Systems Discovery Process

If you’re planning to change your business systems, don’t start with the software, start with the people. This guide helps you gather the needs and wants of users from across your organisation so that your new system actually works in practice, not just on paper.

We use a structured Systems Discovery Process to help businesses understand what each department really needs. This guide walks you through that process step by step, helping you avoid common pitfalls and build a clearer picture of what success looks like before you even speak to a supplier.

What’s covered in the guide

• How to engage with each department, including Finance, HR, Sales, Marketing, IT, Operations and Customer Service

• Questions to ask each team to uncover their real needs and frustrations

• How to consolidate and prioritise what you learn

• Risk management tips and communication strategies to support change

• How to create a requirements document you can share with suppliers

This isn’t about picking software off the shelf. It’s about making sure the system you choose fits your business. Use this guide to start your discovery process with clarity and confidence.