Review the current task.
Choose a service page, public document or request route. Identify what residents need and where staff explain or enter information again.
Project process
Follow one resident question from the public page to the office.
Find the missing information or repeated handling before choosing new software.
Confirm approved requirements.
Your authority and qualified reviewers approve content, records, privacy, accessibility and operating requirements. Review supported current-system options.
Choose the first result.
Agree on a defined task, checks and maintenance owner. Plan around public meetings and active office work with a recovery option.
Try incomplete cases.
Use fictional requests to check unclear services, missing location context, duplicates and unavailable connections. Use approved sample documents and keep tests separate from real requests and alerts.
Hand over routine updates.
Document publication reviews, unresolved work and connection maintenance. Public-service decisions remain with the authority.