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Course 12 · Data health, the finish line

Demo 95 · Platform · 5:28 · narrated by
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Knowing when your estate record is complete, and keeping it that way.

What this demo covers

Migration has a finish line. This is where you watch it.

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Your free Vera AI trial opens the benchmarking database, the negotiation guides, and the tools this demo walks through, on your own agreements.

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Chapters

Transcript
The finish line

Migration has a finish line. This is where you watch it.

The data health screen

The data health screen scans your estate and states, as a number, how complete the record is.

Lesson 1 · What each gauge means

By the end of this lesson you will read the three gauges without guessing. The completeness score is the share of data checks you have covered. The exposure estimate reads how defensible your license position is. The plan ranks the gaps by value.

Already wired

The top of the screen shows what is already covered. Every check that passes is a source the platform can already read, so those reads you can trust. Treat this band as ground you have gained, not a chore list.

Where to start

Below that sits the ranked plan, and this is the part to trust. It puts the highest-value gap at the top, the one whose closing unlocks the most. You do not have to decide where to begin. The screen has already decided, by what each gap would open up.

Gaps, biggest payoff first

Each gap names the feature it would unlock, so the payoff is never abstract. Close the entitlement gaps by connecting a source under integrations. One closed gap a month compounds faster than any feature.

Lesson 2 · The fix-next queue

By the end of this lesson you will work the queue in priority order, not the order that feels urgent. The plan is sorted by value, so start at the top and go down. An easy gap that unlocks little leaves the expensive one open. Close the top-ranked gap, or park it with a named owner.

Lesson 3 · Review tables

By the end of this lesson you will fix what the reading missed, across the estate. Some gaps are answers the read got thin, not missing data. Review tables ask one question per column and fill a quote-backed answer per contract.

Ask the same question across every contract

Instead of rereading every contract, you ask each question once and read down the column. Each cell carries the clause it came from, so a thin answer is one click away. Fix it, and your correction outranks the machine.

Termination and renewal

Start from a template so you are not inventing columns. Termination and renewal is the first: notice periods, auto-renewal, uplift caps. These are what a renewal calendar lives on, so getting them right corrects every date you watch.

Commercial terms

Commercial terms is the next family: pricing, payment, the money questions. When these answers are filled and correct, the portfolio and spend reads mean something, because annual values are finally on the agreements. This is where data health starts paying you back.

Liability and legal

Liability and legal is the third: caps, indemnities, the clauses that decide who carries the risk. Fill these once across the estate, and you know where the risk sits before an auditor or a renewal forces the question.

Lesson 4 · The steady state

After go-live, data health needs one named owner who checks it monthly. Two questions. One, what does the completeness score measure? Two, which gap do you close first?

Your turn

Now you. Open data health and clear your top-ranked gap. Give it fifteen minutes. Next is Course 13, the owner's first hour.