Discovery Phase
Defining Scope: Requirements & Objectives
The Discovery Phase is the first and crucial step in an analytics project. It involves gathering information, understanding business requirements, and setting clear objectives to ensure the project aligns with organizational goals. This phase is vital for defining the scope, identifying stakeholders, and establishing the foundation upon which the rest of the project will build.
Business Requirements
Understand the business challenges and problems that the customer is facing / what the project aims to address, like
Identify key stakeholders and end-users (e.g., CXOs, data analysts, marketing teams).
Integration Requirements (SSO, etc.)
Expectation of each category of user from the analytics system
Customer churn
Improve customer segmentation
Sales forecasting
Operational inefficiencies
Gen AI-specific use cases
Functional Requirements
Understand the specific features that customers need.
Data Lake(s)
Dashboards
Reports
Machine learning models
AI Agents [BDB Agents + Custom Agentic workflows]
Alerts- integration with 3rd party systems like Teams, Slack, JIRA, etc.
Custom Workflows [with approvals, etc.]
Technical Requirements
Identify the technical constraints and requirements, like
Data sources/formats
Software tools
Infrastructure
Security considerations
Success Criteria
Identify what success is for the project and define the outcomes that are aimed for
The analytical requirements
Performance & scalability
Volume of data
Number of users
Real-time processing needs
Last updated