Pipeline Handoff Audit (Handoff)

Pipeline Handoff Audit (Handoff)

1. 01

   Inventory every data source and destination in the client pipeline

   List all connectors, databases, and APIs feeding the pipeline, including credentials and refresh cadence, so the client knows exactly what data flows where.

2. 02

   Document transformation logic and lineage for each asset

   Capture the SQL or Python code behind each transformation, plus upstream and downstream dependencies, so the client can trace any output back to its raw source.

3. 03

   Verify data quality checks and alerting are active

   Confirm that freshness, volume, and schema tests are running and that alerts reach the right client contact, not just your agency inbox.

4. 04

   Record run history and failure resolution notes

   Summarize the last 30 days of pipeline runs, including any failures and how they were resolved, to give the client a realistic picture of operational stability.

5. 05

   Transfer ownership of orchestration and monitoring credentials

   Rotate service accounts and API keys, then hand over access to the orchestration layer (e.g., Airflow or Dagster) and any monitoring dashboards.

6. 06

   Provide a runbook for common pipeline failures

   Write step-by-step instructions for the top five failure modes, including how to re-run failed tasks and who to contact for each connector.

7. 07

   Schedule a 30-day post-handoff support window

   Define the scope of free support, response-time SLAs, and the point at which ongoing maintenance becomes a paid retainer, so expectations are explicit.