The Platform Discovery Checklist

A discovery phase isn't overhead; it's risk reduction. This checklist is the order a good discovery works through.

Work top to bottom. Don't skip to vendor demos — that's step five, not step one. Your ticks stay in your browser, so you can work through it across a week of stakeholder conversations.

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Tick each question once you have a written answer:

What problem are we solving, for whom, and by when?

What does "good" look like as a number we already track?

What happens if we do nothing for another two quarters?If the answer is "not much," stop here.

Who owns this outcome after the project team leaves?

For every workflow the capability must support, mark whether a candidate solution handles it:

• Natively — works out of the box.
• By configuration — supported, needs setup.
• By custom code — possible, but it's now your code to maintain.
• Not at all — a hard blocker hiding inside a feature list.

The "custom code" and "not at all" rows are where timelines and budgets actually go.

Integration is rarely the demo's strong suit. For each system you must connect to, ask:

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Can we read the data we need?

Can we write back — update records, not just display them?

Can we trigger workflows and react to events?

Can we surface data by role and permission, the way the enterprise actually works?

Read access is a screenshot. Write, trigger, and role-aware access is a product.

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Which requirements does each option cover today, without a roadmap promise?

Which components are nearly impossible to build yourself — and therefore argue for buy?

For everything you'd build: an honest time estimate, plus the maintenance tail.

Do you understand both your short- and long-term use cases?You can't compare cost or coverage fairly without both.

These aren't mutually exclusive, and they're not permanent:

• Buy the non-differentiating parts — the things a vendor does better than you ever will.
• Build the part that is your differentiation, the thing the business is actually paying you for.
• Partner to validate a concept fast, then bring it in-house once it's proven.

Write the decision down with the reasoning. In eighteen months someone will ask why, and "it seemed right at the time" is not an answer. For the full six-question version of this call, run the Build, Buy, or Partner decision check — it's linked at the end of this page.

A discovery done well makes the build boring — which is the goal. If you're at the start of one and the stakeholders already disagree about the problem, that's the moment a neutral facilitator pays for itself.

Take it with you

The one-page PDF, ready to forward internally.

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