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  • April 21, 2025
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Transitioning from traditional WAN architectures to a modern Secure Access Service Edge (SASE) model is more than a technological shift—it’s a strategic evolution. Success depends on a well-planned, phased approach that minimizes disruption while maximizing return on investment. With careful planning, organizations can achieve secure, agile, and future-ready networks. Here are eight essential steps to guide your SASE migration.

1. Assemble a Cross-Functional Team

To ensure a smooth migration, break down silos between networking and security teams. Include key stakeholders like application owners and workplace transformation leaders for a comprehensive perspective. A unified team ensures seamless implementation and minimizes resistance during the transition.

2. Define Clear Objectives

Clearly articulate your goals for SASE adoption. Common objectives might include:

  • Enabling remote work and work-from-anywhere flexibility.
  • Simplifying global connectivity with secure, low-latency access.
  • Eliminating backhauling and appliance sprawl by leveraging direct internet access (DIA).
  • Optimizing performance for critical cloud applications.

Your objectives will shape the roadmap and guide decision-making throughout the project.

3. Assess Network and User Requirements

Not all sites or users have the same needs. Analyze your current network setup to determine:

  • Connectivity options: Match each site with the right solution (e.g., MPLS for critical locations, broadband for smaller branches).
  • User requirements: Decide between agent-based deployments or agentless browser connections.
  • Application mapping: Link applications and users to SASE points of presence (PoPs) for high-performance access and minimal latency.

Understanding these needs will help you design a SASE network that delivers reliable performance across all users and locations.

4. Future-Proof Your Network

Consider how your SASE solution will scale with future business needs, including:

  • Supporting global expansion or flexible work policies.
  • Facilitating cloud migration or hybrid cloud strategies.
  • Adapting to mergers, acquisitions, or other changes.

By aligning your SASE model with long-term objectives, you can ensure your network remains agile and resilient in the face of change.

5. Choose the Right Provider

Craft a Request for Information (RFI) that outlines your current network architecture and desired outcomes. Look for vendors who:

  • Offer robust SASE architecture with proven scalability.
  • Provide a comprehensive set of security and networking features.
  • Deliver strong support and customer service.

An RFI helps narrow your options and sets the stage for a successful proof of concept.

6. Adopt a Phased Deployment Strategy

SASE is best implemented as a gradual transformation, not a one-time overhaul. Start small:

  • Focus on specific sites, user groups, or applications.
  • Transition as MPLS contracts expire or legacy hardware reaches end-of-life.
  • Begin with remote workers or new locations before scaling across the organization.

This approach reduces costs, minimizes disruption, and allows you to measure success incrementally.

7. Build a Strong Business Case

When presenting SASE to leadership, emphasize its potential to:

  • Simplify network complexity.
  • Optimize costs compared to traditional WAN models.
  • Strengthen security with centralized, cloud-native protections.

Use real-world case studies and data from early adopters to reinforce the value of SASE as a business investment.

8. Test, Evaluate, and Migrate

Conduct a Proof of Concept (PoC) with two or three shortlisted providers. Test each solution for up to 60 days, focusing on diverse use cases to ensure a thorough evaluation. Once you’ve identified the best fit, move forward with full-scale migration.

Unlock the Future of Networking with SASE

Migrating to a SASE architecture doesn’t have to be overwhelming. By following these eight steps—building a cross-functional team, defining clear objectives, and adopting a phased deployment—you can ensure a smooth transition and maximize the benefits of this modern approach.

Ready to future-proof your network? Visit our website for more insights on how to plan and execute your SASE migration.

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