Qlik Migration Readiness Checklist

Inventory first, convert later

Almost every QlikView or legacy BI estate contains applications nobody opens, duplicated data models, and reports that exist because someone requested them years ago. Converting all of it is the most common way a migration budget disappears.

Produce a full inventory with usage data, then decide explicitly what is migrated, rebuilt, consolidated or retired.

• •Applications, sheets and reports with last-accessed and usage frequency
• •Data models, QVD layers and shared load scripts
• •Extensions, mashups and embedded integrations
• •Scheduled tasks, distribution and subscription rules
• •Security rules, section access and user or group mappings

Map dependencies before committing to scope

Dependency mapping determines the true order of work: which QVDs feed which applications, which load scripts are shared, which sources are single points of failure, and which artefacts cannot move until something upstream moves first.

• •Source system to QVD to application lineage
• •Shared include files and reusable script libraries
• •Cross-application data model reuse
• •Downstream consumers: exports, APIs, embedded portals, scheduled distribution

Decide the target platform and its constraints

Migrating to Qlik Cloud and migrating to client-managed Qlik Sense are different projects. Connectivity, extension support, scheduling and administration all differ, and Qlik documents these differences. Confirm your target before conversion starts, not during it.

Define validation before you convert anything

A migration is finished when the business accepts that the numbers are right. Agree what that means in advance: which figures are reconciled, to what tolerance, against which source of truth, and who signs.

• •Reconciliation set: named measures, dimensions and time periods
• •Agreed tolerance and treatment of known legacy discrepancies
• •Performance acceptance criteria under realistic concurrency
• •Named business sign-off owner per application
• •Retained validation evidence for audit

Plan cutover, parallel run and rollback

• •Cutover sequence by dependency group, not by application popularity
• •Defined parallel-run window with a decision date to end it
• •Legacy platform freeze policy during the parallel run
• •Rollback position with a tested recovery point
• •User communication, training and support cover through the transition

Readiness summary

If you can answer every item above, the migration is scoped and defensible. If you cannot, an assessment phase is cheaper than discovering the gaps mid-conversion. Modern Management uses RaptorMCP to accelerate inventory, documentation, conversion and validation where the environment and scope allow it; the acceleration achieved depends on scope, environment readiness, source quality, governance requirements and deployment complexity.