| dbt current-state assessment | Architecture, code, dependencies, tests, documentation, deployment, risks, skills, and operating gaps. | Findings report and prioritised backlog | Assessment | Access, interviews, repositories, run history, and evidence | Joint |
| Target architecture and standards | Project structure, modelling layers, environments, naming, materialisations, packages, macros, ownership, and design decisions. | Architecture pack and standards guide | Design | Platform constraints, use cases, team model, and approvals | Dataconsultant with client approval |
| Production dbt models | Sources, staging, intermediate, dimensional, fact, mart, snapshot, incremental, or product-oriented models as scoped. | Version-controlled code | Implementation | Source access, definitions, sample data, and acceptance criteria | Joint |
| Testing and reconciliation suite | Generic tests, custom rules, freshness, contracts, reconciliation, severity, and exception handling. | Code, evidence, and control catalogue | Implementation and validation | Quality rules, tolerances, ownership, and sign-off | Joint |
| Documentation and lineage | Model descriptions, columns, ownership, exposures, lineage, assumptions, limitations, and usage guidance. | dbt documentation and supporting register | Implementation and handover | Business descriptions, classifications, and reviewers | Joint |
| CI/CD and orchestration integration | Branching, pull-request checks, environment jobs, scheduling, deployment controls, secrets, and run procedures. | Pipeline configuration and runbook | Implementation | Repository, identity, security, environment, and release requirements | Joint |
| Migration and cutover plan | Inventory, waves, dependencies, parallel runs, reconciliation, rollback, decommission, and communications. | Migration plan and decision log | Migration | Legacy access, schedules, owners, freeze windows, and approvals | Joint |
| Training and operating playbook | Role-based training, coding practices, reviews, incidents, releases, ownership, and service routines. | Workshops, guides, templates, and recordings where agreed | Transition | Participants, role expectations, support model, and adoption time | Dataconsultant and client leads |