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Custom Software

Handing a Custom System Over to Your Own Team

The handover decides what you actually own. What to require, how to test it, and the things that quietly stay with the supplier if nobody checks.

Updated 2 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

A handover is complete when one of your people can deploy a change and fix a failure without calling anyone. Documents and walkthroughs prepare for that test; only the test itself proves it.

The short answer

Require the handover to be demonstrated rather than delivered. Your developer makes a real change, deploys it, and resolves a simulated failure, with the supplier only answering questions.

Everything else on the list below is preparation for that. If it cannot be done, the handover is not finished regardless of what was delivered.

What to require

  • All code in repositories you own, with full history
  • Infrastructure defined as code, not clicked into a console
  • Every credential in company accounts rather than personal ones
  • Documented build, test and deploy steps that someone has followed
  • An architecture overview with the reasoning, not just the diagram
  • Known issues, unfinished work and the things they would fix next

The third item is the one that bites later. Domains, certificates, cloud accounts and third-party services registered to an individual become a problem at renewal, not at handover.

Things that quietly stay behind

ItemHow it gets missed
Scheduled jobsRun somewhere nobody documented
Monitoring and alertsGo to the supplier's address
Third-party accountsIn a developer's name
DNS and certificatesManaged by the supplier's registrar
Environment variablesSet by hand, not in code

Go through this list explicitly. Each one is invisible until it fails, and each one fails eventually.

Test the handover

  1. Your developer sets up locally from the documentation alone.
  2. They make a small real change and get it to production.
  3. They resolve a simulated failure using the runbooks.
  4. They restore from a backup into a test environment.
  5. Anything that needed help goes back into the documentation.

Step four is skipped almost universally and is the one that matters most when it matters at all. A backup that has never been restored is a hope.

Budget for the dip

Your team will be slower on this system than the people who built it, for months. That is not a handover failure, it is unfamiliarity, and planning for it avoids treating a normal ramp-up as a crisis.

Keep a small retainer with the original supplier for questions if you can. It is cheap relative to the alternative and it shortens the dip considerably.

Keep the documentation alive

Handover documentation is accurate on the day it is written and decays from then. Make updating it part of changing the system rather than a separate task nobody does.

The practical test is the same one as before: could a new person set this up and deploy a change from what is written? Ask it every few months.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

Still have a question?

Ask us directly — a senior engineer will get back to you.

Ask about your project

How long does a proper handover take?

Weeks rather than days for anything substantial, and it should be scoped as work rather than assumed as goodwill.

Should we keep the supplier on retainer?

Usually worth it for a period. Occasional questions answered quickly are far cheaper than a team working it out alone.

What if the documentation is thin?

Ask for it before final payment, and test it by having your developer follow it. Thin documentation discovered later is expensive.

Can we take over a system we did not commission?

Yes, but expect a characterisation period first. Assume nothing about behaviour until you have tests around it.

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