Microsoft BI Modernization 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.

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.

Reporting

Can these reports move safely?

See which SSRS reports, datasets, data sources, parameters, and RDL patterns are straightforward, risky, stale, or better retained for now.

ETL

How tangled is the ETL estate?

Review SSISDB packages, environments, parameters, SQL Agent orchestration, execution history, and coupling before estimating migration effort.

Dependencies

What depends on what?

Trace report, job, package, semantic-model, and SQL metadata evidence back to databases, procedures, views, and tables where detectable.

Usage signals

Which assets still matter?

Use execution history, schedules, enabled state, centrality, and dependencies to separate critical assets from stale or unclear ones.

Roadmap

What path is defensible?

Support retain-and-investigate, phased modernization, and priority planning decisions without assuming the destination up front.

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 scope

SSRS

Reporting layer

Reports, shared datasets, data sources, folders, parameters, RDL patterns, and execution signals where available.

SSIS + SQL Agent

ETL and orchestration

Packages, projects, environments, parameters, jobs, steps, schedules, history, and operational coupling.

SQL + SSAS

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.

What the output looks like

Deliverables built for assessment readout.

Outputs are built for consultant assessment review and planning. They provide evidence, caveats, and scoring signals that still need interpretation before roadmap or implementation recommendations are final.

See sample output surfaces
What exists

Estate inventory

Source systems, assets, schedules, jobs, reports, packages, models, and selected raw artifacts where useful.

What connects

Dependency map

Direct, parsed, and inferred relationships with evidence type and confidence instead of hidden certainty.

What is known

Coverage report

Partial scans, inaccessible surfaces, unsupported patterns, and reduced-confidence findings stay visible.

What is hard

Complexity scorecard

1-5 migration complexity signals with explainable drivers rather than black-box precision.

What path fits

Modernization recommendation

Target-neutral retain-and-investigate, phased modernization, or priority-planning guidance for architecture review.

What can be shared

Readout pack

CSV exports and printable summaries for consultant review, stakeholder discussion, and follow-up planning.

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.

Review

Interpret caveats

Separate direct evidence from inferred relationships, missing access, ambiguous names, and partial scans.

Decide

Compare paths

Use recommendation signals to discuss retain-and-investigate, phased modernization, priority planning, or rationalization validation.

Act

Plan the next step

Turn the readout into follow-up questions, pilot scope, roadmap options, business-case inputs, or partner delivery context.

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.