Assessment Checklist

Application Rationalization Checklist

A practical scorecard for evaluating each application by business value, cost, and risk, so leaders can compare like with like and decide with confidence.

Overview

Score every application on the same axes.

Rationalization breaks down when each team grades its own apps with different criteria. This checklist gives you a shared, lightweight scorecard, so apps across business units can be compared on business value, cost, and risk in a way leadership and engineering both trust.

What's inside

Built for real engagements, not a slide rubric.

Scoring framework

Score apps on business value, technical health, cost, and risk using shared definitions.

Decision categories

Map every app to keep, consolidate, modernize, or retire with clear criteria.

Owner & dependency prompts

Surface owners, integrations, and data flows that make or break consolidation calls.

Roadmap inputs

Outputs structured to feed directly into a sequenced rationalization roadmap.

How to use it

From spreadsheet to defensible decisions.

  1. 01

    Pilot

    Score 5–10 representative apps to calibrate the rubric to your environment.

  2. 02

    Scale

    Roll out to portfolio owners with a short working session per group.

  3. 03

    Compare

    Visualize the scores side-by-side, heat-map by domain, owner, or risk.

  4. 04

    Decide

    Workshop keep / consolidate / modernize / retire calls with a shared evidence base.

Want this applied to your environment?

A short conversation is the fastest way to see how this resource maps to the rationalization work in front of your team.