Pipeline Portability Index

Pipeline Portability Index scores how much of an agency's reusable data work survives a platform switch. The score combines three inputs: how many client connectors are standard versus custom-built, whether transformation logic lives in portable SQL or vendor-proprietary config, and how many reverse ETL syncs write back into client operational tools. A high score means the same client data model can be redeployed across Weld, Dataddo, or Polytomic with days of rework rather than weeks. A low score means the agency's margin sits inside one vendor's roadmap. The framework matters because agencies standardizing on a single integration platform build compounding delivery leverage, but that leverage is only real if the underlying models are portable. Concrete example: an agency running 400+ managed connectors through Dataddo for real-time client reporting should still keep transformation logic in dbt so a warehouse migration does not force a rebuild. Score the index quarterly, before renewal conversations, not after.