| Data landscape assessment | Sources, owners, flows, risks, reports and priority business uses | Assessment report and source map | Discovery | Stakeholder access and system list |
| Marketing data inventory | Datasets, fields, refresh frequency, sensitivity, owner and consumers | Structured inventory | Discovery | Platform documentation and sample extracts |
| Data quality scorecard | Completeness, validity, duplication, consistency and timeliness checks | Scorecard and issue register | Audit | Representative data extracts |
| KPI and data dictionary | Definitions, calculation logic, source, owner and limitations | Controlled dictionary | Design | Business definitions and reporting examples |
| Campaign taxonomy | Naming rules, channel dimensions, reference values and exception process | Taxonomy workbook and guide | Design | Current naming conventions and reporting needs |
| Governance playbook | Ownership, access, approval, change, retention and escalation routines | Operational playbook | Governance setup | Policies and accountable approvers |
| Integration specification | Field mappings, transformations, refresh rules, controls and error handling | Technical specification | Solution design | Schemas, APIs and technical owners |
| QA and reconciliation plan | Test cases, control totals, exception thresholds and sign-off points | Test pack and checklist | Implementation | Expected outputs and test access |
| Reporting framework | Dashboard requirements, KPI hierarchy, refresh cadence and interpretation notes | Dashboard specification or configured report | Reporting | Approved KPI definitions |
| Managed data operations | Refresh checks, issue triage, documentation, QA and service reporting | Recurring service pack | Ongoing support | Access, SLAs and escalation contacts |