Stage three
Once the prototype answers the right question, we make the data flow dependable and set clear rules for who sees what.
Numbers must reconcile before go-live.
hub
Connect the agreed data sources. Set a refresh schedule, handle failed runs and record whether the latest update completed.
Checks we run
Test credentials and source access, confirm refresh timing, check expected row counts and flag failed or late loads for review.
admin_panel_settings
Apply role-based access so sensitive information is available only to the right people. Document the permissions agreed with you.
Checks we run
Review user roles, test access with representative accounts and confirm that restricted views stay restricted.
verified
Reconcile results against trusted reports, document calculation logic and agree a go-live point with a rollback plan for the first reporting cycle.
Checks we run
Trace key calculations, compare agreed totals, record known differences and confirm who reviews the first live refresh.