Discovery MethodologyLink to PTC Business Fitness Video Discovery AnalysisThe 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 | | 1 | Initial Meeting – Introduction to ZWS, determine business fit | | All | Completed | | 2 | Discovery Preparation / Deliver Schedule – determine executive and technical participants, review Discovery Plan, schedule Executive Discovery Session | | Zero Wait-State
| In Process
| | 3 | Executive 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 | | | 5 | Executive Results Presentation – review business initiatives, present Technical Discovery findings, Product Development Process plan, ROI, case studies/references, implementation plan | | Executive Team & Zero Wait-State | | | 6 | Technical Validation Project – demonstrations, benchmark study(if needed), references | | Technical Team & Zero Wait-State | | | 7 | Proposal 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 | | | 8 | Success Criteria Definition & Implementation– mutually agree on success criteria, implementation project
| TBD | All | |
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