What to Prepare for a Discovery Conversation

Introduction

Before a discovery conversation, it helps to share enough context for us to understand the operational problem, ask the right questions, and identify the best next step. You do not need a full analysis before reaching out. A brief summary and a few supporting details are usually enough to start the conversation productively.

What to prepare

Please gather the following information before your discovery conversation:

• A brief summary of the problem or challenge
• The teams, departments, or people involved
• A description of the current workflow or process
• Examples of where time, cost, or margin is being lost
• Any screenshots, reports, or process notes that show the issue
• A list of tools, applications, or systems currently in use

Helpful details to include

If available, include any of the following details to help us understand the situation faster:

• When the issue started
• How often it happens
• What you have already tried
• Any known constraints, deadlines, or business goals

What you do not need to prepare

You do not need a complete diagnosis, a finished business case, or a full technical assessment before contacting us. The purpose of the discovery conversation is to clarify the problem and determine whether the best fit is process improvement, application selection, implementation guidance, or another operational fix.

What happens next

After reviewing your information, we will ask follow-up questions to better understand the workflow, identify likely root causes, and recommend the most practical next step. That may include process improvement, technology selection, implementation support, or another solution aligned to your goals.

Conclusion

A concise summary, a few examples, and any supporting materials will help make your discovery conversation more productive. The more context you provide, the faster we can focus on the right operational fix.