Engagement Operating Model
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Data ownership: which source is authoritative 28 datasets across 23 systems · Data design People records Skills and competency Billing and receivables Expenses General ledger Legacy timesheets Access provisioning Directory Change control Engagement register Planning and baseline Resourcing Time capture Contacts Pipeline Proposals Financial reporting Client due diligence Conflicts search Sanctions screening Archive and retention Quality review records Work product Availability Availability is also held in People records (open) Availability is also held in Resourcing (open) Client Client is also held in Billing and receivables (contested) Client is also held in Engagement register (contested) Client is also held in Contacts (contested) Lesson learned Lesson learned is also held in Contacts (open) Lesson learned is also held in Archive and retention (open) Rate card Rate card is also held in Billing and receivables (contested) Rate card is also held in Engagement register (contested) Time entry Time entry is also held in Legacy timesheets (contested) Time entry is also held in Time capture (contested) Access grant Access grant is authoritative in Access provisioning Access grant is also held in Directory (settled) Bill Bill is authoritative in Billing and receivables Bill is also held in Engagement register (settled) Change request Change request is authoritative in Change control Client due diligence record Client due diligence record is authoritative in Client due diligence Client due diligence record is also held in Archive and retention (settled) Conflict check record Conflict check record is authoritative in Conflicts search Conflict check record is also held in Archive and retention (settled) Contact Contact is also held in Engagement register (settled) Contact is authoritative in Contacts Deliverable Deliverable is authoritative in Planning and baseline Deliverable is also held in Work product (settled) Engagement Engagement is also held in General ledger (settled) Engagement is authoritative in Engagement register Engagement is also held in Pipeline (settled) Engagement budget Engagement budget is also held in General ledger (settled) Engagement budget is authoritative in Engagement register Engagement letter Engagement letter is also held in Engagement register (settled) Engagement letter is authoritative in Work product Engagement plan Engagement plan is authoritative in Planning and baseline Engagement team assignment Engagement team assignment is also held in Access provisioning (settled) Engagement team assignment is authoritative in Resourcing Expense Expense is authoritative in Expenses Expense is also held in Time capture (settled) Opportunity Opportunity is authoritative in Pipeline Position Position is authoritative in People records Proposal Proposal is authoritative in Proposals Proposal is also held in Work product (settled) Quality review Quality review is authoritative in Quality review records Receivable Receivable is authoritative in Billing and receivables Receivable is also held in Financial reporting (settled) Retention record Retention record is authoritative in Archive and retention Sanctions screening result Sanctions screening result is authoritative in Sanctions screening Sanctions screening result is also held in Archive and retention (settled) Skill profile Skill profile is authoritative in Skills and competency Skill profile is also held in Resourcing (settled) User identity User identity is also held in People records (settled) User identity is authoritative in Directory Work product Work product is also held in Archive and retention (settled) Work product is authoritative in Work product Authoritative source Also held here No authoritative source: contested or undecided 5 of 28 datasets have no authoritative source. A row with several marks and no solid one is the contested shape: several systems hold it and none of them owns it. Not a flow diagram. The question asked is ownership, not movement; movement is the interface list, sheet 5 of the workbook.