Discovery Services

Understanding your workflow to maximize productivity

By understanding your unique business objectives and creative production workflows, IOI can help you implement technology solutions that enhance your productivity.

Understanding your workflow

To ensure that every client engagement is a success, we begin with an in-depth Discovery. Our Discovery Services are led by dedicated members of our Professional Services team; they include audits of your existing marketing workflows and content.

During discovery, IOI Professionals spend time with your team to uncover and present:

Your unique business requirements

Review how projects
flow through your

workflow today

Conduct in-depth interviews with key players from creative and IT teams

Shadow users to see precisely how
they perform
production tasks

Identify bottlenecks and areas for improvement in your production environment

Review infrastructure to determine configuration for your specific workflow needs

Comprehensive discovery report detailing our findings

Product recommendations to maximize your production

Discovery Deliverables

Discovery Report
Included in the report is the following:

  • Customer's Current Environment (As-is)

  • Recommendations based on Industry Best Practices

  • Product Strategy

  • Proposed Technology Solution(s)

  • Projected Impact on Business Requirements

Project Plan
Detailed step by step defintion of project tasks and timeline: 

  • Define responsibilities for both IO Integration and Customer project teams

  • Indicate prerequisites and/or dependencies 

  • Create clear deadlines and due dates

Statement of Work (SOW)
A binding document which defines the scope of the project:

  • Assumptions/Risks
  • Caveats
  • Project Guidelines
  • Responsibilities

A detailed estimate is provided that aligns with the statement of work and project plan. This estimate includes products, services and support required for your project.

recently on the blog

Sales Kickoff Event-Lion_workfront_fin

“Work Matters!” No other company that lives up to its official tagline the way Workfront does remind me recently of when I attended their 2018 Partner Meeting and SKO last week in Las Vegas with my IOI colleague, James Word (Business Analyst and Certified Workfront Implementation Specialist).

To Dam or Not to Dam_641839870

After many years working in business software solutions for the graphic art industry, I realized that there is a huge amount of confusion about the terms we are using to define technical solutions. The truth is, many of these words or phrases have nothing to do with each other at all!

Let’s face it, some of the most basic terms and acronyms we use to describe key technologies are completely inaccurate. In fact, there can often be dramatic differences in things that have similar (or sometimes even the same) names!


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