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The goal of this interactive session is to deeply understand your business and technology objectives. Through a blend of discussions around business landscape, product offerings, and technical deep dives, we aim to identify areas of opportunity and innovation that align with your goals. We encourage open dialogue and look forward to learning morโ€ฆ

๐ŸŒŸ Discovery Workshop Agenda

Welcome to our discovery workshop. Our goal is to deeply understand your business and technology objectives. Through discussions about your business landscape, product offerings, AI readiness, and technical deep dives, we aim to identify opportunities for innovation that align with your goals. We encourage open dialogue and look forward to learning more about your organization.

Part 1: ๐Ÿš€ Business Landscape & Vision

  • Introduction: Get to know the Organization

    • Organization Snapshot: Size, locations, operating geos (business & customers), key roles and responsibilities, tech partners.
    • Sharing your Story: What is your mission and vision?
    • Business Reality: Current metrics (ARR vs. Services).
  • Business Roadmap & Strategy

    • Goals: What are your fiscal year goals? (Example: Raise the bar from FY25's $10M ARR by aiming for a spectacular 50% growth to $15M in FY26.)
    • Challenges & Opportunities: What obstacles do you face, and what opportunities exist?
    • High-Level Tech Strategy: A brief overview of your technological approach.

Part 2: ๐ŸŽ Product Showcase

  • Presenting your Product

    • Quick Product Demo: Show us what youโ€™ve built!
    • Problem-Solving: Which challenges does your product address?
    • Market Presence: Key differentiators, main competitors, industry alignment, and applicable standards (IRAP, HIPAA, FedRAMP, etc.).
  • Exploring User Experience

    • Digital Landscape: Overview of interfaces (Web, Mobile, APIs, AI Agents, Bots, AR/VR, Devices).
    • Licensing Model: How do you monetize your offerings?
  • Gen AI as a Catalyst

    • Accelerate & Rethink: How can generative AI accelerate outcomes or challenge your current business model?

Part 3: ๐Ÿค– AI Readiness & Strategy

This section examines your organizationโ€™s preparedness for AI adoption, from current use cases to long-term strategic planning and cultural integration.

  • AI Vision & Current Usage

    • What is top of mind for you regarding AI?
    • How is your organization already using AI today? Have you leveraged it to accelerate any outcomes?
  • AI Strategy & Opportunity Identification

    • Can you share more about your AI strategy? Are there specific business areas with greater opportunity?
    • How do you see generative AI transforming day-to-day operations, and what key challenges do you anticipate?
  • Organizational Readiness & Capability

    • How are you organizing yourself to seize AI opportunities? What is your current assessment of AI skills and capabilities within the organization?
    • What training or upskilling programs are being considered to empower employees with AI tools?
    • How are internal AI champions being identified and empowered across departments?
    • What cross-functional collaboration efforts exist to integrate AI initiatives across business units?
  • Measuring Impact & Responsible Adoption

    • How will you measure the impact of AI initiatives on productivity and overall performance?
    • What strategies are in place to balance rapid AI adoption with responsible and ethical use?
  • Pilot Projects & Continuous Learning

    • How are pilot projects used to test and validate AI applications before full-scale rollouts?
    • Can you share any success stories or lessons learned from early AI adoption?
    • What mechanisms ensure continuous feedback and adaptation of your AI strategies?
    • How will you nurture a culture of innovation and continuous learning as AI-driven processes expand?

Part 4: ๐Ÿ›ฃ Future Path

  • Mapping the Journey: Product Roadmap

    • How do your product lines support ambitious business objectives?
      • Example: Product 'A' could drive 50% of revenue growth through:
        • 'X' groundbreaking features.
        • 'Y' increased penetration in existing markets.
        • 'Z' expansion into untapped markets.
    • Overcoming Obstacles: Discuss key challenges and potential solutions.
    • Innovations: What new ideas or technologies are you exploring? How are you innovating with AI?
    • BAU Considerations: Balancing re-architecture with tech debt management.
    • Wish List: What capabilities would enhance your product further?
  • Tracking Progress: Product Stats & Telemetry

    • Growth: Customer numbers, user licenses, and growth percentages.
    • Market Footprint: Top customers, key markets, and industries.
    • Operational Cost: Average cost to serve.

Part 5: ๐Ÿ”ฌ Technology Deep Dive

  • Understanding Current Tech Approach

    • AI/ML Utilization: Are AI/ML solutions already integrated? If so, where and how?
    • Infrastructure: What is your current setup (Azure, multi-cloud, on-premise, hybrid)?
    • Tenancy Approaches: Single-tenant vs. multi-tenant decisions.
    • Monitoring & Analytics: Tools for monitoring, telemetry, and analytics.
    • Identity & Access: How are user identities managed and what challenges exist?
    • Resiliency & Scale: Strategies ensuring system resilience and scalability.
    • Disaster Recovery: Existing strategies and experiences.
    • Data Persistence Strategies: Approach to data management and ORM.
    • Lifecycle Management: Tools and processes for end-to-end app lifecycle.
  • Exploring Tech Architecture

    • Snapshot: Architecture diagram.
    • Application: Application nature (N-tier, monolith, microservices, etc.).
    • Tech Stack: Core technologies, client types, and API frameworks.
  • Code & Data Management

    • Codebase: Programming languages, frameworks, and repository practices.
    • Data Landscape: Database choices, analytics environments, and archiving strategies.

Part 6: ๐Ÿš€ Deployment & Process Dynamics

  • Deployment Overview

    • Strategy: Per-customer or multi-tenant? Deployment in customerโ€™s or ISVโ€™s subscription?
    • CI/CD: Processes and tooling used.
  • Process Orientation

    • Methodology: Agile or Waterfall?
    • Team & Backlog Management: Team structure and backlog prioritization.
    • Roadmap Definition: How the development roadmap and user stories are defined.
    • Customer Engagement: How customer feedback informs feature development.

Part 7: ๐Ÿ”’ Security, Identity, Availability & Scalability

  • Security & Identity

    • Management: Identity management (AAD, AAD B2C, AAD B2B), app publication in AAD App Gallery.
    • Security Measures: Virtual networks, firewalls, Azure Security Centre, Secure Score, SIEM usage.
  • Availability & Scalability

    • High Availability: Strategies and implementations.
    • Backups & Disaster Recovery: Backup approaches and DR environment.
    • Scalability: Load management (queues, auto-scaling, tier adjustments).

Part 8: ๐Ÿ“Š Governance & Closing Remarks

  • Governance
    • Cost Management: Policies and monitoring tools.
  • Closing Thoughts
    • Recap of insights, discussion of next steps, and action items.
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During the innovation discussion:

  • Identify specific, measurable, and relevant customer outcomes.
  • Determine the organizational value.
  • Translate business goals into functional capabilities.
  • Utilize essential questions.
  • Engage with stakeholder questions.
  • Apply the Five Whys technique.
  • Implement the 6W Method (Who, What, When, Where, Why, How).
  • Prioritize level of effort (LOE) versus impact.

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