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The purpose of discovery is to understand the problem, identify constraints, and decide whether there is a practical next step.
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What To Bring
A short description of the process, the tools involved, and what a better result would look like. High-level context is enough for an initial discussion; avoid sharing confidential records or credentials.
Understand The Work
Discuss the workflow, who uses it, and where the current friction sits.
Identify The Constraints
Consider data availability, integration boundaries, security needs, and operational ownership.
Define A Practical Next Step
Clarify what needs investigation, what could be built, and how an improvement could be evaluated.