What’s Inside

• A self-assessment across seven areas: current tooling landscape, integration points & data flow, user roles & permissions, workflow configuration, third-party integrations, security & compliance, and testing & rollout
• Checklist-style items to confirm before connecting Neos to billing, e-signature, phone, and intake systems
• A framework for mapping data sync direction and resolving conflicts between connected systems

Most integration headaches trace back to a data-flow question nobody asked up front. This checklist takes ten minutes and gives you a clear picture of what to confirm before go-live.