The Importance of a Thorough Discovery Process

At Percolator, we work with nonprofits, and nonprofits have limited budgets.

By Karen Uffelman | April 18, 2018 |

At Percolator, we work with nonprofits, and nonprofits have limited budgets. Even though digital technology is becoming more and more fundamental to how nonprofits engage supporters, manage programs, deliver services, and track progress toward their missions, many organizations still operate with outdated ideas of what’s appropriate to spend on digital infrastructure and tools.

Beginning with that frame of scarcity, nonprofits are hesitant about spending an appropriate amount of their technology budgets on a robust discovery process. A discovery process is where your consultants spend time digging into how your systems currently work as well as your needs and ambitions for your new system. Discovery usually includes staff and/or other stakeholder interviews, technical research, and the formulation of an architectural approach and implementation budget.

Skimping on discovery is one of the reasons that nonprofit technology projects so often underperform or outright fail. What’s worse, there is a vicious cycle in the nonprofit sector: because of nonprofit reluctance to spend money on discovery, consultants cut corners, or leave out discovery entirely, as a way to attract customers and close sales.

We’ve seen incredibly complicated, overbuilt, very expensive implemented that haven’t served the nonprofit client well because inadequate discovery was done before coming up with a plan.

Sure, you know that you want a bathroom and a kitchen and a place to sleep. But is that enough information? Even if you wrote up everything you could think of about your dream house, handing that list directly to a contractor could lead to not-exactly-right in the best case scenario and upside-down in the worst. The final product will surely be less functional, less comfortable, and more expensive to build than if you had employed an expert architect who took the time to understand you and your family’s needs and then applied their knowledge of construction design, energy efficiency, plumbing, engineering, etc.

For building a custom-designed house, you would expect to pay 15 – 25% in architecture, engineering, and design fees, and even more if you’re planning a phased building effort. It’s well worth it for both houses and technology systems. After a thorough discovery, your consultants will truly understand your needs, allowing them to provide you with the most cost-effective technology that will serve you well and provide the right foundation for your future ambitions.

Don’t skip the architect. Choose technology consultants who conduct thorough discovery processes before making implementation recommendations. And remember, there really is no free lunch. If a consulting shop says they do discovery for free, that just means you’re paying for those costs in implementation.

Previous Next

Related Blogs Posts

Low code is just the ticket for virtual event integration

by Barbara Christensen | July 20, 2021

Its mid-2020 and your organization will be delivering its programming virtually for the near future.

Best Parctices, CRM, Integration, Salesforce

Thinking about Salesforce admin certifications?

by Jessica Townsend | March 12, 2021

Whether you are new to Salesforce or have been using it for years, you might be wondering if it is worth your time to pursue a Salesforce Administrator Certification.

Best Parctices, CRM, Salesforce, Training

Salesforce housekeeping to do in quarantine

by Kellen Johnson | May 15, 2020

This is the perfect time to put it to use for housekeeping of your Salesforce instance, either on your own or in partnership with a consultant!

Best Parctices, CRM, Salesforce