The decision
Document the business rules, field mappings and dependencies in a portable form. Test exports where available and distinguish platform-specific configuration from the underlying process.
Rehearse this before accepting the change
Ask another supplier to explain the workflow from the handover material.
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 undocumented dependencies blocking a change of platform.
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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