The following checklist serves as a reminder for the business integration, people, process and organizational considerations that are as much a part of the solution as the directory technology itself. The checklist is a guide that can help constituents understand their roles and responsibilities in such a project as well as the important technical and integration considerations that are specific to directory infrastructure projects, or which may be overlooked in traditional technology plans. Identify known applications that will use the directory, and their requirements and limitations, such as workflow, single sign on, security, email, ebenefits, knowledge management, intranets, B2B processes, electronic bill presentment and payment, customer self service, eCRM, and so on. Identify application source and ownership of data sources. If none exists and one cannot be created, determine the conditions for matching when there is no unique key.
Infrastructure Identify current technology infrastructure.
Review known infrastructure architecture and standards. Determine volume of entries. Identify performance standards, requirements and SLAs. Source Data Identify source data repositories, processes and formats. Identify source data administrators, and assure cooperation.