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

AI projects typically collapse during the discovery phase rather than during implementation: the wrong process is selected, baselines go unmeasured, or alignment with budget holders is never established. This programme reframes discovery as a rigorous engineering discipline, complete with deliverables, validation tests, and clear exit points. The goal is to ensure development teams begin from a process that genuinely warrants automation and a value proposition that stakeholders have already endorsed.

This live, instructor-led programme (available online or in-person) is designed for forward deployed engineers, solution consultants, product owners, and presales specialists who need to convert vague client requirements into scoped, funded engagements. It equips them to execute structured discovery, rank use cases based on evidence, and craft value cases and scopes that withstand scrutiny from finance and delivery teams.

Upon completion, participants will be capable of:

• Executing time-boxed discovery sessions that yield actionable deliverables.
• Mapping workflows, associated systems, and data constraints.
• Evaluating and ranking use cases based on feasibility and value.
• Constructing a value case grounded in baselines, projected benefits, and defensible assumptions.
• Drafting a scoped engagement brief that includes stage gates and termination criteria.

Course Format

• Interactive lectures and facilitated discussions.
• Case study reviews and collaborative group workshops.
• Simulated engagement exercises focusing on discovery interviews and deliverable assessments.

Customisation Options

• For tailored training requirements, please reach out to arrange a customised curriculum.