Discovery Workshop

Overview

This is the strategic foundation for any successful data project. Instead of jumping straight into development, we collaborate to define what success looks like for your business. This workshop ensures that every decision we make is aligned with your goals, saving you time and resources while guaranteeing the final solution generates real, measurable value.
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Phase 01

Preparation and Alignment

Before the workshop, I dedicate time to thoroughly understand your unique context and challenges. This preparatory work involves analyzing your business and sending targeted questions to stimulate internal reflection, ensuring we make the most of our collaborative session.

Deliverable

Pre-Workshop Questionnaire & Briefing Document: An insightful document with strategic questions for your team, paired with a detailed agenda outlining the topics, activities, and specific goals we will achieve together.

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Phase 02

The Collaborative Workshop Session

During this intensive, structured session, I facilitate a discussion that always starts with the business, not the technology. Together, we will define the "why" (business objectives), the "who" (end-users and their needs), and the "what" (key metrics) of your project.

Deliverable

Objectives and KPI Prioritization Map: A visual and formalized summary of the business objectives and the key performance indicators (KPIs) that we identify, refine, and prioritize during our collaborative session.

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Phase 03

Plan Formalization and Strategy

The value of the workshop is crystallized into a strategic document that summarizes all our findings. This document serves as the essential, agreed-upon foundation for all subsequent project phases, ensuring complete alignment.

Deliverable

The Dashboard Blueprint: A professional document that includes the defined business objectives, key user stories for your end-users, the approved list of prioritized KPIs, and a high-level mapping of the required data sources. This is the official "charter" for your future project.