Control the maintenance burden
Frameworks, libraries, devices, and operating systems change. Document dependencies and update responsibilities so ongoing compatibility is part of the plan rather than an unexpected expense. Record the decision as well as the numbers behind it.
Handle duplicate requests, edits, permissions, and audit needs. Confirm how records are recovered after a failed operation. Check whether the comparison covers a similar sales cycle.
Data and permissions
Collect only data needed for the task, document access roles, and plan deletion and recovery. Security should be considered while designing the workflow. Agree a secure handover process for accounts and source files.
Document APIs, authentication, failure handling, and data ownership. Test slow responses and unavailable external systems, not just the successful path. Agree how new requests will affect cost and timing.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities