Boomi Client Integration Handoff (Delivery)

Boomi Client Integration Handoff (Delivery)

1. 01

   Confirm the client's Boomi environment is provisioned and the Pay-As-You-Go account at $99 monthly is active before any process is promoted

   Verify the account is billed to the agency or the client per the signed scope, and that the credit card on file has not lapsed. A lapsed account mid-delivery stalls every process on the runtime.

2. 02

   Audit the connector inventory against the signed integration scope

   Open the process canvas and list every connector used (Salesforce, Snowflake, ServiceNow, AWS, and so on). Flag any connector outside the agreed scope so the client is not surprised by a change order after go-live.

3. 03

   Walk the client's IT contact through each process shape and data map

   Show the low-code transformation rules field by field so the client can maintain mappings after handoff. Record the session; agencies that skip this step absorb every future field change as unpaid retainer work.

4. 04

   Export process documentation and the error alerting configuration

   Capture the monitoring dashboard settings and alert recipients in a written handoff guide. Confirm the client's on-call address is listed alongside the agency's, not instead of it.

5. 05

   Set the support boundary in writing: what the agency owns versus what the client owns

   Name the specific processes, connectors, and alert thresholds the agency monitors under retainer, and list everything the client's internal team handles. Boomi's custom-quote enterprise tiers make scope creep expensive to absorb.

6. 06

   Run one live failure test and confirm the client receives the alert

   Break a mapping intentionally in a sandbox process, confirm the alert fires to the client's named contact, then restore. Handoffs that skip this test produce support tickets routed to the agency by default.

7. 07

   Schedule the 30-day post-handoff review and log it against the retainer

   Book the review before the handoff call ends. Use it to confirm the client has not added connectors or processes outside the documented scope.