Process
Repeatable. Reversible. Documented.
A six-step workflow designed for clean handoffs. Your team ends up stronger, not dependent.
The Six Steps
Guiding Principles
Discovery & Goals
COMPLETEDefine outcomes, constraints, and the operational reality before touching anything.
Current-State Assessment
COMPLETEInventory systems, dependencies, drift, and risk with hard evidence.
Plan with Options
COMPLETEPresent phased options with tradeoffs, not a single take-it-or-leave-it proposal.
Controlled Implementation
ACTIVEMake changes in reversible steps with validation gates at each stage.
Validation
PENDINGRestore testing, cutover verification, and stability checks with proof.
Handoff
PENDINGDocs, diagrams, and runbooks your team can actually own and operate.
What a clean handoff includes
Every project ends with documentation your team can actually use. You don't need us after we leave.
Architecture diagrams and dependency maps
Visual topology of your environment—what talks to what, what breaks when something goes down.
Runbooks for common operations and recovery
Step-by-step procedures your team can follow without calling us. Written for the person who answers the phone at 2 AM.
Automation scripts with usage notes
Tested scripts for repeatable tasks—patching, validation, failover checks—with inline comments and usage examples.
Decision log for key design choices
Why we chose option A over option B. So the next person doesn't undo your investment because they don't understand the tradeoff.
Access and ownership boundaries
Who owns what, who can change what, and how credentials are managed. No more tribal knowledge.
Validation results (including restore tests)
Proof that backups restore, failovers work, and changes stick. Evidence, not assumptions.