Checkpoint 1
Fit and boundary
Confirm the workflow, plan capacity, decision owners, accepted fields, excluded data, retention, and written acceptance checks.
Written scopeImplementation
Four checkpoints from fit to a dependable operating rhythm.
Published plans start without a software migration. We still treat definitions, ownership, safe input, module mapping, and acceptance as real implementation work.
Checkpoint 2
Field mapping
Map metadata-only approval policy and event CSVs to the published data profile. Resolve definitions before processing a live cycle.
Approved field mapCheckpoint 3
Dry run
Use a limited, buyer-reviewed sample to test rejects, rule explanations, output structure, and handoff responsibilities.
Accepted dry runCheckpoint 4
Operating cadence
Deliver the approval evidence pack on the plan cadence, review exceptions, record corrections, and improve the mapping without changing scope silently.
Scheduled deliveryResponsibility matrix
No vague handoffs.
These roles may be held by the same person in a smaller team, but the decisions stay explicit.
Workflow owner
Defines required stages, roles, and completion evidence.
Export owner
Produces content-free case and event metadata.
Professional reviewer
Retains every technical and approval judgment.
Acceptance criteria
Done means reviewable, not merely delivered.
- Each event maps to the buyer-authored policy or is rejected.
- Version links and review stages reconcile for every case.
- Missing evidence is reported without judging document quality.
- No documents, drawings, specifications, or professional conclusions are processed.
A useful first conversation
Bring the current export and the person who owns the definitions.
Describe it in general terms. We will tell you which plan fits, what we would need, and where we would draw the line.