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

Most AI projects fail during the discovery phase rather than at the coding stage, typically due to selecting the wrong workflow, failing to establish a baseline, or not securing alignment on scope with budget holders. This program treats discovery as a rigorous engineering discipline—complete with defined artifacts, validation tests, and clear exit criteria—ensuring that build teams begin with a workflow worth automating and a value proposition already accepted by the customer.

This instructor-led, live training (available online or on-site) is designed for forward deployed engineers, solution consultants, product owners, and presales engineers. It targets professionals who need to translate ambiguous customer requests into clearly defined, funded engagements, aiming to conduct structured discovery, prioritize use cases based on evidence, and deliver a scope and value case robust enough to withstand scrutiny from finance and delivery teams.

Upon completion, participants will be able to:

• Conduct time-boxed discovery sessions that yield actionable artifacts.
• Map workflows, including associated systems and data constraints.
• Evaluate and prioritize use cases based on feasibility and business value.
• Develop a value case grounded in baselines, tangible benefits, and defensible assumptions.
• Draft a scoped engagement brief incorporating stage gates and termination criteria.

Course Format

• Interactive lectures and facilitated discussions.
• Case study analyses and collaborative small-group workshops.
• Simulated discovery interviews and artifact reviews within a mock engagement scenario.

Customization Options

• To request a tailored training experience, please reach out to us for arrangements.