ARDURA Consulting discovery workshop: the foundation for the success of your IT project

Learn how IT discovery workshops are the foundation of successful projects. Learn methods for identifying goals, risks and user needs for successful implementation.

Any ambitious technology project, like an intricate building intended to last for years, needs solid, carefully designed foundations. Without them, even the most innovative vision and the involvement of the best specialists may prove insufficient, and the entire project may end in costly failure, a mismatch with real needs or an endless string of problems and delays. In the world of software development and implementation of complex IT systems, the role of such an indispensable foundation is played by the discovery phase, and at its heart are often intensive, interactive workshops. At ARDURA Consulting, we understand very well that the success of any project begins long before the first line of code is written. That’s why our Discovery Workshops are designed to transform your initial vision, often not yet fully crystallized, into a concrete, thoughtful and realistic roadmap that becomes the roadmap to achieving your business and technology goals. This is not just another unnecessary step in the process – it’s an investment in clarity, risk minimization and, ultimately, in the success of the entire enterprise.

Before you lay the first brick – why is the discovery phase essential for any IT project?

Imagine trying to build your dream house without a detailed architectural design, without an analysis of the land, without precisely defining the needs of future residents and without a realistic budget. Sounds like a recipe for disaster, right? Unfortunately, in the world of IT projects, especially those carried out under time pressure or with inadequate preparation, it is not uncommon for teams to throw themselves into development work based on unclear assumptions, incomplete requirements and overly optimistic estimates. The results of this approach are sometimes lamentable.

Skipping or superficially conducting the discovery phase is one of the most common causes of failure in IT projects. This leads to a number of serious problems, such as:

  • A vaguely defined or constantly changing project scope (scope creep): Without a shared, precise understanding of what is to be built, the project becomes a moving target, with its boundaries constantly expanding, generating additional costs and delays.
  • Mistaken assumptions and a mismatch between the solution and the real needs of the business and users: If we don’t spend enough time at the outset to deeply understand the problem we want to solve and the expectations of key stakeholders, we risk creating a product that, while perhaps technologically advanced, will not address real needs and will not deliver the expected value.
  • Conflicts and misunderstandings within the project team and between IT and the business: Lack of shared vision, unclear priorities and different interpretations of requirements lead to frustration, ineffective communication and internal friction, which negatively affect the atmosphere and progress of the work.
  • Unrealistic schedules and budget overruns: If the scope and complexity of a project are not properly estimated at an early stage, the original assumptions about implementation time and cost will quickly prove impossible to meet.
  • Poor quality of the final product and the need for numerous costly post-implementation fixes: Errors and shortcomings that were not identified and addressed at the analysis and design stage often surface only at production, generating significantly higher repair costs and negatively affecting the user experience.
  • Wasted Resources and Lost Opportunities: In extreme cases, projects implemented without a solid foundation can fail completely, meaning not only financial losses, but also wasted team time and effort and lost valuable business opportunities.
  • The discovery phase, in the context of IT projects, is a structured process aimed at gaining a thorough understanding of the business problem, defining the vision and goals of the project, gathering and analyzing requirements, identifying potential risks, and developing an initial action plan. This is the stage where we ask key questions: “What do we want to achieve?”, “Who are we doing this for?”, “What are our priorities?”, “What are the potential obstacles?” and “What will the path to success look like?”. Investing time and resources in a carefully conducted discovery phase is therefore not an additional cost, but one of the most important forms of savings in the long term. It avoids many costly mistakes, minimizes the risk of failure and significantly increases the likelihood of delivering a solution that will bring real business value and be appreciated by users. It is at this stage that the foundations for future success are laid.

ARDURA Consulting discovery workshop – how do we turn your vision into a concrete action plan?

At ARDURA Consulting, we are well aware of the critical importance of the discovery phase to the success of any technology project, even the most complex. That’s why we have developed and successfully apply to our clients dedicated Discovery Workshops – intensive, interactive sessions designed to jointly explore your needs in depth and transform even the vaguest vision into a clear, concrete and realistic action plan. Our approach is based on several fundamental principles.

Above all, we focus on partnership and a deep understanding of each client’s unique business context. We don’t come with ready-made solutions “out of the box.” Instead, we first try to fully immerse ourselves in your world – to understand the specifics of your industry, business model, strategy, key challenges and goals you want to achieve with your planned IT project. We believe that only such a customized, “tailor-made” approach can lead to solutions that really work and deliver value.

Our discovery workshops are highly interactive and engaging. They are not monotonous lectures or presentations. They are dynamic teamwork sessions where we use a variety of proven techniques and tools (about which more in a moment) to stimulate creativity, facilitate discussion, identify key problems and collectively generate the best possible solutions. We make sure that each participant feels at ease, can express his or her opinions and actively contribute to the development of common understandings.

A key element in the success of the workshop is the involvement of the right people – key stakeholders – both on the client side and the ARDURA Consulting team. On the client’s side, it is extremely important to include business representatives (e.g., product owners, managers responsible for the area, domain specialists), people from the IT department (e.g., architects, future system administrators) and, if possible, representatives of future end users. Their diverse perspectives and knowledge are invaluable to fully understand the needs and context of the project. On the part of ARDURA Consulting, workshops usually involve experienced business consultants, system analysts, software architects and, depending on the specifics of the project, UX/UI specialists or experts in specific technologies. Such an interdisciplinary team guarantees a comprehensive view of the problem and high quality of the solutions developed.

Although each discovery workshop is customized to meet the individual client’s needs and project specifics, the typical flow and agenda of our sessions typically includes several key, logically connected steps that lead from an overall vision to a specific plan:

  • Stage 1: In-depth understanding of the business context and strategic objectives of the project. At this stage, we focus on full immersion into the world of your organization. We analyze your business strategy, market position, key challenges and opportunities. We seek to understand precisely what business problem the planned IT project is intended to solve, what specific, measurable goals it is intended to achieve (e.g., revenue growth, cost reduction, improved efficiency, increased customer satisfaction), and how it fits into your long-term vision for business development.
  • Step 2: Precise definition of the project scope and prioritization. Once the goals are understood, we work together to define the boundaries of the project – what goes into the scope of the project and what we consciously exclude from it. We identify the key functionalities that the system must have in order to meet the defined business objectives. Here we often use techniques such as User Story Mapping or the MoSCoW method (Must have, Should have, Could have, Won’t have) to prioritize requirements and define the scope for a possible first version of the product (MVP – Minimum Viable Product), if the project is to be implemented iteratively.
  • Step 3: In-depth analysis of users and their actual needs. The success of any IT system depends on whether it meets the real needs of its users and whether it is easy and pleasant for them to use. Therefore, at this stage, we focus on understanding who the future users of the application are (we create so-called personae), what their goals, tasks, motivations, frustrations and pain points are. We often map their typical paths of interaction with the system (customer journey mapping or user journey mapping) to identify areas where we can deliver the most value and improve their experience.
  • Stage 4: Joint brainstorming and creative generation of potential solutions. With our goals, scope and user needs clearly defined, we move to the stage of finding the best possible solutions. Here we use various creative thinking and workshop techniques (e.g. design thinking, brainstorming, “what if” scenarios) to generate a wide range of ideas for functionalities, user interfaces, or technological approaches. Together, we analyze and evaluate these ideas, selecting the most promising ones.
  • Step 5: Define the system architecture and key technical requirements (at the appropriate level of detail). Once the functional concept has been developed, our architects and technical specialists, in cooperation with your IT team (if involved), prepare a preliminary outline of the architecture of the planned solution. This includes identification of key system components, their interrelationships, selection of appropriate technologies (programming languages, databases, platforms), as well as definition of the most important non-functional requirements, such as expected performance, scalability, security, reliability or ease of maintenance.
  • Step 6: Identify and assess potential project risks and plan mitigating actions. Every IT project, especially those of greater scale and complexity, carries certain risks – technological, business, organizational or resource-related. At this stage of the workshop, we jointly identify these potential risks, assess their probability of occurrence and potential impact on the project, and then develop specific strategies and actions to minimize or eliminate them.
  • Step 7: Develop a preliminary roadmap and timeline for project implementation. We divide the entire project into logical stages or phases, define key milestones, define dependencies between tasks and prepare a realistic, though still high-level, work schedule at this stage. This allows us to better understand the sequence of activities and the timeframe of the entire project.
  • Step 8: Prepare a preliminary estimate of the budget and resources needed. On the basis of the defined scope, the selected technological concept and the planned schedule, we prepare a preliminary estimate of the cost of project implementation and the required resources (human, technological, financial). This estimation, although usually indicative at the stage of the discovery workshop, is an important reference point for further investment decisions.

During our ARDURA Consulting Discovery Workshops, we actively use a wide range of proven workshop tools and techniques that engage participants, stimulate creativity, and help them effectively arrive at common understandings. These include the aforementioned Design Thinking (a human-centered design methodology), Business Model Canvas and Value Proposition Canvas (tools for analyzing and designing business models and value propositions), User Stories and User Story Mapping (techniques for precisely defining functional requirements from the user’s perspective), Event Storming (a workshop technique for modeling complex business processes and identifying domain events), as well as various types of brainstorming techniques, SWOT analysis, mind mapping or low-fidelity prototyping. The choice of specific tools is always adjusted to the specifics of the project and the goals of the workshop.

Key results and tangible benefits of participating in ARDURA Consulting’s discovery workshops

The investment of time and commitment in ARDURA Consulting’s Discovery Workshop brings to your organization a number of tangible, tangible results and long-term benefits that significantly increase the chances of success for your entire IT project and maximize the return on your investment.

The most important result is the development of a common, deep and unambiguous understanding of the goals, scope and priorities of the project by all key stakeholders – both on the business and IT sides. Through intensive, interactive workshop work, ambiguities, conflicting expectations and erroneous assumptions are eliminated, and the entire project team gains a coherent vision of what is to be achieved and why.

The workshop also results in a precisely defined and documented list of functional and non-functional requirements for the planned system or application. These requirements are formulated in a way that can be understood by all parties, often in the form of user stories (user stories) along with acceptance criteria, which provides a solid basis for further design and development work.

Through joint analysis and discussion, it is possible to identify and assess potential project risks (technical, business, organizational) early on and develop specific strategies for their mitigation. This allows for proactive management of uncertainties and avoidance of many problems that could arise at later stages of the project.

The Discovery Workshop also leads to the creation of a realistic, high-level roadmap and preliminary project implementation schedule, broken down into key milestones, milestones and dependencies. This gives all stakeholders a clear picture of the planned activities and timeframe for the entire project, and allows for more efficient resource planning.

On the basis of the defined scope and preliminary technical concept, it is also possible to prepare a more reliable preliminary estimate of the budget and resources needed, which is extremely important for making informed investment decisions and ensuring adequate financing of the project.

All of these elements – a common understanding, precise requirements, identified risks, a realistic plan and budget – add up to a solid, unwavering foundation for all subsequent design, development and implementation work. Starting a project with such a prepared base significantly increases its predictability, reduces the number of unexpected problems and costly changes at later stages, and thus contributes to significant time and money savings in the long run.

The value of building a strong partnership and mutual trust between the client’s team and the ARDURA Consulting team from the very beginning of the cooperation cannot be overstated either. Intense joint work during workshops, open exchange of ideas and experiences, and joint efforts to develop the best solutions create an atmosphere of mutual understanding and commitment, which is invaluable for the effective implementation of the entire project.

Ultimately, all of these benefits translate into significantly greater confidence in the success of the entire IT endeavor – that is, the delivery of a solution that not only works efficiently and reliably, but, more importantly, realistically addresses business needs, delivers the expected value and is positively received by users.

When are ARDURA Consulting’s discovery workshops particularly valuable? Example scenarios

While the discovery phase is important for any IT project, there are certain situations and types of projects where conducting a dedicated, interactive ARDURA Consulting Discovery Workshop brings particularly high value and may even be crucial to avoiding serious problems.

Workshops are extremely valuable when your organization is embarking on a new, complex IT project from scratch, such as planning to build an entirely new transactional system, an e-commerce platform, a mobile application with broad functionality, or a dedicated solution to support key business processes. In such cases, where there are many unknowns and the scope and requirements are not yet fully crystallized, workshops allow you to jointly shape the vision, define priorities and create a solid framework for the entire project.

Equally important are discovery workshops in the context of modernizing, transforming or replacing existing legacy systems. Understanding the limitations and problems of current solutions, defining the requirements for a new system, selecting an appropriate modernization strategy (e.g., refactoring, rebuilding, replacing) and planning the migration process are extremely complex tasks that require in-depth analysis and the involvement of multiple stakeholders. The workshop provides an ideal forum for conducting such analysis and developing an optimal plan of action.

If your company is planning to implement an innovative product, service or business model whose scope and market reception are still subject to a great deal of uncertainty, a discovery workshop can help you better understand potential users, validate key hypotheses, define the scope for an MVP version, and develop a strategy for iterative development and market testing of the idea.

Workshops are also particularly recommended for projects that require the involvement and close collaboration of many different stakeholders from different departments of the organization (e.g., IT, marketing, sales, operations, finance), and potentially external partners. They allow you to bring all the key people together in one place (physically or virtually), facilitate the exchange of perspectives, build common understanding and make decisions that are acceptable to all parties.

Situations where there is a lack of a clear, coherent vision for a product or service, or where there are many conflicting expectations and ideas about the direction of development, are also excellent reasons to hold discovery workshops. They help to channel the discussion, confront different points of view and jointly develop a coherent concept that will form the basis for further action.

Investing in discovery workshops – why does it just pay off? The perspective of the CTO and Project Manager

From the perspective of the Chief Technology Officer (CTO) and Project Manager, the decision to allocate time and resources to conduct a Discovery Workshop may initially seem like an added burden to a tight schedule and budget. However, experience clearly shows that it is one of the most cost-effective investments that can be made early on in any significant IT project.

For CTOs, discovery workshops are primarily a tool for minimizing technology and business risks. They allow early identification of potential architectural issues, integration challenges, security gaps or inadequacies of selected technologies before significant development costs are incurred. They also make it possible to better align planned solutions with the company’s long-term technology strategy and ensure their consistency with the existing IT ecosystem. As a result, this leads to more stable, scalable and easier-to-maintain systems, which translates into lower total cost of ownership (TCO) and greater efficiency for the IT department.

For the Project Manager, discovery workshops are the foundation for effective planning, scope management and building an engaged team. A precisely defined scope, clear priorities and a shared understanding of objectives significantly facilitate day-to-day project management, decision-making, stakeholder communication and progress monitoring. They reduce the risk of uncontrolled “scope creep,” misunderstandings and conflicts within the team. A realistic schedule and budget, developed on the basis of the workshop results, gives much more confidence in meeting deadlines and fitting within the financial framework. What’s more, involving key members of the project team in the discovery process from the very beginning builds their sense of shared responsibility for success and motivation for action.

Ultimately, an investment in ARDURA Consulting’s Discovery Workshop is an investment in the predictability, quality and success of your IT projects. It’s a way to avoid costly mistakes, wasted resources and the frustration of a mismatch between the final product and expectations. It’s simply a smart business decision.

Applications: ARDURA Consulting discovery workshops – the first, most important step on the road to digital success

In a world where technology is playing an increasingly central role in every area of business, the success of IT projects depends not only on the excellence of technical implementation, but above all on a deep understanding of needs, precise definition of goals and careful planning of activities. The Discovery Workshops offered by ARDURA Consulting are much more than a series of meetings – they are a strategic, interactive process that transforms vague ideas and ambitious visions into solid, concrete and realistic action plans. It’s an investment in clarity, minimizing risk and building a shared understanding that becomes the unwavering foundation for all subsequent project phases, ultimately leading to solutions that deliver real business value and ensure your organization’s digital success.

Summary: What do you gain from ARDURA Consulting’s discovery workshops?

By choosing to participate in a Discovery Workshop led by ARDURA Consulting experts, your organization gains a number of key benefits that underpin the success of any IT project:

  • A common and clear understanding of the business objectives and scope of the project by all key stakeholders.
  • Precisely defined and documented functional and non-functional requirements, providing a solid foundation for further work.
  • Early identification and assessment of potential project risks with the development of strategies to mitigate them.
  • A realistic roadmap and preliminary project schedule for effective planning and management.
  • A more reliable initial estimate of the budget and resources needed, supporting informed investment decisions.
  • A solid foundation for the project team to work effectively and minimize the risk of costly mistakes and changes at later stages.
  • Build a strong partnership and mutual trust with the ARDURA Consulting team from the very beginning of the cooperation.
  • Significantly increase the probability of success of the overall project and delivery of a solution that realistically meets business needs.

An investment in ARDURA Consulting’s Discovery Workshop is an investment in the predictability, quality and strategic alignment of your IT projects.

If you are facing the challenge of planning a new, complex IT project, upgrading an existing system or implementing an innovative solution and would like to give it the best possible start, we invite you to contact ARDURA Consulting. We would be happy to tell you more about our Discovery Workshops and show you how we can work together to build the foundation for the success of your venture.

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About the author:
Łukasz Szymański

Łukasz is an experienced professional with an extensive background in the IT industry, currently serving as Chief Operating Officer (COO) at ARDURA Consulting. His career demonstrates impressive growth from a UNIX/AIX system administrator role to operational management in a company specializing in advanced IT services and consulting.

At ARDURA Consulting, Łukasz focuses on optimizing operational processes, managing finances, and supporting the long-term development of the company. His management approach combines deep technical knowledge with business skills, allowing him to effectively tailor the company’s offerings to the dynamically changing needs of clients in the IT sector.

Łukasz has a particular interest in the area of business process automation, the development of cloud technologies, and the implementation of advanced analytical solutions. His experience as a system administrator allows him to approach consulting projects practically, combining theoretical knowledge with real challenges in clients' complex IT environments.

He is actively involved in the development of innovative solutions and consulting methodologies at ARDURA Consulting. He believes that the key to success in the dynamic world of IT is continuous improvement, adapting to new technologies, and the ability to translate complex technical concepts into real business value for clients.