DELIVERY / GOVERNANCE
Agree data boundaries before connecting capabilities.
These are matters to review before a project, not claims about existing certifications, deployment options or compliance commitments.
Data sources & destinations
Confirm sources, authorization, purpose and receiving systems. Prefer anonymized or minimum necessary samples for validation.
Access & human confirmation
Discuss viewing, editing and administration by role. Agree review mechanisms for automation that affects important business actions.
Operations & ownership
Clarify records, exception reporting, maintenance ownership and data handling. Verify actual capabilities in each selected system.