CHECKLIST

Client discovery

  1. 01Interview the user, the sponsor and the system owner separately
  2. 02Watch the workflow being done, do not only hear it described
  3. 03Write down the manual steps and where data is copied by hand
  4. 04Ask what happens when the process fails today
  5. 05Agree one success metric in numbers before any build
  6. 06List the systems you will need access to, and who grants it