Knowledge Base AI Vendor Lock-In Risk Assessment (QA)

Knowledge Base AI Vendor Lock-In Risk Assessment (QA)

1. 01

   Inventory all data sources and export formats supported by the platform

   List every content repository the tool indexes, from documentation sites to support tickets, and confirm whether each can be exported in a standard format like Markdown or HTML.

2. 02

   Test the API for read and write access to all content objects

   Verify that the API allows programmatic retrieval and updates of articles, categories, and metadata, not just end-user queries.

3. 03

   Attempt a full content export to a neutral format

   Run a trial export of the entire knowledge base, including images and attachments, to ensure nothing is lost in migration.

4. 04

   Check for proprietary features that would break on migration

   Identify any platform-specific widgets, analytics, or AI training data that cannot be replicated in another system, and document their impact on operations.

5. 05

   Review the contract for data portability and exit clauses

   Look for terms that restrict copying data or impose penalties for early termination, and flag any that could trap the agency.

6. 06

   Evaluate the cost of switching to a comparable alternative

   Estimate the time and budget for re-indexing content, rebuilding customizations, and retraining staff, then compare that to the cost of staying.

7. 07

   Document the lock-in risk level and mitigation plan for the client

   Summarize findings in a report that rates the platform's openness and outlines steps to reduce dependency, such as maintaining a neutral backup.