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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