Search Review

Overview

A fixed-price expert assessment and optimization review of one existing Elastic search deployment against one source dataset. Elastic consultants assess the current-state data model, indexing strategy, query design, basic access controls, and cluster health — and deliver a findings report with prioritized recommendations. The engagement covers one dataset with a standard data model (under 200 mapping lines).

Scope

• Phase 1: Internal preparation; project kickoff; scope and success criteria confirmed; environment access validated
• Phase 2: Use case understanding; desired and undesired results review; dataset and data source analysis
• Phase 3+4 (combined): Environment review (dev/test/pre-prod tiers, backup strategy, monitoring); cluster topology and node settings review; data model review (simple <200 lines); analyzer review; ingest and transformation workflow review; indexing strategy and efficiency review; application integration review; query evaluation and debugging demonstration; query review and optimization guidance; basic RBAC guidance (up to 2 roles)
• Phase 5: Knowledge Transfer Workshop; artifact transfer

Out of scope

• More than 1 dataset
• Complex data model review (hundreds or thousands of lines) — see Advanced tier
• Latency benchmarking and profiling (Rally) — see Standard or Advanced tier
• Advanced RBAC (document-level security, complex role structures) — see Standard or Advanced tier
• Advanced search capabilities (semantic search, hybrid search, autocomplete, fuzzy matching) — see Advanced tier
• Hands-on coding in the customer application
• Any implementation or configuration changes — this is a review and advisory engagement
• Data migration, reindexing, or ingestion pipeline redesign
• Multi-cluster or multi-environment deployments beyond the scope reviewed

Any work outside the scope above requires a mutually executed change order and may result in additional fees, revised assumptions, and schedule changes.

Fixed-price conditions and assumptions

• Customer has an existing Elastic cluster running and accessible before kickoff
• Customer has an existing search use case with real or realistic sample data available
• The data model in scope has fewer than 200 mapping lines
• Customer provides access to non-production environments for query evaluation and debugging
• Customer application engineers and search engineers are available for collaborative sessions
• Customer provides data engineers for ingest workflow review
• The engagement covers 1 dataset; additional datasets require a change order
• Basic RBAC requirements are known; up to 2 roles in scope
• Hands-on coding in the customer application is not included; application review is advisory only

Deliverables

Discovery & Scope

• One (1) scope and success criteria confirmation document, capturing the use case, desired/undesired results, and success criteria agreed at kickoff
• One (1) use case and dataset assessment summary, covering the datasets and data sources confirmed in scope 

Environment & Cluster Review

• Environment and cluster review findings, covering dev/test/pre-prod tier configuration, backup strategy, monitoring setup, cluster topology, and node settings for the in-scope cluster(s)

Data Model, Ingest & Query Review (data model review bounded to mapping/data model definitions up to two hundred (200) lines; anything larger requires a change order)

• Data model review findings and recommendations
• Analyzer review findings and recommendations
• Ingest and transformation workflow review findings
• Indexing strategy and efficiency review findings
• Application integration review findings
• One (1) live query evaluation and debugging demonstration session (hands-on walkthrough of the review process)
• Query review findings and optimization guidance (advisory only — Elastic provides written recommendations; implementation of query changes is not included)

Access

• Basic RBAC guidance, up to Two (2) roles (advisory only — Elastic provides recommendations; configuration of roles is not included in this engagement)

Closeout

• One (1) Final Engagement Report, consolidating all review findings and recommendations into a single document
• One (1) Knowledge Transfer Workshop (single session; format and duration tbd), including transfer of all review artefacts produced during the engagement

Completion

The engagement will be considered complete upon delivery of the final engagement report and Knowledge Transfer Workshop.

General terms

Capitalized terms used but not defined in this package description have the meanings given to them in the Order Form, the applicable Service Description, or the Elastic Services Agreement.

No formal Customer signoff and no milestone or deliverable acceptance process applies to this fixed-price Services Package. Each Service is deemed accepted upon Completion.

"Completion" means, with respect to a Service, the point at which Elastic has performed the activities within the scope of this Services Package, including (where applicable) delivery of any written report, materials, or knowledge transfer session described in this package's scope, or the expiry of the time-boxed engagement period for this package, whichever occurs first. Completion does not require Customer signoff or acceptance of any deliverable.

Customer is solely responsible for the backup, maintenance, and security of its environment, systems, and data. Elastic is not responsible for any configuration changes, data loss, downtime, or other impact to Customer's environment arising from or in connection with the Service.

This engagement delivers a configured net-new, self-managed Elastic document search solution, including search use case analysis, data modeling and ingestion, advanced example query implementation, advanced RBAC configuration, infrastructure provisioning, and a final report, within the defined fixed-price scope. Elastic does not guarantee any specific performance, cost, operational, or business outcome beyond the deliverables defined above. Customer remains solely responsible for ongoing operations, configuration changes made outside the engagement scope, and all post-engagement activities related to its environment.

References in this package to validation, testing, acceptance tests or acceptance test harnesses, golden queries, launch readiness, or go-live describe activities performed, demonstrated, or delivered by Elastic and do not create any Customer acceptance, signoff, testing, or payment condition. Completion occurs as defined in this package regardless of any such activity, and no portion of the fees is withheld or deferred pending any test result, validation, or go-live event.

Overview

A fixed-price expert assessment and optimization review of one existing Elastic search deployment against one source dataset. Elastic consultants assess the current-state data model, indexing strategy, query design, access controls, performance, and cluster health — and deliver a findings report with prioritized recommendations, including latency optimization, advanced RBAC guidance, and Rally benchmarking and profiling guidance. The engagement covers one dataset with a standard data model (under 200 mapping lines).

Scope

• Phase 1: Internal preparation; project kickoff; scope and success criteria confirmed; environment access validated
• Phase 2: Use case understanding; desired and undesired results review; dataset and data source analysis
• Phase 3+4 (combined): Environment review (dev/test/pre-prod tiers, backup strategy, monitoring); cluster topology and node settings review; data model review (simple <200 lines); analyzer review; ingest and transformation workflow review; indexing strategy and efficiency review; application integration review; query evaluation and debugging demonstration; query review and optimization guidance; query latency evaluation and improvement guidance using profiling and slow log analysis; basic RBAC guidance (up to 2 roles); advanced RBAC configuration guidance (complex role structures, document-level RBAC); benchmarking and profiling guidance (Rally demonstration and implementation)
• Phase 5: Knowledge Transfer Workshop; artifact transfer

Out of scope

• More than 1 dataset
• Complex data model review (hundreds or thousands of lines) — see Advanced tier
• Advanced search capabilities (semantic search, hybrid search, autocomplete, fuzzy matching) — see Advanced tier
• Hands-on coding in the customer application
• Any implementation or configuration changes — this is a review and advisory engagement
• Data migration, reindexing, or ingestion pipeline redesign
• Multi-cluster or multi-environment deployments beyond the scope reviewed

Any work outside the scope above requires a mutually executed change order and may result in additional fees, revised assumptions, and schedule changes.

Fixed-price conditions and assumptions

• Customer has an existing Elastic cluster running and accessible before kickoff
• Customer has an existing search use case with real or realistic sample data available
• The data model in scope has fewer than 200 mapping lines
• Customer provides access to non-production environments for query evaluation and debugging
• Customer application engineers and search engineers are available for collaborative sessions
• Customer provides data engineers for ingest workflow review
• The engagement covers 1 dataset; additional datasets require a change order
• Advanced RBAC requirements have been gathered before engagement commencement
• Customer has hardware available for running a benchmarking system (Rally)
• Hands-on coding in the customer application is not included; application review is advisory only

Deliverables

Discovery & Scope

• One (1) scope and success criteria confirmation document, capturing the use case, desired/undesired results, and success criteria agreed at kickoff
• One (1) use case and dataset assessment summary, covering the datasets and data sources confirmed in scope 

Environment & Cluster Review

• Environment and cluster review findings, covering dev/test/pre-prod tier configuration, backup strategy, monitoring setup, cluster topology, and node settings for the in-scope cluster(s)

Data Model, Ingest & Query Review (data model review bounded to mapping/data model definitions up to two hundred (200) lines; anything larger requires a change order)

• Data model review findings and recommendations
• Analyzer review findings and recommendations
• Ingest and transformation workflow review findings
• Indexing strategy and efficiency review findings
• Application integration review findings
• One (1) live query evaluation and debugging demonstration session (hands-on walkthrough of the review process)
• Query review findings and optimization guidance (advisory only — written recommendations; implementation of query changes not included)
• Query latency optimization findings, based on profiling and slow log analysis for the in-scope cluster(s) (advisory only — written recommendations; implementation not included)

Access

• Basic RBAC guidance, up to 2 roles (advisory only — recommendations, not configuration)
• Advanced RBAC guidance, covering complex role structures and document-level security design for the in-scope cluster(s) (advisory only — recommendations, not configuration) 

Benchmarking

• Benchmarking and profiling guidance using Rally, including a live demonstration of benchmark execution against the in-scope cluster(s) 

Closeout

• One (1) Final Engagement Report, consolidating all review findings and recommendations into a single document
• One (1) Knowledge Transfer Workshop (single session; format and duration tbd), including transfer of all review artifacts produced during the engagement

Completion

The engagement will be considered complete upon delivery of the final engagement report and Knowledge Transfer Workshop.

General terms

Capitalized terms used but not defined in this package description have the meanings given to them in the Order Form, the applicable Service Description, or the Elastic Services Agreement.

No formal Customer signoff and no milestone or deliverable acceptance process applies to this fixed-price Services Package. Each Service is deemed accepted upon Completion.

"Completion" means, with respect to a Service, the point at which Elastic has performed the activities within the scope of this Services Package, including (where applicable) delivery of any written report, materials, or knowledge transfer session described in this package's scope, or the expiry of the time-boxed engagement period for this package, whichever occurs first. Completion does not require Customer signoff or acceptance of any deliverable.

Customer is solely responsible for the backup, maintenance, and security of its environment, systems, and data. Elastic is not responsible for any configuration changes, data loss, downtime, or other impact to Customer's environment arising from or in connection with the Service.

This engagement delivers a configured net-new, self-managed Elastic document search solution, including search use case analysis, data modeling and ingestion, advanced example query implementation, advanced RBAC configuration, infrastructure provisioning, and a final report, within the defined fixed-price scope. Elastic does not guarantee any specific performance, cost, operational, or business outcome beyond the deliverables defined above. Customer remains solely responsible for ongoing operations, configuration changes made outside the engagement scope, and all post-engagement activities related to its environment.

References in this package to validation, testing, acceptance tests or acceptance test harnesses, golden queries, launch readiness, or go-live describe activities performed, demonstrated, or delivered by Elastic and do not create any Customer acceptance, signoff, testing, or payment condition. Completion occurs as defined in this package regardless of any such activity, and no portion of the fees is withheld or deferred pending any test result, validation, or go-live event.

Overview

A fixed-price expert assessment and optimization review of one existing Elastic search deployment against one source dataset. Elastic consultants assess the current-state complex data model, indexing strategy, query design, advanced access controls, performance, and cluster health — and deliver a findings report with prioritized recommendations, including advanced search capabilities guidance, latency optimization, advanced RBAC guidance, and Rally benchmarking and profiling guidance. The engagement covers one dataset with a complex data model (hundreds or thousands of mapping lines).

Scope

• Phase 1: Internal preparation; project kickoff; scope and success criteria confirmed; environment access validated
• Phase 2: Use case understanding; desired and undesired results review; dataset and data source analysis
• Phase 3+4 (combined): Environment review (dev/test/pre-prod tiers, backup strategy, monitoring); cluster topology and node settings review; complex data model review (hundreds or thousands of mapping lines — full mapping analysis, denormalization strategy, long-term maintainability); analyzer review; ingest and transformation workflow review; indexing strategy and efficiency review; application integration review; query evaluation and debugging demonstration; query review and optimization guidance; advanced search capabilities guidance (fuzzy matching, autocomplete/typeahead, synonyms, semantic search using ELSER and/or vector, hybrid search, filtering and faceting, spell checking); query latency evaluation and improvement guidance using profiling and slow log analysis; basic RBAC guidance (up to 2 roles); advanced RBAC configuration guidance (complex role structures, document-level RBAC); benchmarking and profiling guidance (Rally demonstration and implementation)
• Phase 5: Knowledge Transfer Workshop; artifact transfer; formal written signoff

Out of scope

• More than 1 dataset
• Hands-on coding in the customer application
• Any implementation or configuration changes — this is a review and advisory engagement
• Data migration, reindexing, or ingestion pipeline redesign
• Multi-cluster or multi-environment deployments beyond the scope reviewed

Any work outside the scope above requires a mutually executed change order and may result in additional fees, revised assumptions, and schedule changes.

Fixed-price conditions and assumptions

• Customer has an existing Elastic cluster running and accessible before kickoff
• Customer has an existing search use case with real or realistic sample data available
• The data model in scope has hundreds or thousands of mapping lines
• Customer provides access to non-production environments for query evaluation and debugging
• Realistic data is available in a pre-production environment for advanced search demonstrations
• Customer application engineers, search engineers, and data engineers are available for collaborative sessions
• The engagement covers 1 dataset; additional datasets require a change order
• Advanced RBAC requirements have been gathered before engagement commencement
• Customer has hardware available for running a benchmarking system (Rally)
• Hands-on coding in the customer application is not included; application review is advisory only

Deliverables

Discovery & Scope

• One (1) scope and success criteria confirmation document, capturing the use case, desired/undesired results, and success criteria agreed at kickoff
• One (1) use case and dataset assessment summary, covering the datasets and data sources confirmed in scope 

Environment & Cluster Review

• Environment and cluster review findings, covering dev/test/pre-prod tier configuration, backup strategy, monitoring setup, cluster topology, and node settings for the in-scope cluster(s)

Data Model, Ingest & Query Review

• Complex data model review findings and recommendations, covering full mapping analysis, denormalization strategy, and long-term maintainability for the in-scope data model, up to two thousand (2000) mapping lines 
• Analyzer review findings and recommendations
• Ingest and transformation workflow review findings
• Indexing strategy and efficiency review findings
• Application integration review findings
• One (1) live query evaluation and debugging demonstration session
• Query review findings and optimization guidance (advisory only)
• Query latency optimization findings, based on profiling and slow log analysis (advisory only)

Advanced Search Capabilities (advisory only — written guidance per capability; implementation not included unless otherwise agreed)

• Advanced search capabilities guidance, covering up to Five (5) of the following capabilities for the in-scope use case: fuzzy matching, autocomplete/typeahead, synonyms, semantic search (ELSER and/or vector), hybrid search, filtering and faceting, spell checking

Access

• Basic RBAC guidance, up to Two (2) roles (advisory only)
• Advanced RBAC guidance, covering complex role structures and document-level security design for the in-scope cluster(s) (advisory only)

Benchmarking

• Benchmarking and profiling guidance using Rally, including a live demonstration of benchmark execution against the in-scope cluster(s) 

Closeout

• One (1) Final Engagement Report, consolidating all review findings and recommendations into a single document
• One (1) Knowledge Transfer Workshop (single session; format and duration tbd), including transfer of all review artifacts produced during the engagement
• One (1) formal written signoff document, confirming customer acceptance of deliverables and engagement completion

Completion

The engagement will be considered complete upon delivery of the final engagement report and Knowledge Transfer Workshop.

General terms

Capitalized terms used but not defined in this package description have the meanings given to them in the Order Form, the applicable Service Description, or the Elastic Services Agreement.

No formal Customer signoff and no milestone or deliverable acceptance process applies to this fixed-price Services Package. Each Service is deemed accepted upon Completion.

"Completion" means, with respect to a Service, the point at which Elastic has performed the activities within the scope of this Services Package, including (where applicable) delivery of any written report, materials, or knowledge transfer session described in this package's scope, or the expiry of the time-boxed engagement period for this package, whichever occurs first. Completion does not require Customer signoff or acceptance of any deliverable.

Customer is solely responsible for the backup, maintenance, and security of its environment, systems, and data. Elastic is not responsible for any configuration changes, data loss, downtime, or other impact to Customer's environment arising from or in connection with the Service.

This engagement delivers a configured net-new, self-managed Elastic document search solution, including search use case analysis, data modeling and ingestion, advanced example query implementation, advanced RBAC configuration, infrastructure provisioning, and a final report, within the defined fixed-price scope. Elastic does not guarantee any specific performance, cost, operational, or business outcome beyond the deliverables defined above. Customer remains solely responsible for ongoing operations, configuration changes made outside the engagement scope, and all post-engagement activities related to its environment.

References in this package to validation, testing, acceptance tests or acceptance test harnesses, golden queries, launch readiness, or go-live describe activities performed, demonstrated, or delivered by Elastic and do not create any Customer acceptance, signoff, testing, or payment condition. Completion occurs as defined in this package regardless of any such activity, and no portion of the fees is withheld or deferred pending any test result, validation, or go-live event.