Any time that there’s a need for business processes to be changed or improved, there’s a discovery phase. This is where the customer comes and explains that he has a problem in his business process – which he can’t pinpoint and asks us to help find the problem and fix it. Sometimes, the people who are closer to the issue can’t really understand the real problem although they know there’s one. The customer gives us a walkthrough of his/her business, elaborating every ‘nut & bolt’ in it.
We then ask the client specific questions to understand the problem and how it has surfaced. In this phase, we collect as much information about the business as possible. This includes understanding the existing business structure, historical milestones, objectives, vision, job descriptions, and overall employee satisfaction.
Our initial consultation can happen through presentations, video conferencing, face-to-face discussions, Q&A sessions, or even by going through relevant documents related to the business. During these discussions, we draw flow-charts, process flows, and activity diagrams to understand the existing business. We encourage our clients be as transparent as possible, in order to develop a perfect solution for them.