Overview - Discovery
Gain an understanding of the discovery process and explore the key elements that make it successful.
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:
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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 |
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:
- Before: Initial preparation and due diligence from customer website before the meeting.
- During: What we need to find out or demonstrate during the session.
- After: Information we need from the customer after the session.
- Post-Discovery: Update the Requirement Templates accordingly.
Discovery Questionnaires:
Spreadsheet available here.