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. Use the findings to update the brief for the next stage.
Test staff and customer roles using realistic records. Sensitive information should not appear merely because a screen is hidden in navigation. Keep essential access separate from an individual employee's login.
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. Review consent and privacy requirements before adding tracking.
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