Configuration Standards & Playbooks
How we configure against the decisions design already made — naming, environments, what is allowed to vary by business unit, and what must stay one framework. So two configurators do not invent two products.
The RevSeekr method · Phase 3 of 5
Phase 3 — Build & Validate
Configure, integrate and validate the platform.
Build tools
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Integration Runbooks
The jobs that move product, customer, cost and price between ERP, CRM, the platform and BI — order, cadence, and what to do when a load fails. The diagram from design, written as an operation.
Data Load & Validation Scripts
Repeatable loads for the first slice, with checks against the “clean enough” bar in the migration plan. Not a one-off extract that nobody can run again.
Environment & Release Checklist
What must be true of an environment before anyone tests or demos in it — config, data, integrations, who has access. Stops a sprint demo on a half-stood-up box.
Workshop kits
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Sprint Demos
A short, repeatable way to show what was configured this sprint against the design decisions — not a tour of screens. The room sees the rule they signed, running. Not a packaged kit; the format is how we run the demo.
Data Validation Working Sessions
Working time on the actual load: are costs, hierarchies and identifiers good enough for the first slice, and what still has to be fixed before UAT.
UAT Preparation Workshop
Who tests what, on which scenarios, and what “pass” means — including the authority and exception paths design wrote down, not only whether a quote opens.
Templates & outputs
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Configuration Workbook
The running record of what was configured, against which design decision. So the build can be reconstructed without opening the platform and guessing.
Test Scripts & UAT Scenarios
The actual cases: a standard quote, an exception, a cost change, an agreement. Each one names the expected result from the design, so a fail is a fail against a decision.
Defect Triage Log
What is broken, what is a missing decision, and what is a training issue. So UAT does not turn every surprise into a configuration change.
Cutover Plan
The sequence into production: last load, last config, who is on the call, what “live” means for the first slice, and how we reverse if we have to.
Go / No-Go Checklist
The short list that has to be true to go live — data, config, integrations, trained users, a named hypercare team. A no is a real answer.