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Cloud exit and portability assessment for banks, NBFCs and regulated teams

If your board or your regulator asked how you would leave your cloud provider, could you show a plan? We review each critical workload's dependence on provider-specific services, its data, identity, infrastructure templates, backups and runbooks, and tell you what an exit would take.

  • An exit plan per critical workload
  • Effort and time estimates, and a ranked gap list
  • Technical readiness work, not legal or compliance advice

Book your cloud exit assessment

Cloud partner credentials

Audited by AWS, recognized by Microsoft, partnered with Google Cloud.

  • 2AWS competencies
  • 9AWS service delivery validations
  • 3Microsoft Azure partner designations
  • AWS Partner, Advanced Tier Services
  • Microsoft Solutions Partner: Data and AI, Infrastructure, Digital and App Innovation, Azure
  • Google Cloud Partner

A cloud exit assessment checks how each critical workload could leave its current cloud provider, for another provider or your own data center, while the business keeps running. HabileLabs reviews dependence on provider-specific services, data, identity, infrastructure templates, backups and runbooks, and ends with an exit plan per critical workload. It covers technical readiness, not legal or compliance advice.

For RBI-regulated entities

What RBI's IT outsourcing direction asks for on exit

RBI's Master Direction on Outsourcing of Information Technology Services was issued on 10 April 2023 and took effect on 1 October 2023. It applies to banks, NBFCs and other regulated entities. On exit, and for cloud services, it asks for:

  • An exit strategy in your IT outsourcing policy

    The policy itself is expected to set out how you would leave a service provider.

  • Business continuity during and after the exit

    Critical services keep running while the exit happens, and once it is complete.

  • Alternatives identified

    Another service provider, or bringing the work in-house.

  • The full data lifecycle, for cloud services

    From the moment data enters the cloud to its permanent erasure.

This assessment covers technical readiness: what an exit would take for each workload, and what stands in the way. It is not legal or compliance advice, and it does not certify compliance with the Master Direction. Your compliance team and advisers decide what your policy needs.

Banking technology specialists collaborating on secure digital operations

What the assessment covers

Six areas that decide what leaving a cloud provider would take, reviewed for each critical workload.

Provider-specific services

Managed services make a system easier to run and harder to move. We review:

  • Which provider-specific services each workload depends on
  • Which have an equivalent on another cloud or on-premises, and which mean rework
  • Where a small change now would make a later exit easier

Data: how much would move, and how

For each critical workload, we review:

  • How much data it holds, and how quickly that grows
  • How the data would be copied out, and how long that would take
  • Where it is stored and encrypted, and how it is erased at the end

Identity and access

Who and what can sign in has to be rebuilt wherever a workload goes. We review:

  • Users, roles and service accounts in AWS IAM or Entra ID
  • Encryption keys held in services such as AWS KMS
  • What would need to be recreated, and in what order

Infrastructure templates

An environment built by hand is hard to rebuild anywhere else. We check:

  • How much is defined in templates, such as AWS CloudFormation, and how much was set up by hand
  • Whether an environment can be rebuilt from its templates, and how long that takes
  • Which parts of the templates are specific to one provider

Backups and recovery copies

A backup in the same account as the system it protects can be lost with it. We review:

  • Whether backups and recovery copies are kept outside the primary account or region
  • Whether restores have been tested, not only documented
  • Recovery time and recovery point objectives (RTO and RPO) against what each system needs

Runbooks

An exit is a sequence of steps that someone has to carry out. We review:

  • Written runbooks for failover, restore and exit, and how current they are
  • Which steps depend on one person, or on the current provider's support
  • Who would carry out each step: your team, a new provider or a partner

What you receive

At the end of the assessment you have four things you can act on.

An exit plan per critical workload

Where each workload would go, another cloud provider or your own data center, how its data would move, and the order of the steps.

Effort and time estimates

How much work and how much time each exit would take, so the exit strategy in your policy rests on estimates rather than assumptions.

A ranked gap list

What stands between you and a workable exit today, ranked by risk and effort: for example, environments built by hand, recovery copies kept in the same account, or restores never tested.

Failover options

Ways to keep critical systems running during an exit or an outage, from a second region to recovery copies kept outside the primary account, sized to each system's recovery time and recovery point.

Cloud exit assessment: common questions

A review of how each critical workload could leave its current cloud provider, for another provider or your own data center, without stopping the business. It covers dependence on provider-specific services, data, identity and access, infrastructure templates, backups and recovery copies, and runbooks. It ends with an exit plan per critical workload, effort and time estimates, a ranked gap list and failover options.

Banks, NBFCs and other regulated teams that run critical systems on AWS or Microsoft Azure and need an exit strategy they can stand behind, and any team that has come to depend heavily on one cloud provider.

RBI's Master Direction on Outsourcing of Information Technology Services, issued on 10 April 2023 and effective from 1 October 2023, applies to banks, NBFCs and other regulated entities. It asks for an exit strategy in the IT outsourcing policy that keeps business continuity during and after an exit, with alternatives identified, such as another provider or bringing the work in-house. For cloud services, it expects the full data lifecycle to be covered, from entry into the cloud to permanent erasure.

No. The assessment covers technical readiness: what it would take to move each critical workload, and the gaps in the way. Whether your policy meets the Master Direction is for your compliance team and advisers to decide; the assessment gives them the technical facts to work from.

No. The point is to know that you could, how long it would take and how much work it would need. Gaps such as environments built by hand, recovery copies kept in the same account or restores that were never tested are worth fixing even if you never leave.

A disaster recovery review asks how fast a system comes back after a failure, usually on the same provider. An exit assessment asks how it would run somewhere else. The two share a lot: recovery copies kept outside the primary account or region, tested restores and current runbooks. For AWS accounts, we also offer a security and DR review against the AWS Well-Architected security pillar.

It can be planned that way. AWS, Microsoft Azure and Google Cloud all run more than one region in India, and your own data center is the other alternative. At Aavas Financiers, disaster recovery runs active-active across the AWS Mumbai and Hyderabad regions.

Not as published work: none of our published case studies covers a cloud exit or a move between clouds yet. The results on this page are AWS projects for lenders: active-active recovery across two AWS regions at Aavas Financiers, and infrastructure templates and AWS WAF at Wonder Finance. They show work an exit plan relies on, such as recovery in a second region and environments defined in templates; they are not exits. Cloud-to-cloud moves from Microsoft Azure and Google Cloud to AWS are part of our AWS migration service.

Fill in the form on this page. A cloud architect will get in touch to agree the scope, the critical workloads to include and the access needed. The first conversation is free.

Know how you would leave before anyone asks

Tell us which systems are critical and where they run. We will show what an exit would take for each one, and what to fix first.

  • An exit plan per critical workload
  • Technical readiness, not legal advice
  • The first conversation is free