| Current-state assessment | Processes, KPIs, reports, systems, controls, maturity, risks and evidence gaps | Assessment report and findings register | Assessment | Access, interviews, documentation and samples | Engagement lead with client sponsor |
| Operational KPI catalogue | Definitions, formulas, dimensions, thresholds, owners, sources and limitations | Structured catalogue | Design | Business decisions and finance validation | KPI owners |
| Process-to-data map | Operational events, systems, transformations, hand-offs, controls and lineage | Diagram and data-flow register | Assessment and design | Process and technical walkthroughs | Process and data owners |
| Reporting and analytics blueprint | Audience, decisions, semantic model, dashboards, alerts and review routines | Blueprint and prototypes | Design | User requirements and platform constraints | Operations and analytics leads |
| Governance and control model | Roles, decision rights, quality controls, access, issues, escalation and evidence | RACI, control matrix and procedures | Design | Risk, privacy, security and legal review | Client control owners |
| Implementation roadmap | Priorities, dependencies, work packages, decision gates, resources and measures | Roadmap and delivery backlog | Planning | Budget, capacity and vendor input | Programme sponsor |
| Operational transition pack | Runbooks, support model, training, acceptance evidence and improvement backlog | Documentation and workshops | Transition | Named service owners and support teams | Operational service owner |