Delivery guide 03 · 4 sections

What a useful software handover should include

Source code is the start. Your team also needs to understand how to run, change and support the application.

A handover people can use
  1. 01
    Source & access

    Repository, accounts and ownership

  2. 02
    Build & release

    Setup, configuration and deployment

  3. 03
    Operations

    Monitoring, recovery and known limits

  4. 04
    Knowledge transfer

    Documentation, walkthrough and support

Source code becomes maintainable when access, release and operating knowledge arrive with it.
Section 01

Access and ownership

Agree repository access, intellectual property terms and account ownership early. List the services the application depends on and identify who controls each account. Transfer credentials through an agreed secure process rather than adding them to documentation or source code.

  • Repository access
  • Intellectual property terms
  • Account ownership
  • An agreed secure process for credentials
Section 02

A repeatable setup

Ask for setup instructions that another engineer can follow. They should cover dependencies, configuration, environment differences and the build process. Verify the instructions by using them, and record anything that still requires manual action.

  • Dependencies
  • Configuration
  • Environment differences
  • The build process
Section 03

Release and recovery

Document the deployment steps, the checks after release and the approach to rollback or recovery. Make clear who has access to production and who makes the decision to proceed. Include known limitations so the receiving team knows what to watch.

  • Deployment steps
  • Checks after release
  • Rollback or recovery
  • Who decides to proceed
Section 04

Support after the handover

Agree which issues are covered, how they are reported and who responds. Keep enhancement requests separate from defects so priorities remain clear. A walkthrough gives the receiving team a chance to ask questions while the people who built the system are still available.

  • Which issues are covered
  • How they are reported
  • Who responds
  • Defects kept apart from enhancements
Take this to your next meeting

The short checklist.

Everything this guide asks you to settle, in one place.

01

Access and ownership

  • Repository access
  • Intellectual property terms
  • Account ownership
  • An agreed secure process for credentials
02

A repeatable setup

  • Dependencies
  • Configuration
  • Environment differences
  • The build process
03

Release and recovery

  • Deployment steps
  • Checks after release
  • Rollback or recovery
  • Who decides to proceed
04

Support after the handover

  • Which issues are covered
  • How they are reported
  • Who responds
  • Defects kept apart from enhancements
Have a project in mind?

Apply this to your project.

Tell us about your current setup and the decision you need to make. We can work through the practical details together.