Work to discuss
- Supported operating systems and prerequisites
- License ownership and installation media
- Settings, data and user access
- Testing the application after installation
Prepare the application requirements
Share the application name, required version and what it needs to do on the computer. Include system requirements, connected devices and any business files it must open. Installation may also involve account access, plugins or coordination with the software vendor.
Confirm the source of the installer, license ownership and whether an existing version needs to be preserved. Before changing business software, discuss backups and compatibility with other systems. The final check should include the intended workflow, such as opening an approved file or connecting to the required service.
Before we get started
Share the application name and version, device count and desired outcome. Use authorized software and arrange appropriate administrative access with your support contact.