Taking over a software project from another agency

·3 min read

A software takeover succeeds when the new team can build, deploy and operate the product without relying on undocumented access held by the previous supplier.

An indigo replacement block being fitted into a dark structure with scaffolding.

A software takeover succeeds when the new team can build, deploy and operate the product without relying on undocumented access held by the previous supplier. Receiving a repository is only one part of that transfer. Plan the handover around demonstrable capabilities and preserve the working system while ownership changes.

Establish ownership before changing code

Inventory repositories, domains, cloud accounts, payment providers, app stores and monitoring services. Confirm which organisation owns each account and who can recover access. Review licences and third-party contracts with the appropriate owner. Use named access and controlled transfer; do not place shared passwords or production secrets in a handover document.

Reproduce the delivery path

Have the receiving team build the application from the documented setup, run important checks and deploy to a safe environment. Record missing steps and dependencies while the previous team is available. Verify database migrations, scheduled jobs, feature configuration and rollback procedures. A successful local build does not establish that production can be supported.

Capture operational knowledge

Ask for recent incidents, known defects, recurring manual tasks and customer-specific behaviour. Trace one important workflow with both teams. Identify where logs, alerts and support requests arrive and who responds. Preserve a clear incident contact during the transition so that an ownership gap does not become an outage.

Accept in stages

Use an access checklist, a reproducible deployment, a restoration exercise and a prioritised issue register as acceptance evidence. Rotate or remove old credentials after the new access path is verified, following the agreed transition plan. Keep stabilisation work separate from new feature commitments until the receiving team understands the system. A short overlap with explicit responsibilities is more useful than an open-ended promise to answer questions later.

Frequently asked questions

Is repository access enough to start?

It permits investigation, but operating the product also requires infrastructure, accounts, configuration and delivery knowledge.

Should we rotate every secret immediately?

Plan rotation with owners and verify replacement access first so dependent services are not accidentally interrupted.

What if the previous agency is unavailable?

Reconstruct the delivery and operating map from evidence, and identify uncertainties before promising feature dates.

Who owns the code and accounts?

Confirm contractual and account ownership explicitly; technical access alone does not resolve ownership questions.

When is handover complete?

When agreed capabilities are demonstrated and unresolved issues have accepted owners, not simply when files are delivered.

Bring the scope. We will help make it buildable.

Share the user journey, integrations and launch constraints. We can clarify the scope and prepare an estimate with assumptions and exclusions.

Further reading

Why an MVP is slow: diagnose before optimising

A slow MVP needs a measured diagnosis before a new hosting plan or framework.

Recover a failing software project: the first two weeks

The first two weeks of project recovery should produce a credible picture of the product and a workable next decision.

Refactor or rewrite an MVP: a decision framework

The choice between refactoring and rewriting is a choice about delivery risk, migration and evidence.