Platform
Platform Module

Discovery Canvas

A visual workspace for structured digital discovery. The canvas replaces whiteboards, scattered notes, and generic diagram tools, becoming the source of truth for the engagement.

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Advisory Lifecycle Position

Opportunity
Discover
Model
Estimate
Decide
Deliver
Report
Capabilities

What it does

Visual ecosystem mapping

Build a live map of the client digital environment on a structured canvas: systems, people, data, and connections in one view.

System and integration nodes

Document every platform, tool, and integration point with method, version, ownership, and risk status.

Data entity mapping

Capture the key data objects (products, customers, orders) and map how they flow and transform between systems.

User role and capability nodes

Map stakeholders, teams, and the capabilities they own so the canvas reflects the full organizational picture.

Node metadata and risk scoring

Annotate every node with risk scores, notes, and completion status to track discovery coverage across the engagement.

Integration method documentation

Record how systems connect (API, webhook, file transfer, middleware) with full detail on method, frequency, and data volumes.

Outputs

What it produces

01

Architecture diagrams

Visual representations of the client ecosystem (systems, integrations, and data flows) ready to share with stakeholders.

02

Integration maps

Detailed maps of every integration point with method, direction, data volumes, and dependency context.

03

Discovery reports

Structured reports generated directly from canvas content, covering architecture, gaps, and recommendations.

04

Data model inputs

Canvas entities and relationships exported as inputs for the Data Modeling Intelligence module.

05

Estimation inputs

Canvas complexity signals fed directly into Estimation Intelligence to inform effort and team composition.

The Discovery Canvas becomes the single source of truth for the engagement, a living map that every deliverable flows from.

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