally fall within one of two groups:

  1. Microsoft Dynamics partners seeking industry-leading hosted platforms for ERP and financial applications in either Azure or Hybrid-Cloud
  2. IT consultants helping clients with digital transformations. When cloud migration from on-premise or co-location facilities are part of the digital transformation, WatServ is positioned to deliver.

Partners choose us so they can remain focused on their core capabilities, while trusting us to deliver cloud-infrastructure and advanced managed service solutions. Working with WatServ means partners can leverage our deep experience with cloud migrations and be confident in our technical knowledge given the cloud’s rapid pace of change.

2. What models of engagement does WatServ offer?

We offer two engagement models:

  1. Direct Model – Under this model, we have a direct relationship with the end customer. The partner introduces WatServ to the end customer and we develop contracts, obligations and SLAs. After collecting payments, we remit a revenue-sharing amount back to the referring partner.
  2. White Label Model – Under this model, WatServ has no direct relationship with the end customer and instead acts as a sub-supplier for the partner. WatServ develops contractual obligations, including SLAs, and we bill and collect payments from the partner for the services we provide. Often, partners will “pass through” our benefits to the end customer. Additionally, the partner has flexibility over pricing and may choose to include a mark-up on WatServ’s services. WatServ provides partners with a discount on services, which is equivalent to the revenue-sharing amounts under the Direct model.

When evaluating alternative models, consider the following questions:

  • How would you like the end customer to view the WatServ-partner relationship? Under the white label model, some of our partners still choose to disclose to the end customer their sub-supplier relationship with us. In this case, they prefer the white label model to reduce billing complexity for the end customer.
  • Under the white label model, are you comfortable and able to assume payment obligations for the end customer?
  • How important is it to you to have access to the cloud environment without approval from the end customer (usually a consideration in terms of speed of access)? If it’s important, the white label model may be more appropriate, since you are contractually our customer.

Although the two aforementioned engagement models are the most common, WatServ is open to discussing other needs and requirements.

3. Who owns the relationship with the end customer?

This will depend on the engagement model chosen.

Under the white label model, where WatServ has no direct relationship with the end customer, the partner will own the relationship with the end customer.

On the other hand, under the direct model arrangement, WatServ will own the relationship with the end customer, but only as it relates to the services we provide.

 

4. How does revenue sharing work between WatServ and the partner?

In exchange for partner-referred deals, WatServ will share specified revenues or margins with partners for the following services:
  1. One-time advisory, consulting and professional services;
  2. Private cloud hosting, inclusive of consumption and managed services;
  3. Public cloud managed services;
  4. Software licenses, on-premises type and application-related; and
  5. Value-added services provided by third-party firms.
For more details on specific percentage splits for revenue sharing, please contact us. Please note that WatServ shares private cloud consumption revenue with partners. However, public cloud consumption revenue is excluded from revenue sharing. WatServ also offers special bonuses to reward partners for referring larger-sized opportunities and to celebrate the first five deals closed upon joining the WatServ Partnership Program.

5. How are responsibilities and accountabilities split between the partner and WatServ?

The division of responsibilities and accountabilities are, at a high-level, shown in the following diagram:

 
 
 
 
 
 

WatServ designs, manages and maintains cloud infrastructure that the application(s) runs on, which is inclusive of networking through to runtime. Partners are responsible for the application and data layers.

6. Can you describe a typical opportunity lifecycle when working with WatServ?

At WatServ, we begin working with partners as early as possible in the opportunity lifecycle. This helps ensure accuracy and timeliness of work. The diagram below illustrates a typical opportunity lifecycle:

 
 
  1. Requirements Gathering – Upon learning of an opportunity, the partner shares cloud infrastructure requirements and specifications with WatServ. To facilitate the process, WatServ often provides a requirements questionnaire.
  2. Cloud Planning – After cloud requirements are finalized, WatServ custom-designs the cloud architecture to meet the required specifications. At this stage, WatServ produces indicative pricing, which can be presented to the end customer by either the partner or WatServ.
  3. Proposal Delivery and Acceptance by End Customer – In receipt of WatServ’s cloud solution, and often following additional conversations to resolve any questions, the end customer proceeds with the solution.
  4. Cloud Deploy – Coordinating with the partner, WatServ implements the cloud solution and helps the partner drive the project to go live.
  5. Cloud Maintain – Once the project has gone live and is in the post-implementation phase, WatServ transitions into maintenance mode, where we monitor, manage and continuously optimize the end customer’s cloud environment.

There you have it. Six of the most-asked questions about WatServ’s Partnership Program.

 

Want to learn more? Please reach out to [email protected] and member of our team will be in touch.

WatServ demonstrates best-in-class capability and market leadership through proven technology and customer commitment.​

About

WatServ is an IT solutions provider that helps organizations digitally transform through cloud technologies and managed services.

Serving clients as a trusted advisor since 2006, WatServ provides experience-tested, strategic solutions across all stages of the digital transformation journey. Clients choose WatServ to migrate infrastructure and applications to the cloud, secure critical data, implement disaster recovery, deploy virtual desktop, enable data-readiness for productivity solutions and manage IT environments.

Our clients span a broad range of industries, and we’re a global supplier of IT services for many Brookfield Portfolio Companies. To help our mid-size clients, we provide scalable offerings that simplify cloud adoption and drive business optimization. For enterprise clients, we co-create cloud solutions that enable stability and efficiency for complex IT tools and processes.

With more than 15 years of experience, WatServ has a track record of delivering quantifiable business results and a superior client experience. Ranked as one of Canada’s Top 100 Solution Providers for the last three years in a row, WatServ is always on.

Growing Businesses Need Business Management Solutions That Can Keep Up

Growing Businesses Need Business Management Solutions That Can Keep Up

By WatServ
January 21, 2021

Successful businesses experience growth in a number of different ways from increased headcount, changing product lines, and a long list of satisfied customers. As your business is growing, you may notice that your management systems are not keeping up. Disparate accounting, inventory, and other specialty software impose limits to the volume and type of data you can manage. Don’t let your software hold your business back from meeting growth goals. Replace outdated systems with modern business management solutions.

Growth is great, until the point where you outgrow business systems. Many entry-level systems have limits to the number of users that can enter or access data. There are also limits on the data that can be collected or managed. Too much data can bog down the system, slowing down searches or crashing when the infrastructure or application can’t handle large datasets. As users become frustrated with these limitations, they turn to spreadsheets or other manual processes and workarounds. Entering data repeatedly from system to system is both time-consuming and risky.

If you are experiencing growing pains or are planning for future business growth, it’s time to deploy business management solutions that can keep up.

Support Business Growth with a Flexible, Agile ERP Solution

A flexible, agile enterprise resource planning (ERP) solution can support your business through periods of growth and change. Right out of the box, ERP offers comprehensive functionality including the ability to manage financials, inventory and supply chain, manufacturing and distribution operations, human resources and payroll, and other core business tasks.

Robust ERP solutions, such as those in the suite of Microsoft Dynamics ERP offerings, include built-in workflows to streamline common processes, improving the productivity of your team. Dashboards and business intelligence features – highlight key metrics, making it easier for managers to follow trending data, such as sales, inventory levels or customer buying behaviors. With real-time data, managers can respond faster to deviations in budgets or strategic goals. Many ERP solutions are also customizable, providing the ability to address unique business operations or industry-specific compliance obligations. Cloud ERP deployments enable added mobility and scalability, allowing you to add or remove users as headcount changes.

Don’t let outdated software stifle growth, give your business room to grow by deploying a comprehensive ERP solution. Contact WatServ for more information about replacing basic software, with a flexible, agile ERP solution that can grow and change with your business.

WatServ demonstrates best-in-class capability and market leadership through proven technology and customer commitment.​

About

WatServ is an IT solutions provider that helps organizations digitally transform through cloud technologies and managed services.

Serving clients as a trusted advisor since 2006, WatServ provides experience-tested, strategic solutions across all stages of the digital transformation journey. Clients choose WatServ to migrate infrastructure and applications to the cloud, secure critical data, implement disaster recovery, deploy virtual desktop, enable data-readiness for productivity solutions and manage IT environments.

Our clients span a broad range of industries, and we’re a global supplier of IT services for many Brookfield Portfolio Companies. To help our mid-size clients, we provide scalable offerings that simplify cloud adoption and drive business optimization. For enterprise clients, we co-create cloud solutions that enable stability and efficiency for complex IT tools and processes.

With more than 15 years of experience, WatServ has a track record of delivering quantifiable business results and a superior client experience. Ranked as one of Canada’s Top 100 Solution Providers for the last three years in a row, WatServ is always on.

Cloud Based ERP Solutions Can Help Save You Money

Cloud Based ERP Solutions Can Help Save You Money

By WatServ
January 14, 2021

Large businesses need a management solution that can support all of the moving parts of the enterprise, not some of them. Using disparate, specialty software can be risky as data easily gets lost or altered when it’s transcribed from one software system into another. Cloud based ERP solutions (Enterprise Resource Planning) are more affordable than you think and can save you money in the long run.

Businesses often default to specialty software because they serve a specific purpose – accounting software for financials, inventory software to keep track of incoming and outgoing inventory, and the like. However, with data in separate software systems, it’s difficult to reach and, in many cases, difficult to trust. Redundant data entry between systems opens the door to typos, errors, lost data or other mistakes.

Making business decisions based on outdated, inaccurate data will quickly lead to expensive mistakes.

Replace Specialty Software with Cloud-Based Microsoft Dynamics AX

Replacing inefficient software with modern cloud based ERP solutions doesn’t have to be costly, take years to plan, or require a team of IT experts. A cloud-based deployment, like Microsoft Dynamics AX, greatly reduces capital expenses and time. You don’t need to replace aging infrastructure or equipment, which can be one of the most significant costs with a system upgrade. You can scale user licenses to fit your headcount; paying a per user, per month price. Your team also gains greater mobility by accessing Microsoft Dynamics AX anywhere, anytime through a web browser on laptops, tablets or smartphones.

Microsoft Dynamics AX is a comprehensive, integrated business management solution supporting financial transactions, inventory and supplier management, manufacturing and distribution activities, human resources and payroll, as well as other core operations. This centralized solution streamlines data entry, access, and analytics. Workflows save time and improve the consistency of common tasks. Business intelligence and reporting features provide leaders with the data needed to make smart decisions and strengthen regulatory compliance.

With cloud-based Microsoft Dynamics AX, you can monitor all of the moving parts of your business with greater efficiency, improving productivity and profitability. Replacing inefficient, specialty software with a stronger ERP solution is not only good for business, it doesn’t have to come with a hefty price tag. Contact WatServ for more information and guidance when replacing outdated systems with cloud-based Microsoft Dynamics AX.

WatServ demonstrates best-in-class capability and market leadership through proven technology and customer commitment.​

About

WatServ is an IT solutions provider that helps organizations digitally transform through cloud technologies and managed services.

Serving clients as a trusted advisor since 2006, WatServ provides experience-tested, strategic solutions across all stages of the digital transformation journey. Clients choose WatServ to migrate infrastructure and applications to the cloud, secure critical data, implement disaster recovery, deploy virtual desktop, enable data-readiness for productivity solutions and manage IT environments.

Our clients span a broad range of industries, and we’re a global supplier of IT services for many Brookfield Portfolio Companies. To help our mid-size clients, we provide scalable offerings that simplify cloud adoption and drive business optimization. For enterprise clients, we co-create cloud solutions that enable stability and efficiency for complex IT tools and processes.

With more than 15 years of experience, WatServ has a track record of delivering quantifiable business results and a superior client experience. Ranked as one of Canada’s Top 100 Solution Providers for the last three years in a row, WatServ is always on.

Insights from DX3 Canada 2020

DX3 Insights 2020 with WatServ

Insights from DX3 Canada 2020

By Aleks Hara, Director, Cloud Service Sales
March 16, 2020

On March 10, 2020, WatServ was pleased to attend DX3 2020, Canada’s largest retail, marketing and technology conference. Although day two of the conference was cancelled due to COVID-19 precautions, our team came away from the event with several insights.

In particular, DX3 painted a picture of the retail industry’s new landscape. Gone are the days when retailers simply had to open up shop and customers would come. Nowadays, customers expect retailers to come to them via personalized advertising and shopping experiences, unique and differentiated touchpoints and customer engagement in the places they’re already frequenting. Every retailer needs to be a technology company in order to survive and thrive in this fast, on-demand marketplace. Failing to connect meaningfully with customers usually ends poorly, as we saw with Forever 21.

DX3 Insights 2020 with WatServ

So, how can a retailer create personalized experiences? How can they understand and connect with their customers authentically? The answer is data. Lots of data. And, lots of meaningful insights derived from the data.

Many of the exhibitors and sponsors at DX3 2020 were technology SaaS providers that offer solutions to ingest, digest and make sense of retailer data using things like artificial intelligence (AI), machine learning (ML), proprietary algorithms and other software-based innovations. They provide big companies, like Canadian Tire, with tools to make better business decisions, specifically by leveraging data and transforming it into meaningful insights. These insights can be used to drive new ideas for products and services, as well as spark ideas for unique ways of connecting with audiences.

However, for data analysis to work, a retailer must first collect and provide accurate and relevant data. Before it’s ever analyzed and put into algorithms, it’s got to be the right data. The trouble is many retailers aren’t using the latest ERP or CRM tools and either simply don’t capture enough data or don’t capture relevant data points. 

To combat this, many of the technology vendors we spoke with at DX3 discussed the idea that, when leveraging new technology, companies should take a “crawl, walk, run” approach:

  • Crawl– Implement foundational IT systems that capture, store and segment relevant data.
  • Walk– Add AI, ML and other software to make sense of the data and provide strategy going forward.
  • Run– Rely almost exclusively on software results to make quick and agile decisions.
DX3 Insights 2020 with WatServ

How can WatServ help? At WatServ, we play an integral role in the early (“crawl”) stages of transforming and updating database capabilities. By offering cloud technology services – such as putting SQL and Dynamics in Azure – we empower retailers to embrace the latest technology tools, which they can then leverage to process and refine their data. The lessons we learned at DX3 reminded us that a strong foundation, like the ones we provide to our clients, is critical to data-driven business success.

Thank you to everyone we met at DX3.

WatServ demonstrates best-in-class capability and market leadership through proven technology and customer commitment.​

About

WatServ is an IT solutions provider that helps organizations digitally transform through cloud technologies and managed services.

Serving clients as a trusted advisor since 2006, WatServ provides experience-tested, strategic solutions across all stages of the digital transformation journey. Clients choose WatServ to migrate infrastructure and applications to the cloud, secure critical data, implement disaster recovery, deploy virtual desktop, enable data-readiness for productivity solutions and manage IT environments.

Our clients span a broad range of industries, and we’re a global supplier of IT services for many Brookfield Portfolio Companies. To help our mid-size clients, we provide scalable offerings that simplify cloud adoption and drive business optimization. For enterprise clients, we co-create cloud solutions that enable stability and efficiency for complex IT tools and processes.

With more than 15 years of experience, WatServ has a track record of delivering quantifiable business results and a superior client experience. Ranked as one of Canada’s Top 100 Solution Providers for the last three years in a row, WatServ is always on.

WatServ Unveils Brookfield Partnership

WatServ Unveils Brookfield Partnership

By WatServ
December 1, 2015

WatServ is pleased to officially announce the Brookfield Partnership – WatServ is now backed by the private equity arm of Brookfield Asset Management, a leading global alternative asset manager.

With Brookfield’s support, WatServ will continue to expand its business as one of the largest, most experienced providers of Managed Cloud Computing solutions for Microsoft Dynamics ERP and CRM applications on both Microsoft Azure and WatServ Private Cloud.

The WatServ name and management team will remain the same, as does our commitment to be best-in-class suppliers of hosted Microsoft Dynamics AX, hosted Dynamics NAV, hosted Dynamics GP, hosted Dynamics CRM. In addition to the existing ongoing expansion of service offerings for Managed Azure, Office 365, and CRM Online, the Brookfield Partnership provides WatServ with the resources to grow its business at a significantly accelerated pace, and, more importantly, with the guidance of an organization with an enviable record of investment success.

WatServ is pleased to officially announce the Brookfield Partnership – WatServ is now backed by the private equity arm of Brookfield Asset Management, a leading global alternative asset manager.

With Brookfield’s support, WatServ will continue to expand its business as one of the largest, most experienced providers of Managed Cloud Computing solutions for Microsoft Dynamics ERP and CRM applications on both Microsoft Azure and WatServ Private Cloud.

The WatServ name and management team will remain the same, as does our commitment to be best-in-class suppliers of hosted Microsoft Dynamics AX, hosted Dynamics NAV, hosted Dynamics GP, hosted Dynamics CRM. In addition to the existing ongoing expansion of service offerings for Managed Azure, Office 365, and CRM Online, the Brookfield Partnership provides WatServ with the resources to grow its business at a significantly accelerated pace, and, more importantly, with the guidance of an organization with an enviable record of investment success.

WatServ is based in Waterloo, Ontario, with U.S. offices in Southfield, Michigan; Minneapolis, Minnesota; and a U.K. office in Reading.

Brookfield is based in Toronto and is a global alternative asset manager with approximately $225 billion in assets under management. The company has more than a 100-year history of owning and operating assets with a focus on property, renewable energy, infrastructure and private equity. Brookfield offers a range of public and private investment products and services, and is co-listed on the New York, Toronto and Euronext stock exchanges.

Sagen case study whitepaper

CASE STUDY

Sagen is Digital Ready for the Future with WatServ Providing Cloud & Cybersecurity

WatServ demonstrates best-in-class capability and market leadership through proven technology and customer commitment.​

About

WatServ is an IT solutions provider that helps organizations digitally transform through cloud technologies and managed services.

Serving clients as a trusted advisor since 2006, WatServ provides experience-tested, strategic solutions across all stages of the digital transformation journey. Clients choose WatServ to migrate infrastructure and applications to the cloud, secure critical data, implement disaster recovery, deploy virtual desktop, enable data-readiness for productivity solutions and manage IT environments.

Our clients span a broad range of industries, and we’re a global supplier of IT services for many Brookfield Portfolio Companies. To help our mid-size clients, we provide scalable offerings that simplify cloud adoption and drive business optimization. For enterprise clients, we co-create cloud solutions that enable stability and efficiency for complex IT tools and processes.

With more than 15 years of experience, WatServ has a track record of delivering quantifiable business results and a superior client experience. Ranked as one of Canada’s Top 100 Solution Providers for the last three years in a row, WatServ is always on.