Keep the connection useful as the business changes.

Start with the right problem.

A workflow is already running and needs a clear maintenance boundary.

Where the process is too inconsistent, the source data is unavailable, or nobody can own its decisions, the next step may be to simplify the work first.

Bring the context.

• An inventory of workflows and dependencies
• Existing logs, ownership, and incident history
• Agreed access, coverage, and escalation routes

Keep credentials and confidential records out of the initial brief. Any access is agreed separately through business-owned accounts.

Something you can inspect.

1. 01Review health and unresolved exceptions
2. 02Prioritize small improvements and dependency changes
3. 03Document what changed and verify the recovery path

Agree what done means.

A review record, agreed changes, and clear responsibilities. Response times and coverage are defined in the engagement.

Coverage and response times are agreed in writing. Scope, schedule, fees, and any ongoing service are agreed before work starts.