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Sample Deliverable

Multi-tenant readiness: a report excerpt

Part of the report from the complimentary on-premises to multi-tenant Cloud assessment, for a fictional agency. Every item is classified, checked and given a Cloud approach.

Illustrative sample. Sample City and every name, value and finding on this page are fictional.

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Readiness analysis excerpt: Sample City, Infor O&R

This is an excerpt. A full report also contains: summary for decision makers, full inventory counts by module, security and roles review, data conversion notes, release testing plan, appendix with every formula result.

Workflows and business processes

Each application type is classified by what it needs before the move: keep as is, change, rebuild with a Cloud feature, redesign, or retire.
WorkflowDescriptionModuleOutcomeWhy
SC_BLDG_RESResidential building permitPermitsKeep as isStandard milestones and inspections; no custom code.
SC_BLDG_COMMCommercial building permitPermitsChangePlan review routing calls a custom DLL; move that logic into a Library formula.
SC_ROWRight-of-way permitPermitsKeep as isConfiguration only.
SC_FENCEFence permitPermitsRetireFour applications in three years; handle as residential minor work.
SC_CE_NUISANCENuisance code caseCode EnforcementChangeOnly its aging condition formula changes (see formulas); the rest of the workflow moves as is.
SC_CE_VACANTVacant property registrationCode EnforcementRebuild with a Cloud featureRenewal reminders come from a script on a city server; replace with a scheduled Batch Manager task.
SC_UB_NEWSVCNew water serviceUtility BillingChangeDeposit formula reads a table with direct SQL; rewrite with supported calls.
SC_UB_SHUTOFFShutoff for non-paymentUtility BillingRedesignDepends on an overnight job that updates statuses in the database; rebuild the status flow inside the workflow.

Formulas and custom libraries

Every formula is checked against the multi-tenant rules: formulas run under an allow-list, with no direct database access and no server file system access, and custom DLLs are not deployed to the tenant.
FormulaTypeCheck resultRuleFix
SC_FeeCalcResidentialFeePassNoneNone
SC_FeeCalcCommercialFeeNeeds changeCustom DLLs are not deployed to the tenantMove the valuation logic into a Library formula
SC_ValidateParcelValidationPassNoneNone
SC_CodeCaseAgingWorkflow conditionNeeds changeNo direct database accessUse the supported data calls instead of its own SQL
SC_FeeReinspectFeePassNoneNone
SC_WaterDepositCalcFeeNeeds changeNo direct database accessRead the rate from the fee schedule instead of a custom table
SC_ExportCaseFileWorkflow actionBlocked in CloudNo server file system accessReplace with an ION file feed
SC_LibDateHelpersLibraryPassNoneNone

Custom DLLs and other customizations

Custom DLLs, database objects, integrations and server scripts each get a supported Cloud approach. DLL logic is rebuilt as Library formulas.
ItemKindCloud approach
SC.Permits.PlanReview.dllDLLRebuild the routing logic as a Library formula
SC.Fees.Valuation.dllDLLRebuild as a Library formula used by SC_FeeCalcCommercial
vw_SC_CaseBacklogDatabase objectReplace with a workspace widget over supported data
trg_SC_FeeAuditDatabase objectRedesign: record the audit step in the workflow
Nightly payment importIntegrationION file feed into the tenant
GIS address lookupIntegrationCall through the ION API Gateway
Vacant property remindersScriptScheduled Batch Manager task
Shutoff status jobScriptRetire once SC_UB_SHUTOFF is redesigned

Reports

SSRS, Crystal and Ad Hoc reports are each mapped to a supported Cloud option, or retired when nobody uses them.
ReportTodayCloud optionNote
Permit cardCrystalBack office report printed from O&RPrinted at the counter daily
Inspection results letterSSRSBack office report printed from O&RMailed to applicants
Code case agingSSRSWorkspace widgetSupervisors want it on screen, not on paper
Shutoff notice listSSRSWorkspace widgetUsed each morning by field staff
Water account statementCrystalBack office report printed from O&RSame layout as today
Monthly fee revenueAd HocInfor Data Lake queryNeeds O&R data published to Data Lake
Annual permits by typeAd HocInfor Data Lake querySame data source as fee revenue
Contractor license historyAd HocRetireNot run in two years

Effort summary

Illustrative ranges in working days for the fictional Sample City, not a quote.
AreaIllustrative range
Workflows8 to 12 days
Formulas and Library6 to 10 days
Custom DLLs, database objects and scripts15 to 25 days
Integrations10 to 15 days
Reports10 to 15 days

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