Discovery Kickoff & Vision Alignment

Discovery Kickoff & Vision Alignment

• Agenda: Define business problems, high-level objectives, strategic vision, and success criteria for evaluating potential solutions.
• Client Preparation: Core leadership must bring the business case, documented pain points, and strategic goals.

Business Process Mapping (As-Is State)

• Agenda: Document current operational workflows, manual steps, data silos, and structural bottlenecks.
• Client Preparation: Subject Matter Experts (SMEs) must bring existing standard operating procedures (SOPs), flowcharts, or step-by-step descriptions of their daily work.

Technical Discovery & Infrastructure Audit

• Agenda: Review current IT infrastructure, legacy databases, software dependencies, and security/compliance landscapes.
• Client Preparation: Provide architecture diagrams, software inventory lists, data volumes, and security compliance checklists.

Discovery Findings & Go/No-Go Decision

• Agenda: Present findings, estimated cost-benefit analysis, identified risks, and recommendation on whether to proceed.
• Client Preparation: Review the evaluation material and arrive with the authority to greenlight the project or halt the engagement.