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04 / Inherited systems

Understand what you have.
Own what comes next.

Turn an important but unfamiliar workflow into something your team can reason about. Review what it does, what to keep and where expert help is needed before deciding on changes.

Understanding before change

Make an informed next move.

  1. 01

    See how the workflow works.

    Trace one business job with its process owner. Map the systems, available code, dependencies and access; identify checks and recovery gaps.

  2. 02

    Choose what to keep or change.

    Review a keep, harden or replace recommendation together. Make uncertainties and tradeoffs clear so you can decide what is worth doing.

  3. 03

    Build and learn, if agreed.

    If you choose further work, scope it separately. Work through the changes and their reasoning with the people who will maintain the result.

  4. 04

    Evaluate and establish ownership.

    For any agreed change, review the checks, documentation and operating responsibilities. Define where the team can act and where specialist support is needed.

An assessment is useful on its own. Repair, rebuilding, migration and ongoing support are separate decisions, not automatic next steps.

What you should understand

A decision you can act on.

What depends on what.

A working map of the systems, connections and people involved in the reviewed workflow.

What still needs a check.

Known gaps, open questions and the limits of what the available evidence can establish.

What happens next.

A prioritized recommendation your team can explain, with ownership and the boundaries of any proposed change made clear.

Does this mean replacing everything?

No. Keep what works. Recommend a rebuild or migration only when the review shows why it is warranted.

What if the code or original builder is unavailable?

Start with the records, configuration and access that exist. The review establishes what can be understood and what remains uncertain; missing evidence is a limit, not a reason to guess.

Does the same approach apply to newer tools?

Yes. An AI-assisted app or automation still needs clear inputs, output checks, access rules, ownership and a recovery plan. The review is about the system’s behavior, not how its original builder wrote the code.

Bring the workflow and the question.

Show us what the business depends on, what changed and what is still unclear.