Data Migration Assessment | Comprehensive 30-Minute Questionnaire

Structured Data Migration Plan

A successful data migration starts with a thorough understanding of your current systems, data structures, and business objectives. That’s where a data migration assessment plays a critical role. By evaluating your existing environment, identifying potential risks, and outlining key requirements, a well-structured assessment helps ensure a smooth and secure transition. Whether you’re moving to the cloud, consolidating systems, or upgrading legacy platforms, a comprehensive data migration assessment lays the groundwork for a seamless and cost-effective migration strategy.

To kick off this process, many organizations begin with a data migration questionnaire—a structured tool designed to gather essential details about data sources, dependencies, business use cases, and technical constraints. This confidential questionnaire helps dbSeer to align on scope, timelines, and resource needs. At dbSeer, our tailored data migration questionnaire allows us to know where you currently stand and where you stand to go in your migration journey.

All answers are confidential and used only for the purposes of the assessment.

Estimated Time of completion: 30 minutes.

Data Migration Questionnaire Form

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Step 1 of 18

Company

This field is for validation purposes and should be left unchanged.

Personal Info

Name*

First Last

Email*

Phone*

What's your company's name?*

Business Domain Overview:

What industry or sector does your organization operate in?

e.g. healthcare, finance, retail

What are the primary business functions that rely on your BI system?

e.g. sales, marketing, operations, finance

How critical is the BI system to your daily operations?

e.g. mission-critical, important, nice-to-have

Current Use Cases

What are the primary use cases for your current BI system?

e.g. reporting, data exploration and self service, predictive analytics

Which departments or teams are the main users of the BI system?

Can you provide examples of specific business problems or questions that your BI system helps to solve?

Integration with Other Systems

Which other enterprise systems are integrated with your BI tool?

e.g. ERP, CRM, HRIS

How is data exchanged between these systems and your BI platform?

e.g. real-time, batch processing, API

Are there any challenges or limitations with the current integrations?

User Interaction and Experience

How do users access the BI system?

e.g. web portal, mobile app, embedded in other applications

Are there any user experience issues that impact the adoption or effectiveness of the BI system?

System Overview

How long have you been using this tool?

How many users are currently utilizing the BI system?

How many reports and dashboards do you currently have in use?

How many installations or deployments of the current BI tool are there?

e.g. different environments, instances, tenants

Could you please share your Deployment and configuration information?

Current Usage and Features

What specific features are critical to your operations?

e.g. Managed content, Tenant self-service, white-labeling, customization, etc.

What types of reports and dashboards do your customers/tenants commonly use?

e.g. Self-service discovery, Reporting, pixel-perfect dashboards, etc.

Are there any customizations or integrations that are essential for your processes?

How familiar are the end-users with the features offered by the tool in use?

Pain Points and Limitations

What are the main issues or limitations you experience the current tool?

Performance

User Interface

Limited Functionality

Other

Have you faced any challenges with data integration or reporting?

How would you rate your overall satisfaction with your current BI tool?

Data Integration and Management

What data sources are integrated with your current BI tool?

e.g. databases, cloud services

Are you using cloud-based data platforms? If so, which ones?

e.g. AWS, Azure, Google Cloud

What database or data warehouse technologies are you using?

e.g. SQL Server, Oracle, Snowflake, Redshift

Are there any specific data integration challenges you are facing?

How is data currently managed and updated for your analytics?

Who manages your data in your organization?

Reporting and Analytics Needs

What types of reports and analytics are most important for your organization?

Do you require advanced analytics capabilities that are not currently available?

e.g. predictive analytics, machine learning

How often do you need to create or update reports and dashboards?

Are all your reports and dashboards embedded in other applications? If so, what is the parent application?

How important is scheduling and exporting reports for your end users?

What is the typical size of the data being reported?

e.g. in terms of volume or rows

Do your reports work with raw data or aggregated data?

Security and Compliance

What are your security and compliance requirements for BI tools?

e.g. data encryption, user access controls

What type of Access management do you currently use?

e.g. ADFS, SAML, etc.

What SSO provider do you currently use?

Are there any specific regulatory compliance needs that the new BI platform must meet?

What types of data are being migrated?

i.e. sensitive, confidential, public

Migration Planning and Strategy

How would you describe your organization's current stage in the migration journey?

e.g. Assessing but not committed, Assessing and committed, planning

Have you developed a formal migration plan? If yes, please provide a brief overview of the plan.

Defining Priorities

Have you identified the critical reports, dashboards, and data sources that need to be prioritized during the migration?

What criteria do you use to define priority during the migration?

e.g. business impact, user demand, technical feasibility

Are there any specific business functions or departments that should be prioritized in the migration process?

Phased/Wave-Based Migration

Is your organization considering a phased approach to migration? If yes, please outline the proposed phases or waves.

How flexible is your migration plan?

e.g. ability to adjust phases, reprioritize tasks

Risk Management and Contingency Planning

Have you identified potential risks associated with the migration?

e.g. data loss, downtime, user resistance

What mitigation strategies are in place to address these risks?

What is the organization’s tolerance for downtime and disruption to business processes?

Do you have contingency plans for any unexpected challenges during the migration?

How does your organization handle disruption to business processes during migration?

Would like a contingency plan to be developed for you?

What are the expectations and concerns of employees, customers and partners regarding migration?

Financial Contingency and Budgeting

What is your budget for the BI platform migration?

Do you have a financial contingency plan in place for unexpected expenses?

How do you prioritize spending across different phases of the migration?

What is your organization’s tolerance for budget flexibility during the migration process?

e.g. fixed budget, flexible budget with predefined limits

Post-Migration Services

What post-migration services will you require?

Ongoing development

Additional training

Performance tuning

Customer/tenant end-user training

Do you need assistance with optimizing the new BI system post-migration?

e.g. refining reports, enhancing performance

Are there any specific areas where you anticipate needing development support after the migration?

Future Needs and Scalability

What are your long-term goals for BI and analytics?

How do you anticipate your BI needs evolving in the future?

What scalability requirements do you have for the new BI platform?