Implementation steps

Step	Action	Proof to capture
1	Define the client lifecycle	Confirm the owner, evidence, permission rule and rollout checkpoint for this step.
2	Import active client records	Confirm the owner, evidence, permission rule and rollout checkpoint for this step.
3	Attach compliance status and owner	Confirm the owner, evidence, permission rule and rollout checkpoint for this step.
4	Move open tasks into workflow	Confirm the owner, evidence, permission rule and rollout checkpoint for this step.
5	Review reporting and proof	Confirm the owner, evidence, permission rule and rollout checkpoint for this step.

Turn the plan into a workflow

Use a workflow demo to map this rollout against your current client process.