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Initial Discovery (2 Hours)

Objectives​

  • Understand current state and operating constraints.
  • Quantify pain and business impact.
  • Decide whether to move to pilot scoping.

Time Blocks​

TimeTopicObjectiveOwner
0:00-0:15Introductions and objectivesAlign scope, outcomes, and participantsFacilitator
0:15-0:45Bank contextUnderstand portfolio profile and current processBank Ops Lead
0:45-1:15Pain point deep diveIdentify where time and quality are lostFacilitator
1:15-1:30Smartflow overview (brief)Validate relevance without running full demoPresales Engineer
1:30-1:50Systems and integration landscapeCapture system-of-record and constraintsIT Representative
1:50-2:00Next steps and action itemsConfirm owners, actions, and due datesFacilitator

Outputs​

  • Draft scoping report.
  • Decision on deep-dive ops session.

Action Close​

ActionOwnerDue Date
Share draft scoping reportSmartflow FacilitatorYYYY-MM-DD
Confirm deep-dive ops attendeesBank Ops LeadYYYY-MM-DD