| Implementation discovery report | Business objectives, systems, users, constraints, risks and implementation priorities | Workshop summary and assessment document | Discovery | Stakeholder access and current-state documentation |
| Requirements and acceptance criteria | Functional needs, workflows, data fields, user roles, integrations and success conditions | Requirements matrix | Scope definition | Process owners and technical stakeholders |
| Solution architecture overview | System components, data flows, integration points, access model and environment assumptions | Architecture brief or diagram | Design | Platform inventory and technical constraints |
| Implementation roadmap | Workstreams, dependencies, responsibilities, milestones, review points and rollout approach | Roadmap and delivery plan | Planning | Priorities, budget assumptions and approval process |
| Configuration and workflow setup | Settings, templates, approval flows, automations, user roles and platform-specific setup tasks | Configured platform and setup notes | Implementation | Platform access and approved configuration decisions |
| Integration support checklist | Connector requirements, API dependencies, data exchange rules, testing requirements and ownership | Checklist and integration notes | Implementation | System owners and vendor documentation |
| Data migration plan | Source fields, target fields, cleanup needs, import sequence, validation rules and rollback considerations | Mapping sheet and migration checklist | Migration | Data exports, field definitions and sample records |
| Quality assurance records | Test cases, defects, fixes, user acceptance notes, launch risks and readiness decision points | QA log and readiness report | Testing | Test users and realistic workflow scenarios |
| Training and handover pack | Role-based guidance, admin notes, support steps, known limitations and operating routines | Documentation and training session | Handover | Named administrators and process owners |
| Post-launch optimisation report | Issue themes, usage patterns, backlog priorities, adoption insights and improvement recommendations | Report and action backlog | Managed support | Usage data, feedback and support history |