Understand
A proposed before-and-after workflow
Teams correct exports locally and embed undocumented definitions in spreadsheets.
Priority data elements have a business owner, definition, source, quality rule, exception route, lineage record, and appropriate retention decision.
The future state remains a design until it is tested with the people, data, systems, and exceptions in scope.
Deliver
Data and decisions needed
Access is limited to what the agreed work needs. Client owners approve source authority, operational rules, and acceptance criteria.
| Reference | Input or decision to establish |
|---|---|
| 01 | Reports and operational decisions that depend on data |
| 02 | Source-to-report transformations |
| 03 | Known quality incidents |
| 04 | Retention, privacy, and contractual requirements |
Deliver
Delivery sequence
A bounded sequence protects continuity and makes learning visible before wider rollout.
- 01Choose a decision-critical domainDefine evidence and the exception path
- 02Agree terms and accountable ownersDefine evidence and the exception path
- 03Trace source and transformationDefine evidence and the exception path
- 04Measure a small set of quality rulesDefine evidence and the exception path
- 05Route and resolve exceptionsDefine evidence and the exception path
- 06Expand only after governance is operationalConfirm ownership and handover
Govern
How it fits existing systems
Existing systems are mapped by business responsibility, supported interface, data authority, update timing, and failure behavior. The design may integrate, configure, retain, or replace a component; no universal compatibility is assumed.
Govern
When a different approach may be better
A narrow master-data cleanup tied to one implementation may deliver faster value than launching an organization-wide governance program.
