Getting started & discovery
Agree the first release
Choose a release your team can review and use, with clear acceptance, dependencies and ownership.
Define a complete user task
A first release should let an agreed user complete a useful task. The task may be requesting a service, using a portal or moving information between two systems. Its boundaries should be clear enough to demonstrate without relying on unbuilt features.
- Name the user and the task they will complete.
- List the systems, access and data needed for that task.
- Agree how the team will check the result and who will accept it.
- A working design review and a production release are different milestones.
- Provider approvals and migration work need their own owners and checks.
Plan the operating handover
Include the people who will support the release. Agree what happens when a step fails, how a team member finds the responsible owner and what information belongs in the handover. Training and support coverage should match the agreed engagement.
- Acceptance examples for normal and failed cases.
- A release and recovery plan proportionate to the change.
- Responsibilities for documentation, access and ongoing work.
When the scope changes
Record the new requirement and its effect before adding it to the release. A clear change decision protects the original acceptance criteria and gives the team a reliable plan to review.
- The requested change and the business reason.
- Its effect on dependencies or acceptance.
- The person approving the revised scope.
Need help with your workspace?
Open a private support request with the steps, expected result and business impact. Leave out passwords, API keys and payment details.
Open client support