
Requirements first
Describe the function in terms of user inputs, outputs, and error behavior. Check whether existing tools can meet the need before building a custom component. Bring sales questions into the brief so the work answers real concerns.
Document authentication, data formats, rate limits, and recovery from failed requests. Test the connection with representative records. Check what happens after the customer clicks, submits, or calls.
- A written brief
- Named responsibilities
- Agreed review points




