Discovery and PlanningGuide

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Start Fast with discovery chat

Use a focused guided conversation to define one workflow when the existing system-of-record boundary is already clear.

Start Fast with discovery chat

Fast Start is the bounded browser discovery route. Use it when one workflow, one owner, and one target product are already clear enough for a focused guided intake to establish a trustworthy boundary.

From chat to delivery

  1. Describe the operation, its owner, the current product, and the problem you want to solve.
  2. Review and confirm the summary until the replacement boundary is clear.
  3. Unlock the confirmed brief to create the delivery project and board.
  4. Connect the project repository and develop from the delivery tickets.

What to bring into the chat

Your first chat should answer questions like these:

  • what workflow are people still doing today?
  • which product are you trying to replace or reduce?
  • who performs the work?
  • what is awkward, expensive, or underused?
  • which existing system remains the system of record?

What good discovery sounds like

The strongest Fast Start conversations stay practical. They name the workflow, the people involved, the pain points, the desired outcome, and the kept system-of-record boundary without trying to redesign the whole company in one session.

What to avoid

Avoid prompts like "replace our whole platform" or "rebuild everything with AI". That scope is usually too broad to verify, price, or ship.

If a focused guided intake would hide important sources, actors, rules, exceptions, controls, or record-migration choices, stop before unlock and choose Deep Discovery.

When the workflow is clear, move to Confirm the summary.