{"id":1028,"date":"2026-09-30T10:40:29","date_gmt":"2026-09-30T15:40:29","guid":{"rendered":"https:\/\/www.paulhreid.com\/?p=1028"},"modified":"2026-10-10T14:37:11","modified_gmt":"2026-10-10T19:37:11","slug":"assessment-strategy-phase","status":"publish","type":"post","link":"https:\/\/www.paulhreid.com\/assessment-strategy-phase\/","title":{"rendered":"Assessment &amp; Strategy"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>Gap Analysis &amp; Customization Review<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>Agenda:<\/em> Evaluate misalignments between native software features and business needs; decide on &#8220;configuration vs. custom development.&#8221;<\/li>\n\n\n\n<li><em>Client Preparation:<\/em> Business leaders must be prepared to make hard trade-offs: <strong>either alter their internal business processes<\/strong> to match the software, or approve the extra budget and timeline extensions required for custom code.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Data Migration &amp; Integration Mapping<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>Agenda:<\/em> Map legacy database fields to the new system, define data cleansing rules, and outline API\/middleware integrations.<\/li>\n\n\n\n<li><em>Client Preparation:<\/em> Database Administrators (DBAs) must bring <strong>data dictionaries, schema diagrams, and volume estimates<\/strong>. Clients must determine exactly how many years of historical data must legally or operationally move over.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link has-white-color has-vivid-cyan-blue-background-color has-text-color has-background has-link-color wp-element-button\" href=\"\/meeting\/strategy\">BOOK ASSESSMENT &amp; STRATEGY MEETING<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Gap Analysis &amp; Customization Review Data Migration &amp; Integration Mapping<\/p>\n","protected":false},"author":1,"featured_media":1039,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[142],"tags":[],"class_list":["post-1028","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-strategy"],"_links":{"self":[{"href":"https:\/\/www.paulhreid.com\/api-json\/wp\/v2\/posts\/1028","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.paulhreid.com\/api-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.paulhreid.com\/api-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.paulhreid.com\/api-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.paulhreid.com\/api-json\/wp\/v2\/comments?post=1028"}],"version-history":[{"count":0,"href":"https:\/\/www.paulhreid.com\/api-json\/wp\/v2\/posts\/1028\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.paulhreid.com\/api-json\/wp\/v2\/media\/1039"}],"wp:attachment":[{"href":"https:\/\/www.paulhreid.com\/api-json\/wp\/v2\/media?parent=1028"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.paulhreid.com\/api-json\/wp\/v2\/categories?post=1028"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.paulhreid.com\/api-json\/wp\/v2\/tags?post=1028"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}