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Guide

What actually happens in a discovery workshop

Karan Modi
Karan Modi
Principal, Business Growth
· 6 min read
A small team mapping a workflow on a wall during a working session
Photo via Unsplash

People sometimes expect a discovery workshop to be a sales demo in disguise. It is the opposite. We do not show you product. We sit with your team, map how the work really flows, and leave with enough understanding to scope honestly. Here is what actually happens, start to finish.

What we do in the room

Discovery is stakeholder interviews, process mapping, and an honest inventory of the systems you already run. We work through your highest-pain workflow step by step, including the awkward exceptions that never make it into a tidy diagram, and we note every place data is re-keyed, chased, or reconciled by hand. Depending on complexity this usually takes two to five days of focused work.

Walking stakeholders through scope in a working session
Discovery is a working session, not a pitch. The output belongs to you whether or not we build it. Photo via Unsplash

What you walk away with

You get a written scope document, a milestone plan, and a commercial proposal in plain language. Where there is a clear fit, we return that outline within about one business day. If you proceed with a build within thirty days, the workshop fee is credited toward it, so discovery is never money spent twice.

  • A scope document describing what we would build and, just as importantly, what we would not
  • A phased milestone plan so you can see value before the full platform ships
  • A commercial proposal with clear bands rather than a vague estimate

What happens next

Once you sign off the blueprint, we build in milestones with demo checkpoints along the way. There is no black box where work disappears for months. You review running software at each milestone, which keeps scope, timeline, and expectations aligned as the build progresses.

Build starts after you approve the technical blueprint, integrations, and milestone plan in plain language. That sign-off is the control point for scope and timeline.

From the Aviu delivery process

Discovery exists to remove the biggest risk in custom software, which is building the wrong thing confidently. A few days of careful mapping at the start is the cheapest insurance you can buy against a project that drifts.

Karan Modi
Written by Karan Modi
Principal, Business Growth

Karan leads client conversations and commercial scoping at Aviu Solutions, helping operations-led teams decide where custom software pays off and where it does not.

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