Hartwell Securities · Assessment

Snowflake Migration — Phase 1 Assessment

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Client
Hartwell SecuritiesT1
Banking — Capital Markets · NY · $340B AUM
Practice & Delivery
Data Management
SDL
SLStephen Lai
Team
SLJOSR
Contract value
$480K
Burned
$280K
Remaining
$200K
Days elapsed
35 / 56
Health
green
Service Delivery Model
Orchestration
green
Account Mgmt
green
Compliance
green
SDL
green
Milestones
  • ●
    Kickoff & Stakeholder Mapcomplete
    due Apr 2, 2026
  • ●
    Source System Inventorycomplete
    due Apr 23, 2026
  • ◐
    Workload Inventory Readoutin progress
    due May 7, 2026
  • ○
    Migration Roadmap & Cost Modelupcoming
    due May 21, 2026
Recent Touchpoints
weekly statusApr 29, 2026
Inventory complete. Edge cases on legacy mainframe feeds — escalating to client architect.
SLJO
Compliance Checks
✓MSA in placepass
✓SOW signedpass
Asset Harvesting
No assets harvested yet — initiate at next milestone.