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satyanarayanac2070
Inspiring
Aug 21, 2023 10:58 AM UTC
Question

New to Appian - Project Handover Document

Hi All,

Recently, I started learning Appian as I was assigned to take care of an existing Appian project. Can you please share all the important points and topics that I need to get from the existing team in a knowledge transfer session?

Note: Currently using 21.4 version and planning to migrate to 23.1 version.

Thank you very much for your support.

4 replies

ignacio.moran
ignacio.moran
Employee
Aug 21, 2023 11:35 AM UTC

There are so many things to ask.. that also depends on how the application has been developed.. but some things that come to my mind:

  • You should request a Best practices document used for the project
  • Architecture document which explains the architecture of the application/s
  • In the call:
    • They should explain you the business meaning of the application/s:
      • Main user groups
      • Security of the application / what could each user do
      • Main records / entities
      • Main actions
      • Main views
      • Main process models
      • Main integrations
satyanarayanac2070Author
Inspiring
Aug 21, 2023 12:47 PM UTC

Noted...Thank you very much for the details

stefanhelzle0001
stefanhelzle0001
Brainy
Aug 21, 2023 12:03 PM UTC

Why not use that situation to perform an assessment?

community.appian.com/.../design-review-checklist

satyanarayanac2070Author
Inspiring
Aug 21, 2023 12:48 PM UTC

Thank you for providing design review checklist, I will go through the same.

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