integration
Solar workspace and document integration assessment
Map email, calendar, files, identity, access, project context, retention, and ownership across collaboration systems.
01
Decide what belongs on the project record
Not every message, event, or file should move. The assessment defines the project context worth retaining and who controls access.
- Identity and access
- Email and calendar context
- Files and versions
- Retention and revocation
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Users, groups, and roles
- Project email or event reference
- Files, versions, and permissions
- Retention, revocation, and audit context
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Identity provider
- External file ownership
- Sensitive communication
- Retention and deletion
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- What belongs on the project?
- Which files remain external?
- Who grants access?
- How is access revoked?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.