| Current-state assessment | Estate, workloads, dependencies, reliability, cost, governance, security, quality, skills, and risks | Report and findings register | Assessment | Evidence, access, interviews, validation | Dataconsultant with client owners |
| Target architecture | Platform roles, data flows, storage, compute, integration, modelling, serving, controls, and operations | Architecture pack and decisions | Design | Requirements, standards, approvals | Dataconsultant architecture lead |
| Migration roadmap | Workload segmentation, waves, dependencies, decision gates, cutover, rollback, and decommission activities | Roadmap and prioritized backlog | Planning | Business criticality and release constraints | Joint programme ownership |
| Engineering assets | Pipelines, transformations, models, infrastructure definitions, deployment workflows, and reusable templates | Version-controlled repositories | Implementation | Source access, standards, environments | Engineering team |
| Governance and control design | Ownership, metadata, lineage, quality, access, retention, residency, monitoring, and evidence requirements | Control matrix and procedures | Design and implementation | Validated policy and regulatory inputs | Joint governance, security, and privacy owners |
| Validation and assurance pack | Test plans, reconciliation, performance checks, control evidence, defects, exceptions, and acceptance records | Evidence pack | Validation | Acceptance criteria and reviewers | Quality lead with client approvers |
| Operating model and runbooks | Service ownership, RACI, monitoring, incidents, release, backup, recovery, FinOps, support, and escalation | Runbooks and operating handbook | Transition | Support teams and service decisions | Joint operations ownership |
| Knowledge transfer | Architecture walkthroughs, engineering practices, control operation, troubleshooting, and maintenance guidance | Workshops, recordings, and guides | Throughout and handover | Named participants and attendance | Dataconsultant and client leads |