Get clarity and control of your SQL Server licensing.

Data Estate Advisory Services

Independent SQL Server guidance, proactive management, and emergency support when you need it.

SQL Server environments continually change. Infrastructure changes, workloads evolve, security risks emerge, software reaches end of support, and yesterday’s best decision may no longer be the right one.

UpSearch gives technology leaders an independent, ongoing view of their SQL Server data estate – combining technical evidence, operational context, experienced judgment, and emergency support to determine what matters, what should be addressed first, respond when critical issues arise, and validate that changes deliver the intended result.

Data Estate Advisory Services

WebSystem3 selects UpSearch’s Data Estate Advisory Services for Azure environment

“After UpSearch helped us meet the demands of our growing business with an Azure deployment and database migration, we engaged them to provide 24×7 monitoring and dedicated monthly support for our Azure environment. UpSearch is my Microsoft Partner of Choice and our Digital Partner of Record.” 

Jeff Garrett, SaaS Operations Manager for WebSystem3, a subsidiary of CooperVision

Flat-Rate SQL Server Data Estate Advisory Services

UpSearch provides independent, ongoing advisory and emergency support for SQL Server environments. We combine estate-wide visibility, technical evidence, operational context, and experienced judgment to help your team prevent problems, respond when critical issues arise, decide what to do next, and validate that changes produce the intended result. For organizations seeking an alternative to a traditional Microsoft support contract, your UpSearch team already knows your SQL Server environment before an emergency occurs. 100% U.S.-based.

Start Right Health Checks

We onboard every new client by thoroughly evaluating each in-scope Microsoft SQL Server deployment across the organization’s data estate – from the underlying infrastructure and operating system to the instance and database level. During the first 90 days, we collect and analyze key metrics, establish a baseline, identify material risks and opportunities, and provide a complete report with prioritized, actionable recommendations.

Our role is not simply to surface technical findings. We help clients understand what matters, why it matters, what should be addressed first, and whether corrective action produced the intended result. Together, we:

  • Solve specific problems that waste time and money
  • Identify inefficient query patterns and infrastructure bottlenecks that affect performance
  • Avoid unnecessary hardware and licensing costs by distinguishing symptoms from root causes
  • Identify configurations and operating practices that create unnecessary risk
  • Prioritize recommendations based on business impact, technical risk, and operational context
  • Validate that remediation efforts deliver the intended outcome
  • Ensure each server, instance, and database is aligned with current needs and future goals

Size of data estate determines service plan eligibility.
Flat Rate Advisory Service PlansPartnerPreferredPremier
Unlimited Emergency Support

When a critical SQL Server issue occurs, you should not have to introduce your environment to a support engineer for the first time. UpSearch provides unlimited emergency support from a U.S.-based team that already understands your SQL Server estate, operating context, history, and priorities.

Critical issues response time: Business hours (M-F 8:00 AM – 5:00 PM) and non-business hours.

1 hr | 4 hr 1 hr | 2 hr 1 hr | 1 hr
Joint Team Meetings

We bring our advisors and your technical team together to review what has changed, determine what requires attention, prioritize action, and follow through on previous recommendations. These discussions combine current technical evidence with your operating priorities and institutional knowledge so decisions are made in context. Agendas and minutes are provided.

MonthlyBi-weeklyWeekly
Business Reviews

We bring technology and business leaders together to review the evolution of the data estate, material risks, major changes, unresolved recommendations, and emerging priorities. The objective is to connect technical reality with business direction and make deliberate decisions about where to invest, remediate, modernize, or accept risk.

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Data Estate Assessment
You cannot govern what you cannot see.

We facilitate the enterprise-wide audit process to find, verify, and securely collect information about each Microsoft SQL Server instance and its underlying Windows operating system. The result is an independent evidence base for the SQL Server estate – including systems that may be unknown, unmanaged, or absent from existing inventories.

With enterprise-wide clarity you can:

  • Relieve Budget Anxiety. Understand your SQL Server environment before a licensing review or audit begins.
  • Reduce Security Concerns. Regularly perform on-premise, agentless audits to proactively uncover vulnerabilities and security gaps in both known and unknown instances.
  • Unlock Modernization. Focus on the future through the lens of SQL Server license optimization. Understand what your organization needs today and how those needs may change over time.

    We offer the Data Estate Assessment as both a stand-alone service and as a foundation for the Data Estate Advisory Services. Every Advisory Services Client gets unlimited assessments.

  • ∞∞∞
    Security Guidance
    Understand what creates material risk and prioritize the right response.

    Your network and system teams appropriately take an outside-in approach to security. UpSearch complements that work from inside the SQL Server estate.

    We help your team understand SQL Server security exposure in context – what is material, what requires immediate attention, what can be mitigated operationally, and how remediation should be sequenced without creating unnecessary availability risk.

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    Data Estate Management
    Health Checks

    A comprehensive evaluation of each production SQL Server instance – from infrastructure and operating system through the instance and databases – to identify material risks, performance opportunities, and configuration concerns.

    Findings are interpreted in context, prioritized, and translated into actionable recommendations. Every Advisory Services Client gets unlimited Health Checks.

    ∞∞∞
    SQL Server Status Reports

    Each morning UpSearch reviews and reports material changes and operational exceptions across your SQL Server estate, including stopped services, service events, disk warnings, failed jobs, missing backups, integrity issues, high VLF counts, instance changes, database changes, login changes, and error-log activity.

    The objective is not simply to generate alerts. It is to surface meaningful change, preserve operational continuity, and help your team determine what requires attention.

    ✅✅✅
    Monthly Baseline Analysis

    We maintain a longitudinal baseline of how critical SQL Server workloads behave over time. Changes are evaluated against historical behavior, known environmental events, current business context, and previous recommendations so your team can distinguish normal variation from emerging risk and determine when intervention is warranted.

    ✅✅✅
    Database Integrity and Recovery Tests
    A successful backup is not proof of recoverability.

    UpSearch independently proves that business-critical backups can actually be restored. We retrieve backup files, restore them on a separate system, test for corruption, validate the recovery process, measure recovery performance across Full, Differential, and Log backups, and compare the results against your stated recovery time objective (RTO).

    Semi-annuallyQuarterlyQuarterly

    * Tell us if you are an eligible nonprofit or non-governmental organization with recognized charitable status 501(c)(3) under the United States Internal Revenue Code.