| Current-state assessment | Platforms, metadata sources, catalogue, lineage, quality, governance and control gaps | Report and findings register | Assess | Inventories, evidence and interviews | DataConsultant with client validation |
| Priority use-case portfolio | Business need, users, metadata signals, actions, value, risk and dependencies | Decision matrix and backlog | Assess | Business priorities and pain points | Joint |
| Target fabric architecture | Control plane, metadata flows, integration patterns, platform roles and security boundaries | Architecture pack | Design | Architecture and platform constraints | DataConsultant |
| Metadata and semantic model | Asset types, relationships, ownership, classifications, quality and policy attributes | Model and standards | Design | Terminology, policies and domain expertise | Joint |
| Governance operating model | Roles, decision rights, stewardship, workflows, service levels and escalation | RACI and operating handbook | Design | Organisation and governance decisions | Client accountable owner |
| Platform options and criteria | Capability needs, integration fit, controls, cost considerations and evaluation criteria | Options assessment | Design | Procurement and technology requirements | Joint |
| Pilot implementation pack | Connectors, configurations, workflows, tests, acceptance criteria and known limitations | Configured pilot and documentation | Enable | Environment access and technical resources | Joint delivery team |
| Roadmap and KPI framework | Sequencing, dependencies, owners, capability building, measures and review gates | Roadmap and scorecard | Transition | Funding, capacity and prioritisation decisions | Client sponsor |