TechAni
The Methodology

Move from discovery to delivery with a measurable game plan

This methodology keeps discovery work structured, collaborative, and outcome-oriented. Use each phase below to ensure insights translate into action, funding, and executive confidence.

Phase 1: Discovery (Week 1-2)

Capture a holistic baseline of engineering, platform, and operations maturity.

Discovery Questions

  • Which stakeholder groups must be interviewed (leadership, platform, product, developers)?
  • What evidence sources will we collect (dashboards, docs, runbooks, org charts)?
  • 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?

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

Discovery Playbook

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

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Implementation 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).

Phase 2: Gap Analysis (Week 3)

Translate discovery findings into prioritized gaps aligned to business outcomes.

Discovery Questions

  • How does current state compare to desired state for each capability?
  • What quick wins exist (high impact, low effort)?
  • Which gaps pose the highest risk to delivery or reliability goals?
  • What is the cost of inaction (toil hours, incidents, attrition)?
  • Where are dependencies or blockers outside the immediate platform scope?

Evidence to Collect

  • Capability scorecard populated from discovery
  • Quick-win backlog with sizing and impact
  • Risk assessment notes
  • Dependency register

Gap Prioritization Framework

Use impact vs. effort matrices and risk scoring to focus transformation efforts.

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Implementation Steps

  1. →Score each gap on business impact, risk, and effort.
  2. →Highlight fast-track items for executive sponsorship.
  3. →Document blockers and mitigating actions for complex initiatives.
  4. →Align findings with product and engineering leadership for buy-in.

Phase 3: Roadmap (Week 4)

Develop a phased implementation plan with resourcing, sequencing, and metrics.

Discovery Questions

  • What does the 0-3, 3-6, and 6-12 month plan look like?
  • What success metrics will validate each initiative?
  • What resources (team capacity, budget, vendor tooling) are required?
  • How are dependencies, risks, and change management handled?
  • How will progress be communicated to stakeholders?

Evidence to Collect

  • Phased roadmap deck
  • Resourcing plan
  • Risk register
  • Stakeholder comms plan

Roadmap Blueprint

Translate discovery insights into a funded, measurable execution plan.

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Implementation Steps

  1. →Define milestones for platform, reliability, and DevOps initiatives.
  2. →Attach leading KPIs and success criteria to each milestone.
  3. →Outline resource plans and vendor/tooling investments.
  4. →Align with executive sponsors and finalize change management plan.

Phase 4: Implementation & Measurement

Ensure the roadmap converts into shipped outcomes with continuous feedback loops.

Discovery Questions

  • How will initiatives be broken into iterative increments?
  • What governance model will track adoption, satisfaction, and performance?
  • How will feedback from developers and stakeholders influence iterations?
  • What dashboards/OKRs will communicate progress and ROI?
  • How will wins be celebrated and communicated?

Evidence to Collect

  • Implementation backlog
  • OKR dashboards
  • Adoption surveys
  • Change management artifacts

Execution Framework

Manage transformation work streams with clear ownership and visibility.

LinearJiraOKR tooling

Implementation Steps

  1. →Break roadmap initiatives into epics and sprints with clear owners.
  2. →Publish platform/reliability scorecards and adoption metrics monthly.
  3. →Run developer satisfaction surveys quarterly.
  4. →Host showcase sessions to highlight improvements and gather feedback.

ROI Tracking

Quantify value of the transformation across reliability, speed, and cost dimensions.

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Implementation Steps

  1. →Track improvements in DORA metrics, incident reduction, and toil hours saved.
  2. →Tie platform adoption to productivity KPIs (lead time, ticket volume).
  3. →Present executive dashboards that connect investment to outcomes.