During implementation discovery, the team learns how the organization works in enough detail to design the Booking Ninjas setup.
This is deeper than an early discovery call. The team looks at real workflows, users, data, rules, reports, integrations, and important exceptions. The goal is to turn a broad business need into clear requirements that can guide the project.
What Does the Team Try to Learn?
| Area | Simple Question |
|---|---|
| Workflow | What happens from the start of the process to the end? |
| Users | Who does each step, and who needs to see or approve it? |
| Data | What information is needed, and where does it come from today? |
| Rules | What conditions change what should happen next? |
| Exceptions | What happens when the normal process does not work? |
| Integrations | Which other systems need to send or receive information? |
| Reports | What do managers need to know after the process runs? |
Why Is the Current Process Important?
The team needs to understand how work happens today because important details often live outside the main software. A spreadsheet, email approval, manual handoff, or staff workaround may be carrying part of the real process.
Discovery should not copy every old step. Some steps may only exist because the current tools are weak. The team should separate what the business truly needs from what can be simplified.
Who Should Be Involved?
- A person who owns the business process.
- People who do the daily work.
- Managers who approve or report on the work.
- IT or system owners when integrations are involved.
- Finance or billing users when money is part of the process.
Different people often know different parts of the process. Front-line users may know exceptions that managers never see. See Who Should Be Involved?.
What Should Discovery Produce?
- A clearer description of the main workflows.
- A list of required users and roles.
- The important records and data the setup needs.
- Known integrations and outside systems.
- Important business rules and exceptions.
- Open questions that still need an answer.
- A clearer view of what belongs in the first scope.
These outputs support the initial scope and the wider project scope.
Does Discovery Mean Every Detail Is Final?
No. Discovery should make the important parts clear enough to move forward, but new information can still appear later during design, testing, or real use.
Discovery reduces surprises; it does not remove all change
A good discovery process makes the starting point clearer. If a new requirement appears later, the team should review it instead of assuming it was always part of the project.
How Is This Different From an Early Discovery Call?
An early discovery call helps Booking Ninjas understand the organization and decide what should be explored next. Implementation discovery happens after the project is more defined and goes much deeper into the details needed to build the agreed setup.
Sources and Further Reading
- Salesforce Trailhead: Document Technical Requirements — describes discovery as the stage where requirements are identified and documented before design and build.
- Salesforce Trailhead: Functional Consulting Workflow — shows discovery, design, development, testing, and go-live as connected implementation stages.
- Salesforce Trailhead: Discovery and Customer Success — covers stakeholder workshops, requirements, systems, risks, and implementation planning.
Sources support the general discovery process. The exact Booking Ninjas discovery work depends on the project scope.