What delivered means
A project is delivered when both conditions are met. One without the other is not enough.
Customer sign-off
The customer has formally signed off on the delivered scope, and the sign-off is recorded in the Project Closure Survey.
Handover accepted by Support
Support has received the full handover package, reviewed it, and confirmed it can operate the project.
Going live is not the same as delivered. A project can be live for the customer and still not be delivered to Support.
Roles
Implementation owns the project until the gate. Success owns it after. Support decides whether the package is complete.
| Role | Team | Responsibility |
|---|---|---|
| Implementation Project OwnerIPO | Implementation or partner | Completes the closure documents, prepares the handover package, triggers the handover and makes sure every document and environment is accessible. |
| Project ManagerPM | Implementation or partner | Prepares the handoff documents and coordinates the meetings. |
| Support team | Support | Reviews the package, checks access, and accepts the handover or returns it with a list of gaps. |
| Customer Success ManagerCSM | Success | Takes ownership of the customer relationship after the handover and runs the onboarding meeting. |
Procedure
Four steps, in order. Step 2 is the gate: nothing moves to Success until Support accepts the package.
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1
Project closure and documentation
Owner: IPOComplete the Project Closure Survey and the handover package: customer use cases and workflows, expected support requests, performance benchmarks, and the four core items described below.
- Project sign-off obtained from the customer and submitted through the survey
- Performance analysis completed
- Access granted to every environment Support needs
- Repositories transferred to the main Threekit GitHub organization
- Custom apps registered in Salesforce with repo, hosting and domain
- Handover document uploaded to Salesforce and Google Drive
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2
Documentation review
Owner: Support teamSupport reviews the package internally and tests access to each repository, hosting dashboard, log source, Threekit org and admin tool listed in the inventory. If anything is unclear, Support schedules a working session with the IPO.
Outcome: Support either accepts the handover, or returns it to the IPO with a written list of gaps. A returned package goes back through step 1 for the missing items only. -
3
Notify Success and prepare the transition
Owner: IPOOnce Support has accepted, send the Project Closure Survey and the handover package to the CSM.
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4
Customer onboarding meeting
Owner: CSMOrganize the Customer Success onboarding meeting with the customer and Support.
- Introduction to Support, up to date
- Support processes, priorities and communication channels
- How to log a case, and the support metrics the customer can expect
- The customer contacts who will log cases are named and introduced to Support
- The customer knows what they can do on their own, and what requires a case
The handover package
Every project, whatever its architecture, comes with these four items. They are the minimum Support needs to see what was built, where it runs and how to operate it.
Architecture diagram
One diagram of the whole solution, readable by someone who did not build it.
- Every component: front-ends, back-ends, admin tools, webhooks, AI services
- External systems and how data flows between them
- Who owns each block: Threekit, partner or customer
Data and deployment inventory
Where every piece lives, component by component.
- Repository, GitHub organization and branch model
- Hosting platform and domains per environment
- Threekit orgs and tenants in use
- Where product data lives and how it syncs
Access
Support can open everything in the inventory before accepting the handover.
- Repositories in the main Threekit GitHub organization
- Hosting dashboards and logs
- Threekit orgs, tenants and admin tools
- Secrets kept in the secret store, never pasted in documents
Runbook
How the project is operated day to day.
- Recurring operations, such as data syncs, publishes and content updates, with their steps
- What the customer can do self-serve, and what needs Threekit
- Known issues and their resolutions
- Monitoring and escalation path
Supporting sections of the handover document
The handover document template also covers the following. Open each section for the full list.
Project overview 5 items
- Customer needs
- Key stakeholders, on the customer side and in the implementation team
- Delivered configurators: URLs, public or private, and how to access them
- Configurator functionality and system integrations
- End-user personas
Technical documentation 8 items
- Detailed architecture: data flow, front-end and back-end
- Integrations requiring maintenance, and their owner
- Custom apps involved, their purpose and their maintenance owner
- Threekit org structure: assets, attributes, rules, logic, data organization
- Threekit features used: Production Data, Renders, Configurations, Orders, Webhooks, Data Tables, Pricing, Apps, Languages
- APIs and external services, with where their credentials are stored
- Tech stack: front-end, e-commerce platform, back-end (API type, database, job queue, email service)
- Code repositories and branch management
Performance analysis 6 items
- Test environment: device, OS, browser, processor, RAM, internet speed
- Initial loading time, from Performance Insights and the Network tab
- Player fetch timing: as early as possible, pre-fetch recommended
- Player initialization timing
- Platform caching: CF-Cache-Status HIT is expected, MISS or BYPASS is an issue
- Static Publish enabled or not
Why each item matters
Seen from Support, each gap in the package turns into a specific problem after go-live.
After the handover
The handover comes before any discussion of support scope or ownership. Questions like what Support covers, or what the customer runs on their own, can only be answered once everyone agrees on what was delivered.
Clarify what was delivered
Document it to this standard
Hand it over to Support and the customer
Decide scope and ownership
Ownership is then agreed with each customer, using the architecture diagram. Blocks Threekit owns fully come straight to Support. A customer with a web team can take over parts like the UI, while back-end, AI configuration and tenants are decided customer by customer.
Implementation partners
Handovers come from internal Consulting or from external partners. The standard is the same for all of them. Completeness varies by partner, so Support flags gaps during the step 2 review.
- Elementals
- Zaelab
- Digitize
- Source 360
- Balink
- VO2
- EY
- Capgemini
Acceptance checklist
Support accepts a handover when every line below is true.
- Customer sign-off recorded
- Architecture diagram covers every component and owner
- Inventory lists repo, hosting, domains and orgs per component
- Repositories in the main Threekit GitHub organization
- Custom apps registered in Salesforce
- Support access tested on everything in the inventory
- Runbook covers recurring operations and self-serve limits
- Known issues and monitoring documented
- Performance analysis completed
- Customer contacts introduced to Support