Reviewing TDX set up five years later: How to go about checking everything out?

We are in a season of reviewing how we have TDX set up. Our ticketing side started with types (still not exactly sure what those were) as the foundation and since 9.5, TDX has forms (easier to visualize) as the foundation. Templates are supposed to be on the way out and we are to use forms. Cascading attributes are now available which could reduce the (out of control) number of the forms we use. Our forms still have template fields and also have type fields, both of which probably shouldn't exist anymore and by removing them would help reduce the amount of time we spend making sure that the field values are correct and consistent amongst themselves. I see a lot of specific articles/questions on the solutions.teamdynamix.com site but I would like to see something like a new TDX customer onboarding checklist so that we can check the way we have things set up in a recommended order as close to ITIL / best-of-class as possible. Is there such a thing available for me to reference?