The decision
Demonstrate the exact operation and its limitations before committing to the workflow. A listed integration does not establish access to every field, event or action.
Rehearse this before accepting the change
Attempt the required update in the supported test environment.
Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.
Choose a useful measure
Count assumptions that remain unverified after the demonstration.
Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.
Your planning worksheet
Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.
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Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
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