Keep permissions proportionate
Ask only for access needed by a defined feature. Explain the reason at the appropriate time and provide a useful path when a user declines an optional permission. Keep private account details out of public briefs and examples.
Test a complete task from entry to confirmation, including missing or invalid input. Screen-by-screen visual approval does not test the workflow. Review the whole path instead of judging one screen in isolation.
Integration boundaries
Document APIs, authentication, failure handling, and data ownership. Test slow responses and unavailable external systems, not just the successful path. Confirm the output, owner, and review date for each task.
Test representative devices, permissions, interrupted connections, and failed inputs. Define acceptance checks with the people who will use the product. Check what happens after the customer clicks, submits, or calls.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities