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Overview - Discovery

Gain an understanding of the discovery process and explore the key elements that make it successful.

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Implementing a new Student Information System requires extensive discovery. It is very important to get the requirements right as early as possible in the project. To help drive a successful project, we use our methodology we call RIO Recipe. Here is how we visualise a SIS implementation:


We believe that there are many modules that evolve around a Program. There are sessions to cover different aspects of each Focus Area. 

Focus Area
Sessions
Master Data Management Discovery Session 1 - Master Data/Program/Term Management
Admission Discovery Session 2 - Admission/Application
Enrollment Discovery Session 3 - Student Management/Student Community
Finance Discovery Session 5 - Fee/Billing and Finance
Schedule/Delivery Discovery Session 4 - Session Management/Appointment Scheduling
Assessment/Completion Discovery Session 6 - Assessment/Grade Management
Reporting, Internal & Compliance Discovery Session 7 - Reporting
Data Migration Discovery Session 8 - Data Migration
Integration  Discovery Session 9 - Integration to third party systems


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Number of Sessions

Depending on the size of your implementation, we may need more than 1 session to cover some sub-topics. For example, we may split Discovery Session 3 into 3.1 Student Management and 3.2 Student Community.


If a customer is interested to know the agenda, please share this Discovery Sessions‍ link.

Each Session is divided into the following action items:

  1. Before: Initial preparation and due diligence from customer website before the meeting.
  2. During: What we need to find out or demonstrate during the session.
  3. After: Information we need from the customer after the session.
  4. Post-Discovery: Update the Requirement Templates accordingly.


Discovery Questionnaires:

Spreadsheet available here.




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