The migration assessment PDF is designed for early stakeholder conversations. It summarizes readiness, estimated action volume, first-year value, labor savings, portfolio profile, effort, licensing assumptions, migration action mix, and risk flags.
4 min readUpdated May 22, 2026PDF reportassessmentstakeholders
Quick answer
In shortDownload a branded Flow Migrator PDF report from the interactive assessment page for stakeholder review.
Most likely causeThe PDF is generated with Flow Migrator branding and uses the customer or portfolio name when available. If the sample/default name is still present, the file name falls back to a generic Flow Migrator migration-assessment name.
What to do nextUse the checks below, then revisit the matching screen in Flow Migrator before you try again.
What the PDF includes
The PDF is generated with Flow Migrator branding and uses the customer or portfolio name when available. If the sample/default name is still present, the file name falls back to a generic Flow Migrator migration-assessment name.
The report is meant to support discovery and qualification. It should be paired with a workflow-export analysis before final project scope or pricing decisions.
Migration readiness summary
Portfolio profile and migration drivers
Effort, licensing, and savings estimate
Estimated migration action mix
Risk flags and recommended next steps
When to send it to a customer
Send the PDF after the customer has provided enough basic inputs for the estimate to be meaningful. If the customer does not know workflow counts, licensing status, or renewal cost, use the PDF to drive the next discovery conversation rather than presenting it as a final ROI case.
For MSP partners, the PDF is useful as a leave-behind after an introductory call or as an input to a paid assessment proposal.
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