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Data Readiness Assessment
Use this assessment during a data-readiness review to determine whether a use case can rely on the required data safely. Score the data source before selecting an implementation approach or delivery plan.
Download the raw source: data-readiness-assessment.csv.
Fields
| Field group | Fields |
|---|---|
| Identity | Use Case ID, Data Source, System Of Record |
| Ownership | Data Owner, Data Steward, Remediation Owner |
| Data profile | Data Type, Authoritative Yes/No |
| Quality scores | Accuracy Score 1-5, Timeliness Score 1-5, Cleanliness Score 1-5, Completeness Score 1-5, Availability Score 1-5 |
| Access and compliance | Permission Model, Contains Sensitive Data, Compliance Constraints, Residency Constraints, Retention Constraints, Access Method |
| Gaps and readiness | Known Data Gaps, Remediation Required, Target Date, Readiness Decision, Notes |
Starter CSV
The starter rows show how to assess source readiness before choosing a build pattern.
| Use Case ID | Data Source | System Of Record | Readiness Decision | Remediation Required |
|---|---|---|---|---|
| UC-001 | HR policy SharePoint library | SharePoint Online | Ready with remediation | Yes |
| UC-002 | Supplier invoice mailbox | Exchange Online | Remediate before pilot | Yes |
| UC-003 | CRM opportunity history | Dynamics 365 Sales | Ready | No |
csv
Use Case ID,Data Source,System Of Record,Data Owner,Data Steward,Data Type,Authoritative Yes/No,Accuracy Score 1-5,Timeliness Score 1-5,Cleanliness Score 1-5,Completeness Score 1-5,Availability Score 1-5,Permission Model,Contains Sensitive Data,Compliance Constraints,Residency Constraints,Retention Constraints,Access Method,Known Data Gaps,Remediation Required,Remediation Owner,Target Date,Readiness Decision,Notes
UC-001,HR policy SharePoint library,SharePoint Online,HR Operations Lead,HR Knowledge Manager,Policy documents,Yes,4,3,3,4,5,Microsoft 365 group permissions,Yes,Employment policy and employee data handling,EU tenant,7 years for policy records,Microsoft 365 Copilot grounding,Stale regional policy pages,Yes,HR Knowledge Manager,2026-06-01,Ready with remediation,Archive outdated pages before indexing
UC-002,Supplier invoice mailbox,Exchange Online,Accounts Payable Manager,AP Process Owner,Emails and attachments,Partial,3,4,2,3,4,Shared mailbox with delegated access,Yes,Vendor contracts and payment data,EU tenant,10 years for finance records,Graph connector or Power Automate,Duplicate attachments and inconsistent subjects,Yes,AP Process Owner,2026-06-08,Remediate before pilot,Define attachment retention and extraction rules
UC-003,CRM opportunity history,Dynamics 365 Sales,Revenue Operations Lead,CRM Data Steward,Structured sales data,Yes,4,4,4,4,5,Role-based Dynamics security,No,Commercial confidentiality,EU tenant,7 years,Dataverse connector,Forecast stage definitions vary by region,No,Revenue Operations Lead,2026-06-01,Ready,Use existing sales manager roles