| Source data inventory | Systems, files, tables, fields, owners, volumes, refresh needs, and known issues | Inventory document or spreadsheet | Discovery | System list, samples, access, and process owners |
| Data quality assessment | Duplicates, missing values, outliers, inconsistent formats, invalid records, and exception themes | Assessment report and issue log | Audit | Representative extracts and business validation |
| Transformation roadmap | Priority datasets, dependencies, risks, sequence, target outputs, and review milestones | Roadmap and backlog | Scope definition | Business priorities and approval constraints |
| Mapping specification | Field mapping, schema relationships, master data rules, calculation logic, and naming standards | Technical and business specification | Design | Approved target model and rule owners |
| Data cleansing rules | Standardization, validation, correction, deduplication, classification, and exception handling | Rulebook and test examples | Implementation | Approved thresholds and sample exceptions |
| ETL or ELT workflows | Repeatable extraction, transformation, loading, scheduling, logging, and error handling | Scripts, pipelines, or configured workflows | Build | Access credentials, API details, and target platform |
| Curated datasets | Reporting-ready tables, marts, files, extracts, or semantic layers for agreed use cases | Warehouse tables or controlled outputs | Production delivery | Acceptance criteria and business review |
| Quality assurance evidence | Reconciliation checks, validation results, issue resolution, peer review, and sign-off notes | QA pack and exception report | Testing | Baseline totals and reviewer availability |
| Documentation and runbooks | Data dictionary, lineage notes, refresh logic, troubleshooting, roles, and change-control steps | Runbook and knowledge base | Handover | Operating model and ownership decisions |
| Ongoing support reports | Issue trends, refresh status, backlog movement, quality metrics, and recommended improvements | Service report | Managed support | Current data, access, and escalation contacts |