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. Check what happens after the customer clicks, submits, or calls.
Use business-owned distribution accounts and document approval, updates, monitoring, and support. Store release needs planning beyond the code. Explain any licensing or platform limits before delivery.
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. Keep the next round of work small enough to assess clearly.
Collect only data needed for the task, document access roles, and plan deletion and recovery. Security should be considered while designing the workflow. Use only the customer information needed for the agreed work.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities