Audezia PADI Checklist

Seeded with the People category (23 items). Application / Data / Infrastructure sections migrate the same way from the full sheet.

People (0/23)

PhaseModuleItemTier
1 Pre-Sales / Scoping Engagement Project sponsor / decision maker identified on the client (CB) side All
1 Pre-Sales / Scoping Engagement Key stakeholder roles identified: Admin, Staff, Auditor, Decision Maker, Reviewer, Approver, Auditee, Management All
1 Pre-Sales / Scoping Engagement Requirement gathering sessions completed with client All
1 Pre-Sales / Scoping Engagement WG delivery team assigned (1 System Consultant + 2 Software Engineers) All
2 Specification & Design Engagement Design review held and signed off; RACI agreed All
4 Configuration Access Control Role-based login & access control configured (admin, management, auditor, auditee, reviewer, approver) All
4 Configuration Access Control Each user role mapped to its modules and functions All
4 Configuration Competency Auditor profiles and information created All
4 Configuration Competency Auditor competency matrix configured (qualification per scheme/industry) All
4 Configuration Competency Auditor training records & experience records captured All
4 Configuration Offer & Contract Audit team assignment workflow configured All
4 Configuration Audit Execution Multi-level review & approval workflow configured (reviewers / approvers / decision maker) All
4 Configuration Customer Portal Customer / client portal users provisioned Intelligent / Enterprise
4 Configuration Customer Portal Email-based communication workflow set up Professional
7 Testing (UAT) Engagement Key users participate in User Acceptance Testing (UAT) All
8 Training Training Comprehensive training delivered to admin / power users All
8 Training Training End-user training delivered (auditors / staff / clients) All
8 Training Training Training materials & user guides handed over All
9 Go-Live Engagement Go-live support and contacts communicated to all user groups All
10 Hypercare Service Support & escalation channels established (Tech Support / Premium SLA) All
10 Hypercare Service On-site hypercare team available to users (1 month) All
11 Maintenance & Evaluation Evaluation User acceptance & project sign-off collected All
11 Maintenance & Evaluation Service Consultation / review cadence agreed (Quarterly or Monthly) Intelligent / Enterprise