Kit contents
What you will create
6 practical deliverables move this work from an idea into an editable operating system.
- Entity and relationship map
- Canonical field dictionary
- Schema and migration plan
- Authorization and RLS matrix
- Data-quality rules
- Backup, retention, and audit plan
Step by step
Guided modules
- 01
Source inventory
Identify systems, owners, identifiers, freshness, quality, and restrictions.
- 02
Canonical model
Define entities, relationships, meanings, constraints, and provenance.
- 03
Authorization
Map users, workspaces, roles, row access, service roles, and audit events.
- 04
Migration
Plan ordering, transforms, validation, reversibility, and cutover.
- 05
Quality
Define completeness, uniqueness, consistency, reconciliation, and exception handling.
- 06
Operations
Set backup, restore, retention, deletion, monitoring, and ownership.
Quality gate
Evidence-based review
Use these checks to find missing decisions and weak evidence before implementation or release.
- Unknown values remain unknown.
- Conflicts retain both values and source evidence.
- Every query enforces user or workspace ownership.
- Migration and rollback are independently testable.
Fictional sample included
Practice before using real project information.
A CRM and spreadsheet consolidation into canonical organization, contact, project, and transaction records.