Drupal project takeover and partner change

When the current development partner is unresponsive, the project has stalled or the site carries substantial technical debt, a takeover needs controlled steps: access, audit, risk review, a test environment and only then changes.

When this helps

  • the previous developer or agency no longer works on the project;
  • the current development partner responds slowly or gives no clear overview;
  • the project is unfinished and decisions are undocumented;
  • documentation is missing or incomplete;
  • Git, hosting, backups or deployment are unclear;
  • the site works, but nobody is confident changing it;
  • updates have not been done and development quality is uncertain;
  • you need to know whether the system is maintainable before ordering new work.

What we check

  • Drupal admin, server, domain and database access;
  • Git repository, Composer files, deployment workflow and backups;
  • Drupal core, modules, PHP and server state;
  • custom modules, theme layer, cron jobs and integrations;
  • security risks, data protection risks and critical user journeys.

What you get

  • a takeover checklist;
  • a list of risks and missing access points;
  • a recommendation on what to fix immediately and what can wait;
  • an assessment of whether the system fits maintenance, upgrade or migration work;
  • an initial work plan for budget discussion.

Takeover process

  1. Collect access — domain, hosting, server, Drupal admin, Git, database, files, email and external services.
  2. Technical audit — check versions, modules, custom code, configuration, backups and release process.
  3. Map risks — separate critical security and reliability risks from issues that can wait.
  4. Start a test environment — where possible, establish a local or staging environment so changes are not made directly in production.
  5. Fix critical issues — access, backups, security updates and broken workflows come first.
  6. Continue maintenance or development — after the review, decide between Drupal maintenance, upgrade or custom development.

What we do not do

We do not start by rewriting the system. First the current state must be secured, backed up and understood. Only then does it make sense to change code or plan larger work.

Why takeover is a separate task

A Drupal project can look fine from the outside while its technical ownership is weak. The problem appears when a security update, form fix, integration change or recovery task becomes urgent.

A high-risk mistake is changing the system without a backup, Git history or test environment. That is why takeover is treated as its own piece of work: establish control, make a plan and only then change the system.

How we start

If you already have access, send it through an agreed secure channel after the first contact. If access is missing, we start with a list: domain, hosting, Drupal admin, Git, database, files, email settings and external services.

Read the related guide: what to do when the previous Drupal developer is gone.

Related services: Drupal maintenance, technical audit, Drupal upgrade.

Next step: describe the project state, which access points exist and why the partner change is needed.

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