Technical Discovery Framework

DISCOVERY QUESTIONS

Technical Discovery Checklist

TECHNICAL DISCOVERY QUESTIONS

CURRENT ENVIRONMENT:
☐ "What does your current technology stack look like?"
☐ "How are you solving this problem today?"
☐ "What tools/systems would we need to integrate with?"
☐ "What's your deployment preference (cloud/on-prem)?"

TECHNICAL REQUIREMENTS:
☐ "What are the must-have technical requirements?"
☐ "What scale/performance do you need?"
☐ "What are your security/compliance requirements?"
☐ "Who needs to use this and how?"

EVALUATION CRITERIA:
☐ "How will you evaluate solutions?"
☐ "Who's involved in the technical evaluation?"
☐ "What does success look like technically?"
☐ "What's happened with past evaluations?"

TIMELINE & PROCESS:
☐ "What's driving the timeline?"
☐ "What's your implementation approach?"
☐ "Who will be implementing/managing?"

Discovery Output Template

Area	Current State	Requirements	Our Fit
Integration
Security
Scale
Features

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DISCOVERY TECHNIQUES

Active Discovery Framework

DISCOVERY APPROACH

OPEN-ENDED QUESTIONS:
"Tell me about..."
"Walk me through..."
"Help me understand..."
"What happens when..."

PROBING QUESTIONS:
"Why is that important?"
"What have you tried?"
"What would ideal look like?"
"What's the impact?"

CONFIRMING:
"So if I understand correctly..."
"It sounds like the priority is..."
"Would it be fair to say..."

WHITEBOARDING:
☐ Draw their current state
☐ Map the integration points
☐ Visualize the workflow
☐ Get them drawing too

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