Platform / Migration Assessment
MIGRATION ASSESSMENT
Paid add-on

Know the cost, plan and risk of moving before you commit.

A guided assessment in seven chapters with an AI agent. It turns your server inventory and your business context into a costed migration plan your leadership can defend line by line.

✓Business context, not just a server list.
✓Every figure traces to a source.
✓A wave plan with servers, owners and risks.
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Assessment
Executive summary
Assessment
Sherpa · Migration Assessment · Executive summary
412 → 296servers found → workloads moving
64databases to managed services
$1.1Mestimated annual run cost on AWS
4 wavesover 14 months
Assessment: the agent records each decision as your team confirms it.
Available in AWS Marketplace
AWS Partner, Advanced Tier ServicesAWS Advanced Tier Partner
IN SHORT

What is Migration Assessment?

The Sherpa Migration Assessment is a paid add-on to Sherpa, an AI platform for AWS, that turns a server inventory and the business's own context into a costed migration plan. An AI agent guides the team through seven chapters: Introduction and Kickoff, Business Scope and Owners, Estate Data, Workload and Domain Discovery, Infrastructure, Target State and Pricing, and Review and Compile. It imports inventories from RVTools and the AWS Transform discovery tool, records every decision, assumption, risk and open item, and produces a migration workbook, a Word report and an executive deck. In a published case study, the assessment reviewed 443 machines, narrowed them to the 259 the business agreed to move, and priced the move at $241,485 a year.

The business problem

Why do teams need Migration Assessment?

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THE CHALLENGE

A deadline to move

A data center exit, a renewal or a hardware refresh.

→
TODAY

Spreadsheets and exports

No two sources agree on the server count.

→
THE WORK

Months of interviews

Senior engineers rebuild the picture by hand.

→
WHAT LEADERS GET

A go / no-go without a number

Leaders can't see the cost or the risk.

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WITH SHERPA

A migration budget your leadership can defend line by line, with the open questions listed instead of hidden inside a total.

What you get

What does Migration Assessment give your business?

01

Context, not just a server list

Sherpa asks what each system is for, who owns it and whether the business wants it moved, and records only what your team confirms. What's unknown is shown as unknown, never as zero.

  • Seven guided chapters with an AI agent
  • Imports RVTools and AWS Transform discovery inventories
1Introduction & Kickoff
2Business Scope & Owners
3Estate Data
4Workload & Domain Discovery
5Infrastructure
6Target State & Pricing
7Review & Compile
Migration Assessment chat in Sherpa
Sherpa · Migration Assessment · Five-year cost
$0M$3M$6M$9MYear 1Year 2Year 3Year 4Year 5
Stay where you are Move to AWS
Cumulative cost.
02

A price you can defend line by line

Sherpa prices the databases, storage, platform and network services that a server-only estimate leaves out, and every figure traces to a source.

  • AWS Transform is available as part of it
  • Sherpa checks its results against the scope you agreed before anything is approved
03

A plan with servers in it

Waves carry each server's application, environment, cutover window and rollback, and every risk has a named owner.

  • A migration workbook, a Word report and an executive deck
  • Each with its own download button
Sherpa · Migration Assessment · Wave plan
Wave 1
Wave 2
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Wave 4
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Sherpa · Migration Assessment · Executive summary
412 → 296servers found → workloads moving
64databases to managed services
$1.1Mestimated annual run cost on AWS
4 wavesover 14 months
Proof · Published case study

An AWS migration scoped and priced before the first server moves.

One customer used Sherpa's Migration Assessment to see what server exports, measured usage and business context each add to an AWS migration price.

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443

machines reviewed

259

machines the business agreed to move

$241,485

AWS cost a year, every line priced

41%

fewer vCPUs than the estate runs today

LEVEL 1

The server export alone

What went in: the RVTools export.
443 machines listed. Allocated sizes only: no price, no measured use and no owners.
LEVEL 2

AWS Transform alone

What went in: the files it is given, then measured usage.
412 to 419 servers priced. Compute, licences and network only; no scope decisions and no plan.
LEVEL 3

Sherpa with AWS Transform

What went in: plus the business context: which machines move, who owns them and what each application needs.
259 machines in the scope the business agreed. Servers, databases, storage and backups priced, five waves, and the open questions listed.
Read the case study →
Who it's for

Who is Migration Assessment for?

MIGRATIONCTO & LEADERSHIP

A budget you can defend

✓ Traceable line by line
CLOUD COSTCFO & FINOPS

Know the run cost first

✓ Databases, storage and network priced
ENGINEERINGCLOUD & PLATFORM LEADS

No more spreadsheet reconciliation

✓ One record of every decision
One platform

Works with the rest of Sherpa.

Every part runs on the Sherpa Knowledge Graph.

Sherpa proposes; your team approves and applies. Sherpa never changes your workloads.

See it on your own AWS estate.

We show you Sherpa on the questions that matter most to you.

QUESTIONS

Questions we get asked.

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Is the Migration Assessment included?+

It is a paid add-on for platform subscribers.

How much detail do we need before we commit?+

You can price at three levels: the server exports, plus measured usage, plus your business context. The more context Sherpa has, the more of the estate it can scope, price and plan. The published case study shows all three.

Which inventories can it import?+

Server inventories from RVTools and from the AWS Transform discovery tool, plus related documents.

What do we get at the end?+

A migration workbook, a Word report and an executive deck, built from what was recorded in the assessment.

Does Sherpa move our workloads?+

No. Sherpa helps your team plan the move and record the decisions. Your engineers or your migration partner do the move.

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Find out what's really happening in your AWS cloud.

On a 30-minute onboarding call, our team connects your AWS organization with you using one CloudFormation template. Your first cost data usually arrives within 24 to 48 hours.

After you sign up, a member of the Sherpa team contacts you within one business day to discuss your AWS environment and the right way to start.