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 a record of permission for any customer story used publicly.
Test a complete task from entry to confirmation, including missing or invalid input. Screen-by-screen visual approval does not test the workflow. Confirm that forms, phone links, and replies reach the right person.
Integration boundaries
Document APIs, authentication, failure handling, and data ownership. Test slow responses and unavailable external systems, not just the successful path. Agree which tasks are included and which need a separate quote.
Test representative devices, permissions, interrupted connections, and failed inputs. Define acceptance checks with the people who will use the product. Try the main customer task on a phone before signing off.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities