Scope the deployment
Agree the regulatory domains, entities, users and initial reporting requirements. Define acceptance criteria and the work your teams will contribute.
Deliverable: implementation scope and responsibilities
Put Lexa to work around your existing responsibilities.
CoSure provides the assessment, configuration, data preparation and adoption support needed to introduce Lexa. Begin with an agreed use case and expand from a working baseline.
Prepare and configure
Review source registers, map fields and resolve critical data gaps. Configure ownership, permissions, review schedules and approvals.
Deliverable: configured workspace and migration plan
Validate the workflow
Load the agreed records, test the selected connections and take representative items through review, action and approval.
Deliverable: acceptance record and outstanding-issue list
Introduce the working arrangements
Train the nominated users, agree support and hand over the responsibilities for keeping records current.
Deliverable: operating guide and handover
Extend the deployment
Add further domains, teams and integrations through agreed changes. Review whether the configured reports and workflows continue to meet the firm’s needs.
Deliverable: agreed expansion and review plan
BEFORE YOU START
A named sponsor and
access to the right people.
Your firm nominates the business lead, record owners and reviewers. IT and information security participate where source-system access or deployment decisions are required.
The delivery schedule depends on scope, data readiness and integration requirements. Timing is agreed in the proposal.
CoSure assessment services