GUIDED QUESTIONNAIRE

Discovery Assessment

Complete all steps to generate your indicative retirement opportunity assessment.

STEP 1 OF 4

Application Inventory

Total Applications in Portfolio *

Include all applications currently maintained by IT, regardless of usage frequency.

Historical-Access-Only Applications *

Applications used only for read-only historical data access — no active transactions or updates.

Applications with Active Compliance / Audit Requirements *

Applications subject to regulatory mandates, audit trails, or data retention obligations.