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 ten representative signed agreements through an agreed secure exchange 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 source-linked contract register 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.
Business owner
Confirms commercial facts and accountable owners.
Register steward
Coordinates the agreed secure source set and corrections.
Legal reviewer
Resolves interpretation, privilege, and legal questions.
Acceptance criteria
Done means reviewable, not merely delivered.
- Every material field includes a source-page citation.
- Ambiguous terms are marked for review rather than silently resolved.
- Confirmed and unconfirmed fields remain distinguishable.
- The service provides no legal interpretation or notice action.
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.