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What is my discovery process?
My structured discovery process ensures I understand your unique needs before recommending solutions.
Phase 1: Current State Analysis
I conduct comprehensive interviews with key stakeholders to understand your existing processes, pain points, and manual workflows that could benefit from automation.
Phase 2: Goal Definition & Requirements Gathering
Working collaboratively, I define specific automation goals, success metrics, and technical requirements. This includes identifying integration needs and compliance considerations.
Phase 3: Solution Architecture & Vendor Selection
Based on your requirements, I design the optimal solution architecture and recommend the best tools and platforms. I evaluate multiple vendors to ensure the right fit for your organization.
Phase 4: Implementation Planning & Team Matching
I create detailed implementation roadmaps and connect you with my network of vetted implementors who have the specific expertise your project requires.