What exists, and what still matters?
See the reports, jobs, packages, models, SQL objects, usage signals, and gaps that shape the modernization conversation.
Microsoft BI Modernization Assessment
For BI modernization consultants, data platform architects, and teams preparing a legacy Microsoft BI estate for assessment.
Untangle your legacy BI estate before you modernize it.
TangleMap turns SSRS reports, SQL Agent jobs, SSIS packages, SSAS Tabular models, and SQL Server dependencies into structured modernization evidence so teams can see what exists, understand what is uncertain, and choose a defensible next step.
Start with an assessment discussion. Review representative evidence, coverage gaps, and next-step options; if the scope is clear, a bounded pilot can follow.
First source scope SQL Server SQL Agent SSISDB SSRS SSAS Tabular
The planning gap
Modernization stalls when the estate is unclear.
Interviews, screenshots, scripts, and spreadsheets can leave teams unsure which assets exist, which dependencies matter, what is still used, and where access gaps reduce confidence. TangleMap turns those questions into a structured assessment path.
What depends on what?
Trace direct, parsed, and inferred relationships across reports, jobs, packages, models, and SQL objects with confidence visible.
What path is defensible?
Use evidence, caveats, and complexity signals to discuss what to migrate, rebuild, retain, retire, or investigate next.
What we assess
Focused on the Microsoft BI estate that usually blocks planning.
The first assessment scope is intentionally narrow: legacy SQL Server BI systems where reports, jobs, packages, models, and SQL objects often hide the real modernization risk.
See the full assessment scopeReporting layer
Reports, shared datasets, data sources, folders, parameters, RDL patterns, and execution signals where available.
ETL and orchestration
Packages, projects, environments, parameters, jobs, steps, schedules, history, and operational coupling.
Data and semantic layer
Databases, schemas, tables, views, procedures, tabular models, partitions, measures, and source queries.
What TangleMap does
From local collection to a reviewable assessment.
The collector runs in the client environment, creates an encrypted evidence bundle, and feeds consultant-facing review tools for the inventory, dependencies, caveats, scoring, and recommendations needed before planning implementation work. This is the short version; the process page explains the steps in more detail.
Read how the assessment flow works-
Collection
Collect local evidence
Run inside the client environment and gather metadata, raw artifacts, warnings, and coverage signals. -
Evidence
Build the evidence model
Normalize assets and relationships across reports, jobs, packages, models, and SQL objects. -
Complexity
Score the hard parts
Expose complexity drivers with confidence and coverage caveats instead of false precision. -
Findings
Review what matters
Separate critical, stale, risky, ambiguous, and incomplete areas for assessment discussion. -
Roadmap inputs
Shape next decisions
Use the assessment readout to support pilot scope, modernization paths, roadmap options, and partner planning.
Inside a sample assessment
A useful output shows the decision, the evidence, and the uncertainty.
TangleMap does more than count assets. It connects a modernization question to the evidence that supports it, the gaps that limit confidence, and the next investigation or planning decision.
- Question
Finance reporting chain — synthetic example
Can this reporting chain be assessed and modernized as one unit?
- Evidence
A SQL Agent job starts an SSIS package. The package loads a warehouse view used by an SSAS partition. An SSRS shared dataset reads the model output. Direct metadata supports most of the chain; one relationship is parsed from package command text.
- Caveat
Dynamic SQL inside one stored procedure could introduce additional dependencies. Report ownership and business-criticality have not yet been confirmed.
- Decision
Keep the chain together in the pilot scope. Validate the unresolved SQL references and business owner before estimating migration effort or assigning a target platform.
- Next action
Review the unresolved references with the platform owner and include the complete chain in the pilot readout.
Synthetic example for illustration. Not client data and not an effort estimate.
What happens after the output
The readout becomes a planning conversation.
TangleMap does not replace architecture judgment. The output gives the team a shared evidence base so consulting, delivery, and business stakeholders can decide what is trusted, what needs investigation, and what can move into a roadmap.
The assessment separates what is trusted from what needs investigation, giving consultants and stakeholders a shared evidence base for pilot scope, roadmap options, and follow-up decisions.
Credibility
Evidence-backed, not overconfident.
TangleMap produces dependency evidence, not guaranteed complete lineage. Relationships may come from direct metadata, parsed definitions, command text, raw artifacts, or heuristic inference.
Scope
Designed for planning, not automated conversion.
The output supports inventory review, complexity scoring, coverage gaps, confidence caveats, rationalization candidates, and roadmap discussion. Consultant architecture review remains part of the assessment.
Next step
Start with the assessment question.
If the estate is hard to document, hard to scope, or hard to modernize with confidence, start by turning it into structured evidence.