Describe the workflow
6 guided items
Sales-accepted discovery
AI Discovery Preparation Guide
Prepare one workflow for a senior, evidence-based discussion.
How to use this resource
Prepare one workflow, not an enterprise-wide list. The goal is to make the decision and evidence explicit.
Important: Do not send sensitive files or credentials through ordinary email.
Describe current performance
6 guided items
Define the decision
5 guided items
Prepare constraints
6 guided items