Our Discovery Process

Your Journey to Tech-Driven ROI and Growth

1 hour +1 survey +1 email → Your Path to Tech ROI

Our process is designed to respect your calendar and maximize relevance, delivering senior-level strategic clarity and a compelling value proposition, in just a few concise steps.

In a short sequence of focused conversations and context sharing, we move from exploration to a detailed proposal for impact. The first call defines your goals and ensures we’re aligned. From there, you share a handful of key documents and a brief context survey (under MNDA). That context enables us to hand-pick the best consultant from our 450+ C-level network and craft a proposal tailored to your organization’s situation.

Within days, you’ll meet your matched consultant, review our proposed plan to drive ROI with technology, and decide which partnership tier best fits your needs:

  • CIO IQ® for a lean, affordable cadence of strategic guidance, or
  • CIO Advantage® for transformational leadership & execution.

Every step of our onboarding and discovery process is intentionally designed to maximize value and minimize waste. By combining structured surveys, targeted document requests, and focused executive conversations, we uncover exactly what makes your organization unique – your goals, constraints, and opportunities for growth.

Those insights inform a proposal that is:

  • Precisely tailored to your situation, streamlined to focus only on what moves the needle, and
  • Priced to drive ROI. It’s an approach as innovative as the strategies we deliver: fast, relevant, and built to pay for itself from Day 1.
Let's DIscuss Your Tech Vision & Needs

Working with us is eye-opening. It begins with our discovery process.

Your Company is Unique · You Deserve a Unique Proposal

Innovation Vista's client journey

A short, focused conversation to confirm goals, priorities, and fit. In about 30 minutes, we align on your objectives, discuss where IT & AI can create the most impact, and outline the next steps in tailoring our process to your organization.

Before we propose anything, we take time to understand your world. That means signing a mutual NDA, completing a brief strategy survey, and sharing a concise set of background documents by email. It’s not as effortless as the “one-click” proposals some firms offer – but we are at a loss as to how firms offering “value-meal” services  can really know how & where to focus. We respect how busy our clients are, so we’ve streamlined this discovery to just 1 hour of calls, 1 short survey, and 1 email sending IT-related documents – enough to ensure that every proposal we deliver is relevant, accurate, and built for measurable ROI. Using the context you’ve shared, we hand-pick the consultant best suited to your industry, business model, and current challenges.

Your second call is a 30-minute introduction to our selected consultant, followed by a discussion to clarify our understanding of the context materials you’ve provided. Together, we dig deeper into your goals, challenges, and priorities to ensure complete alignment before any recommendations are made.

Following that call, our team synthesizes everything learned through your survey, documents, and discussions to craft a tailored proposal for our services for you. Every recommendation and cost estimate is calibrated to your organization’s realities – streamlined, relevant, and priced to guarantee ROI from the very start.

In this final step, we walk you through your tailored proposal in an efficient 30-minute session. You’ll see how our recommendations connect directly to your strategy, budget, and growth goals; no fluff, just actionable priorities. We leave the decision in your hands, ready to answer any questions, provide any additional materials, or adjust our proposal as needed. Once you approve the final proposal, we’re ready to schedule our kickoff.

Read more about our Approach to Innovating in Midsize Organizations

Latest !nsights