| Location data inventory | Establish scope and dependencies | Sources, owners, interfaces, volumes, uses and risks | Data leaders, architects, operations |
| Quality assessment | Quantify material issues | Duplicates, completeness, validity, hierarchy and lifecycle findings | Owners, stewards, programme teams |
| Canonical data model | Define the authoritative structure | Entities, attributes, identifiers, relationships and definitions | Architects, developers, governance teams |
| Hierarchy and lifecycle design | Control grouping and change | Hierarchy types, effective dates, statuses, merge and retirement rules | Finance, operations, analytics |
| Matching and survivorship rules | Create approved golden records | Match logic, thresholds, precedence, exceptions and stewardship | MDM teams, data stewards |
| Governance and operating procedures | Sustain control after launch | Roles, workflow, controls, KPIs, service levels and escalation | Owners, stewards, support teams |
| Implementation and test pack | Support deployment and acceptance | Mappings, migration plan, test cases, reconciliation and cutover | Delivery, QA and platform teams |