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Proactive Integration Scoping Guidance

Customers over-configured integrations (e.g., connecting every cloud account/project) when a smaller footprint would have sufficed, and felt the team should have pushed back more firmly during setup.

Proposed Solutions:

  • Build proactive scoping guidance into the integration setup flow.

  • Recommend a minimum viable evidence footprint (e.g., one cloud account/one project) by default.

  • Prompt users with a warning or confirmation step when configuration exceeds the recommended minimum.

Acceptance Criteria:

  • Setup flow displays a recommended minimum integration scope before configuration.

  • Users attempting to exceed the recommended scope receive a warning/confirmation prompt.

  • Documentation/in-app guidance explains why a minimal footprint is typically sufficient.

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