Start with the business
Before anyone tries to understand every technical detail, they need to know what the system does, which features are critical and which parts users rely on most.
Let the system tell you how it works
Together, code, databases, configuration, logs and integrations show how the system works. By tracing real workflows, we can build up an understanding step by step.
Talk to the people who use the system
Users often know about rules, exceptions and dependencies that never made it into the technical documentation. That knowledge is important for understanding why the system is the way it is.
Document as you learn
Don't try to create a complete manual before doing anything else. Document the most important parts as you come to understand them and make documentation part of the day-to-day work.
Prioritise anything that could bring your business to a halt
You should get a clear understanding of operations, backups, integrations, access permissions and critical workflows early on. Less important parts can be mapped out later when the need arises.
Taking over a system is a process
The goal is not for anyone to know everything on day one. The goal is to reduce risks, build knowledge and make it possible to maintain and develop the system without the previous supplier.
Contact us
Do you need help moving forward?
Tell us what you want to improve, and we’ll arrange a first call to discuss your system and the next steps.
