Engagement Orchestrator

Engagement Orchestrator

Phase 4 accelerated delivery — engagement teams deploy pre-built standards modules to reduce per-engagement effort by 30–57%

Execution Model: Phase 4 Accelerated Delivery Reusability: Global — every engagement
→ Roadmap → Backlog → One-Pager

Engagement Team Allocation Matrix

300Total Accelerated Hrs
500–700Baseline Hrs
200–400Hrs Saved
30–57%Reduction
RoleSprint 0Sprint 1Sprint 2Sprint 3Sprint 4
Engagement Lead (1×30)2012121525
Integration Architect (1×40)82035455
Data Governance Lead (1×40)82520258
Client Stakeholder (1×10)43352
Sprint Subtotal4060709040
Accelerator Model: The ISL provides pre-built templates, checklists, and examples that engagement teams adapt to client context rather than creating from scratch. This shifts effort from authoring to adaptation, reducing total hours by 30–57% compared to baseline delivery.

Sprint Timeline

S0
Setup & AssessmentWeek 1 · 40 hrs
S1
Foundation DeploymentWeek 2–3 · 60 hrs
S2
Core DeploymentWeek 4–5 · 70 hrs
S3
Advanced DeploymentWeek 6–8 · 90 hrs
S4
Validation & HandoffWeek 9 · 40 hrs
S0

Sprint 0 — Accelerator Setup & Assessment

Deploy ISL repository, assess client maturity, select modules, customize checklists, align stakeholders

1 week 40 hrs

Entry Criteria

  • Engagement SOW signed and project formally kicked off
  • Client environment access provisioned (Fabric, Purview, Azure)
  • ISL v1.0 available in DMTSP repository
  • Engagement team assigned (Engagement Lead, Integration Architect, Data Governance Lead)

Exit Criteria

  • Module selection locked based on engagement scope
  • Adaptation checklists customized per selected module
  • Stakeholders aligned on delivery phases and acceptance criteria
  • Delivery schedule created and approved
  • Client technology stack mapped to ISL templates

Tasks

IDTaskHoursRole
S0-T1Deploy ISL repository to engagement workspace2Engagement Lead
S0-T2Run governance maturity assessment against client current state4Data Governance Lead
S0-T3Score client across 6 standards domains (API, metadata, naming, classification, integration, quality)4Data Governance Lead
S0-T4Review client existing standards, policies, and governance documentation4Integration Architect
S0-T5Select ISL modules based on engagement scope and maturity gaps3Engagement Lead
S0-T6Customize adaptation checklists per selected module4Integration Architect
S0-T7Map client technology stack to ISL templates (Fabric, Purview, Entra ID, APIM)4Integration Architect
S0-T8Align stakeholders on delivery phases and sprint cadence4Engagement Lead
S0-T9Define engagement-specific acceptance criteria with client4Client Stakeholder
S0-T10Lock scope and create delivery schedule3Engagement Lead
Baseline without accelerator: 60–80 hrs. ISL templates and checklists eliminate the need to design assessment frameworks and governance structures from scratch.

Milestones

M0.1
ISL DeployedISL repository cloned to engagement workspace, team access confirmed
Day 1
M0.2
Assessment CompleteMaturity scored across 6 domains; client standards reviewed
Day 3
M0.3
Scope LockedModules selected, checklists customized, schedule approved
Day 5

Blockers to Escalate

  • Client environment access not provisioned → Escalate to Client IT / Engagement Lead; cannot begin adaptation without Fabric/Purview access
  • Client stakeholder unavailable for acceptance criteria → Escalate to Client project sponsor; acceptance criteria required before Sprint 1
S1

Sprint 1 — Foundation Standards Deployment

Adapt ISL-03 Naming Conventions & ISL-04 Data Classification to client environment

2 weeks 60 hrs

Entry Criteria

  • M0.3 Scope Locked achieved
  • ISL-03 and ISL-04 templates selected for adaptation
  • Client Fabric environment accessible for naming validation
  • Client compliance requirements documented (SOX, GDPR, CCPA, ITAR, HIPAA)

Exit Criteria

  • ISL-03 naming conventions fully adapted to client Fabric environment
  • ISL-04 classification framework adapted to client sensitivity requirements
  • Client review workshop completed with feedback incorporated
  • Client stakeholder approval on ISL-03 + ISL-04 deliverables

Tasks — ISL-03: Naming Convention Adaptation

IDTaskHoursRole
S1-T1Adapt database & schema naming conventions to client Fabric workspaces3Integration Architect
S1-T2Adapt table & view naming standards to client data model3Integration Architect
S1-T3Adapt column naming standards to client business terminology3Integration Architect
S1-T4Adapt pipeline & dataflow naming to client orchestration patterns3Integration Architect
S1-T5Adapt API & endpoint naming to client API management conventions2Integration Architect
S1-T6Adapt infrastructure resource naming to client Azure subscription model2Integration Architect
S1-T7Customize abbreviation dictionary with client-specific domain terms2Data Governance Lead

Tasks — ISL-04: Data Classification Adaptation

IDTaskHoursRole
S1-T8Adapt classification tier definitions to client data sensitivity model4Data Governance Lead
S1-T9Adapt sensitivity labeling standards to client Purview configuration4Data Governance Lead
S1-T10Adapt data handling requirements to client security policies3Data Governance Lead
S1-T11Adapt access control alignment to client Entra ID and Fabric RBAC model4Data Governance Lead
S1-T12Adapt compliance mapping matrix to client regulatory landscape4Data Governance Lead
S1-T13Adapt classification decision tree to client data domains2Data Governance Lead

Tasks — Client Review & Approval

IDTaskHoursRole
S1-T14Conduct client review workshop for ISL-03 naming conventions3Engagement Lead
S1-T15Conduct client review workshop for ISL-04 classification framework3Engagement Lead
S1-T16Incorporate client feedback and finalize ISL-03 + ISL-044Integration Architect
S1-T17Obtain client stakeholder sign-off on foundation standards3Client Stakeholder
Baseline without accelerator: 90–150 hrs to author naming conventions and classification frameworks from scratch. ISL templates reduce this to 60 hrs of adaptation work.

Milestones

M1.1
ISL-03 Adaptation CompleteAll 7 naming convention templates adapted to client Fabric environment
Day 4
M1.2
ISL-04 Adaptation CompleteAll 6 classification templates adapted to client sensitivity model
Day 6
M1.3
Client Review WorkshopsISL-03 and ISL-04 presented to client; feedback collected
Day 8
M1.4
Feedback IncorporatedAll client feedback addressed; deliverables finalized
Day 9
M1.5
Foundation ApprovedClient sign-off on ISL-03 + ISL-04; ready for downstream consumption
Day 10
S2

Sprint 2 — Core Standards Deployment

Adapt ISL-01 API Governance & ISL-06 Data Quality to client technology stack

2 weeks 70 hrs

Entry Criteria

  • M1.5 Foundation Approved achieved
  • ISL-01 and ISL-06 templates selected for adaptation
  • Client API management platform documented (APIM, Kong, etc.)
  • Client data landscape and quality pain points identified

Exit Criteria

  • ISL-01 API governance standards adapted to client tech stack
  • ISL-06 data quality standards adapted to client data landscape
  • OWASP API Top 10 cross-reference validated for client context
  • Client stakeholder approval on ISL-01 + ISL-06 deliverables

Tasks — ISL-01: API Governance Adaptation

IDTaskHoursRole
S2-T1Adapt API design standards to client REST/GraphQL conventions5Integration Architect
S2-T2Adapt API versioning policy to client release management process3Integration Architect
S2-T3Adapt API security standards to client authentication model (Entra ID, OAuth)6Integration Architect
S2-T4Adapt API lifecycle governance to client SDLC and change management4Integration Architect
S2-T5Adapt API catalog requirements to client developer portal3Integration Architect
S2-T6Adapt rate limiting and throttling policies to client SLAs2Integration Architect
S2-T7Validate OWASP API Top 10 cross-reference for client-specific threat model4Integration Architect

Tasks — ISL-06: Data Quality Adaptation

IDTaskHoursRole
S2-T8Adapt quality dimension definitions to client data domains3Data Governance Lead
S2-T9Adapt quality SLA framework to client operational thresholds4Data Governance Lead
S2-T10Customize quality rule library for client-specific data patterns5Data Governance Lead
S2-T11Adapt quality monitoring standards to client observability stack3Data Governance Lead
S2-T12Adapt remediation workflow to client incident management process3Data Governance Lead
S2-T13Adapt quality scorecard to client KPI reporting structure2Data Governance Lead

Tasks — Client Review & Approval

IDTaskHoursRole
S2-T14Conduct client review workshop for ISL-01 API governance3Engagement Lead
S2-T15Conduct client review workshop for ISL-06 data quality3Engagement Lead
S2-T16Incorporate client feedback and finalize ISL-01 + ISL-064Integration Architect
S2-T17Obtain client stakeholder sign-off on core standards3Client Stakeholder
Baseline without accelerator: 130–200 hrs to author API governance and data quality standards from scratch. ISL templates reduce this to 70 hrs of adaptation work.

Milestones

M2.1
ISL-01 Adaptation CompleteAll 6 API governance templates adapted to client tech stack
Day 4
M2.2
ISL-06 Adaptation CompleteAll 6 data quality templates adapted to client data landscape
Day 5
M2.3
OWASP Validation PassISL-01 validated against OWASP API Top 10 in client context
Day 6
M2.4
Client Review WorkshopsISL-01 and ISL-06 presented to client; feedback collected
Day 8
M2.5
Feedback IncorporatedAll client feedback addressed; deliverables finalized
Day 9
M2.6
Core ApprovedClient sign-off on ISL-01 + ISL-06; ready for advanced deployment
Day 10
S3

Sprint 3 — Advanced Standards Deployment

Adapt ISL-02 Metadata & Lineage & ISL-05 Integration Patterns to client architecture

3 weeks 90 hrs
Advanced Deployment: ISL-02 and ISL-05 require deeper client architecture understanding. The 3-week duration allows thorough adaptation to client Purview/catalog configuration and integration landscape, plus manufacturing overlays where applicable.

Entry Criteria

  • M2.6 Core Approved achieved
  • Client Purview / data catalog environment accessible
  • Client integration architecture documented (ERP, IoT/OT, APIs, event streams)
  • ISL-03, ISL-04, ISL-01, and ISL-06 adapted standards available for cross-reference

Exit Criteria

  • ISL-02 metadata and lineage standards adapted to client Purview/catalog
  • ISL-05 integration patterns adapted to client architecture
  • Manufacturing overlays applied where applicable (IoT/OT, ERP, PLM)
  • All 6 ISL modules fully adapted to client context
  • Client stakeholder approval on ISL-02 + ISL-05 deliverables

Tasks — ISL-02: Metadata & Lineage Adaptation

IDTaskHoursRole
S3-T1Adapt business glossary standards to client domain terminology4Data Governance Lead
S3-T2Adapt technical metadata schema to client Purview/catalog configuration6Data Governance Lead
S3-T3Adapt data lineage requirements to client pipeline and ETL architecture4Data Governance Lead
S3-T4Adapt data catalog governance to client Purview tenant and policies4Data Governance Lead
S3-T5Adapt metadata integration patterns to client source system landscape5Integration Architect
S3-T6Adapt lineage visualization standards to client reporting tools3Integration Architect

Tasks — ISL-05: Integration Pattern Adaptation

IDTaskHoursRole
S3-T7Adapt ERP Extract & Load pattern to client ERP system (SAP, Oracle, D365)5Integration Architect
S3-T8Adapt IoT/OT Ingestion pattern to client sensor and SCADA landscape5Integration Architect
S3-T9Adapt API Gateway Integration pattern to client APIM configuration4Integration Architect
S3-T10Adapt Event-Driven Architecture pattern to client messaging platform4Integration Architect
S3-T11Adapt Medallion Architecture pattern to client lakehouse design4Integration Architect
S3-T12Adapt remaining patterns (MDM, file-based, reverse ETL) to client needs6Integration Architect

Tasks — Manufacturing Overlays & Client Review

IDTaskHoursRole
S3-T13Apply manufacturing overlays (IoT/OT, ERP, PLM) if applicable6Data Governance Lead
S3-T14Validate cross-module references (ISL-02/05 referencing ISL-01/03/04/06)4Integration Architect
S3-T15Conduct client review workshop for ISL-02 metadata & lineage4Engagement Lead
S3-T16Conduct client review workshop for ISL-05 integration patterns4Engagement Lead
S3-T17Incorporate client feedback and finalize ISL-02 + ISL-055Integration Architect
S3-T18Obtain client stakeholder sign-off on advanced standards5Client Stakeholder

Week-by-Week Execution Plan

WeekISL-02 FocusISL-05 FocusKey Deliverables
Week 6S3-T1–T4 (glossary, metadata, lineage, catalog)S3-T7–T10 (ERP, IoT, API, event-driven)Core adaptations drafted
Week 7S3-T5, T6 (metadata integration, lineage viz)S3-T11, T12 (medallion, remaining patterns)All adaptations complete; overlays applied
Week 8S3-T13, T14 (mfg overlays, cross-ref validation)S3-T15–T18 (client review, feedback, sign-off)Client approval on all advanced standards
Baseline without accelerator: 160–240 hrs to author metadata, lineage, and integration pattern standards from scratch. ISL templates reduce this to 90 hrs of adaptation work.

Milestones

M3.1
ISL-02 Adaptation Complete6 metadata/lineage templates adapted to client Purview/catalog
Day 7
M3.2
ISL-05 Adaptation Complete8 integration patterns adapted to client architecture
Day 9
M3.3
Manufacturing Overlays AppliedIoT/OT, ERP, PLM overlays integrated where applicable
Day 10
M3.4
Cross-Module ValidationAll inter-module references validated across 6 adapted modules
Day 11
M3.5
Client Review WorkshopsISL-02 and ISL-05 presented to client; feedback collected
Day 13
M3.6
All 6 Modules AdaptedClient sign-off on ISL-02 + ISL-05; all modules complete
Day 15
S4

Sprint 4 — Validation & Handoff

Cross-module consistency, compliance audit, client presentation, implementation handoff

1 week 40 hrs

Entry Criteria

  • M3.6 All 6 Modules Adapted achieved
  • All adapted module deliverables committed to engagement repository
  • Client implementation team identified for handoff

Exit Criteria

  • Cross-module consistency review complete with zero open issues
  • Compliance audit passed (OWASP, NIST, ISO, DAMA alignment confirmed)
  • Final client presentation delivered to executive stakeholders
  • Implementation team handoff complete with adoption roadmap
  • Client sign-off on complete standards package

Tasks — Validation

IDTaskHoursRole
S4-T1Cross-module consistency review (naming, terminology, references)5Engagement Lead
S4-T2Compliance audit against OWASP, NIST, ISO, DAMA frameworks4Data Governance Lead
S4-T3Validate all inter-module cross-references and dependency links3Integration Architect
S4-T4Resolve any validation findings and re-verify3Integration Architect

Tasks — Client Presentation & Handoff

IDTaskHoursRole
S4-T5Prepare final executive presentation (standards overview + adoption roadmap)5Engagement Lead
S4-T6Deliver final client presentation to executive stakeholders3Engagement Lead
S4-T7Conduct implementation team handoff session (standards walkthrough)4Integration Architect
S4-T8Create adoption roadmap and implementation prioritization guide4Engagement Lead
S4-T9Document lessons learned and engagement retrospective3Engagement Lead
S4-T10Obtain final client sign-off on complete standards package2Client Stakeholder
S4-T11Archive engagement deliverables and update ISL feedback log2Data Governance Lead
S4-T12Close out engagement workstream2Engagement Lead
Baseline without accelerator: 60–80 hrs for final validation, packaging, and handoff when standards are authored from scratch. ISL reduces this to 40 hrs by providing pre-validated compliance mappings and standardized handoff templates.

Milestones

M4.1
Validation CompleteCross-module review and compliance audit passed; zero open issues
Day 2
M4.2
Client Presentation DeliveredExecutive stakeholders briefed on complete standards package
Day 3
M4.3
Implementation HandoffImplementation team trained; adoption roadmap delivered
Day 4
M4.4
Engagement CompleteClient sign-off obtained; deliverables archived; retrospective documented
Day 5

Module Progress Tracker

ModuleIDBaseline HrsAccelerated HrsSavingsReductionSprint
Setup & Assessment—60–804020–4033–50%S0
Naming Conventions (ISL-03)ISL-0345–753015–4533–60%S1
Data Classification (ISL-04)ISL-0445–753015–4533–60%S1
API Governance (ISL-01)ISL-0165–1003530–6546–65%S2
Data Quality (ISL-06)ISL-0665–1003530–6546–65%S2
Metadata & Lineage (ISL-02)ISL-0280–1204535–7544–63%S3
Integration Patterns (ISL-05)ISL-0580–1204535–7544–63%S3
Validation & Handoff—60–804020–4033–50%S4
Total500–700300200–40030–57%S0–S4

Cumulative Hours Burn

SprintDurationAccelerated HrsCumulative% of 300Progress
Sprint 01 week404013%
Sprint 12 weeks6010033%
Sprint 22 weeks7017057%
Sprint 33 weeks9026087%
Sprint 41 week40300100%
Baseline comparison: Without the ISL accelerator, the same scope would require 500–700 hours across 14–18 weeks. The accelerated model delivers in 9 weeks and 300 hours, saving 200–400 hours per engagement.

Milestone Summary

IDMilestoneSprintDayStatus
M0.1ISL Deployed01☐
M0.2Assessment Complete03☐
M0.3Scope Locked05☐
M1.1ISL-03 Adaptation Complete14☐
M1.2ISL-04 Adaptation Complete16☐
M1.3Client Review Workshops18☐
M1.4Feedback Incorporated19☐
M1.5Foundation Approved110☐
M2.1ISL-01 Adaptation Complete24☐
M2.2ISL-06 Adaptation Complete25☐
M2.3OWASP Validation Pass26☐
M2.4Client Review Workshops28☐
M2.5Feedback Incorporated29☐
M2.6Core Approved210☐
M3.1ISL-02 Adaptation Complete37☐
M3.2ISL-05 Adaptation Complete39☐
M3.3Manufacturing Overlays Applied310☐
M3.4Cross-Module Validation311☐
M3.5Client Review Workshops313☐
M3.6All 6 Modules Adapted315☐
M4.1Validation Complete42☐
M4.2Client Presentation Delivered43☐
M4.3Implementation Handoff44☐
M4.4Engagement Complete45☐

Appendix A: Adaptation Checklist (Per Module)

Usage: For each ISL module selected during Sprint 0, the engagement team works through this checklist to ensure complete adaptation to client context. Check each item as it is completed and approved.

Pre-Adaptation (applies to every module)

  • ISL template reviewed and understood by assigned team member
  • Client-specific requirements documented (regulatory, technical, organizational)
  • Client terminology and naming conventions identified
  • Client technology stack mapped to template assumptions
  • Adaptation scope agreed with Engagement Lead
  • Estimated adaptation hours confirmed within sprint budget

ISL-03: Naming Conventions Adaptation

  • Database & schema naming adapted to client Fabric workspace model
  • Table & view naming adapted to client data model patterns
  • Column naming standards aligned with client business glossary
  • Pipeline & dataflow naming adapted to client orchestration tools
  • API & endpoint naming adapted to client API management conventions
  • Infrastructure resource naming adapted to client Azure subscription model
  • Abbreviation dictionary extended with client-specific domain abbreviations
  • Client review workshop conducted; feedback incorporated
  • Client stakeholder sign-off obtained

ISL-04: Data Classification Adaptation

  • Classification tier definitions adapted to client sensitivity model
  • Sensitivity labeling standards mapped to client Purview labels
  • Data handling requirements aligned with client security policies
  • Access controls mapped to client Entra ID groups and Fabric RBAC roles
  • Compliance mapping matrix updated for client regulatory landscape
  • Classification decision tree adapted to client data domains
  • Client review workshop conducted; feedback incorporated
  • Client stakeholder sign-off obtained

ISL-01: API Governance Adaptation

  • API design standards adapted to client REST/GraphQL conventions
  • API versioning policy aligned with client release management
  • API security standards mapped to client Entra ID and OAuth flows
  • API lifecycle governance integrated with client SDLC
  • API catalog requirements adapted to client developer portal
  • Rate limiting policies aligned with client SLAs
  • OWASP API Top 10 cross-reference validated for client threat model
  • Client review workshop conducted; feedback incorporated
  • Client stakeholder sign-off obtained

ISL-06: Data Quality Adaptation

  • Quality dimension definitions adapted to client data domains
  • Quality SLA framework aligned with client operational thresholds
  • Quality rule library customized for client-specific data patterns
  • Quality monitoring standards adapted to client observability stack
  • Remediation workflow aligned with client incident management
  • Quality scorecard mapped to client KPI reporting structure
  • Client review workshop conducted; feedback incorporated
  • Client stakeholder sign-off obtained

ISL-02: Metadata & Lineage Adaptation

  • Business glossary standards adapted to client domain terminology
  • Technical metadata schema mapped to client Purview/catalog configuration
  • Data lineage requirements aligned with client pipeline architecture
  • Data catalog governance adapted to client Purview tenant policies
  • Metadata integration patterns mapped to client source systems
  • Lineage visualization standards adapted to client reporting tools
  • Client review workshop conducted; feedback incorporated
  • Client stakeholder sign-off obtained

ISL-05: Integration Patterns Adaptation

  • ERP Extract & Load pattern adapted to client ERP system
  • IoT/OT Ingestion pattern adapted to client sensor landscape
  • API Gateway Integration adapted to client APIM configuration
  • Event-Driven Architecture adapted to client messaging platform
  • Master Data Synchronization adapted to client MDM approach
  • File-Based Integration adapted to client file transfer protocols
  • Medallion Architecture adapted to client lakehouse design
  • Reverse ETL adapted to client operational system requirements
  • Client review workshop conducted; feedback incorporated
  • Client stakeholder sign-off obtained

Appendix B: Escalation Procedures

IssueFirst ResponseEscalation PathSLA
Client environment access delayedWork with client IT to expedite provisioningEngagement Lead → Client project sponsor24 hrs
Client stakeholder unavailable for reviewReschedule within sprint window; proceed with available approversEngagement Lead → Client executive sponsor48 hrs
Module adaptation scope creepEngagement Lead decision to defer to future phaseEngagement Lead → DMTSP Practice Lead24 hrs
Client rejects adapted standardSchedule working session to align on specific objectionsEngagement Lead + Integration Architect pair session with client8 hrs
Cross-module consistency conflictIntegration Architect resolves using ISL reference as baselineEngagement Lead makes binding call24 hrs
Client compliance requirement not covered by ISLDocument gap and create engagement-specific supplementData Governance Lead authors supplement; flag for ISL v1.1 inclusion48 hrs
Implementation team not identified for handoffEngage client project sponsor to assign implementation leadEngagement Lead → Client executive sponsor1 week
Manufacturing overlay not applicableSkip overlay tasks; reallocate hours to deeper core adaptationEngagement Lead documents scope adjustmentNon-blocking