Treat integration as a dependency
Confirm data formats, authentication, limits, and failure behavior for connected systems. An integration should have test cases and an owner rather than remain a vague item in the feature list. Use dated records rather than relying on memory at the next review.
Test staff and customer roles using realistic records. Sensitive information should not appear merely because a screen is hidden in navigation. Agree who can make decisions before the schedule is set.
Make the plan fit your market
Discuss whether users in Fort Worth need appointments, field-service access, local inventory, or delivery features. Use the actual workflow to decide whether location data is necessary; do not request device permissions merely because the app serves a local market. Base local references on service coverage and customer needs, not invented examples.
Test representative devices, permissions, interrupted connections, and failed inputs. Define acceptance checks with the people who will use the product. Keep private account details out of public briefs and examples.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities