A great software project doesn’t start with writing code. It starts with a shared understanding. In today’s complex software-buying landscape, the single biggest reason projects fail is a disconnect between a business’s vision and its technical execution–leading to runaway costs, missed deadlines, and wasted effort.

Our Discovery Process is the bridge we build to close that gap. It is a structured, collaborative journey designed to help your entire team navigate technical complexity, safeguard your investment, build a powerful internal business case, and create a detailed, actionable blueprint for your solution. This is how we ensure you move forward with clarity and confidence.

How Our Discovery Process Works

We guide every custom software project through a proven four-phase discovery process. It transforms your initial idea into a project-ready plan that aligns everyone from business leaders to technical teams.

While our process is shown as four clear phases, it’s inherently collaborative. During the Scoping Workshop and Technical Design phases, we work closely with your team in iterative feedback loops — refining requirements, validating assumptions, and ensuring technical decisions stay aligned with your business goals.

How to Engage With Our Process

We understand that every client comes to us at a different stage of readiness. Whether you are starting with a high-level business idea or have already prepared a detailed requirements document, our process is flexible. The essential first step is always the same: a complimentary Discovery Call. This collaborative conversation allows us to understand your goals and determine the best path forward. For clients with existing documents, this call is our opportunity to review your valuable work and discuss how our collaborative process can be used to validate, enrich, and stress-test those requirements, ensuring the final project blueprint is built on a flawless foundation.

Phase 1: The Discovery Call

This is a complimentary, no-obligation conversation designed as a collaborative discussion. The goal is for us to listen carefully, understand your high-level objectives, and assess whether our team is the right fit to help you succeed. It’s also your opportunity to evaluate our expertise, process, and approach. Together, we establish a foundation of trust and mutual understanding before moving forward.

Key Activities: 

• Discussing your core business problem, opportunity, or goals.
• Sharing relevant examples from our experience that align with your needs.
• Highlighting insights from current market trends and best practices to validate ideas and position your solution competitively.
• Understanding key integration points with your existing systems.
• Answering your specific questions about our technical capabilities, team, and past projects.
  

Outcome:
A clear path forward. You will leave the call with a confident understanding of our capabilities and a clear view of the next steps, allowing us both to decide if we are the right fit to work together.

Phase 2: Scoping Workshop (Defining Success)

This is our most critical and collaborative phase. It’s a structured, deep-dive session where we work with your team to align the essential perspectives from across your business and build a shared, detailed vision of what a successful outcome looks like.

Key Activities:

• Mapping Stakeholder Goals: Understanding what each part of the business—from leadership to the end-user—needs the project to achieve.
• Charting User Journeys: Defining the ideal experience for the people who will actually use the software.
• Prioritizing Features: Collaboratively deciding what is essential for a powerful Minimum Viable Product (MVP) and what can be part of future phases.
• Exploring Technical Pathways: Discussing potential technical approaches and proactively planning for challenges.

Outcome:

A Prioritized Requirements Document that translates ideas into clear functional and non-functional requirements, features, and measurable success criteria.

With the business vision aligned and documented in the requirements document, we move into the Technical Design phase, where our engineers translate those requirements into a detailed Technical Specification Document — turning the ‘what’ into the ‘how.’

Phase 3: Technical Design & Solution Architecture (Building the Plan)

With an understanding of your requirements, our technical team transforms the insights from the workshop into a concrete, actionable technical plan. They design the architecture for a scalable, secure, and reliable solution.

What sets Krasamo apart is our multidisciplinary engineering depth. Our teams often combine expertise across embedded systems, wireless connectivity, cloud, and application development—allowing us to design end-to-end solutions that consider every layer of your product ecosystem.

Key Activities

• For IoT Projects: Defining the Hardware & Firmware Architecture. This includes component selection (sensors, microcontrollers), power management strategies, connectivity protocols (e.g., Cellular, LoRaWAN, Bluetooth), and the core firmware design.
• Selecting the right Technology Stack for the cloud and application layers (languages, frameworks, cloud services).
• Designing the System & Data Architecture, including the data model for device telemetry, storage solutions, and how all components will interact.
• Creating a Work Breakdown Structure (WBS) to deconstruct the project into estimable tasks.
• Outlining the Security and Compliance Approach, from the device level to the cloud.

Outcome: A Technical Specification Document and an Accurate Effort Estimation for development.

Phase 4: Proposal & Project Roadmap (Delivering the Blueprint)

The final step of our Discovery Process is the delivery of your comprehensive project plan. We consolidate everything we’ve defined together—from the business goals to the technical requirements, specifications, need for prototyping, and architecture—into a single, strategic document that serves as your complete blueprint for success.

This Strategic Document Combines:

• The Business Vision: The project scope, prioritized features, and success criteria defined in the Workshop.
• The Technical Plan: The architecture, technology stack, and detailed estimates from the Design phase.
• The Project Framework: The roadmap, timeline, and investment details.

The Outcome: Your Actionable Project Blueprint

• You will receive a comprehensive proposal and project roadmap that serves as your complete, actionable plan. It is designed to give you everything you need to achieve internal consensus and make a confident investment decision. This document serves as the essential foundation for the formal Statement of Work (SoW) and Master Services Agreement (MSA) that will govern the project, and as the stable baseline needed for a disciplined change control process.

Your Blueprint Will Include:

• A dedicated Scope of Work section, detailing the project’s objectives, business outcomes, key deliverables, and boundaries.
• A detailed explanation of the Technical Approach.
• A Project Roadmap & Timeline with key phases, milestones, and estimated delivery dates.
• Investment Details, including a detailed cost breakdown and our recommended engagement model.
• An introduction to the proposed Krasamo Team Members.
• A clear outline of the Next Steps to kick off the project.

Ready to Build Your Solution?

 Navigating a major technology purchase is challenging. Our discovery process is the best way to protect your investment, prevent costly rework, and avoid scope creep.

 Let’s begin the conversation.

 Schedule your free Initial Consultation to discuss your project with one of our experts.

Start Your Discovery Process