Before engagement
- Assign organization, department, cohort and enterprise role
- Confirm sponsor and transformation owner
- Protect member and administrator pages
- Test a non-administrator account
During engagement
- Review formal-gate submissions
- Approve or return records to draft
- Monitor department and role progress
- Export corporate reports
After engagement
- Complete 30-60-90 day decisions
- Verify credentials
- Revoke credentials when necessary
- Apply organizational retention policy
