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Migration Planner Plugin for Claude Code

A Claude Code plugin that guides architects through Sitecore XP on AWS to Sitecore XP on Azure infrastructure migrations. Provides structured discovery, cross-reference analysis, phased estimation with AI alternatives, formal assumption tracking, confidence scoring, and an interactive HTML dashboard for client presentations.

Installation

claude plugin add /path/to/plugin-migration-planner

Or reference it directly:

claude --plugin-dir ./plugin-migration-planner

Commands

Command Description
/migrate new Start a new migration assessment
/migrate discover Conduct or resume the discovery interview
/migrate analyze Run cross-reference analysis and generate assumptions registry
/migrate estimate Generate phased estimates with AI alternatives and confidence scoring
/migrate plan Generate client-ready migration plan document
/migrate gaps Show assumptions, gaps, and estimate tightening projections
/migrate compare <topic> Compare approaches (e.g., "SQL MI vs SQL VM")
/migrate calibrate Feed back actuals (including AI tool performance)
/migrate dashboard Generate interactive HTML dashboard

Typical Workflow

/migrate new          → Initialize assessment, set project metadata
/migrate discover     → Walk through 17-dimension infrastructure interview
/migrate gaps         → Review what's missing and its impact
/migrate discover     → Fill in gaps from previous session
/migrate analyze      → Cross-reference risks, dependencies, and generate assumptions registry
/migrate estimate     → Generate phased estimates with AI alternatives and confidence score
/migrate gaps         → Validate assumptions to tighten the estimate range
/migrate plan         → Generate migration plan, risk register, and runbook
/migrate dashboard    → Generate interactive HTML dashboard for client presentations

After migration execution:

/migrate calibrate    → Feed back actuals and AI tool performance to improve future estimates

v2.0 Features

Assumptions Tracking

Every assumed or unknown discovery answer is formally registered by /migrate analyze with:

  • Unique ID (ASMP-001 through ASMP-NNN)
  • Impact assessment: affected components, hours at risk, pessimistic widening
  • Validation method: how to confirm the assumption
  • Validation status: unvalidated / validated / invalidated

Use /migrate gaps to see all assumptions ranked by impact, and validate them to tighten the estimate range.

AI Alternatives

A catalog of 27 AI and automation tools across 12 categories is built in. Each tool includes:

  • Estimated hours saved (3-point: optimistic / expected / pessimistic)
  • Cost information and prerequisites
  • Applicability conditions and mutual exclusion groups (e.g., Terraform vs Bicep)

The estimate always shows both Manual-Only and AI-Assisted numbers side by side. AI savings are capped at 50% per component to keep estimates credible.

Confidence Score

The confidence score measures how much of the estimate is based on confirmed data:

confidence = (validated_assumptions + confirmed_answers) / total_data_points × 100

As assumptions are validated, the pessimistic range shrinks and confidence increases. The estimate includes a narrative showing how many assumptions to validate to reach a target confidence level.

Interactive Dashboard

/migrate dashboard generates a self-contained HTML file (no external dependencies) with:

  • Summary cards: Recommended Estimate, Range, Confidence %, AI Savings
  • Confidence meter: Visual indicator with improvement narrative
  • Phase breakdown: Expandable tables with firm vs assumption-dependent hours
  • Component toggles: Include/exclude scope items with real-time recalculation
  • AI tools panel: Toggle AI tools on/off, see savings update instantly
  • Assumptions panel: Sorted by impact, color-coded by confidence level
  • Scenario comparison: Manual Only / AI-Assisted / Best Case
  • Role breakdown: Hours by role with rate ranges
  • Risk summary: From analysis, linked to assumptions
  • Print/PDF mode: Clean client-ready layout via browser print

Client-Facing Estimate Presentation

Every estimate presents three key numbers:

  • Recommended Estimate: Expected hours with AI tools enabled
  • Low Estimate: Optimistic with AI (best case)
  • High Estimate: Pessimistic without AI + assumption widening (worst case)

What It Covers

17 Discovery Dimensions

  1. Compute/Hosting
  2. Database (SQL Server)
  3. Search (Solr)
  4. Caching (Redis)
  5. CDN
  6. DNS
  7. SSL/TLS
  8. Storage/Media
  9. Email (EXM)
  10. xConnect/xDB
  11. Identity
  12. Session State
  13. Custom Integrations
  14. CI/CD
  15. Monitoring
  16. Networking/Firewall
  17. Backup/DR

Analysis Capabilities

  • Risk identification from known gotcha patterns specific to Sitecore AWS-to-Azure migrations
  • Complexity multipliers that adjust estimates based on environment characteristics
  • Dependency chain mapping to identify the critical path
  • Gap impact analysis showing how unknowns affect estimate accuracy
  • Formal assumptions registry linking every assumption to its impact on estimates

Estimation

  • Base effort hours per component with role breakdowns
  • Three-point estimates (optimistic / expected / pessimistic)
  • Firm vs assumption-dependent hour split per component
  • AI-assisted and manual-only dual estimates
  • Confidence score with range narrative
  • 5-phase breakdown: Infrastructure → Data → Application → Validation → Cutover
  • Role-based hours: Infrastructure Engineer, DBA, Sitecore Developer, QA, PM

Deliverables

  • Migration plan document (markdown) with assumption sensitivity analysis and AI recommendations
  • Risk register with linked assumptions
  • Cutover runbook with step-by-step checklists
  • Interactive HTML dashboard

State Management

All assessment data is stored in .migration/ in the project directory:

.migration/
├── assessment.json              # Project metadata and status
├── discovery/                   # Per-dimension discovery data
│   ├── compute.json
│   ├── database.json
│   └── ...
├── analysis.json                # Cross-reference analysis results
├── assumptions-registry.json    # Formal assumption tracking
├── estimate.json                # Phased effort estimates with AI alternatives
├── ai-alternatives-selection.json  # AI tool toggle states
├── comparisons/                 # Approach comparison reports
├── calibration/                 # Actuals feedback data
└── deliverables/                # Generated documents
    ├── migration-plan.md
    ├── risk-register.md
    ├── runbook.md
    └── dashboard.html           # Interactive estimate dashboard

Discovery can be interrupted and resumed — progress is saved per dimension.

AI Alternatives Customization

The AI tools catalog is at skills/migrate-knowledge/heuristics/ai-alternatives.json. To customize:

  • Add a tool: Add an entry to the alternatives array with required fields (id, name, vendor, category, hours_saved, applicable_components, etc.)
  • Adjust savings: Modify the hours_saved 3-point estimates based on your team's experience
  • Set defaults: Change recommendation to "recommended" or "conditional" to control which tools are enabled by default
  • Mutual exclusion: Add mutual_exclusion field to prevent incompatible tools from both being selected

After running /migrate calibrate, compare estimated vs actual AI savings to refine the catalog for future engagements.

Scope

  • Source: Sitecore XP on AWS (EC2, RDS, ElastiCache, S3, etc.)
  • Target: Sitecore XP on Azure (VMs, SQL MI, Azure Cache, Blob Storage, etc.)
  • Migration type: Infrastructure replatforming (no Sitecore version upgrade)
  • Topologies: XM Single, XM Scaled, XP Scaled, XP + EXM

About

A Claude Code plugin that guides architects through Sitecore XP on AWS to Sitecore XP on Azure infrastructure migrations. Provides structured discovery, cross-reference analysis, phased estimation, and client-ready deliverable generation.

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