Discovery

From first conversation to a live executive scorecard in 6 weeks.

The LUMATARRA Discovery process is the front door of every Executive Intelligence engagement. Structured, time-boxed, and built so V1 ships in 30 days from scope sign-off, every time, regardless of who is running it.

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The 4-stage discovery flow

Five business days from kickoff to scope-signed. Thirty days from scope-signed to V1.

Discovery is a product, not a sales pitch. The same four stages run on every Executive Intelligence engagement, in the same order, with the same artifacts produced at the end of each. Predictable, billable, and built to compound.

Stage 0

Pre-Discovery Qualification

30 minutes| No cost

We find out whether you are ready for an Executive Intelligence engagement before either side spends real time on it.

What we ask

Who signs off on the engagement — and are they on the call?
Which executive will personally own this scorecard internally?
What CRM, ERP, finance, and operations systems do you run?
Does your team have admin or API access to those systems today?
Will leadership review the scorecard weekly for at least 90 days?
What two or three decisions would this scorecard help you make better?
Is anything driving urgency — board meeting, fundraise, leadership change?

What you get

A short qualification memo and a go / no-go decision. If you are not ready, we say so. No hard sell, no fake urgency.

Stage 1

Discovery Workshop

60-90 minutes| Billable

A single working session where we map your executive decision-making model to data, systems, and KPIs across the four pillars.

What we ask

How do you run the business week-to-week today, and what is broken about it?
What 2-3 numbers tell you whether Growth is healthy?
What 2-3 numbers tell you whether Profitability is healthy?
What 2-3 numbers tell you whether the Sales Engine is healthy?
What 2-3 numbers tell you whether Delivery is healthy?
What three decisions in the next 90 days would this scorecard help you make?
Who owns the source systems, who needs to see the scorecard, who needs to edit it?
What data cannot leave your environment? What hard "nos" should we know about up front?

What you get

A 3-4 page Discovery Workshop Memo: a complete KPI grid with source-system tags, three V1 acceptance criteria tied to real decisions, a stakeholder + access map, and a risk register. Filed and sent back to you within 48 hours.

Stage 2

Data & System Verification

2-3 days, async| Included

We confirm that the KPIs from the workshop are technically attainable before V1 build starts. Find blockers early, not three weeks in.

What we ask

Is the API or connector available for each source system on the KPI grid?
Can we extract real sample data for each KPI today?
Are there schema gaps, data quality issues, or refresh-rate constraints we need to handle?
Will your existing SSO / auth posture work with the proposed architecture?

What you get

A Data Verification Report: every KPI tagged green (ready), yellow (needs work but doable), or red (cannot do in V1 — alternative or scope cut proposed). Async only — we do the work, your admin confirms or escalates.

Stage 3

Scorecard Design Review

60 minutes| Billable

We walk you through the proposed scorecard wireframe, agree on scope cuts where needed, and lock V1.

What we ask

Does the proposed scorecard layout match how your leadership team actually reads numbers?
Where do we need to cut scope to hit a 30-day V1 ship?
Are the three V1 acceptance criteria still the right three decisions?
What cadence will you and we use during the V1 build (weekly check-ins, async updates)?

What you get

A signed two-page V1 Scope Document. **The 30-day delivery clock starts at scope sign-off.**

The four pillars

Every leadership scorecard maps to four operating pillars.

The Discovery Workshop spends 7-8 minutes on each pillar. By the end you have 12-16 metrics, tagged with their source systems and red / green thresholds. That grid becomes the spine of your scorecard.

Growth

New revenue, pipeline, customer acquisition. The leading indicators of whether the business is expanding.

Profitability

Margin, cost trends, unit economics. The signals of whether growth is healthy or burning.

Sales Engine

Conversion, velocity, deal hygiene. Whether the revenue motion is functioning or fragile.

Delivery

Quality, capacity, customer health. Whether the work shipping today protects revenue tomorrow.

V1 delivery timeline

Working V1 in 40 calendar days from discovery kickoff.

That is the headline number. We hold to ±5 days under normal conditions. Risk factors that extend the timeline (blocked system access, customer-side compliance review, scope expansion) are surfaced explicitly, not slipped silently.

Days 0-5

Pre-discovery + scheduling

Qualification call, workshop booked, prep materials sent.

Day 5

Discovery Workshop

60-90 minute session with your executive sponsor and 1-2 key operators.

Days 6-10

Data Verification

Async technical work and customer admin coordination.

Day 10

Scope Review + Sign-off

V1 scope locked. Delivery clock starts.

Days 11-30

V1 Build

Connectors, transforms, scorecard build, AI narrative layer wired.

Days 31-35

Internal QA + UAT prep

LUMATARRA quality assurance and UAT environment setup.

Days 36-40

Customer UAT

Your executive sponsor reviews V1 with real data.

Day 40

Production cutover + Exec walkthrough

V1 goes live. Executive enablement session.

What you walk away with

Six artifacts you keep, whether or not we ever work together again.

Every discovery output is documented and yours. If you decide LUMATARRA is not the right fit after Stage 1, you still leave with the most rigorous executive-scorecard plan most of your peers will ever see.

A signed KPI grid with source-system tags and red/yellow/green thresholds.
Three V1 acceptance criteria tied to real decisions your leadership team makes.
A live executive scorecard on Microsoft Fabric and Power BI, surfaced where leadership already works.
An AI narrative layer that explains the numbers in plain English alongside the dashboards.
A 90-day operating cadence — weekly review, exception alerts, decision tracking — so the scorecard does not become shelfware.
A documented stakeholder map, risk register, and the data foundation your future analytics work will build on.

Honest answers

The questions worth asking before you commit.

Why do you have a structured discovery instead of a custom scoping call?

Bespoke scoping does not scale and produces inconsistent V1 quality. A structured discovery makes the front-end of every engagement repeatable: the same questions in the same order, the same artifacts at the end, the same 6-week promise to delivery. You get a better V1 because we are not improvising.

When might you tell us we are not ready?

When there is no named executive sponsor, when admin or API access to source systems is uncertain, when leadership cannot commit to a weekly cadence for 90 days, or when no one can name two specific decisions this scorecard would inform. We would rather defer or walk away than ship a scorecard that becomes shelfware.

What if our data is messier than we think?

That is exactly what Stage 2 (Data & System Verification) exists to find out. Every KPI from the workshop gets graded green, yellow, or red. Yellow KPIs get a documented remediation plan; red KPIs get a proposed alternative or scope cut. You see the data reality before V1 build starts, not three weeks in.

Where does the data live? Who owns it?

Your tenant, your data. We build on Microsoft Fabric and Power BI inside your Azure / Microsoft 365 environment. Identity is your Azure AD. Governance is Microsoft Purview. We never move customer data out of your tenant; LUMATARRA accesses only what your security policies allow.

Start discovery

A 30-minute conversation tells us if you are ready and tells you if we are the right team.

No qualification gauntlet, no slide deck, no follow-on spam. One short call. If we are a fit, we book the workshop. If we are not, we tell you and you leave with sharper questions than you came in with.

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