Implementation checklist

This checklist is used during SyncToScale implementation to confirm readiness, validate configuration, and support a controlled rollout. It is intended as a working reference for implementation owners.

Before you start

  • Systems in scope are confirmed and documented
  • Sources of truth are clearly identified
  • Workflow owners and approvers are defined

Access & credentials

  • Service accounts or OAuth access are created
  • Permissions follow least-privilege principles
  • Credential ownership and rotation cadence are documented

Data & mappings

  • Required fields and schemas are reviewed
  • Field mappings are validated between systems
  • Guardrails and conditional logic are defined

Validation & testing

  • Workflows are tested with representative data
  • Edge cases and failure scenarios are reviewed
  • Execution logs reflect expected outcomes

Launch readiness

  • Workflows are enabled incrementally
  • Monitoring and alerting are confirmed
  • Stakeholders are informed of rollout timing

Post-launch hygiene

  • Permissions are reviewed periodically
  • Workflows are updated after upstream changes
  • Ownership and documentation remain current