Sourced open data and public reuse context
Source records, publishing, and corrections: Dynamics 365 CRM
Open Data BR provides City-Parish data for public analysis, web visualizations, applications, department coordination, and resident access. Translate the operating setting into accounts, contacts, opportunities, cases, work orders, assets, and activities. Require a reason for each custom table or process variation. A public-data service needs named owners for source records, publication rules, refresh timing, metadata, legal review, corrections, and downstream applications that the publishing team does not control.
Evidence to request: Use a process-design case and require table, form, automation, security, reporting, and ownership decisions. Identify each source system, dataset owner, publication test, refresh schedule, restricted field, correction route, consumer, and support handoff connected to the role.
Sourced enterprise applications and infrastructure context
Shared services across departments: Dynamics 365 CRM
Baton Rouge Information Services lists application development, server administration, network management, and consolidation of department technology among its responsibilities. Define the Dataverse, Power Platform, ERP, identity, and external-service boundaries. Candidates should cover APIs, events, virtual tables, security, retries, and monitoring. A shared service may support departments with separate case records, approvals, retention rules, operating hours, budgets, and legacy systems while one central team owns infrastructure and support.
Evidence to request: Review an ERP or external integration with source-of-truth rules, matching, failure handling, replay, and reconciliation. Name the departments, user groups, service owner, application and hosting boundary, approval path, maintenance window, legacy connections, and acceptance evidence.
Sourced cybersecurity and geographic data context
Identity, location, and disclosure boundaries: Dynamics 365 CRM
The Information Services department identifies cybersecurity and geographic information systems as City-Parish functions and describes work on maps, data, and applications. Set migration and release ownership. Ask how the consultant profiles source data, controls duplicates, tests roles and automation, sequences cutover, and supports users afterward. Constituent and location records can cross identity, field access, map layers, integrations, operational use, audit logs, and public-disclosure rules that require separate review owners.
Evidence to request: Ask for a migration or release the consultant owned, including data quality, role testing, defects, training handoff, and acceptance. Define the identity authority, protected records, geographic layers, access groups, public boundary, retained logs, incident route, and review required after a system change.