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Process map
The current flow drawn with its states, owners and the points where time is lost, to decide what goes first.
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Panel and modules by priority
The module that hurts most comes first. Each one ships working and is validated with the people who use it.
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Roles, permissions and audit log
Each user sees and changes only their own, and every change is recorded with who, when and what.
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Integrations
Email, APIs, spreadsheets, payments and the systems you already use, with the data matching on both sides.
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Documentation and access
How it runs, how it is backed up and how it is deployed. Repository and servers under your company's name.
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Initial support window
Adjustments after go-live, when the cases nobody foresaw show up.
Complex migrations and data cleanup are quoted separately; that is said in the assessment, not halfway through.