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6 Key Considerations for Planning a Monolith-to-Microservices Migration

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6 min read

When a project with a monolithic architecture becomes too big, bulky, and challenging to maintain and update, you can probably start looking towards a more modern and convenient architecture, such as microservices.

If, after debating monolithic vs. microservices, you do decide to migrate, there are several critical factors to consider. Based on my experience working at HQSoftware on several migration projects, I’m going to highlight some key factors to consider before migrating that will help make the process as smooth as possible.

Table of contents:

Monolithic-to-Microservices Roadmap

Factors to Consider Before Monolithic-to-Microservices Migration

Thorough plan creation

Freezing new features development

Current system assessment

Choosing an experienced migration team

Allocating sufficient time for the transition


Monolithic-to-Microservices Roadmap

Migrating to microservices is more than a simple system upgrade. It’s a complex and long-term process that can entail significant changes, such as team restructuring, selecting new systems, and more. That’s why you should have a clear roadmap that will help you embrace a variety of changes smoothly.

While I’ve worked on several projects, each requiring a customized roadmap to meet unique business needs, I can outline a general microservices roadmap:

  • mapping out microservices;
  • configuring the infrastructure;
  • defining and splitting the team;
  • choosing the tech stack;
  • development and testing;
  • deployment.

Step 1. Map out microservices

Firstly, you and your team should determine which microservices the new architecture will include. Typically, microservices are divided up based on functionality, with each responsible for a particular task.

To perform the division correctly and avoid redundant or partially duplicated microservices, you should thoroughly investigate components of the monolithic app that may have similar functionality and address this duplication.

In my experience, any monolithic application can be split. However, the quality and accuracy of this process depend on the skills and experience of your team.

Step 2. Configure the infrastructure

Engage experienced DevOps engineers to define databases, communication protocols, clouds, and data synchronization methods and then set up the environment.

Step 3. Define and split the team

Typically, particular developers are responsible for specific microservices. However, teams can also be cross-service, i.e. work with numerous services if required.

Another approach is to organize specialists based on complex processes that can cover many microservices. For example, you may have one team responsible for infrastructure, a separate team for data management, etc. This is the approach we took on one of our projects for a cloud-based LMS development.

Frame 29 min - 6 Key Considerations for Planning a Monolith-to-Microservices Migration

Upgrade your outdated system with a modern microservices arcitecture!

HQSoftware has a team of skilled professionals ready to tackle the project. Let’s talk!

Anna Halias
Business Development Manager

Step 4. Define the tech stack for each microservice

One of the advantages of microservices is the ability to choose the most appropriate tech stack for each functionality. So, collaborate with tech leads to identify the technologies and frameworks that will ensure reliable and efficient performance from each component and the entire application.

Step 5. Set up sprints

Once you’ve determined which teams will work with which technologies to build microservices, your team should gather a list of all monolithic app features and create sprints and assessments for them.

Then, you’re ready to start the migration.

Step 6. Development and testing

I suggest starting development with an MVP. Choose one or several of the most important microservices as a pilot project to test the chosen architecture and tools. Then gradually add and extend them.

Comprehensive testing is also a must-have for quality code refactoring. Therefore, be sure the team will perform unit, integration, and acceptance testing.

Step 7. Deployment

Deploy microservices gradually, while ensuring backward compatibility with the monolithic application. This approach minimizes disruptions during the transition.

Considerations for migration monolithic to microservices roadmap - 6 Key Considerations for Planning a Monolith-to-Microservices Migration
Monolithic-to-microservices roadmap

While this monolithic-to-microservices roadmap already outlines some factors to pay special attention to, you should keep in mind some additional crucial considerations before microservices migration, to avoid common challenges.

Factors to Consider Before Monolithic-to-Microservices Migration

Without delving into the technical aspects of the migration from monolithic to microservices, I suggest considering the following points:

  • thorough plan creation;
  • freezing new features development;
  • current system assessment;
  • choosing an experienced migration team;
  • allocating sufficient time for the transition.

Thorough plan creation

As previously mentioned, a clear migration from monolithic to microservices roadmap is the first step in ensuring a successful transition. So, pay special attention to this preliminary stage, as it’s easy to overlook critical aspects, leading to confusion and errors.

Along with reasonable resource allocation, risk mitigation, and workload distribution, a precise plan ensures transparency throughout the migration process, not only for you and the development team but also for the business owners.

Additionally, plan for contingencies and potential setbacks. Consider what steps to take if issues arise during the migration and how to roll back to the previous architecture if necessary.

Freezing new features development

In my observation, one of the main reasons projects collapse is continuing system updates and enhancements during the migration.

If a business constantly demands system changes, such as adding new features or updating old ones, the team will face double the work. First, they need to spend resources on implementing these improvements within the monolith and then move them to microservices. This leads to increased complexity in the monolithic architecture, prolonging the migration and accumulating technical debt.

As a result, the team may lose a lot of time and resources, ending up with a huge backlog of unresolved tasks and a non-working microservices architecture.

Current system assessment

Conduct a comprehensive assessment of your existing monolithic system to identify areas requiring improvement or containing outdated functionality. The migration process is a great opportunity to rebuild inefficient and obsolete processes using modern technologies and approaches. Relatively new features can be adapted to microservices with minimal changes.

Also, keep in mind that besides reworking pre-planned functionality, developers may discover additional code weaknesses during the migration. This may lead to further adjustments and an extended development timeline.

Choosing an experienced migration team

Despite having an “ideal” theoretical microservices migration roadmap, very often it’s quite difficult to fully apply it in practice, as each project is unique and requires its own approach. To identify the most appropriate one, you need a skilled migration team. Here’s what my colleague has to say about that.

citation jegor min - 6 Key Considerations for Planning a Monolith-to-Microservices Migration

Jegor Alexeichuk
Mobile Development Team Lead
at HQSoftware

Successful migration is more than just a technical task. Of course, it will become primarily technical, requiring a gradual and careful process. But above all, it’s important to choose the right team. You need people with the right patterns in their minds, and technical intuition.

The rest is a matter of techniques and developers’ expertise. I think this is an important advantage of our technical team at HQSoftware, as we have many qualified developers who have hands-on experience in migration and know the main pitfalls and strategies to overcome them.

Allocating sufficient time for the transition

How much time do you need for the transition? Let’s hear from the head of PMO at HQSoftware.

andrei kazakevich - 6 Key Considerations for Planning a Monolith-to-Microservices Migration

Andrey Kazakevich
Head of Production
at HQSoftware

The transition from monolith to microservices is not a spotty task, but a journey into the unknown that can take a long time. There’s no set minimum timeframe, as it depends on the project’s complexity and requirements. It could take a year, or it might extend to a couple of years.

So that you are not intimidated by such timelines, keep in mind that your monolithic app will continue to work during the migration. While it’s recommended to stop expanding and adding new features, your solution will remain operational until the full migration to microservices is complete.

Considerations for Monolithic to Microservices Migration min - 6 Key Considerations for Planning a Monolith-to-Microservices Migration
What to consider before migration


For a seamless migration to microservices, you need 3 key components: a well-defined microservices roadmap, an experienced team, and enough time.

At HQSoftware, we can take care of one of these components and provide you with a skilled development team. Our arsenal includes experienced DevOps, tech leads, developers, and QA engineers who will not only perform technical tasks but also help you build a comprehensive monolithic-to-microservices roadmap. Contact us to learn more about our migration to microservices services.

Igor Kunovskiy

Lead Software Engineer

An experienced developer with a passion for IoT. Having participated in more than 20 Internet of Things projects, shares tips and tricks on connected software development.

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Frequently Asked Questions

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