| Requirements and decision catalogue | Use cases, consumers, grain, definitions, issues and decisions | Document or managed backlog | Discovery | Stakeholder access and existing reports | Joint |
| Business glossary and metric catalogue | Terms, measures, formulas, dimensions, owners and approval status | Workbook, catalogue or governance platform | Design | Business-owner decisions | Client business owners |
| Conceptual and logical model | Entities, relationships, cardinality and key business rules | Diagram and model repository | Design | Source and domain knowledge | DataConsultant |
| Analytical or dimensional model | Facts, dimensions, hierarchies, grain and bridge patterns | Platform design or implementation | Build | Approved architecture and source access | DataConsultant |
| Semantic measures and metadata | Calculations, display folders, descriptions, formats and synonyms | Model code and metadata | Build | Approved calculation policy | Joint |
| Security matrix | Roles, row filters, object restrictions and sensitive attributes | Control matrix and configuration | Build | Identity and access requirements | Joint security owner |
| Quality and test pack | Reconciliation, relationship, performance, security and regression tests | Test scripts and evidence | Validation | Reference outputs and acceptance criteria | Joint |
| Deployment and operating guide | Release steps, dependencies, monitoring, ownership and change control | Runbook and handover materials | Transition | Environment and support procedures | Joint |