Useful triage buckets
- Quick wins: standard SharePoint list forms with mostly supported controls.
- Builder review: views, dropdowns, rules, or media need cleanup but the scaffold is valuable.
- Architecture review: repeating data, custom integrations, or document-library behavior need design decisions.
- Manual rebuild: custom code, complex rules, or unsupported controls dominate the form.
- Retire/replace: the business process is no longer needed or should be replaced by a different product/process.
Complexity signals
- Many views or virtual show/hide screens.
- Many secondary data sources.
- Custom script or managed code.
- Repeating sections or nested repeating tables.
- External systems beyond SharePoint.
- Heavy submit/email/approval logic.
Rollout advice
Pilot with a form that matters enough to validate but is not the most complex form in the portfolio. Use that pilot to tune SharePoint setup, mapping review, package import, and UAT before scaling to a wave.