Know how your process runs today, and start every change from evidence.
Discovery establishes how a process runs today, from the people who run it and the systems that record it. You get one verified picture that design, automation and AI projects can start from.
One picture of the process that everyone who touches it has checked.
A pilot needs a process to automate. Three teams describe it three ways, and the newest diagram is dated 2023. Discovery brings those descriptions together and checks them against the evidence, so the next decision rests on one agreed version.
Agreement on how the work runs
Operators, owners and managers review the same picture. Decisions stop depending on whose version you ask.
A baseline to measure against
Fix a starting point now, and every later improvement can be shown against it.
Root causes, not symptoms
Where logs exist, you see the routes cases actually take, exceptions and rework included, and where delays begin. Improvement effort goes where it pays off.
A faster start for what comes next
Design, automation and AI work begin from steps that have been verified, so project time goes on improving the process.
Clear ownership and handovers
Every step has a named owner and every handover is visible, so you can answer who is accountable for what.
Controls in view
See where the controls that protect the process sit, and where a step may fall outside internal policy or a statutory obligation.
Start from what you hold, and add what only the people and the systems can tell you.
Most organisations already hold much of the picture in documents, models and people's heads. Discovery draws it together and fills the gaps.
Your existing documents and models
SOPs, diagrams and policies are the starting point. Discovery confirms which parts still hold and which need updating.
The people who run it
Structured sessions with operators and process owners capture the knowledge that never reached a document.
The systems that record it
Where system logs exist, the picture is cross-checked against what was recorded, not only what people recall. That cross-check leads into process mining.
The work done at a desk
Work that never reaches a system, because it happens on someone's screen, is captured too. It shows where automating a single task would help the team most.
Decide what the process should become, or measure how it runs across every case.
Discovery is the first stage of the route. Take the findings into design to build the future state, or into mining to measure the full volume of work.
Frequently asked questions
What do we have at the end of discovery?
One verified picture of the process: the steps, who owns each one, how work is handed over, and where the people who run it and the system records tell a different story. Design, automation and AI projects start from it.
How long does a discovery engagement take?
It depends on scope. Discovery runs as the first stage of an engagement with a defined scope agreed from the outset, and its findings feed straight into design or mining.
What if we already have process documentation?
Use it. Existing documentation, models and SOPs are the starting point, and discovery confirms which parts still hold, with the people running the process and, where logs exist, the systems that recorded it.
Who needs to be involved?
The operators and process owners who run the process day to day, in structured sessions. One stakeholder interview cannot speak for the whole team, so discovery brings the right people into the same conversation.
What happens after discovery?
The findings feed directly into process design, to decide what the process should become, or into process mining, to measure how it runs across every case your systems recorded.