Modernize with Refactor
Prepare a legacy system for review
Gather the evidence and approvals that make modernization findings useful.
System owners and subject-matter experts
Name the system and the boundary
Identify the application, relevant environments, owners and business workflows. Distinguish it from surrounding systems that happen to share a database or infrastructure. Include known interfaces and scheduled processes so the review does not assume the application is self-contained.
Build an input inventory
| Input | Why it matters |
|---|---|
| Approved source and build information | Shows the implementation and how it is assembled |
| Data definitions and approved samples | Clarifies field meanings, relationships and validation |
| Workflow and business documentation | Explains intent and exceptions |
| Interface and job descriptions | Identifies dependencies outside interactive screens |
| Known issues and historical decisions | Helps distinguish intended behavior from defects |
Confirm access without expanding the task
Have each system owner approve the intended collection or export method. A successful network connection does not establish permission to read an application, collect data or install tooling. When direct access is unavailable, discuss an approved owner-supplied export or a narrower initial review.
Make missing evidence visible
Record unavailable inputs, restricted components and unresolved questions. Assign someone who can supply or validate each item. A partial source package can support a useful first review if its limits are clear; it should not be presented as complete coverage of the operational system.
Before transferring any material, complete the data-handling and processing review for the engagement. Do not put passwords, connection strings or production records into a general requirements document.
Need guidance for your environment? Contact AutoBridge or use your existing project support channel.