Identify and shape one high-value workflow opportunity.
A bounded discovery path from current process to prioritized workflow blueprint and prototype decision.
Clarify what needs to change—and why it matters.
We confirm these points with your stakeholders, data and dependencies before recommending a route.
Customer problem
- Broad transformation needs can be difficult to convert into a bounded first engagement.
- Undefined inputs, responsibilities and exclusions create commercial and delivery ambiguity.
- Pricing, timing or capacity cannot be assumed before scope and approval are complete.
Business impact and decision
- Provide a focused entry point around one decision or backlog.
- Clarify proposed activities, inputs, outputs and boundaries before commitment.
- Create evidence for a proportionate next step without promising results.
Move from context to an accountable delivery route.
How we move from your operating context to a clear, accountable delivery plan.
Who It Is For
This discovery suits CIOs, CRM leaders and process owners who know a workflow is slowing the business, but need to shape the opportunity before committing to a build.
Workflow Candidates
Good candidates include approvals handled by email, lead or case routing, onboarding processes, and recurring follow-ups that rely on spreadsheets.
Discovery Activities
Activities include process walkthroughs with the people who do the work, a review of the data and systems involved, and a workshop to agree the target workflow.
Inputs
We ask for access to process owners and users, current documents or forms, sample data, and an internal sponsor who can make decisions.
Outputs
Outputs include a current-state process map, a target workflow blueprint, a prioritized list of improvements and a recommendation on whether to build a prototype.
Feasibility Boundaries
Discovery checks feasibility on Creatio against current product capabilities and your environment. Licensing, data quality and integration needs are flagged as dependencies.
Next Steps
Tell us about the workflow and the decision you need to make. We will confirm whether this discovery is the right fit and agree scope, timing and commercials with you.
Scope, duration, deliverables and terms are agreed with you before discovery starts, based on current Creatio capabilities.
Continue with the evidence and service route.
Shape a Creatio workflow opportunity.
Tell us the priority, your current operating context and the decision you need to make. We will suggest a practical discovery or delivery route, and agree scope, timing and commercials with you before work starts.