What to Expect in the Discovery Phase

Chris Quiroz -

We’re excited to get started on your site implementation.

We’ve outlined the first steps in starting a project below:

 

Discovery Process

Step 1: ​Discovery Call(s)

What to expect:

  • An outline of the implementation process
  • Confirm workflow details, scope of the project, and timelines

 

Step 2: ​Discovery Call Follow-Up

What to expect:

  • Finalized Scope of Work statement for your approval, including timelines
  • Copy of the implementation process outline
  • Calendar invite for our next call

 

Step 3: Finalized Document Gathering

What to expect:

  • We will request that finalized items are sent for the site implementation

Example items:

  • Eligibility form + rules to determine eligibility
  • Application forms
  • Task names (ex. “Upload Your CV”)
  • Automated email text
  • Review forms (scoring and questions)
  • Post-Acceptance forms (ex. Mid Year Report)

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Example Discovery Call Questions

Pre-Application

  • Are there any eligibility requirements before creating an application? Or can the applicant create applications to any available process?
  • Can the applicant create multiple applications?

 

Application Stage(s)

  • Who are your applicants? (i.e. the name of the group)
  • What tasks does the applicant need to complete before submitting?
    • (i.e) Application Form, Upload CV, Request a Recommendation
  • What format would you like applicants to upload their documents in?
    • (i.e.) PDF only, Microsoft Word, jpeg and png
  • Do the submissions need to be sub-categorized in any way?
    • (i.e.) Categorize applications by their home province
  • What automations need to occur in this stage?
    • (i.e.) Automatically move the application into the review stage
    • (i.e.) Email the applicant thanking them for their application

 

Review Stage(s)

  • Who are your reviewers? (i.e. the name of the group)
  • How the submission assigns to the reviewers?
    • (i.e.) All submissions are assigned to the entire group or are they matched up based on some criteria?
  • What task does the reviewer need to complete on the submission? (i.e. scoring form)
  • What criteria either accepts or declines the applicants?

 

Post-Acceptance Stage(s)

  • Do we need to send an email to notify the applicant that there is additional action required?
  • What tasks does the applicant need to complete in post-acceptance?
    • (i.e.) Mid Year Report, Upload Receipts
  • What automations need to occur in this stage?
    • (i.e.) Automatically move the application into the completed application stage
    • (i.e.) Email the applicant thanking them for their reports

 

NOTE: ​Some of the above items may not be applicable to your implementation

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