Every Xadentra engagement starts with the same audit. It takes about a week, surfaces 80% of the operational debt, and is cheap insurance before any larger build.
Sync health
Error counts, field mapping accuracy, picklist drift, sync direction documentation, reconciliation sample.
Scoring and lifecycle
Scoring model age, threshold calibration, lifecycle stage definitions, recycle paths, SLA adherence.
Programs and templates
Naming conventions, template coverage, channel-to-status mapping, governance ownership.
Reporting
Source field architecture, dashboard trust, executive consumption, board-readable pipeline visibility.
Governance
Who owns the instance? Who can deploy? What is the QA path? When was the last change log entry?