Support & operations · Planning worksheet

Healthcare supplier offboarding: verify exports

Illustrative situation

A departing software supplier provides a data export that opens successfully but omits important relationships and uses undocumented identifiers.

The decision

Define export acceptance around the organisation's actual recovery or migration needs. Verify structure and meaning using authorised test data and the relevant data owners.

Rehearse this before accepting the change

Import a representative fictional export into a test destination and check relationships, missing values and error reporting.

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

Measure required export elements successfully interpreted and reconciled.

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.

Healthcare website maintenance with infrastructure, a status panel, tools and an operational checklist.
Monitor the useful journey, not just whether a server responds.
Healthcare backup and recovery illustrated by storage copies, an archive folder and a restoration route.
Test whether a backup can restore a usable service.
Healthcare digital support handover with an inventory, key, incident timeline and dependency map.
Keep responsibilities and recovery instructions available.

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.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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