Discovery · the what
Phase 1 of the client journey: Discover opportunities
Discovery is where the client journey starts. It turns your market, your programme and what your teams already know into a ranked set of opportunities, ready for the next phases of the journey.
Where Discovery sits in the client journey
The client journey has six phases that run alongside your transformation. Discovery is the first: it finds the opportunities that the next phases carry through to delivery.
- Phase 1 · DiscoveryDiscover opportunities
- Phase 2Mobilise ecosystem
- Phase 3Build business case & capability
- Phase 4Simulate & validate
- Phase 5Launch pilots & innovate
- Phase 6 · throughoutOrchestrate & scale
Phase 6 runs across the whole journey. See all six phases in the client journey demo.
What phase 1 covers
Six steps, from your market to a ranked set of opportunities your executives agree on.
Industry and market scan
Trends, competitor moves and benchmarks in your industry, including where AI is moving the frontier.
Maturity assessment
How ready your organisation, technology and market position are for innovation and AI.
Opportunity identification
Each opportunity recorded and scored against your value drivers: cost, revenue, AI readiness, risk and speed to value.
Executive alignment
A cross-functional workshop where your executives agree priorities and owners.
Partner and ecosystem mapping
The people, partners and expertise each opportunity will need, and the gaps to fill.
Prioritisation
The opportunity heatmap, the benefits maps and a ranked shortlist, ready for phase 2.
What we discover
Discovery maps the opportunities your transformation uncovers, scores them against your value drivers, and agrees the ones worth pursuing.
Opportunities beyond best practice
Where you can differentiate on top of the standard processes your programme is adopting.
AI opportunities
Where AI can lift value in your processes, data and roles, and how ready each area is today.
Benefits and value at risk
The benefits the programme should produce, who owns them, and where they are leaking.
Readiness gaps
The process, data and organisation weaknesses the programme has already exposed.
When in your transformation programme
Your transformation programme has its own six phases, from its discover phase to innovation after it is deployed. They are separate from the six phases of the client journey. Discovery is designed for the start of your programme, and still pays off later: what changes is what you can still influence.
Your transformation programme phases
- 1Discover
- 2Prepare
- 3Design
- 4Build & test
- 5Deploy & run
- 6Innovate
Before or as the programme starts
Opportunities shape the scope, the business case and the choice of partners, while they are still open.
During design and build
We recover what workshops, migration and testing have already surfaced, and protect the benefits at risk.
Deploy, run and innovate
We re-baseline against what was delivered and build the pipeline of improvements and innovation.
Where we look
Two views of the same organisation: the business areas that will use the change, and the programme areas that deliver it.
Functional domains
The business
- Executive & strategy
- Finance
- Operations & supply chain
- Procurement
- Sales & commercial
- HR & workforce
- Marketing
- Customer service & billing
Programme domains
The programme
- PMO & governance
- Business case
- Change & adoption
- Process design
- Data & migration
- Integration
- Testing & quality
- Extensibility & AI
What you receive
Opportunity heatmap
Every opportunity scored against cost, revenue, AI readiness, risk and speed to value, by domain and programme phase.
Benefits map
Each benefit with an owner, a value driver and the programme phase where it lands.
Ranked shortlist
The opportunities worth pursuing, each with a first business-case line.
A plan to act
Who owns each opportunity as it moves into phase 2 of the journey, alongside your programme.
Start with a 30-minute scoping call
We agree the scope, the domains to cover and who should take part. The length of Discovery follows from that scope.
One calendar for all introductory sessions: choose your session in the booking form. If the button does not appear, open the booking page.