Discovery services to reduce risk and align decisions
We help teams and investors gain clarity on priorities, constraints, and trade-offs before committing to a technology or AI investment, so risks are identified, assumptions are aligned, and initiatives move forward with a shared understanding of what truly matters.
Validate the problem
Reduce delivery risk early
Outcome definition and success metrics
Improve decision making
When Discovery is most valuable
Most initiatives fail because critical decisions are made too late, after capital, roadmaps, and operating paths are already committed. This is why Discovery is especially useful when you're:
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Preparing for growth or modernization
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Evaluating a material initiative or investment
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Assessing AI readiness or adoption gaps
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Integrating new capabilities or acquisitions
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Reducing risk ahead of exit planning
If you are facing a high-impact decision, our team is available to walk through it with you and share an experienced perspective.
The strategic impact of Discovery
When used intentionally, Discovery becomes a lever to protect value and accelerate decision-making at scale.
Early Risk Reduction
Identify execution and valuation risks while options are still open, before capital, scope, and delivery paths are committed.
Faster Strategic Alignment
Accelerate alignment across management and sponsors by clarifying priorities, constraints, and assumptions early.
Fewer Execution Surprises
Surface hidden dependencies and constraints early to avoid late-stage surprises once initiatives are underway.
Ready to address uncertainty before it becomes risk?
Let's use Discovery to clarify priorities, constraints, and the path forward.
Our Discovery approach
At Making Sense, Discovery is a decision-focused phase designed to bring clarity early, when uncertainty is still inexpensive to manage. It runs over 2–4 weeks, using a holistic approach that brings together business, product, and technical leaders to align priorities, surface constraints, and set a clear path toward measurable outcomes.
Rather than following a checklist, we structure Discovery around the decisions that most directly impact execution, risk, and long-term value creation.
Clarifying the problem
We define what is actually worth solving now.
Aligning stakeholders
We make priorities, constraints, and success criteria explicit before execution accelerates.
Evaluating options
We assess realistic paths forward and the trade-offs behind each option.
Defining a delivery path
We establish clear priorities so teams can execute with confidence.
Curious how this works in real projects?
Frequently asked
questions
What is a discovery phase?
A discovery phase is a structured engagement that runs before execution begins. It clarifies priorities, surfaces risks, and aligns stakeholders on the best path forward before capital, roadmaps, and delivery commitments are made. At Making Sense, Discovery applies to software initiatives, modernization projects, and investment decisions, any situation where a high-stakes decision needs to be grounded before execution starts.
When does a company need a discovery phase?
Any initiative involving a high-stakes decision benefits from some level of discovery, and it applies well beyond new product development, covering modernization initiatives, stalled projects, and pre- or post-acquisition scenarios. For a focused decision, that might mean a few structured conversations. For a larger initiative or an acquisition, it typically runs two to four weeks with stakeholders across the organization. Making Sense calibrates the depth of the process to the decision at hand, not to a fixed format or project type.
Why do technology projects fail without a discovery phase?
Most project failures trace back to decisions made too late, after scope, budget, and delivery paths are already locked in, tending to produce misaligned outcomes, cost overruns, or constraints that surface only after significant investment. Making Sense's Discovery phase addresses those risks before they compound, when resolving them is still fast and inexpensive.
How can a Discovery phase help with AI implementation decisions?
A Discovery phase identifies the ownership, governance, and adoption gaps that cause AI initiatives to stall in pilot stage or see weak adoption once deployed, before any implementation work begins. Making Sense runs this assessment with the business, product, and technical stakeholders who will own the rollout, so adoption barriers surface before launch rather than after. That clarity reduces the risk of building an AI capability nobody ends up using.
What is the difference between a discovery phase and requirements gathering?
Requirements gathering focuses on documenting what to build. A discovery phase focuses on whether to build it, what problem it actually solves, and what path forward makes the most sense given real constraints. Discovery is decision-oriented, not documentation-oriented. At Making Sense, the output of Discovery is a clear delivery path, not a feature list.
Is Discovery a workshop or a consulting engagement?
Discovery is a consulting engagement, not a one-off workshop. While it may include working sessions with key stakeholders, its purpose is to support concrete decisions: what to build, whether to build it, and how to sequence the work. The output is a clear delivery path, not a deck of recommendations. That's how Making Sense structures every Discovery engagement.
How long does Discovery take?
Discovery at Making Sense runs 2 to 4 weeks for most engagements. The timeline depends on the complexity of the decision and the number of stakeholders involved. More complex scenarios, like post-acquisition integrations or multi-product initiatives, may require additional time, but the process is always scoped before it starts.
Do we get deliverables out of Discovery?
Yes. Teams leave with a clear delivery path: defined priorities, surfaced risks, aligned assumptions, and a shared understanding of what needs to happen next. For investment contexts, Making Sense also delivers early risk identification and a clearer view of value creation paths, the information needed to make better decisions before capital is committed.
Can Discovery move directly into delivery?
Yes. Discovery is designed to connect directly into delivery without a handoff gap. Because the same team that runs Discovery also executes, the priorities and trade-offs defined in that phase carry into implementation without translation loss. Many clients work with Making Sense through Discovery and into delivery without interruption.
What makes Making Sense's Discovery approach different?
Making Sense's Discovery approach is grounded in delivery experience. Business, product, and technical perspectives are part of the same process, so the clarity that comes out is actionable, not just documented. And because the same team that runs Discovery also executes, the recommendations made are ones Making Sense is accountable for delivering.
Who should be involved in a discovery engagement?
Discovery works best when business, product, and technical stakeholders participate together rather than sequentially. That shared process is what makes the output usable: priorities get tested against real constraints before execution starts. The right participants depend on the scope of the decision, and Making Sense defines that together with the client at the start of the engagement.
How is Discovery priced?
Discovery is scoped and priced based on the complexity of the decision and the number of stakeholders involved. Most engagements run 2 to 4 weeks. Making Sense defines scope and investment before the process starts, so there are no surprises.
Ready to address uncertainty
before it becomes risk?
Let's use Discovery to clarify priorities, constraints, and the path forward.