Documentation and Handover
Runbooks, SOPs, an ownership map and a system your team can operate without us. If you can't fire us cleanly, we built it wrong.
Runbooks, SOPs, an ownership map and a system your team can operate without us. If you can't fire us cleanly, we built it wrong.
Undocumented automation is a liability. It works, until it doesn't, and then nobody knows how it was meant to work.
Only the builder knows what the flow does, which systems it touches and how to restart it.
When something breaks, three teams each think another one owns it, and the fix waits.
Without documentation, every small change means calling the consultant back.
Written for the people who will operate the system, not for the people who built it.
How to check health, restart, replay failed items and handle the common exceptions, step by step.
Updated standard operating procedures and work instructions that reflect how the process runs after automation.
Who is responsible, accountable, consulted and informed for each automation, queue and alert.
Which systems are connected, what data moves where, and where credentials and settings live.
Working sessions where your team operates and changes the system while we watch, not slides.
A signed-off list confirming your team can run, fix and change everything without us.
Documentation is written as we build, not in the last week.
Runbooks and mappings updated with every change, reviewed by the people who will own them.
Your team handles real exceptions and a planned failure while we are still there to help.
Handover checklist completed, access transferred, and a short check-in a few weeks later.
| Document | Answers | Typical reader |
|---|---|---|
| SOP (standard operating procedure) | What the process is and who does what | Process owners, auditors, new staff |
| Work instruction | Exactly how to do one task, step by step | The person doing the task |
| Runbook | How to operate, check and fix a system | Whoever supports the automation |
| RACI chart | Who is responsible, accountable, consulted and informed | Managers and anyone escalating an issue |
In a regulated quality system, these documents go through your document control. We draft them in your format and your quality team approves them.
Process Mapping · Exception Handling & Monitoring · Regulated Manufacturing
A practical guide for operating a system: how to check it is healthy, restart it, handle common errors and escalate. It is written for the person on call, not the builder.
A simple table showing who is Responsible, Accountable, Consulted and Informed for each task or system. It ends the 'I thought you owned that' problem.
Yes. We use your templates and document control process, so the SOPs fit into your existing quality or operations system.
Your team runs the system, handles real exceptions and makes a small change without us before sign-off. If they can't, the handover isn't finished.
The first conversation is free, takes about an hour and covers one process end to end. You keep the map whether or not you hire us.