Adoption checklist

July 18, 2026 · View on GitHub

Week-by-week path from evaluation to production UniSchema deployment.

Week 1 — Evaluate (pilot)

DayTaskSuccess signal
1docker compose up --buildHealth check returns 200
1Open mapping canvas at :3000Vendor dropdown shows 8 vendors
2npm run demo:multiMultiple ConstituentEvent JSON files in data/egress/
2npm run downstream-demoEgress report + PhilanthroPy or CRM join output
3Review limitations-and-roadmap.mdTeam accepts schema + tier model
4Point one vendor test webhook (GiveCampus or Cvent)Ingestion status completed
5Share egress_report.ipynb with stakeholdersLeadership sees normalized data

Optional ML:

pip install -r examples/downstream/requirements-philanthropy.txt
python3 examples/downstream/philanthropy_crm_pipeline.py data/egress samples/crm-golden-record.csv

Week 2 — Configure vendors

DayTaskOwner
1–2Set all 7 webhook HMAC secrets in .envOperator
2Configure MAPPING_SYNC_TOKEN + DRIFT_AGENT_TOKENOperator
3Verify Tier 3 vendors (Blackbaud, NPSP, Slate, Ellucian, CiviCRM) with real payloadsAdmin + Developer
4Canvas mapping for org-specific normalizedMetadata fieldsAdmin
5Document vendor webhook URLs for vendor portalsOperator

Week 3 — Production egress

DayTaskSuccess signal
1Terraform S3 bucket (deploy/terraform/s3-egress/)Bucket created
2Set EGRESS_TARGET=s3 + AWS credentialsS3 NDJSON batch appears
3Run downstream-pipeline.md Snowflake/dbt pathmart_constituent_rfm_features runs
4Optional: wire AIRFLOW_WEBHOOK_URLDAG triggered on batch
5Load test: ./scripts/load-benchmark.shThroughput within rate limits

Week 4 — Trust and handoff

DayTaskOwner
1Complete operator-guide.md production checklistOperator
2Enable OIDC or oauth2-proxy for admin UIOperator
3Review mapping audit log after canvas changesCompliance
4Write up your pilot results (events normalized, CRM join rate, scores)Project lead
5Go/no-go for production donor dataLeadership

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