Charter the live service
Name the users, mission work, records, integrations, critical periods, support boundary, owners, continuity expectations, and review rhythm.
Build the service charterStart with one live service
Make the next operating decision visible and owned.
This site begins after software is live or entering ongoing operation. It focuses on service ownership and continuity, not consultant selection, implementation governance, managed support, product rankings, or sales intake.
Give support one front door
Separate incidents, access, data questions, how-to help, and improvements. Route work by impact and urgency with safe intake and communication ownership.
Build the support routeProtect administrator continuity
Confirm nonprofit-owned accounts, backup administration, secure recovery, recurring duties, vendor contacts, access review, and a tested handoff.
Read the continuity guideMake reliability and change visible
Give integrations, data jobs, configuration, releases, monitoring, reconciliation, rollback, and recovery accountable operating paths.
Open the reliability guideReview value, renewal, and exit
Use operating evidence to renew, right-size, improve, replace, or retire with current exports, continuity, ownership, and transition options.
Open the renewal control