Discovery selects one process, one CRM and an owner. The baseline and acceptance criteria are documented.
The paid pilot uses a limited dataset. The planning target is 2–4 weeks after access is available; the schedule is confirmed against scope.
The agreed workflow is tested for sources, duplicates, permissions, failures and recovery. Results are accepted jointly.
External messages and documents are sent after human approval. Commercial decisions belong to authorised people.
CRM and ERP integrations are implemented per project. APIs, licences and compatibility are reviewed before estimation.
