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 buyer-confirmed contract register metadata 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 renewal decision calendar 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.
Commercial owner
Chooses renew, renegotiate, or cancel and owns vendor contact.
Register steward
Maintains confirmed dates, source pages, and owners.
Legal reviewer
Interprets clauses and resolves ambiguous terms.
Acceptance criteria
Done means reviewable, not merely delivered.
- Every date has a source page and confirmation state.
- Decision dates are distinct from renewal and notice dates.
- Owner changes and unresolved terms remain visible.
- No negotiation, cancellation, notice, or legal conclusion is performed.
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.