Checklist
- Confirm current product versions, topology, identity model, service accounts, certificates, and SharePoint dependencies.
- Review workflow, form, data, and integration boundaries before approving new delivery.
- Identify single points of failure, unclear ownership, undocumented credentials, and brittle customizations.
- Evaluate governance for solution packaging, testing, deployment, support, and change control.
- Document the roadmap for upgrade, optimization, modernization, or continued platform ownership.