Service guides / SaaS development
Handover checklist · SaaS developmentSupplier portals: handover checklist
Make the result understandable to the next person. Start with supplier submissions and review criteria and plan a submission-to-approval workflow.
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The project in view
- Start with
- supplier submissions and review criteria.
- Proposed result
- a submission-to-approval workflow.
- A decision to resolve
- suppliers modifying approved records.
This is a planning example. It does not describe a completed client engagement.
Handover checklist for this project
- Agree ownership of hosting, backups, billing accounts, product support and future releases.
- Deliver a submission-to-approval workflow with references to supplier submissions and review criteria.
- List any unresolved questions about suppliers modifying approved records, with an owner and proposed next step.
Questions to answer together
- Which files, instructions and access details must be transferred?
- Who owns updates and unresolved questions?
- How can someone trace a result back to its source?
What to have at the end
A handover register with deliverables, owners, known limitations and open actions.
Record the decision on suppliers modifying approved records 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.