Solution Engineering12 tasks
Design Discovery Workshop Content
Prepare the plans, facilitation guides, pre-reads and review materials a team needs to run a customer discovery workshop, ready to share with the customer.
Method
How MeshMesh does it
- Reads the customer's source material, such as an architect engagement readout, and pulls out its recommendations. It then researches the documentation for Service Cloud Console, Service AI, Knowledge and automation.
- Builds a session plan with a short presentation, several demo blocks, a demo environment preparation checklist and key messaging guidance.
- Builds an interactive facilitation guide for whiteboard workshops. The guide uses hypothesis-driven discovery and is adapted for sessions with no pre-work.
- Drafts future-state architecture strawmen aligned to the customer's existing systems.
- Produces a use-case card library with a CSV export for a diagramming tool, then packages everything into a downloadable bundle.
- Builds HTML point-of-view pages with swimlane process flows, a discovery question bank and capability maps. It maps requirements to Insurance Policy Administration and Group Benefits objects and checks the schema in the org along the way.
Next capability: Build Workshop Guides.