Existing-estate investigation

Legacy & Portfolio Understanding

See the dependencies before planning the change.

Investigate a defined legacy or application portfolio to understand coupling, technical constraints and candidates for deeper assessment.

What you receive

The result of this engagement.

  1. An agreed-scope application/dependency map.
  2. A technical constraint and investigation-priority scorecard.
  3. A decision brief identifying modernization candidates and evidence gaps.

When this helps

Recognize the situation.

  • System knowledge is fragmented across teams and old documentation.
  • Modernization priorities depend on hidden integration or data dependencies.
  • You need a technical inventory and a defensible basis for the next investigation.

How the work unfolds

Evidence appropriate to the question.

01

Define the estate boundary

Agree systems, source access, business context and the decision the scan should inform.

02

Map the technical landscape

Use relevant code, documentation and owner context to investigate dependencies, coupling and technical debt indicators.

03

Identify the next questions

Validate material observations and distinguish candidates for action from areas needing deeper evidence.

Scope & responsibility

Agree the depth. Keep the boundaries clear.

Scope of the engagement

Depth varies with estate size, languages, source condition and owner participation. A portfolio scan is not a fixed promise to reconstruct an entire enterprise in a few days.

Appropriate reliance

This is a scoped technical investigation, not a complete financial portfolio valuation, legal classification or full architecture assessment of every application.

One accountable principal. The named architect directs the work and owns the integrated recommendation. Relevant specialists contribute where agreed. Client and partner teams implement and operate; clients retain final business and acceptance decisions.

The agreed engagement sets the coverage, deliverables, responsibilities, timing and fees. Changes to that scope are agreed explicitly.

Practical questions

Before engaging us.

Is this only about introducing AI?

No. Understanding an estate is valuable for handover, consolidation and modernization whether or not AI is part of the response.

What is the decision you need to make?

Share the situation and the intended commitment. We will establish whether this scope fits.

Discuss your situation