A discovery session is an introductory meeting between you and ID’s data experts to learn the goals and strategies for your organization. Because a discovery session is the first activity when starting a project, it's very specific to your desired outcomes, but largely, we will pinpoint where you fall on the information governance road map, identify your data privacy posture, and work with you to build customized workflows to get your where you need to be.In advance of the meeting, the ID project manager sends an agenda that includes role definitions of recommended attendees from the client team along with requirement gathering questions. Typically, the ID project team demos the recommended solution and describes the various configuration options. Working collaboratively, we work with you to determine application features that will be configured to meet project requirements. Afterward, the ID team creates a Design Document describing how the solution will be implemented to meet the requirements.

Your ID discovery session will cover:

Goals and outcomes

Project scope and schedule



Current data posture


Learn more about our Discovery Sessions!