Service guides / SaaS development
Systems & file handoffs · SaaS developmentClient onboarding: systems & file handoffs
Plan how information enters and leaves the work. Start with an onboarding checklist and required documents and plan a client intake-to-ready workflow.
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The project in view
- Start with
- an onboarding checklist and required documents.
- Proposed result
- a client intake-to-ready workflow.
- A decision to resolve
- collecting information before it is needed.
This is a planning example. It does not describe a completed client engagement.
Systems & file handoffs for this project
- Confirm the source format for an onboarding checklist and required documents and the required delivery format for a client intake-to-ready workflow.
- Carry a stable reference through each handoff so a reviewer can trace collecting information before it is needed.
- Begin with a reviewed file exchange if a live integration is unnecessary. Confirm system access before promising an integration.
Questions to answer together
- Which file formats or systems must exchange information?
- Who owns access, exports and destination records?
- How will a failed handoff or superseded file be identified?
What to have at the end
A handoff specification covering formats, permissions, ownership and failure handling.
Record the decision on collecting information before it is needed alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.