Summary
Sonata Software successfully helped a global leader in customer experience (CX) solutions migrate their critical application stack from AWS to Microsoft Azure. Using a hybrid approach of lift-and-shift and refactoring, Sonata helped the client optimize costs, improve performance and enhance scalability and security, all with minimal disruption to their operations.
Client Overview
A US-based global leader in CX solutions and services, with a portfolio spanning contact center platforms, AI-driven customer engagement tools and omnichannel communication services.
Pressure points
Cost optimization
- Rising operational costs on AWS due to underutilized resources and lack of reserved instance.
Operational complexity
- Managing hybrid workloads across Windows and Linux servers with disparate monitoring and security tools.
Scalability constraints
- Legacy architecture limited horizontal scaling and auto-scaling capabilities.
Data platform limitations
- PostgreSQL databases were not optimized for cloud-native performance.
- Cosmos DB usage was fragmented and lacked governance.
Compliance and security
- Need for tighter integration with Microsoft security and compliance frameworks.
Solution highlights
The migration was executed in three phases, combining lift-and-shift and refactoring/rearchitecting strategies:
Phase 1: Assessment and planning
- Conducted a detailed cloud readiness assessment
- Identified workloads suitable for Lift-and-Shift vs. those requiring refactoring.
- Created a migration roadmap with dependencies, timelines and rollback plans.
Phase 2: Lift-and-shift migration
- Migrated Windows and Linux VMs using Azure Migrate and Azure Site Recovery
- Ensured parity in performance and security configurations.
- Deployed monitoring via Azure Monitor and Log Analytics.
Phase 3: Refactoring and optimization
- Refactored application code to leverage Azure App Services, Azure Functions and Azure Kubernetes Service (AKS).
- Migrated PostgreSQL databases to Azure Database for PostgreSQL flexible server with performance tuning.
- Re-architected Cosmos DB usage with multi-region replication, partitioning and cost governance.
Results that speak volumes
Transitioned from AWS to Azure with minimal disruption, mproved performance and significant cost savings
Employed a hybrid approach – lift-and-shift plus refactoring – for rapid migration and longterm scalabilit
Aligned the platform with the customer’s strategic technology roadmap
Enabled faster, more secure and more reliable customer experiences

