Migrating From Monolith to Microservices Architecture: A Comprehensive Guide

Step-by-Step Monolith-to-Microservices Migration Plan

Each project requires a customized migration plan, but they all follow these general steps:

1. planning the migration process;
2. architecture design;
3. microservices development;
4. testing and quality assurance;
5. deployment; and
6. managing and scaling microservices.

1. Planning the monolith-to-microservices migration process

To create a comprehensive plan, you should keep in mind several migration considerations, including assessing the current monolithic system and setting up a migration team.

The team should include a DevOps engineer, system architects, technical leads, a project manager, developers, QA engineers, and database administrators.

Together with specialists, you will be able to define into which microservices your system should be divided and choose relevant tools and technologies. Also, you should assess which components require improvements using more modern technologies or development approaches.

Based on the analysis of potential microservices structure, you can create a migration plan. It should include:

• clearly defined migration objectives;
• project scope;
• timeline and milestones;
• team roles and responsibilities;
• the technology stack;
• infrastructure requirements, including containerization, orchestration, and cloud services if applicable;
• budget and resource allocation;
• performance metrics;
• a communication and change management plan;
• a risk assessment and mitigation plan;
• a rollback plan in case of unexpected issues or failures during the migration.

With a well-defined microservices migration plan, you will be able to control the transition process, manage project costs, and quickly respond to potential milestones, ensuring a smooth migration from a legacy application to microservices.

2. Architecture design

At this step, your team, led by system architects and a DevOps engineer, designs a microservices architecture. This includes:

• allocating microservices, based on the approach that one microservice is responsible for a specific task;
• addressing modules with duplicated functionality;
• identifying dependencies between microservices;
• defining communication patterns and APIs for each microservice, ensuring they operate on all data objects in the system and are backward-compatible with previous versions;
• specifying methods for managing data across microservices, including data distribution, storage solutions, and data consistency mechanisms;
• determining how to address data duplications; and
• planning the coexistence of a monolith and microservices during the migration.

One more thing to consider when migrating from monolithic architecture to microservices is that the process should be performed gradually. We recommend starting with an MVP that includes one or several vital services, or services with fewer dependencies. Therefore, at this step, it’s also important to prioritize services for extraction based on their business value and complexity.

3. Microservices development

For our projects at HQSoftware, we typically implement an agile development approach. Using that approach, we break down the development process into 1- to 2-week periods known as sprints. Each sprint aims to deliver a measurable app enhancement. After each sprint, we assess the outcome to determine what was done well and what needs to be optimized to boost the development process.

Andrey Kazakevich
Head of Production
at HQSoftware

This approach enables us to prioritize work based on business value and urgency, quickly respond to customer feedback, and adjust the development strategy in line with changing project requirements.

The agile approach aligns particularly well with microservices migration, given their modular nature.  Therefore, the development process begins with planning and assessing development sprints, including user stories, tasks, and objectives for the microservices being developed.

While the team plans sprints, a DevOps engineer sets up the necessary infrastructure and development environment, including IDEs, code repositories, and other development tools according to the migration plan.

During development, your team should pay close attention to implementing fault tolerance mechanisms within each microservice, to handle failures gracefully. This may include retries, circuit breakers, and fallback mechanisms.

Security should be a top priority at every level as well. So, employ security best practices, such as input validation, output encoding, and secure data transmission. Additionally, implement access controls, authentication, and authorization mechanisms to ensure that only authorized users and services can access sensitive data and functionality.

Also, keep in mind that your consumers will continue to use your solution during the monolith-to microservices migration. So, consider versioning your microservices APIs. Thus, you can manage changes and updates without breaking compatibility with existing users.

4. Testing and quality assurance

When converting monoliths to microservices, each microservice as well as the whole system should be thoroughly tested to avoid disruptions, data leakage, and low performance. Microservices should pass the following testing steps:

• Unit testing should be performed for each microservice independently to ensure it functions correctly in isolation and responds to failures, such as server crashes or network issues.
• Integration testing verifies whether microservices can communicate effectively, share data, and maintain data consistency when they work together.
• Functional testing ensures that all microservices perform their functionality accurately and deliver expected results according to business requirements.
• End-to-end testing includes testing user journeys that span multiple microservices, to ensure that data flows seamlessly between services and the system behaves as expected.
• Performance testing assesses the performance of microservices under various conditions, including load testing, stress testing, and scalability testing, to ensure that the system can handle huge traffic while remaining operational.
• Security testing is necessary to identify vulnerabilities, such as data exposure or unauthorized access, within the microservices architecture.

5. Deployment

At this step, the expertise of a DevOps engineer becomes crucial to ensure a well-structured, automated, and efficient migration process.

First, they need to configure the infrastructure required for microservices deployment, including containerization and orchestration. Microservices are often, though not necessarily, deployed within containers, such as Docker, to facilitate deployment across different environments. They are also managed using container orchestration platforms, such as Kubernetes, to simplify load balancing, scaling, and rolling updates.

It’s also vital for your DevOps expert to establish continuous integration and continuous delivery (CI/CD) processes that allow for frequent and reliable releases. In this way, your team can build, test, and deploy microservices rapidly and consistently.

6. Managing and scaling microservices

Once all microservices are deployed and you have successfully migrated a legacy application to microservices, you may think that’s it, but your journey is far from over.

After completing the software re-engineering process, you need to implement comprehensive monitoring tools to track the performance and health of your microservices. Use metrics, logs, and tracing to gain insights into how each microservice is functioning. Based on this data, you can make informed decisions to update and scale services that require additional resources independently. This approach enhances system performance and cost-efficiency, allowing you to fully leverage the benefits of microservices.

Andrey Kazakevich
Head of Production
at HQSoftware

Migrating from monolithic architecture to microservices isn’t rocket science. It typically doesn’t require inventing entirely new concepts. Instead, you and your team should focus on adapting general approaches to the specific needs of your business. And then, backed with skilled specialists, migrate gradually and carefully.

Organizational considerations

While your team is tackling technical challenges, you need to keep in mind some organizational considerations to make your monolith-to-microservices migration as smooth as possible:

• Communication between teams. Promote open and transparent communication across teams and departments. Collaboration is essential to ensure seamless integration among microservices and effective information sharing.
• Change management. Keep in mind that the transition entails a significant change for your organization. So, you should have a robust change management strategy to address resistance to change and ensure a smooth transition.
• Documentation. Emphasize the importance of comprehensive documentation for microservices, APIs, and architectural decisions. This documentation aids in onboarding new team members and troubleshooting issues.
• Services ownership. Clearly define ownership and accountability for each microservice. Teams should take responsibility for the microservices they develop and operate, including maintenance and scaling.
• Knowledge transfer. Mitigate the risk of knowledge gaps by ensuring that each team has the necessary insights to build, deploy, and maintain their microservices. Also, consider who your team can turn to for external advice. For example, at HQSoftware we have a technical excellence team that includes our most skilled and experienced specialists from various domains, who can consult other developers on almost any question or challenge they face.
• Feedback channels. Establish channels for feedback from both internal teams and end-users. Act on feedback to make necessary adjustments to your microservices architecture.
• Celebrating milestones. Recognize and celebrate milestones and achievements throughout the migration process. This boosts morale and motivates teams to stay committed.

By following these microservices migration steps and gaining the support of an experienced team, you can successfully convert a monolith to microservices, opening up numerous opportunities for future system growth.

Case Studies and Examples of Monolithic-to-Microservices Migration

Given the extensive roadmap, potential challenges, and significant time costs, is microservices migration worth a shot? There is no definitive answer, as it all depends on your project requirements and business specifics.

However, let’s explore some external and HQSoftware’s internal examples of moving from monolithic to microservices to understand how other companies benefited from the transition.

Handling large data volumes

Maintaining smooth performance as data rapidly grows is a challenging task, especially in the financial industry, where data volumes can be enormous. This is one of the main reasons that about 34% of companies in the fintech sector employ microservices. Our client Evolv — a provider of audit services for self-managed super funds — turned to HQSoftware with the same challenge.

By implementing a microservices architecture, our team was able to migrate a legacy app to new technologies without loss of 500 GB of data and ensure reliable performance while financial document databases grow. This also significantly speeded up the audit process, reducing it from two weeks to 2-4 days.

Frequent system changes

When the monolith architecture of the globally known app Uber couldn’t support the rapid launch of new features, system updates, and bug fixes, the company looked toward cloud-based microservices.

By dividing the team into groups assigned to specific microservices, developers became experts in their respective areas of responsibility. This expertise enabled them to implement system updates more swiftly. Additionally, microservices provided the flexibility to scale rapidly, facilitating the company’s rapid growth.

Smooth transition to modern technologies

Outdated technologies are the pain point of many companies, hindering their potential for business growth. To help our client align their real-time road-traffic safety system with changing needs, we decided to implement microservices, ensuring backward capability with previous app versions.

In this way, we were able to build each component with the most relevant tech stack to achieve maximum app productivity and ensure stability under high system loads.

Conclusion

As you see, the journey of  migrating monoliths to microservices is a significant undertaking that requires a comprehensive understanding of all the nuances. From meticulous planning and agile development to robust testing and organizational considerations, each step is pivotal to your success. However, the rewards are substantial — increased flexibility, scalability, and efficiency.

At HQSoftware, we understand the complexities of this migration process, and our team of experts is ready to guide you through every migration step, from planning to deployment. Our DevOps, software, and QA engineers possess the expertise and adaptable thinking to design architecture that meets your requirements and to overcome the most tricky challenges, ensuring robust system performance.

So, feel free to contact us to embark on this exciting journey together, transforming your systems and propelling your organization into the future of microservices.