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. Agree whether the evidence supports keeping, changing, or stopping the approach.
Test staff and customer roles using realistic records. Sensitive information should not appear merely because a screen is hidden in navigation. Confirm that the business can access its accounts after handover.
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. Use only the customer information needed for the agreed work.
Document APIs, authentication, failure handling, and data ownership. Test slow responses and unavailable external systems, not just the successful path. List the required outputs before setting the delivery schedule.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities