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

The majority of AI initiatives stumble during the discovery phase rather than during implementation: teams often target the incorrect workflow, fail to establish a performance baseline, or lack alignment on scope with budget holders. This training approaches discovery as a rigorous engineering discipline—complete with tangible artefacts, validation tests and clear exit criteria—ensuring that build teams commence work on a workflow that genuinely warrants automation and a value proposition the client has already endorsed.

This live, instructor-led programme, available online or on-site, is designed for forward-deployed engineers, solution consultants, product owners and pre-sales specialists. It equips you to convert vague client requests into clearly defined, funded engagements by mastering structured discovery, prioritising use cases based on evidence, and crafting scope and value cases that withstand scrutiny from finance and delivery teams.

Upon completion, participants will be able to:

• Conduct a time-boxed discovery process that yields actionable artefacts.
• Chart workflows, identify connected systems and recognise data constraints.
• Evaluate and rank use cases based on feasibility and potential value.
• Construct a robust value case incorporating baselines, projected benefits and justifiable assumptions.
• Draft a scoped engagement brief featuring clear stage gates and termination criteria.

Delivery Style

• Interactive lectures paired with facilitated discussions.
• Analysis of real-world case studies and small-group workshops.
• Simulated engagement exercises involving discovery interviews and artefact reviews.

Customisation Options

• Please reach out to us to discuss arranging a bespoke training programme.