Make each implementation decision before it becomes a production dependency.

Eight original guides show the intended outcome, sequence, acceptance checks, stop conditions, source context, and operating boundary.

Inventory the work before buying another system

Map the current workflow, systems, owners, data, pain points, and non-negotiable constraints before writing requirements.

Sequence account protection, updates, backups, role access, and incident contacts around the work your team must keep doing.

Define authoritative folders, roles, retention, migration checks, sharing rules, and fallback before moving the full file set.

Start with the customer lifecycle, system-of-record rules, ownership, required views, and acceptance tests before importing the full contact file.

Constrain the trigger, input, action, volume, permissions, evidence, and restart process before allowing repeated actions.

Use AI for a checkable draft inside a bounded task, with approved inputs, source verification, a human checkpoint, evaluation, and exit.

Use representative data to test mapping, transformation, permissions, timing, reconciliation, restoration, and user acceptance.

Require business-owned access, architecture, configuration, procedures, open issues, exports, recovery evidence, training, and review dates.