• Ensures all system components are maintained and supported.

• Identifies areas that may require technical attention.

• Maintains consistency and reliability across all supported systems.

• Confirm all core software packages are installed
• Check versions are up-to-date
• Verify licenses are active

• Ensure all modules in the package are present
• Check module settings/configurations

• Identify optional or third-party plugins installed
• Check plugins are working as expected

• Review custom scripts or user-defined functions

• Check automated workflows/process flows are active
• Verify workflows execute correctly
• Ensure no steps are missing or failing

• Confirm all active users are listed
• Check user permissions/access levels

Report

• Check if the customer has customized reports