Retain
Retain the operating path.
Maintain the workflows, records, documents, controls, permissions, financial paths, and operating history that continue to serve the business.
- Workflow and records Keep states, queues, ownership, source-of-truth rules, record shape, and operational history aligned with how work moves.
- Documents and controls Keep intake, review paths, required-document checks, retention, approvals, permissions, and exception handling aligned with the work.