Discovery Methodology

Link to PTC Business Fitness Video

Discovery Analysis

The goal of the discovery phase is to clearly identify the right customer specific solution through a consistent, repeatable process:

  • Identify the overall goals required for product determination
  • Leverage established processes to  identify and quantify critical product development wait states
  • Recommend solutions to resolve delays

Example Discovery Plan

 

Step

 Steps & Details

 Time Frame

 Responsibility

 Results

 1Initial Meeting – Introduction to ZWS, determine business fit All Completed
 2Discovery Preparation / Deliver Schedule – determine executive and technical participants, review Discovery Plan, schedule Executive Discovery Session Zero Wait-State
 In Process
 3Executive Discovery Session – understand business initiatives relating to Product Development, review Technical Discovery expectations, long term and short term goals, financial impacts, Product Development Process map 

Executive Team & Zero Wait-State

 
 4 Technical Discovery Session – understand current Product Development Process, qualify/quantify process “wait states”, view current technology systems, interview selected personnel Technical Team & Zero Wait-State 
 5Executive Results Presentation – review business initiatives, present Technical Discovery findings, Product Development Process plan, ROI, case studies/references, implementation plan Executive Team & Zero Wait-State  
 6Technical Validation Project – demonstrations, benchmark study(if needed), references Technical Team & Zero Wait-State 
 7Proposal and Sign Contracts – finalize scope of work, determine implementation start date, review contracts and pricing, financing options and payment schedules Finance or Purchansing & Zero Wait-State 
 8Success Criteria Definition & Implementation– mutually agree on success criteria, implementation project
 TBDAll 

 

 
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