Estate snapshot
72 / 100
Urgent migration triage. Inventory is incomplete, two processes are business-critical, and no tested rollback evidence was provided.
Fictional demonstration · not a client result
Sample migration triage map
This example shows the structure and decision discipline of the paid deliverable. “Northwind Field Services” and every workflow below are fictional. The classifications are illustrative and are not recommendations for a real environment.
Important: a real report uses only the buyer’s redacted inventory. It identifies decision inputs and candidate paths; it does not certify security, compliance, compatibility, or successful migration.
Decision constraints
- one SharePoint Server 2019 farm
- Microsoft 365 available, but target licensing unverified
- two external-system integrations
- quarter-end change freeze begins July 20
Redacted asset inventory
| Asset | Purpose | Legacy dependency | Risk signal | Candidate class |
|---|---|---|---|---|
| WF-01 · Vendor approval | Routes purchasing approvals | SharePoint Designer 2013 workflow | Finance-owned; ERP email handoff | Rebuild candidate |
| FORM-02 · Fleet incident | Captures vehicle incident details | InfoPath 2013 browser form | Attachment rules and signature step unknown | Discovery required |
| WF-03 · Weekly reminder | Sends a stale-list reminder | SharePoint 2010 workflow | Low usage; no downstream integration | Retire candidate |
| WF-04 · New-hire access | Coordinates HR and IT tasks | Nintex workflow on SharePoint 2019 | Business-critical; four teams; target not chosen | Phased rebuild |
Prioritized next-action queue
- Close the inventory. Confirm every production workflow and form, including owners, triggers, schedules, integrations, run volume, and failure impact.
- Protect business continuity. Document tested backup, rollback, and outage windows for WF-01 and WF-04 before any production change.
- Run targeted discovery. Resolve FORM-02 attachment, signature, and data-source behavior before selecting a replacement class.
- Remove low-value scope. Ask the business owner to approve retirement of WF-03 instead of automatically rebuilding it.
- Choose targets with evidence. Compare supported target options against identity, data residency, licensing, integration, maintainability, and test constraints.
Apply this structure to your redacted inventory.
$99 covers one environment and up to ten workflows or forms, delivered within 48 hours after usable intake.
Buy the triage map