01 / Map the workflow
List registration, service use, customer support and maintenance. Record the data, systems and teams involved in each step.
02 / Identify participants
Document headquarters, local teams, cloud providers and other suppliers. Track unresolved responsibilities for project owners and qualified advisers to confirm.
03 / Make controls reviewable
Assign owners for access requests, account removal, log reviews and incident escalation. Record review intervals and evidence locations.
04 / Prepare a discussion pack
Bring a flow diagram, supplier inventory and open-question register so engineering teams and advisers work from the same facts.
This checklist supports project preparation. It does not determine legal, tax or regulatory requirements for your business; obtain a case-specific assessment from qualified advisers.