Assessment & Strategy

Gap Analysis & Customization Review

• Agenda: Evaluate misalignments between native software features and business needs; decide on “configuration vs. custom development.”
• Client Preparation: Business leaders must be prepared to make hard trade-offs: either alter their internal business processes to match the software, or approve the extra budget and timeline extensions required for custom code.

Data Migration & Integration Mapping

• Agenda: Map legacy database fields to the new system, define data cleansing rules, and outline API/middleware integrations.
• Client Preparation: Database Administrators (DBAs) must bring data dictionaries, schema diagrams, and volume estimates. Clients must determine exactly how many years of historical data must legally or operationally move over.