use case
Consolidate solar software around clear system boundaries
Inventory duplicate records and handoffs, decide which system stays authoritative, and plan a staged operating model.
01
Consolidation starts with ownership, not tool count
The goal is to reduce duplicate operating records while keeping specialist systems that remain useful and authoritative.
- System inventory
- Record ownership
- Handoff and exception map
- Staged target model
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Systems and users
- Duplicate records and identifiers
- Imports, exports, and manual handoffs
- Owners, controls, and reporting dependencies
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Authoritative ledger and design tools
- Connector readiness
- Migration scope
- Archive and retention
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Which system owns each record?
- Where is data re-entered?
- What can remain in place?
- Which handoff should change first?
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.