Business discovery guidelines

Business discovery starts with the initiation of software project. Goal of business discovery is to mostly two fold

  • Understand the customer’s business needs.
  • Setup the required project management parameters in defining and executing the project.

Tasks

  • Kick off the project
  • Define project mission (mostly the expectation from the sponsoring organization).
  • Identify project goals.
  • Determine the ROI (Return Of Investment) expectation.
  • Understand and identify the customer roadmap.
  • Identify stakeholders and define project org structure.
  • Understand the current system and processes.
  • Identify and articulate the key pain points with the current system.
  • Define the key problems the new system is going to solve.
  • Define success criteria.
  • Identify key project execution parameters such as flexibility and drivers on cost, people, quality, timeline, scope.
  • Define high level scope.
  • Chart out the communication plans.
  • Propose and agree upon the meeting plans for the whole discovery sessions.
  • On-board the client with the discovery approach and delivery process.
  • Identify business or technology constraints.
  • Establish the toolset which are going to be used.

Feeding documents – Sample set

  • Business requirement documents
  • Wireframes
  • Experience design
  • Statement Of Work (SOW) contract.

Deliverables

  • Project mission and goals.
  • Scope definition
  • Communication plan
  • Project org structure
  • Toolset list
  • Meeting plan for the whole discovery sessions
  • Success criteria
  • Current (Existing one) solution stack

Stakeholders

  • Project sponsor, executives and all key stakeholders – kick off meeting.
  • Solution architect
  • Technical architect
  • Product owner with business analyst if required.
  • Implementation lead.
  • Quality lead
  • Project manager.
  • Client side technical team representation
  • Client side business team representation

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