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 Duration 7 hours

Course Outline

Discovery Prior to Development

  • Addressing the failure of AI implementations during the scoping phase
  • Defining discovery as a structured engineering discipline
  • Establishing time boundaries and specific exit criteria for discovery

Workflow Analysis

  • Observing operations in their operational context
  • Documenting process flows, handoffs, and exception handling
  • Conducting interviews with end-users, management, and control functions

Use Case Validation

  • Applying filters for feasibility, value, and organizational readiness
  • Evaluating a portfolio of solutions rather than isolated ideas
  • Formally declining use cases based on documented evidence

Value Architecture and Business Justification

  • Establishing baselines, benefits, and service costs
  • Defining metrics acceptable to finance and audit teams
  • Maintaining registers for risk, compliance, and dependencies

Commitments, Decision Gates, and Transition

  • Drafting scope statements, assumptions, and exclusions
  • Implementing stage gates and termination criteria
  • Preparing a handover package for the build team

Requirements

  • Experience in a customer-facing technical or delivery role
  • Familiarity with business processes in at least one industry
  • Basic spreadsheet and document skills for modeling and write-ups

Audience

  • Forward-deployed engineers and solution consultants
  • Presales and solution architects
  • Product owners and delivery leads on AI engagements
  • Transformation leads assessing an AI portfolio

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