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Project Close Checklist

A guide to final steps for wrapping up integration projects, validating access, and ensuring production readiness.

Successfully closing an integration project is just as important as starting it right. This phase ensures your client is fully enabled, supported, and that no loose ends are left behind.

Best Practices for Closing a Project

    • Validate Notification Settings

      - Ensure system notifications, especially for data qualification, are configured correctly and sent to both the client's designated contacts and dbsupport@datablend.com

      - When client notifications are created for each workflow individually, ensure that they are created for every workflow, directed to the correct contacts and the notification names are aligned with the workflow names,

    • Review User Access
      Double-check that:

      -  Only appropriate client users have access
      -  Support named user is added to the group (check with CS)

    • Check Admin Account Compliance
      The client should have:

      -  A minimum of 1 admin
       -  A maximum of 2 admins
      -  Any additional admins confirmed as paid users (coordinate with Customer Success)

    • Confirm Environment is Production-Ready
      Ensure all integrations are pointing to production systems, not sandbox/test environments.