Know your estate before you move it.
An evidence-based picture of your BI estate — what's there, what's used, what's worth moving — and a migration plan you can put a budget against.
Most migration estimates are guesses: a count of dashboards, multiplied by a number of days. An estate assessment replaces the guess with a measured inventory of your whole estate.
Start with the free scan
Every assessment starts with the free estate scan. It works from a read-only metadata export: no platform access is required, and a mutual NDA is standard. The scan gives you a headline inventory — how many datasets, calculations and dashboards you have, and how many of them anyone still opens.
What the full assessment covers
Inventory
Every dataset, transformation, calculated field, dashboard and permission, with its dependencies.
Usage
Who opens what, and how often, so decisions rest on evidence rather than opinion.
Complexity
Each object scored for how much of it our automated migration tool can convert, and what needs an engineer.
Rationalisation shortlist
Dormant, duplicated and conflicting content to review for retirement before anything moves.
Target fit
How your estate maps onto the BI platforms you're considering, and where each would need extra work.
Plan and estimate
A wave-by-wave migration plan with timeline and effort, based on your actual inventory.
What you get
- An estate inventory, with the field-level lineage graph behind it.
- A rationalisation recommendation — what to retire, what to consolidate and what to move.
- A migration backlog, scored for complexity and grouped into waves.
- Target considerations for the BI platforms on your shortlist.
- A plan and estimate you can take to a budget holder.
Who it’s for
- Teams approaching a BI platform renewal or a consolidation decision.
- Organisations that inherited several BI platforms through acquisition.
- Data leaders who need a defensible number before committing to a migration.
The assessment is useful on its own. If you do go ahead, it becomes the backlog for the full migration.
Show us your estate.
A read-only metadata export is enough to start. No platform access required, mutual NDA as standard.