PAYG to CSP Migration Questions

 Questionnaire for Pay-as-you-go to CSP subscription under same tenant.

  1. What are your key objectives for moving to a CSP subscription?
  2. Are there specific business outcomes you aim to achieve through this transition?

3.       What are your most heavily used Azure resources?

  1. Are there specific areas where you're seeking cost savings or more predictable billing?
  2. Same tenant?
  3. Inhouse skill? support?
  4. Mission critical applications, downtime?
  5. DR? is there?
  6. Are there any custom or third-party solutions you're currently using or planning to use in Azure?
  7. Is there any challenge that you also like to fix during this migration.
  8. Have you encountered any performance bottlenecks or scalability issues with your current Azure setup?
  9. How do you anticipate your resource needs evolving over the next 12-24 months.
  10. Are there specific compliance standards or security requirements that your Azure deployment needs to meet? Or Team needs to keep in mind while moving the reouscres to CSP.
  11. How do you manage identity, access, and security policies currently?
  12. Do you have any concerns or anticipated challenges regarding the migration process from PAYG to CSP?
  13. Are there critical applications or services that require special consideration during migration?
  14. What level of support do you expect from a CSP partner?
  15. Are you interested in additional managed services or support for your Azure environment?
  16. What is your preferred timeline for transitioning to a CSP subscription?
  17. Are there upcoming projects or expansions that will impact your Azure usage?
  18. How do you see your organization's cloud strategy evolving in the future?
  19. Beyond financial benefits, what other value do you expect from a CSP partnership?
  20. Are there specific services, expertise, or support areas where you're seeking assistance?

Reasoning behind the questionnaire:


let's delve into the reasoning behind each question in the context of transitioning from a Pay-As-You-Go (PAYG) to a Cloud Solution Provider (CSP) subscription, with examples for clarity:

  1. Key Objectives for Moving to CSP:
    • Reasoning: Understanding the motivation helps tailor the CSP offering to meet specific goals, whether it's cost efficiency, better support, or access to CSP-exclusive services.
    • Example: A company might aim to leverage CSP's cost management tools to better predict monthly spending.
  2. Specific Business Outcomes:
    • Reasoning: Identifying desired outcomes ensures the transition aligns with broader business strategies and delivers tangible benefits.
    • Example: A business seeking to expand globally may prioritize CSP features that support rapid scaling and global deployment.
  3. Heavily Used Azure Resources:
    • Reasoning: Knowing which resources are crucial can help prioritize migration efforts and ensure the CSP plan supports these workloads effectively.
    • Example: If a company heavily uses Azure Virtual Machines for its operations, ensuring smooth migration and optimal pricing for these resources under CSP would be crucial.
  4. Cost Savings or Predictable Billing:
    • Reasoning: Financial considerations are often a key factor in moving to CSP. Understanding these needs helps in proposing plans with the most financial benefit.
    • Example: An organization struggling with fluctuating bills might benefit from CSP's budgeting and cost management services.
  5. In-House Skill and Support:
    • Reasoning: Assessing the customer’s technical capability helps in identifying areas where they might need additional support or training.
    • Example: A company with limited Azure expertise might value CSP's enhanced support options.
  6. Mission-Critical Applications and Downtime:
    • Reasoning: Identifying critical applications ensures that migration plans minimize downtime and prioritize business continuity.
    • Example: For a financial services firm, ensuring zero downtime for their transaction processing system during migration is vital.
  7. Disaster Recovery (DR) Plans:
    • Reasoning: Understanding existing DR strategies helps ensure that the CSP solution enhances or integrates with these plans.
    • Example: A company with a robust on-premises DR setup might look for ways to extend this to Azure with CSP.
  8. Custom or Third-Party Solutions:
    • Reasoning: Identifying dependencies on custom or third-party solutions ensures compatibility and seamless operation post-transition.
    • Example: A business relying on third-party security tools will need to ensure these tools are supported in the CSP environment.
  9. Challenges to Fix During Migration:
    • Reasoning: Migration offers a chance to address existing challenges, improving efficiency or performance.
    • Example: A company experiencing network latency might explore CSP options for optimized networking solutions.
  10. Performance Bottlenecks or Scalability Issues:
    • Reasoning: Discussing current limitations helps in designing a CSP solution that addresses these issues.
    • Example: If a company’s current PAYG setup faces scalability limits during peak periods, transitioning to CSP could involve strategic resource allocation to manage demand spikes.
  11. Future Resource Needs:
    • Reasoning: Anticipating resource evolution ensures the CSP solution can scale and adapt to future requirements.
    • Example: A rapidly growing startup might need flexible compute resources to handle unpredictable growth.
  12. Compliance and Security Requirements:
    • Reasoning: Ensuring the CSP plan meets all regulatory and security needs is critical for legal compliance and data protection.
    • Example: A healthcare company will need a CSP solution that is compliant with healthcare regulations like HIPAA.
  13. Identity, Access, and Security Policies Management:
    • Reasoning: Understanding current practices helps ensure that the CSP environment enhances or integrates with existing security frameworks.
    • Example: An organization using role-based access control (RBAC) will want to maintain or improve this control in the CSP setup.
  14. Concerns or Challenges with Migration:
    • Reasoning: Identifying potential hurdles ahead of time helps in planning a smoother transition.
    • Example: Concerns about data loss during migration can lead to developing more robust data backup strategies.
  15. Critical Applications Requiring Special Consideration:
    • Reasoning: Some applications may have specific requirements or challenges that need to be addressed individually.
    • Example: Real-time data analytics applications may require special networking arrangements to ensure minimal latency.
  16. Expected Level of Support from CSP Partner:
    • Reasoning: Aligning expectations on support helps ensure customer satisfaction and operational efficiency post-transition.
    • Example: A company might expect 24/7 support for its critical services.
  17. Interest in Managed Services or Additional Support:
    • Reasoning: Understanding the customer’s appetite for managed services can guide the customization of


Some More for Understanding

General Information

  1. Current Azure Usage: Knowing the customer's existing Azure footprint helps identify the scope of migration and potential areas for optimization. For instance, if a customer heavily uses VMs, there might be opportunities for reserved instances under CSP.
  2. Business Objectives: Understanding why the customer wants to switch to CSP can guide recommendations. A desire for cost savings might lead to a focus on financial benefits, whereas a need for support might emphasize the value of CSP's managed services.

Financial and Contractual

  1. Budget and Cost Management: Insight into the customer’s budgeting concerns reveals areas where CSP discounts and cost management tools can be highlighted. For example, if erratic costs are a problem, the predictable billing of CSP can be a selling point.
  2. Contract and Commitment: Customers' preferences on commitment terms can influence the CSP plan you recommend. Some might prefer the flexibility of no long-term commitments, while others might be open to longer contracts for deeper discounts.

Technical and Operational

  1. Resource and Workload Assessment: Knowing the specifics about deployed resources helps in assessing migration complexity and identifying CSP features that could benefit the customer. For example, extensive use of AI and machine learning services might benefit from CSP's specialized support.
  2. Performance and Scalability: Understanding current limitations allows for addressing these in the CSP proposal. A company planning to significantly grow their data storage might benefit from CSP offers on Azure Storage solutions.
  3. Compliance and Security: Compliance needs can dictate the CSP services required. A healthcare provider, for instance, will need assurance about HIPAA compliance through Azure.

Migration and Support

  1. Migration Concerns: Anticipating migration challenges enables planning for a smoother transition. For example, if a customer is concerned about downtime, strategies for minimizing this can be developed.
  2. Support and Management: The level of support expected can determine the type of CSP plan to recommend. A small company without a dedicated IT department might value ongoing management and support more highly.
  3. Timeline and Key Milestones: Understanding the customer's timeline ensures the migration plan aligns with their business calendar. For example, an educational institution might prefer migration during the summer break.

Partnership and Future Planning

  1. Future Projects and Expansion: Knowledge of upcoming projects allows for future-proofing the CSP proposal. A company planning to explore IoT might be interested in Azure IoT solutions.
  2. Expectations from CSP Partnership: This helps tailor the value proposition of the CSP offering to the customer’s needs. A customer looking for digital transformation guidance might value strategic planning services.

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