Integration Scorecard Template

Scoring Criteria

The integration scorecard evaluates each opportunity across five dimensions: business impact, technical complexity, data sensitivity, operational risk, and time to value. Each dimension is scored on a one-to-five scale with clearly defined rubrics to ensure consistency across evaluators. Business impact considers revenue influence, operational efficiency gains, and customer experience improvements.

Technical complexity captures factors like the number of systems involved, data transformation requirements, real-time versus batch processing needs, and the maturity of available APIs. Data sensitivity accounts for regulatory requirements such as HIPAA, PCI, and GDPR that may impose additional controls on the integration design and increase implementation effort.

Prioritization Matrix

Plot scored integrations on a two-by-two matrix with business impact on the vertical axis and implementation effort on the horizontal axis. Integrations in the high-impact, low-effort quadrant are your quick wins and should be tackled first to build momentum and demonstrate value. High-impact, high-effort integrations are strategic investments that require careful planning and phased delivery.

Low-impact integrations should be deprioritized regardless of effort level. If stakeholders push for low-impact work, use the scorecard data to facilitate an objective conversation about resource allocation. The scorecard removes emotion from prioritization decisions and creates a shared language for discussing trade-offs across technical and business teams.

Review and re-score the backlog quarterly, as business priorities and technical landscapes shift over time. An integration that scored low on business impact six months ago may become critical after a merger, new regulation, or strategic pivot. Keeping the scorecard current ensures your integration roadmap stays aligned with organizational goals.

Using the Scorecard

Introduce the scorecard during intake sessions when new integration requests arrive. Walk the requesting team through each scoring dimension and collaboratively assign scores. This process surfaces assumptions early, builds shared understanding of the effort involved, and sets realistic expectations about delivery timelines.

Maintain a living scorecard document that is accessible to all stakeholders. Use it in sprint planning to justify what the team is working on and in executive reviews to communicate progress against the highest-value opportunities. Over time, the historical scorecard data becomes a valuable reference for estimating future integration projects and benchmarking team velocity.