IT Integration & Handover Kit
Stop reinventing your IT integration process on every project.
The IT Integration & Handover Kit gives independent consultants and small IT teams every template they need — from discovery to go-live to ops handover.
DOCX + XLSX · Instant download · No macros · 15-day refund
9
ready-to-use templates
65
readiness checks, scored
30-day
no-questions refund
$39
one-time price
Who this is for
Built for people who deliver integrations, not people who write about them.
Independent IT consultants
Run every engagement from the same proven structure instead of rebuilding documents per client.
MSPs
Standardize onboarding, integration and handover across your client portfolio.
In-house IT teams
Managing a new system integration? Get discovery-to-handover coverage without writing it from scratch.
The hard parts, already templated
Discovering scope? Start structured.
The Discovery Questionnaire walks your client through project context, current architecture, data, security and operations — so nothing surfaces late.
Discovery Questionnaire
Worried about cutover night?
The Cutover / Rollback Template gives you a timed step sequence, decision points and a pre-agreed rollback path before anyone touches production.
Cutover / Rollback Template
Handing off to ops?
The Operational Handover Template formally transfers support, monitoring and ownership to operations — with a sign-off table to close the project cleanly.
Operational Handover Template
What's inside
9 documents, in the order you'll use them. Format: DOCX and XLSX files packaged as a single ZIP download.
- 1
IT Integration Discovery QuestionnaireDOCX
Structured kick-off questions to scope the integration engagement with your client.
- 2
System Inventory & Dependency WorkbookXLSX
System registry, integration points, dependency map and risk register in one workbook.
- 3
Integration Readiness ChecklistDOCX
65-item scored readiness assessment that acts as your Go/No-Go gate.
- 4
Integration Readiness Scoring WorkbookXLSX
Scores the checklist automatically and produces a Go / Conditional Go / No-Go recommendation.
- 5
Test & Acceptance WorkbookXLSX
Test plan, test cases, defect log, execution summary and UAT sign-off.
- 6
Cutover / Rollback TemplateDOCX
The go-live "war room" plan: timed steps, decision points and a rollback path.
- 7
Operational Handover TemplateDOCX
Formal document transferring ownership of the integrated system to operations.
- 8
Worked Example — Crestwood Distribution [FICTIONAL]DOCX
A fictional end-to-end engagement showing how each template is filled in.
- 9
Quick-Start GuideDOCX
Recommended sequence, customization tips and how to get productive on day one.
All 9 files, one ZIP, one price: $39
See full detailsNot sure yet?
Download the free Integration Readiness Checklist excerpt — no email required.
