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Migration assessment

Start with an assessment, not a guess

Tell us where you are starting from. The assessment establishes what you are running, what depends on it, and the order in which it can move to Microsoft Entra ID.

What does the assessment produce?

A confirmed source architecture, an application and access inventory, the dependencies and exceptions that need decisions, the treatment for each object category, and a wave sequence with entry and exit criteria. It is the input to the Prepare stage.

PhaseArc workspace / Assessment output

Northstar Identity Consolidation

Okta Workforce + PingFederate to Microsoft Entra ID (target tenant to confirm)

Assessment draftDiscovery inputs ready

Source architecture

2

Okta Workforce, PingFederate

Applications inventoried

142

By protocol and owner

Dependencies found

27

9 need a named owner

Waves proposed

6

With entry and exit criteria

Treatment decisions

  • Standards based applicationsDirect
  • Claims and attribute contractsTransform
  • Sign-on policy intentRebuild
  • Header based enforcementExcluded

Wave sequence

  1. Wave 1, pilot groupProposed
  2. Wave 2, collaboration toolsProposed
  3. Wave 3, finance applicationsNeeds owner
  4. Wave 4, procurementDependency decision
PhaseArc organizes the assessment output as a migration project. Confirmed source architecture, inventory, dependencies, treatment decisions, and wave sequence in one place.

What happens next

Three steps after you submit

  • We review what you have shared and confirm the source platform and rough scope.
  • We agree read access for discovery and what will be inventoried.
  • You receive the assessment output: inventory, treatment, exceptions, and a wave sequence.
What to have to hand. None of it is required to submit the form.
TopicUseful to know
Source platformOkta, PingOne, PingFederate, or a combination.
Application estateRough application count and the main protocols in use.
ProvisioningWhether SCIM or directory synchronization is in place.
ConstraintsChange freezes, business calendar, and audit requirements.

MIGRATION ASSESSMENT

Start your migration assessment

Tell us where you are starting from. We use these details to scope the assessment and to discuss the path to Microsoft Entra ID that fits your environment.

We use your details only to respond to this request. We do not sell them or share them with advertising networks. You can ask us to delete them at any time using the contact option in the footer.

Assessment questions

What is a migration assessment?
A structured review of your source identity platform that establishes the architecture in use, inventories applications and access, identifies dependencies and exceptions, and produces a sequenced migration plan for Microsoft Entra ID.
What do you need from us to start?
The source platform you are moving from, a sense of the application estate, and a named owner on your side. Read access for discovery is agreed before anything is collected.
Are we committing to a migration by requesting an assessment?
No. The assessment establishes scope, dependencies, and sequencing. What you do with that plan is your decision.