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


This article originally appeared in our technology partner, Workfront’s Blogand we thought our readers would find it interesting!

“This is too hard. Why can’t I do it the old way?”

Sound familiar?

It’s a common refrain whenever a team adopts a new technology. Almost without exception, what’s new requires going through a learning curve, and so by definition change is hard.

5 Top Tips when Integrating Your Marketing Technology Stack

This article originally appear on our partner MediaValet’s Digital Asset Management Blog and we think you will find it interesting.


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