Before export
Define:- process scope;
- date range;
- case identifier;
- activity/status field;
- timestamp field;
- owner/user field where relevant;
- expected volume.
Check basic data quality
Look for:- missing case IDs;
- missing or invalid timestamps;
- duplicate events;
- inconsistent status names;
- timezone ambiguity;
- test records;
- unexplained gaps;
- multiple identifiers for the same case.
Preserve raw evidence
Keep a copy of the original export. Perform cleaning in a reproducible way and document material transformations.Avoid inventing certainty
If timestamps are generated retrospectively or status fields are not used consistently, record that limitation. A process model built from unreliable event data can look precise while being wrong.Consultant responsibility
Work with the client data owner to understand field meaning rather than guessing from column names.Current Iris upload format and validation messages are [PRODUCT DETAIL TO CONFIRM].