Implementation Roadmap

Prioritized task plan for bringing the Master Data capability online

This roadmap outlines the tasks required to operationalize the Master Data documentation project and establish it as a living resource for the organization. Tasks are organized by phase and priority, without specific dates, hours, or costs.

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📋 Table of Contents

1. Executive Summary
2. Phase 1: Foundation
3. Phase 2: Validation & Enrichment
4. Phase 3: Operationalization
5. Phase 4: Governance & Automation
6. Phase 5: Continuous Improvement
7. Task Dependencies
8. Success Metrics

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Executive Summary

Vision

Establish the Master Data project as the authoritative, always-current source of truth for all data documentation across ComplyAI, enabling faster onboarding, better decision-making, and improved cross-team collaboration.

Key Outcomes

• ✅ All teams can find accurate data documentation
• ✅ New hires ramp faster with clear onboarding paths
• ✅ Data governance policies are documented and enforced
• ✅ Documentation stays current through automated processes
• ✅ Cross-functional alignment on data definitions

Phases Overview

┌─────────────────────────────────────────────────────────────────────────┐
│  PHASE 1          PHASE 2          PHASE 3          PHASE 4           │
│  Foundation  ──▶  Validation  ──▶  Operations  ──▶  Governance        │
│                                                                         │
│  • Review        • SME review     • Training       • Automation         │
│  • Gaps          • Corrections    • Rollout        • Monitoring         │
│  • Ownership     • Enrichment     • Integration    • Enforcement        │
│                                                                         │
│              ┌─────────────────────────────────────────────────────┐   │
│              │           PHASE 5: Continuous Improvement           │   │
│              │      Feedback loops, updates, expansion             │   │
│              └─────────────────────────────────────────────────────┘   │
└─────────────────────────────────────────────────────────────────────────┘

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Phase 1: Foundation

Goal: Validate the documentation structure, identify gaps, and establish ownership

1.1 Documentation Review

Task	Priority	Owner	Dependencies
Review Data Dictionary for accuracy	🔴 Critical	Engineering Lead	None
Review API Documentation against actual endpoints	🔴 Critical	Backend Team	None
Review Service Architecture doc	🔴 Critical	DevOps	None
Review Entity Relationships against schema	🔴 Critical	DBA/Data Team	None
Review Third-Party Integrations doc	🟠 High	Integration Team	None
Review Glossary with Product team	🟡 Medium	Product	None

1.2 Gap Analysis

Task	Priority	Owner	Dependencies
Identify undocumented tables in Data Dictionary	🔴 Critical	Data Team	1.1
Identify undocumented API endpoints	🔴 Critical	Backend Team	1.1
Identify missing service documentation	🟠 High	Engineering	1.1
List third-party integrations not yet documented	🟠 High	Integration Team	1.1
Identify missing business terminology	🟡 Medium	Product	1.1

1.3 Establish Ownership

Task	Priority	Owner	Dependencies
Assign Data Owners for each domain	🔴 Critical	Leadership	None
Assign Data Stewards per domain	🔴 Critical	Engineering Lead	1.3.1
Document ownership in Data Governance README	🟠 High	Data Team	1.3.1, 1.3.2
Set up ownership notification channels	🟡 Medium	DevOps	1.3.1

1.4 Repository Setup

Task	Priority	Owner	Dependencies
Create dedicated Git repo (or move to existing)	🔴 Critical	DevOps	None
Set up branch protection rules	🟠 High	DevOps	1.4.1
Configure PR review requirements	🟠 High	DevOps	1.4.1
Set up CI for linting/validation	🟡 Medium	DevOps	1.4.1

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Phase 2: Validation & Enrichment

Goal: Have subject matter experts validate and enhance documentation accuracy

2.1 Subject Matter Expert Review

Task	Priority	Owner	Dependencies
Engineering review of all technical docs	🔴 Critical	Engineering Team	Phase 1
Product review of business documentation	🔴 Critical	Product Team	Phase 1
Compliance review of governance docs	🔴 Critical	Compliance	Phase 1
Finance review of billing/subscription docs	🟠 High	Finance	Phase 1
Customer Success review of user-facing terms	🟡 Medium	CS Team	Phase 1