Sources and ownership
List the systems, the people responsible, and the purpose of each dataset.
Identity and quality
Document how records match, which fields can be trusted, and what happens when sources disagree.
Permission and access
Confirm consent, appropriate access, and the policies governing retention and deletion.
A small, useful first step
Choose one defined use case. Validate its data and measure the result before broadening the scope.
General planning guidance. Confirm your actual platform capabilities and applicable obligations before implementation.
Talk through your next step