1. Onboarding and Handover

  • Knowledge Transfer:
    • Detailed documentation of the project.
    • Codebase and repository access.
    • Environment setup instructions.
  • Client Training:
    • Admin panel walkthrough.
    • Content management training.
    • Basic troubleshooting guides.

2. Initial Setup and Configuration

  • Access Setup:
    • Setting up user accounts and permissions.
    • Configuring email notifications and alerts.
  • Backup and Restore:
    • Scheduling regular backups.
    • Verifying backup integrity.
    • Setting up restore procedures.

3. Monitoring and Maintenance ( If Client purchase Maintenance Contract )

  • Performance Monitoring:
    • Setting up monitoring tools (e.g., Google Analytics, New Relic).
    • Regular performance audits.
  • Security Monitoring:
    • Implementing security plugins or tools.
    • Regular security scans.
    • Monitoring for vulnerabilities and applying patches.
  • Server related maintenance
    • PHP version control
    • Deprecated php / cms function
    • Server Logs review

4. Regular Updates and Patching

  • Core Updates:
    • Regularly updating the CMS (e.g., WordPress).
    • Applying security patches.
  • Plugin and Theme Updates:
    • Keeping plugins and themes up to date.
    • Testing updates in a staging environment before deployment.
  • Frontend Review
    • After update checking front design & functionality

5. Performance Optimization

  • Speed Optimization:
    • Caching strategies (e.g., browser caching, server-side caching).
    • Image optimization.
  • Database Optimization:
    • Regular database cleanups.
    • Indexing and query optimization.

6. Content Management and Updates ( If SEO Contract Purchased by Client )

  • Regular Content Updates:
    • Scheduling regular content updates.
    • SEO optimization for new content.
  • User Feedback:
    • Implementing feedback tools (e.g., surveys, feedback forms).
    • Regular review of feedback and making necessary adjustments.

7. Support and Issue Resolution

  • Bug Fixes:
    • Logging and tracking bugs.
    • Prioritizing and addressing critical issues.
  • Emergency Support:
    • Providing emergency contact details.
    • Defining emergency response procedures.
  • Quality Control and management

8. Reporting and Analytics

  • Regular Reports:
    • Monthly performance and security reports.
    • Website traffic and user behavior reports.
  • Custom Analytics:
    • Setting up custom reports based on client needs.
    • Analyzing and interpreting data to provide actionable insights.

9. Client Communication and Feedback

  • Regular Meetings:
    • Scheduling regular check-in meetings with clients.
    • Reviewing progress and addressing concerns.
  • Feedback Collection:
    • Conducting periodic satisfaction surveys.
    • Implementing feedback for continuous improvement.

10. Documentation and Knowledge Base

  • Comprehensive Documentation:
    • Creating and maintaining detailed documentation for all processes.
    • Keeping documentation updated with any changes.
  • Knowledge Base:
    • Developing a knowledge base for common issues and solutions.
    • Providing clients with access to self-help resources.

Standard Of Process for Additional Feature existing site

  1. Environment ( Git , WP Engine )
    • Production Env.
    • Staging Environment
    • Local Setup up via Git etc
      • Additional features needs to work on Local Setup
      • After review and testing move on staging
  2. Compatibility Check (If the Project is older than one year)
    • current WordPress version 
    • different related plugins
    • Themes.
    • Code Review
  3. Caching:
    • Disable caching plugin or mechanism temporarily & thoroughly test across devices, browsers, and scenarios to identify and fix issues.
  4. Development of additional Feature
  5. Performance Optimization:(If applicable : Sales Opportunity)
    • Optimize images and other media files for the web.
    • Minify CSS, JavaScript, and HTML files.
    • Implement caching mechanisms using plugins or server-level configurations.
    • Scalability:
      • Design features to handle future traffic and content growth efficiently.
  6. Security Measures:(If applicable : Sales Opportunity)
    • Implement security best practices, including securing login credentials, using SSL/TLS, and limiting access to sensitive files.
    • Install security plugins or implement security features manually.
      • Reputable security plugins, like Wordfence, Sucuri, Solid Central, and more, will help prevent online threats.
  7. Site Health Check:
    • Check the health status of your site via WordPress tools and address any issues.
  8. Backup and Recovery:
    • Set up regular backups of the WordPress site, including files and database.
    • Establish a disaster recovery plan in case of website failure or data loss.
  9. Maintenance Tasks:
    • Check for broken links and missing images.
    • Database optimization and cleanup.
    • Review and removal of unused plugins and themes.
  10.  Monitoring and Logging:
    • Setup of monitoring tools for uptime, performance, and security.
    • Logging of errors, warnings, and critical events.
    • Notification setup for critical events
  11.  User Training and Support:
    • Providing training materials for content editors and administrators.
    • Establishing a support system for users encountering issues.
    • Frequently Asked Questions or knowledge base for common user queries.
  • Feature Requests:
    • Logging and prioritizing feature requests.
    • Planning and scheduling feature development.
  • Roadmap Planning:
    • Collaborating with clients to develop a future roadmap.
    • Aligning website enhancements with business goals.