| Current-state assessment | Products, licences, architecture, assets, controls, incidents, skills and risks | Assessment report and findings register | Discovery | Inventories, access, interviews and evidence | Consulting lead |
| Target architecture | Capability boundaries, integrations, environments, security, resilience and operating assumptions | Architecture pack | Design | Standards, constraints and approval forums | Solution architect |
| Implementation assets | Mappings, rules, workflows, configurations, metadata connections or MDM components | Version-controlled platform assets | Build | Environments, data, credentials and requirements | Technical lead |
| Migration plan | Asset classification, waves, dependencies, testing, cutover, rollback and decommissioning | Roadmap and runbook | Planning | Legacy inventory and business calendars | Migration lead |
| Testing and assurance pack | Test cases, reconciliation, defects, evidence, acceptance decisions and limitations | Test repository and summary | Validation | Expected results and user participation | QA lead |
| Operating model and runbooks | Roles, support flows, monitoring, incidents, change, access, escalation and service reporting | Operating handbook | Transition | Support model and ownership decisions | Service lead |
| Training and knowledge transfer | Role-based walkthroughs, administrator guidance, steward enablement and handover | Sessions, guides and recordings where agreed | Handover | Named participants and learning objectives | Enablement lead |