Checklist
- List users, roles, modules, and workflows
- Define required reports and exports
- Identify integrations and migration needs
- Plan release phases and support expectations
How to use this checklist
Use the checklist to define the business outcome, users, workflow, modules, business rules, data, integrations, reports, quality expectations, deployment, acceptance, ownership, and exclusions.
Need help planning?
A planning review should convert these inputs into a scoped first release, visible assumptions, unresolved decisions, delivery phases, and an estimation basis.
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