01Bring the system context
Identify the source and destination systems, their supported interfaces and available environments. Share the relevant data structures and access requirements through an agreed channel, with credentials handled separately from general project material.
02Specify the behaviour
Define triggers, field mappings, identifiers and permission boundaries. Agree what happens on a repeated event, a missing field or an unavailable destination, including how the team should observe and resolve an exception.
03Plan a reviewable release
Test representative success and failure cases with the system owners. Document the deployment responsibilities, validation steps and support handoff, so each team understands its part in the production workflow.