Understand the existing work
We begin with a representative task and the people who carry it out. A short walkthrough helps identify repeated entry, unclear handoffs, and information that arrives too late. The discussion should also establish what already works well enough to keep. An existing product or a smaller integration may be the appropriate answer.
Make the first version inspectable
The initial scope defines the key user journey and a limited set of features. A prototype lets reviewers examine screens, wording, roles, and exception paths before a larger implementation is agreed. Sample records should be clearly labeled and suitable for review. A screen demonstration is not automatically a deployed production service.
Build against agreed checks
Implementation, where included, follows the approved scope. Review points cover the working flow, access boundaries, incomplete information, and foreseeable interruptions. Changes to the scope are discussed explicitly. A feature is accepted against its intended behavior, not simply because a page renders without an error.
Leave an operable handover
The agreement identifies the source files, setup instructions, access arrangements, and review material to be delivered. It also names who will manage hosting, backups, updates, and support. Timing, fees, licensing, and maintenance are confirmed directly. No fixed turnaround, unlimited support, or ongoing service is implied by an initial inquiry.