| Use-case and requirements baseline | Business journeys, data sources, query types, scale, latency, availability, filtering, security, and acceptance criteria | Document and requirements register | Discovery | Stakeholders, use cases, samples, constraints | Joint |
| Platform options assessment | Weighted comparison of deployment, retrieval, integration, operations, security, portability, and cost factors | Decision matrix and recommendation | Assessment | Procurement rules, architecture standards, budget parameters | Dataconsultant |
| Proof-of-concept and benchmark pack | Representative dataset, query suite, relevance metrics, latency tests, findings, and limitations | Working prototype and report | Validation | Data access, test users, acceptance thresholds | Joint |
| Target architecture | Ingestion, embeddings, vector index, metadata, APIs, hybrid retrieval, security, monitoring, and deployment topology | Architecture diagrams and decisions | Design | Current architecture, standards, security review | Dataconsultant |
| Implementation assets | Configuration, pipelines, schemas, integration patterns, tests, infrastructure definitions, and deployment guidance | Code, configuration, and technical documentation | Build | Environments, access, source interfaces, engineering participation | Defined per scope |
| Governance and control pack | RACI, access model, data handling, retention, audit, change control, risk register, and review points | Control matrix and procedures | Assurance | Policies, obligations, owners, risk appetite | Joint |
| Operational transition pack | Runbooks, monitoring, alerting, service levels, backup, recovery, incident and cost-management procedures | Runbook and dashboard specification | Transition | Support model, tools, escalation paths | Joint |
| Training and knowledge transfer | Architecture walkthroughs, platform operations, evaluation approach, governance, and maintenance guidance | Workshops and reference materials | Handover | Named participants and retained roles | Dataconsultant |