Before diving headfirst into any CRM or ERP implementation, there’s one crucial step that can either set your project up for success – or send it off course. That step? The Discovery Phase.
At Target Integration, we’ve seen how a well-run discovery phase lays the foundation for everything that follows. That’s why we’ve created a free Discovery Phase Checklist to guide businesses through this essential stage.
📌 What is the Discovery Phase?
The Discovery Phase is the very first part of your digital transformation project. It’s where all the groundwork happens: understanding your business processes, clarifying objectives, identifying risks, and aligning stakeholders.
Skipping this step is like building a house without surveying the land—you might get lucky, but chances are you’ll hit a few cracks later.
What’s Inside the Discovery Phase Checklist?
Our downloadable checklist covers key elements you need to consider:
Define Project Goals
- Clarify what you want to achieve
- Identify business pain points
- Set measurable KPIs
Stakeholder Identification
- Who needs to be involved?
- Clarify decision-makers vs. influencers
- Keep communication lines open from day one
Process Mapping
- Review existing workflows
- Identify inefficiencies
- Spot automation opportunities
Technical Assessment
- Take stock of current systems
- Determine integration needs
- Evaluate legacy data
Budget & Timeline Estimation
- Create realistic projections
- Plan for buffers and scope creep
- Align project timelines with internal resources
Risk Analysis
- Identify potential roadblocks
- Create mitigation plans
- Discuss resource limitations
Success Metrics
- Define how you’ll measure success
- Set benchmarks for go-live and beyond
- Focus on value, not just delivery
This checklist helps you align internally, get buy-in from key stakeholders, and start your project with confidence.
Why Download the Checklist?
- It brings clarity to your digital goals
- It helps avoid costly mistakes and overlooked requirements
- It ensures your tech choices are guided by strategy—not guesswork
By using this Discovery Phase Checklist, you’ll be prepared to:
- Make smarter implementation decisions
- Reduce risk of project failure
- Communicate more effectively across departments
Download Now & Start Smarter
Fill out a quick form, and you’ll instantly get access to our digital, easy-to-use checklist.
Whether you’re about to kick off your first CRM project or refine an ERP rollout—this checklist is your starting point.
Still have questions?
Let our expert team guide you through your digital transformation journey.
📩 Contact us at: [email protected]
