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Easing Your Transition to Atlassian Cloud From Assessment to Launch

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Written by Carlos Almeida
Published on October 7, 2022

Migrating to Atlassian Cloud takes some planning. You’ve been using that same server or data center version for years gone by. Now, you’ve seen the great cloud adoption from competitors. And you’ve seen global leaders like Atlassian driving a cloud-first approach for its consumers. It’s a no-brainer, right? You need to keep up with the times to stay relevant. But, you know the scale of work involved. The infrastructure that needs migrating, and the labor time and cost to do it. Before you’ve even started, you’re already focusing on the pain points.

We don’t blame you. In fact, 38% of migrations fail due to a lack of proper planning and technical expertise.

The Benefits Of Migrating To Atlassian Cloud

As mentioned above, Atlassian has indeed opted for a cloud-first approach. Additionally, some of the best new features are rolled out to cloud-first, before the server. Furthermore, some of the best features are cloud only. And with Atlassian Solution Partners like SPK, you can actually confidently complete migrating to Atlassian cloud without the pain point focus.

With Atlassian’s announcement of the end of support for their Server products, and their journey to cloud being accelerated, it took many Atlassian Jira customers by surprise.  Because our certified experts have experience with Atlassian Cloud, we are uniquely positioned to help you find the right path forward.

Our Cloud Readiness Assessment is geared to finding the gaps in available Cloud products that are available for you today in Server.  Our purpose with this Assessment is to determine the best path forward, and co-create the right approach with you.

Get your assessment here.

What’s Involved In Migrating To Atlassian Cloud From Server And Data Center

Migrating to Atlassian Cloud successfully requires some key steps. The first is to understand and plan your roadmap. This can include what migrations tools you need to use. For example Jira Cloud Migration Assistant, or Configuration Manager for Jira.

Next, you’ll want to merge with your configuration management system.

Configuration Management Snapshot Options

  • A system configuration snapshot contains the whole configuration of a single Jira instance (projects, workflows, schemes, screens, etc…). This means that you can use this snapshot to transfer all Jira configuration settings from between Jira instances.

  • A project configuration snapshot contains the settings for a number of projects including all configuration objects used by these projects. This kind of snapshot is used to move only selected project configurations between Jira instances.

  • A project with issues snapshot contains the settings for a number of projects including all configuration objects used by these projects as well as all the issues contained in these projects, including the comments, history data, Agile data, links, attachments, etc. This kind of snapshot is used to move the selected projects between Jira instances. This type of snapshot is available since CMJ version 5.0.

The Atlassian Cloud Migration Roadmap To Success

The simple formula to build a successful roadmap for migrating to Atlassian Cloud is:

Process + Data + Outcomes + Stakeholders = Roadmap

We use the above formula to successfully migrate our own customers globally. As an Atlassian Solution Partner, SPK, we understand both the migration complexity and the need to get it right. So, we’ve broken the formula down into easily digestible steps.

1. Assessment

      • Run backups of existing systems
      • Assess size and complexity of data
      • Audit Server Apps Vs Cloud Apps for availability and need
      • Cloud Supported / Features / Data Migration Path
      • Review Security and Compliance Needs
      • Target selection (DC or Cloud)
      • Conduct user and product discovery
      • Group users into organization
      • Connect organization to Identity Provider (IDP)

2. Planning

      • Choose Migration Strategy (Full, Partial, Phased)
      • Determine Business Outcomes
      • Begin change management communication process to stakeholders and users
      • Clean-up source instances (Suggested) 

3. Sprint Tests

      • Set Up Atlassian Access and SSO with identity provider (IDP)
      • Run Test Migrations in Sandbox 
      • Conduct User Acceptance Testing (UAT)
      • Develop Final Timeline and Migration Runbook
      • Conduct Training in Sandbox instance
      • Update Change Management systems

4. Migration and Launch

      • Communicate the plan to users and stakeholders
      • Run Production Migration of Products
      • Install or Migrate Apps
      • Migrate App Data
      • Production User Acceptance Testing (UAT)

5. Post Launch

      • Confirm status with Change Management team
      • Onboard additional users
      • Change source instance(s) to read-only
      • Monitor and gather feedback
      • Document changes

The Extra Considerations

While most teams can manage the migration on their own, customers migrating 1,001+ users should seek expert support. We suggest this because there seems to be even more complexity for systems with over 1,000 users, including App considerations, the large number of issues and projects which adds to the complexity, and the amount of change management communication that needs to happen in those large instances.  Migration windows will need to be scheduled at least two months in advance of the migration date too. 

Additionally, multi-instance migrations aren’t easy and you’ll likely need to consider the following:

      • User credentialing needs a solid foundation.  It is step #1.
      • Manage Instance configurations next.  
      • Manage Project configurations/settings next.
      • Manage and fix the data itself.  This is much of the man hours of work.
      • Process and Data issues are going to be exposed.  
      • Colleagues may challenge app usage when it doesn’t have a cloud version.
      • JCMA will get you 80% of the way but you’ll be presented with challenges.
      • The Cloud to Cloud migration tool is in beta and is beneficial for migrations already.

We highly recommend seeking expert support for migrating instances to Atlassian Cloud.


Yes, migrating to Atlassian Cloud from the data center or server can be complex. But with our roadmap to success approach, you can begin to explore whether it is feasible to tackle alone. If you do need support, SPK is here to help. We are an Atlassian Solution partner highly experienced in navigating and successfully migrating businesses all over the world. 

If you are migrating 1,001+ users or tackling a multi-instance migration, we highly recommend that you partner with experts regardless. 

If you would like to explore more about migrating to Atlassian Cloud, check out our webinar series here.

Alternatively, if you’re ready to get expert help, contact our team today.

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