A successful rollout is an operational change programme supported by software. Use these checkpoints as discussion prompts, then tailor the plan to your institution.
1. Name a data owner
Define the responsible team, expected evidence and review point for this step. Document decisions so the implementation remains clear as more roles join.
2. Agree source-of-truth files
Define the responsible team, expected evidence and review point for this step. Document decisions so the implementation remains clear as more roles join.
3. Remove duplicates carefully
Define the responsible team, expected evidence and review point for this step. Document decisions so the implementation remains clear as more roles join.
4. Validate mandatory fields
Define the responsible team, expected evidence and review point for this step. Document decisions so the implementation remains clear as more roles join.
5. Reconcile counts after import
Define the responsible team, expected evidence and review point for this step. Document decisions so the implementation remains clear as more roles join.