Describe the difficult behaviours
Identify account types, roles, integrations, billing needs and exceptional cases. Explain what must happen when a dependency fails. Separate clearly understood requirements from those that need discovery or a prototype.
Application data and access roles
Review application records and workspace access as part of the data model.
Include operating costs
Budget for infrastructure, external services, monitoring, support and maintenance. Distinguish one-time development from usage-based costs. Clarify which accounts and deliverables the business owns at handover.
Scope a useful first release
Prioritise one coherent journey and define acceptance around real user tasks. Use milestones to resolve uncertainty before expanding the commitment. Any early estimate should state its assumptions and the changes that would affect the price.
Put the guidance to work
Capture your starting point, assign an owner to the next action, and decide what evidence will confirm that it worked.
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