Skip to main content

Discovery Workflow

Owner: Delivery lead Status: draft Audience: commercial and delivery teams Related: Engagement Models, Approval Matrix

Purpose​

Scope the client problem, identify the owner, define success, and confirm what the first live workflow should be.

Trigger​

Run this workflow when a prospect or client has a credible operating problem and Nucleotto needs to decide what the first live workflow should be.

Inputs​

  • commercial context and buyer goals
  • current workflow bottleneck
  • systems touched by the workflow
  • owner for approvals and success criteria

Standard sequence​

  1. define the operating problem in concrete workflow terms
  2. identify the owner and the decision path
  3. map the systems, handoffs, and constraints involved
  4. define the first visible output that matters
  5. confirm what a pilot would need to prove

Outputs​

  • scoped target workflow
  • named owner
  • success definition
  • recommended pilot starting point

QA checks​

  • scope is tied to one concrete workflow
  • success is measurable
  • the owner is explicit
  • the first visible output is clear enough to judge in a pilot

Failure modes​

  • treating discovery like a product demo
  • leaving ownership vague
  • scoping too broadly for the first pilot
  • pitching software instead of operating capacity