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🧭 The Methodology

Move from discovery to delivery with a measurable game plan.

Structured, collaborative, and outcome-oriented discovery. Each phase ensures insights translate into action and executive confidence.

Discovery Questions

  • Which stakeholder groups must be interviewed (leadership, platform, product, developers, finance)?
  • What evidence sources will we collect (dashboards, docs, runbooks, org charts, cost reports)?
  • How will we shadow developer workflows from idea to production?
  • How recent is the incident and on-call data we'll review?
  • What tooling inventories or architectural diagrams exist today?
  • What is the current cloud spend and how is it allocated across teams?

Evidence to Collect

  • Interview notes and transcripts.
  • Documentation repository audit.
  • Incident and on-call data exports.
  • Architecture diagrams and service catalogs.
  • Workflow recordings or observations.
  • Cloud cost reports and tagging coverage metrics.

Implementation Patterns

Discovery Playbook

Standardize interviews, agenda, and evidence templates for repeatable engagements.

NotionConfluenceMiro
Steps
  1. Create interview guides for leadership, platform, reliability, and product teams.
  2. Set up evidence collection folders with permissions and naming conventions.
  3. Schedule shadowing sessions across platform and product delivery teams.
  4. Document baseline metrics (deployment frequency, MTTR, adoption).

Tips & Tricks

Learn from Ani's sleepless nights

Browse the full playbook

Battle-tested defaults from the platform playbook. Filter by layer, search, and steal the snippet over at the full playbook.