What are the best practices for working with a SharePoint development company on custom workflows?

[Matthew_13]

I would say;

 Be clear about how the workflow should behave, not just the steps—approvals, exceptions, and ownership after go-live. Insist on modern, supported tools and avoid legacy approaches that are hard to maintain.

Last I would say, require basic documentation and a handoff so you’re not dependent on the vendor long term.

Mark as helpful and answered if you find useful.

[Ankith Sharma]

Hi @Carter Ruff 

Great question! I agree with what @Matthew_13  said. Working with a SharePoint development company on custom workflows can be smooth and effective if you follow a few key best practices. First, be clear about business behaviour, including approvals, exceptions, and ownership after go-live, not just the happy path.

Ensure workflows are built using modern, supported tools (such as Power Automate) and avoid legacy approaches that are hard to maintain. Finally, ask for basic documentation and a proper handoff so your team can support and extend the solution without ongoing vendor dependency.

If you find this useful, kindly mark it as Accept as Solution and Helpful.

Regards,
- Ankit
LinkedIn: https://www.linkedin.com/in/sharmaankith/