This is a case-study blueprint; no deployment results or customer endorsement are claimed.
Business challenge
Critical reporting mixes model logic, workbook queries, manual inputs, and undocumented adjustments.
Migration approach
Inventory permitted workbooks and dependencies; explain calculations; define owned model and reporting requirements.
Deterministic work
Apply approved mappings and checks to the supported report and semantic definitions. Record rule versions, target constraints, and unresolved exceptions; verify outputs against an agreed baseline.
Agentic assistance
Use permitted context to explain calculations, propose mappings, identify gaps, and prepare review questions. Review generated proposals before adopting them as implementation or access rules.
Acceptance evidence
Compare accepted workbook examples, manual adjustments, refresh behavior, period filters, and user access.
Delivery time
The 10 months (estimated) assumes the stated migration inventory, accessible source definitions, available reviewers, and an agreed target environment. Plan discovery, design, build, parity testing, business review, and release readiness as separate checkpoints. Re-estimate when access, custom features, data issues, or acceptance scope changes.