Checkpoint 1
Fit and boundary
Confirm the workflow, plan capacity, decision owners, accepted fields, excluded data, retention, and written acceptance checks.
Written scopeImplementation
Four checkpoints from fit to a dependable operating rhythm.
Published plans start without a software migration. We still treat definitions, ownership, safe input, module mapping, and acceptance as real implementation work.
Checkpoint 2
Field mapping
Map a normalized open-approval register to the published data profile. Resolve definitions before processing a live cycle.
Approved field mapCheckpoint 3
Dry run
Use a limited, buyer-reviewed sample to test rejects, rule explanations, output structure, and handoff responsibilities.
Accepted dry runCheckpoint 4
Operating cadence
Deliver the invoice approval control pack on the plan cadence, review exceptions, record corrections, and improve the mapping without changing scope silently.
Scheduled deliveryResponsibility matrix
No vague handoffs.
These roles may be held by the same person in a smaller team, but the decisions stay explicit.
AP owner
Defines stages, SLA bands, and permitted exception codes.
Export owner
Produces the agreed metadata-only register.
Approver
Confirms exceptions and makes every approval decision.
Acceptance criteria
Done means reviewable, not merely delivered.
- Open items reconcile to the buyer's submitted register.
- Every SLA flag shows its stage, age band, and rule.
- Missing or invalid rows stay visible in a reject log.
- No invoice is approved, posted, paid, or changed by the service.
A useful first conversation
Bring the current export and the person who owns the definitions.
Describe it in general terms. We will tell you which plan fits, what we would need, and where we would draw the line.