Before the first discussion
Prepare a description of the current process, non-sensitive sample data, a list of participating systems and known integration limits. API documentation and a test environment make early technical review more useful. Scope, estimates and handover details are agreed after the requirements are understood.
Common questions
Should we build new software or integrate existing tools?
Compare the gap between the actual workflow and the capabilities of current tools. The initial review should consider implementation effort and ongoing maintenance for both options.
Is post-deployment support included?
Support scope, coverage hours, incident ownership and new feature development should be explicitly defined in the cooperation agreement.
