| Process discovery summary | Current workflow, inputs, volumes, systems, risks and decision points | Assessment document | Discovery | Existing SOPs, sample files and stakeholder access |
| Data processing scope map | Task boundaries, field rules, service levels, exclusions and dependencies | Scope matrix | Scope definition | Business rules, turnaround expectations and data samples |
| Standard operating procedures | Step-by-step instructions, examples, escalation rules and review checkpoints | SOP document | Setup | Approved processing rules and example exceptions |
| Data capture templates | Structured fields, required values, naming standards and batch references | Spreadsheet or system template | Setup | Field list, acceptable formats and validation rules |
| Validated datasets | Cleaned, standardised, deduplicated or import-ready records | CSV, XLSX, database extract or platform-ready file | Production | Source files and approval of ambiguous records |
| Exception and issue log | Missing values, uncertain records, duplicate conflicts and records requiring client decision | Tracker or dashboard | Production and QA | Escalation contacts and decision turnaround |
| Quality assurance report | Sample review findings, error categories, correction actions and recurring quality patterns | QA report | Quality review | Agreed quality criteria and sampling approach |
| Processing performance report | Volume, throughput, turnaround, backlog, accuracy and rework indicators | Dashboard or recurring report | Ongoing support | Baseline data and reporting cadence |
| Automation opportunity backlog | Tasks that may benefit from rules, OCR, validation scripts or workflow automation | Prioritised backlog | Optimisation | Process stability, tool permissions and risk tolerance |
| Training and handover pack | SOPs, templates, glossary, escalation routes and maintenance guidance | Documentation and walkthrough | Handover | Responsible internal owners and review participation |