Test a small working path
Build and review one complete task before extending the feature list. A working path exposes missing data, confusing steps, and integration limits earlier than a collection of isolated screens. Review both successful actions and errors before launch.
Prepare accurate distribution information, test credentials where needed, and a support contact. Review approval cannot be treated as an automatic release date. Note changes in budget, capacity, and offers when reviewing performance.
A limited first release
Separate essential tasks from later features. Build the smallest release that can be used and evaluated, with explicit exclusions and a change process. Leave the team with a decision, an owner, and a review date.
Collect only data needed for the task, document access roles, and plan deletion and recovery. Security should be considered while designing the workflow. Keep a record of permission for any customer story used publicly.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities