Tech Insight

Setting firm foundations: The Discovery process

In the previous article, we explored some of the reasons that software projects fail and identified that so much of the success of a custom software project comes down to effective planning and yet so many projects are started prematurely. This article looks at the objectives and outcomes of the technical discovery process, highlighting how it serves as a pivotal step in aligning a project's vision, goals, and execution strategy.

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1. Identifying Technical Requirements

This step involves understanding and documenting the specific technical needs of the project. It includes:

  • System architecture and design needs.

  • Hardware and software requirements.

  • Integration with existing systems and data migration strategies.

  • Performance and scalability requirements.

  • Security and compliance considerations.

 

2. Building a Product Roadmap

A product roadmap in technical discovery focuses on:

  • Outlining the phased development of features and functionalities.

  • Setting realistic timelines for the delivery of these features.

  • Aligning technical development with business goals and user needs.

  • Prioritising features based on technical complexity, dependencies, and business impact.

 

3. Creating a Technical Backlog

The technical backlog is a comprehensive list of all technical tasks and features to be developed. It includes:

  • Detailed technical specifications for each feature.

  • Prioritisation based on the roadmap and resource availability.

  • Allocation of tasks to development sprints in agile methodologies.

 

4. Identifying Dependencies

Dependencies in a software project can include:

  • Internal dependencies among various components of the project.

  • External dependencies, such as third-party services, APIs, or libraries.

  • Identification and planning for these dependencies to ensure smooth development flow.

 

5. Risks and Mitigation Strategies

This step includes:

  • Identifying potential technical risks, such as technology obsolescence, scalability issues, or integration challenges.

  • Developing mitigation strategies, including fallback plans, alternative technologies, or additional resource allocation.

  • Regularly reviewing and updating risk assessments throughout the development process.

 

Conclusion

The technical discovery phase in software development is a critical process that shapes the technical foundation of a project. By identifying technical requirements, building a detailed product roadmap, creating a well-prioritised technical backlog, recognising dependencies, and preparing for potential risks with robust mitigation strategies, you will significantly enhance the probability of project success.

This phase not only guides the technical trajectory of the project but also ensures that the final product is technically sound, aligned with business objectives, and resilient to future challenges.

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