Softobiz

DATA DISCOVERY AND PLANNING

Data discovery and investment planning

Our data discovery and planning engagement maps your estate, tests readiness and turns priority use cases into a costed delivery plan.

  • A time-boxed engagement with a decision at the end, not an open-ended audit
  • Readiness profiled where it matters, not across every domain you own
  • A plan a steering committee can approve and a team can start on Monday
THE SCENARIO WE PREVENT

Programs rarely fail on technology. They fail on untested assumptions.

Readiness that was overstated, use cases that were never prioritized, dependencies that surfaced too late to plan around.

A short, structured discovery replaces optimism with evidence, so the plan you fund is the plan that survives contact with reality. It feeds directly into Data and Cloud Strategy for the target pattern and into Data and Cloud Transformation for the delivery program that follows.

Replace optimism with evidence, before a single pound is committed.

OUR APPROACH

A clear decision at the end of discovery.

STEP 01

Inventory the estate

Source systems, pipelines, warehouses, ownership, and where data actually lives today.

STEP 02

Profile readiness

Data quality, completeness, and freshness for the domains that matter, not all of them.

STEP 03

Harvest and score use cases

What the business wants, ranked by value and feasibility, so effort follows impact.

STEP 04

Map dependencies and gaps

The missing data, skills, and governance that would otherwise derail delivery.

STEP 05

Plan and cost the program

A sequenced, funded roadmap with clear phases and owners, ready for sign-off.

The output is not a slideware assessment. It is a plan a steering committee can approve and a delivery team can start on Monday.

WHAT IS INCLUDED

Your data discovery and planning deliverables.

  • Data estate map: systems, flows, and ownership across the domains in scope.
  • Readiness scorecard: quality, coverage, and freshness by domain, with the gaps named.
  • Prioritized use-case backlog: scored on value and feasibility, sequenced for early wins.
  • Target and gap analysis: where you are, where the strategy points, and what stands between.
  • Costed delivery plan: phased roadmap, resourcing, and a business case ready for sign-off.
THE PLAN WE DELIVER

What happens after discovery.

A representative shape, sized to the estate. Every phase closes on an artifact you can act on.

MobilizeWk 1. Scope, stakeholders, access, and the success criteria the readout will be judged on.
DiscoverWk 2 to 3. Estate inventory, readiness profiling, and use-case interviews.
AnalyzeWk 4. Scoring, gap analysis, and alignment against the target architecture.
PlanWk 5. Costed roadmap, business case, and the executive readout.

Discovery runs five weeks end to end, sized to the estate.

FREQUENTLY ASKED QUESTIONS

What data leaders ask us first.

Strategy decides the target pattern. Discovery tests whether your estate and use cases can actually get there, and plans the route. They pair naturally, and most programs run them back to back.

Only the domains in scope. We prioritize the data that supports the highest-value use cases rather than boiling the ocean, so discovery stays fast and focused.

Then it just saved you a failed build. We surface the missing data or capability and sequence it, so the use case becomes feasible on a known timeline.

PLAN THE PROGRAM BEFORE YOU FUND IT

Map your estate, score your use cases, and take a costed plan you can approve with confidence.

A time-boxed discovery that ends in a sign-off-ready plan, not another slide deck.