The first thing I do when working with a new client is set up an initial discovery meeting with at least one sponsor and a subject matter expert in the area or areas I will need to analyze for the project I have been assigned to. I go in prepared with a structured series of questions to ensure that I gather all the basic details and contact information I need to get started.
I then work to gain access to all of the systems and documents I will need to review. I also set up meetings with various individuals in operational roles I need to learn more about as necessary. Once I have access, I walk through their documentation, policies, and systems in a level of detail appropriate for the assignment. In addition to basic workflows, I also review any available data and reports. I document questions and make note of any interesting patterns I notice. Depending on my role, I might then meet again with the sponsors or main stakeholders and discuss next steps, quick hit opportunities, and logistics for the next phase of the project.
I have a lot of experience performing discovery analysis tasks on a wide range of client projects as a consultant. I am confident I will be able to perform any assigned discovery tasks quickly and effectively if hired here at Huron Consulting Group.
