1
Define the use case
Document users, essential functions, expected volume and outcome.
2
Map data and permissions
Identify sources, permissions, necessary fields and retention boundaries.
3
Select a provider
Check geography, banks, currencies, prices, requirements and support.
4
Run a bounded pilot
Use a sandbox and synthetic data, then test success and failure scenarios.
5
Agree operations
Assign monitoring, error handling, updates and support before launch.