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.
Most clients start with Technical Discovery & System Understanding.
What you receive
The result of this engagement.
A scoped estate and dependency view identifying technical constraints, modernisation candidates and investigation priorities.
- An agreed-scope application/dependency map.
- A technical constraint and investigation-priority scorecard.
- A report identifying modernisation candidates and evidence gaps.
When this helps
Recognise the situation.

- System knowledge is fragmented across teams and old documentation.
- Modernisation priorities depend on hidden integration or data dependencies.
- You need a technical inventory and a defensible basis for the next investigation.
How it works
Evidence appropriate to the question.
Define the estate boundary
Agree systems, source access, business context and the decision the scan should inform.
Map the technical landscape
Use AI-assisted analysis of the relevant code and documentation, with owner context, to map dependencies, coupling and technical debt indicators across the estate.
Identify the next questions
Validate the observations that matter and distinguish candidates for action from areas needing deeper evidence.
Scope & responsibility
Agree the scope and 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.
Limits of reliance
This is a scoped technical investigation, not a complete financial portfolio valuation, legal classification or full architecture assessment of every application.
The agreed scope of the engagement sets the coverage, deliverables, responsibilities, timing and fixed fee. Any change to the scope is agreed in writing.
Relevant experience
Read the work in its actual context.
Questions
Before you book.
Is this only about introducing AI?
No. Understanding an estate is valuable for handover, consolidation and modernisation whether or not AI is part of the response.
Related work
Related services
Each is available as a standalone service when the evidence and scope support it.
What's the decision in front of you?
Tell us the situation and what you intend to commit to. 25 minutes on Teams, no preparation needed. If this scope is not the right fit, we will say so.