Lesson Summary

During a client handover, the process involves transferring ownership and knowledge of completed automation workflows. The key steps include:

• Reviewing the workflow with the client and/or team
• Explaining the workflow operation and assigning monitoring tasks as needed
• Having the client or team confirm and sign off on the project

Post-handover activities include:

• Providing ongoing support to address issues and updates
• Establishing a feedback loop for recommending improvements
• Scheduling regular maintenance to keep workflows efficient

The handover preparation involves:

• Providing relevant documentation for all workflows
• Offering training when within scope
• Proposing ongoing support if not already part of the role

LaToya Russell suggests determining the frequency of updates and maintenance based on the specific needs of the project for a successful client handover in workflow and automation delivery.