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Discovery and requirements · 16 min · methodRunning discovery and requirements workshops
Preparing, facilitating and closing a workshop that produces validated requirements instead of a wish list.
In this lesson
- Prepare: documents, agenda, people
- Facilitate: walk real documents, quantify, demo standard
- Close: recap, minutes, validation
Key points
- Prepare with real documents and the right three roles
- Walk the process from trigger to outcome; quantify
- Demo standard Odoo early to anchor discussion
- Recap in the room; minutes within 48 hours; sign-off before building
Real-world example
In a manufacturer's discovery, the finance manager insisted on 'a custom costing module'. The consultant asked to see last month's cost sheet, walked it line by line in a standard Odoo MO with work centre costs and AVCO, and the requirement became 'configure standard costing and add one report'. Weeks of development avoided.
Questions and answers
Name three numbers to capture in discovery.
Transactions per day/month, number of users per role, number of products/customers/vendors (also exceptions per month).
What do you send within 48 hours?
Minutes and the draft requirements list for validation.