This is the part most agency pages keep vague, and it is the part that decides whether you end up owning an asset or inheriting a dependency. So it is written down.
- 01
Map what you actually run first
Map the systems, integrations and spreadsheets in use, with their costs, owners and operational dependencies. That map helps the organisation decide what to keep, connect or replace.
- 02
Draw the data model before the screens
One auditable model the whole platform reads from, rather than a module per department stitched together later. This is the decision that cannot be reversed cheaply, so it gets made first and in the open.
- 03
Build for the team that maintains it
Choose a maintainable approach around the workload, integration needs and available support. Document the key decisions and give the operating team a clear way to understand and update the platform.
- 04
Build the hardest module first
Use an early prototype to test the most uncertain workflow. Agree its scope and acceptance criteria before committing to the next stage of the programme.
- 05
Integrate two-way, not one-way
Assess the interfaces and permissions available in the systems you are keeping, then design how records should move between them. Test those connections against the operational workflows they support.
- 06
Put AI where it removes typing, not judgement
Explore variance commentary, service-request triage, coding suggestions and questions over authorised records. Agree data handling and review requirements before use, with people approving changes that affect financial records.
- 07
Rehearse every migration before it runs
Every migration is rehearsed on a copy of the data before it touches a live system. On a finance platform an unrehearsed migration can reach a budget cycle, which is why none ship unrehearsed.
- 08
Agree hosting and operating requirements
Plan the hosting region, tenancy, access controls, backups and recovery requirements around the workload and the organisation’s data policies.
- 09
Define ownership and exit arrangements
Document source-code access, licensing, data exports and handover responsibilities in the agreement. Assess whether an escrow arrangement is appropriate for the project.
- 10
Write the runbook for a stranger
Deployment, backup, restore, key rotation, on-call escalation and the known rough edges, written for somebody who has never spoken to us. A handover that depends on a conversation is not a handover.
- 11
Operate it, if you want us to
Agree support responsibilities, monitoring, reporting and availability requirements. Prepare the access and documentation needed for your chosen operating team.