Software development teams
Keep the client agreement beside the delivery plan.
Connect discovery, project tasks, client decisions and delivery documentation while retaining the repository and engineering tools your team already uses.
- 01Discover
- 02Plan
- 03Review
- 04Handover
Business context should survive the engineering handover.
A client request often arrives before a usable specification. Tsumira helps an external development team keep the customer relationship and delivery organization together. It can hold discovery notes and responsibilities without pretending that a project task is a code change, an automated test or a production release.
A concrete workflow
Discover
Record the problem, constraints and who can decide on scope.
Plan
Assign delivery tasks while keeping specialist issue tracking explicit.
Review
Check the agreed outcome and record changes to the client's expectations.
Handover
Share instructions and assign remaining customer or team actions.
Describe the user need before estimating.
Use shared documents for the problem statement, constraints and acceptance questions. Link customer contacts to the commercial discussion and keep open assumptions visible. When requirements change, record the decision and revise the relevant documents before assigning additional work as if it had always been included.
- Shared briefs and recorded customer decisions
Organize delivery around owned work.
Break the engagement into tasks for discovery, implementation coordination, review and handover. Track actual time where it helps explain effort. Your team still decides where detailed engineering issues live; there is no assumed Git synchronization or deployment automation behind the project view.
- Tasks, owners, deadlines and time records
Give handover knowledge a maintained home.
Keep operating explanations and client-facing instructions in Docs, and share reviewed files deliberately through Drive. Capture which questions remain with the customer. AI can help draft explanations, but engineers review technical accuracy and proposed actions before anything is applied or sent.
- Editable documentation and controlled sharing
An illustrative working example
Illustrative scenario: a customer portal project
A development agency documents discovery workshops for a new portal. The delivery plan tracks responsible people and review dates, while code remains in the team's repository. A change to the client's approval process updates the shared specification and the scope discussion before the project owner revises the work plan. The client requests a new approval step after development planning. The account owner clarifies whether it changes scope, while the project owner revises the relevant tasks only after that decision. A reviewer checks that the shared specification reflects the actual agreement. The final handover distinguishes completed development coordination from code release and unresolved client actions. Repository history and deployment evidence remain in the engineering systems rather than being reconstructed from task completion.
Questions about this topic
Does this replace Git or CI/CD?
No. Source control, builds, automated tests and deployments stay in your engineering toolchain.
Can the team write requirements together?
Docs provides shared editing and revision history. Review requirements with the client rather than treating every internal edit as approval.
Are tasks automatically synchronized with developer issues?
No integration is assumed on this page. Define the source of truth and check any required connector separately.
How can AI help?
It can assist with summaries and draft documents within user permissions. Technical review and execution approval remain human responsibilities.
Explore connections around this workflow.
Ideas for intended connections. Check the actual availability, permissions and supported data for each app before using a scenario.
