Forward Deployed Discovery: Scoping, Value Framing and the Business Case Training Course

Many AI initiatives falter not during development, but during the discovery phase—often due to selecting the incorrect workflow, failing to establish a baseline, or lacking clear scope alignment with budget holders. This course approaches discovery as a rigorous engineering discipline, complete with defined deliverables, validation tests, and clear exit criteria. The goal is to ensure that build teams begin with a workflow genuinely worth automating and a value proposition already validated by the client.

This instructor-led session, available online or onsite, targets forward deployed engineers, solution consultants, product owners, and presales engineers. It equips professionals who need to transform vague client requirements into a well-defined, funded engagement with the skills to conduct structured discovery, prioritize use cases based on evidence, and craft a value case and scope that withstand scrutiny from finance and delivery teams.

Upon completion, participants will be equipped to:

• Conduct time-boxed discovery processes that yield actionable deliverables.
• Map workflows, including associated systems and data constraints.
• Evaluate and rank use cases based on feasibility and potential value.
• Develop robust business cases grounded in baselines, benefits, and defensible assumptions.
• Draft scoped engagement briefs that include stage gates and termination criteria.

Course Format

• Interactive lectures and facilitated discussions.
• Analysis of case studies and collaborative small-group workshops.
• Simulation of discovery interviews and deliverable reviews within a mock engagement.

Customization Options

• For tailored training requirements, please reach out to schedule a consultation.