Committee document

Decision memo: how should we move the warehouse?

A decision memo for the person who approves the migration method. It sets out the four ways to move the logic, the five facts that decide between them, and a format for the recommendation. Fill in the bracketed figures from your own estate.

The decision

What is being decided?

How the warehouse logic moves to [target platform] before [date], and who is accountable for proving the numbers match. The target is assumed to be decided; this memo decides the method.

The options

The four ways to move the logic

OptionHow it worksWhat you get per objectHow it is pricedFits best
SI-led or in-house rewriteEngineers rewrite and test each object by handThe tests the team writesHours against an estimatePrograms that are mostly re-architecture
Platform-native free toolThe target vendor’s converter translates the SQL it coversVaries by tool; often noneFree or bundledSQL-heavy estates moving to that one platform
AI code assistantsA language model drafts each object; engineers edit itNone by defaultSeats plus tokensA few hundred objects, or logic being redesigned
Product-led conversionFixed rules convert each object; each is reconciled against the originalA reconciliation reportFixed price after the estate is readLarge, audited estates with a date

What decides it

The five facts that decide between them

  • Size: how many objects, after dead code is removed. Under about 300, a free tool or a rewrite is usually cheaper.
  • Mix: how much is SSIS, scripted control flow and schedules rather than SQL. Free tools are strongest on SQL.
  • Proof: whether audit or finance will need evidence per object before cutover.
  • Date: whether a renewal, end of support or mandate sets the deadline.
  • Price certainty: whether the budget must be fixed before work starts.

What to get first

What to have in hand before deciding

A count of the estate, banded by complexity, with dead code listed separately. Without it every option is priced on a guess. An assessment produces it in a few business days; a free tool’s analyzer gives a partial count at no cost.

The recommendation

Recommendation format

  1. We recommend [option] for [scope], because [the deciding facts above, with numbers].
  2. It costs [figure], fixed or estimated, with [credit or remedy].
  3. It is proven by [evidence per object], signed off by [role].
  4. The first step is [assessment, pilot or First Domain] on [domain], by [date].
  5. We rejected [options] because [one line each].

Risks

Risks to state in the memo

RiskWhat to ask for
The estimate moves after discoveryA price set after the whole estate is read
Converted code is not provenA reconciliation report per object, on agreed inputs
The parallel run has no end dateCutover by domain, with a threshold agreed in advance
The method only works with the vendor presentNative output with no vendor runtime, and ownership from day one

Below the document

Where to read next

Print or save this page as the document. Every figure in it is one the reader can check on the linked pages.

FAQ

Frequently asked questions

How do we decide between an SI, a free tool and a conversion product?

Count the estate first. Then decide on five facts: size after dead code, the share that is SSIS and control flow, whether audit needs evidence per object, the date, and whether the price must be fixed before work starts. Large, audited estates with a date usually favor product-led conversion; small SQL-heavy ones a free tool.

Can we combine the options?

Yes, and many teams do. A free tool takes the SQL it converts well, a conversion product takes the rest with a report per object, and an SI runs the program around both.

How we measure: Methodology

Last reviewed:

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