Existing Implementation

Use this playbook when assessing or remediating an inherited Project Operations environment.

Assessment workstreams

Workstream	Evidence focus
Deployment baseline	Deployment model, versions, installed apps, legal entities and enabled features.
Customisation inventory	Solutions, plugins, flows, JavaScript, integrations and unsupported changes.
Configuration and security	Organisation model, business units, roles, teams, price lists and dependencies.
Integration and financial audit	Dual-write maps, errors, actuals, invoice proposals, postings and reconciliation.
Process regression	Representative end-to-end tests from sales through posting or proforma as applicable.
Findings	Evidence-backed risks, impact, recommended action, owner and acceptance test.

Findings need evidence

Each finding should include observed condition, evidence source, impact, confidence, affected legal entities/systems, recommendation and acceptance test.

See also Acquisition and legal-entity onboarding.