Initial scope
The business process, people and systems to investigate, with assumptions and exclusions visible.
Start with the work, not a product pitch
Choose the conversation you need. Leave with a practical agenda: the transaction to follow, the people to involve and the decisions to make.
Your workshop starting point
Local summary only. A workshop, proposal or product decision has not been confirmed.
What comes after discovery
The business process, people and systems to investigate, with assumptions and exclusions visible.
The product, edition, licensing, data and integration questions that need evidence before selection.
An agreed workstream and delivery approach once the discovery findings and responsibilities are understood.