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 buyer-normalized B2B invoice-state and event metadata 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 receivables follow-up 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.
AR owner
Defines the cadence, protected accounts, and mandatory review states.
Export owner
Provides the normalized invoice and event-state register.
Collector
Reviews context and sends or withholds every communication.
Acceptance criteria
Done means reviewable, not merely delivered.
- Every row reconciles to the buyer's submitted state register.
- Promises, disputes, non-response, and missing data remain separate.
- Protected accounts always require human review.
- No message, credit hold, collection action, payment handling, or write-back occurs.
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.