The Discovery Call

The Discovery Call is the session with leadership after the Intelligence Assessment and before Scope and Agreement. We use it to test what the Assessment found and to set the focus of the Intelligence Audit. It runs from two hours to a half day.

We walk through your Assessment results and heat map, your goals and what is driving the AI agenda, and the departments, systems and vendors already in play. We also cover the jurisdictions where you operate, employ people or serve customers, who we need to meet, and who owns the decisions. The call ends with whether the Intelligence Audit fits and what its scope would be.

The Discovery Call is a session with leadership. Bring the people who can speak to the Assessment results and who own the decisions the report raises.

Complete the Intelligence Assessment first, and have the report in hand. Know the departments, systems and vendors already in play, and the jurisdictions where you operate, employ people or serve customers.

The next step is Scope and Agreement. We write the scope: the focus of the work, the people we meet, and the records we need. It is agreed in writing.

No. The Discovery Call sets the focus. The next step is Scope and Agreement, and the Intelligence Audit follows that agreement. The audit is a 10-part review and 4 counsel-reviewed outputs: the Current State Report, the Infrastructure Architecture Map, the Implementation Plan, and a Leadership readout.