Blurred background image

The Undervalued Work: The Discovery Phase for Salesforce Commerce Cloud Integrators

The Undervalued Work: The Discovery Phase for Salesforce Commerce Cloud Integrators

Before any code is typed, and before any expertise is channeled from the minds of great tech integrators to the web, there is one major piece of work that needs to be done: the discovery phase.

A laborious process that involves plenty of sweat and possible tears, the discovery phase is the process of writing the spec. Data is gathered from a number of various sources from the CEO of the brand down to the band of tech integrators that are going to provide their consultancy services. In a nutshell, it’s going to explain (1) the current state of a client, (2) the desired state of the client, and (3) how to bridge this gap.

Yet carrying out such an undertaking in such a resource- and time-constrained landscape can severely suppress the comprehensibility of the spec. Speed needs to blend with quality to complete a successful discovery — a tricky task. But what are the particular ingredients?

A successful discovery

The Undervalued Work: The Discovery Phase for Salesforce Commerce Cloud IntegratorsThe process of the discovery phase has gone through a mini revolution of its own with the emergence of newer and more sophisticated technologies. Whereas in the — not so distant — olden days consultants had to rely on general thoughts for interviews and feedback, nowadays consultancies can take advantage of large data analytics and AI models.

Yet the techniques of discovery tend to be grouped into four particular categories: reviewing the existing business documents; quantitative analysis using statistical tools; observations via interviews with stakeholders; and formal interviews with key stakeholders, which include clients. Which route you decide to go down will come from the interactions between the client and tech consultancy.

The end result will end in enough raw data, spreadsheets and paper to make environmental activist groups cry — unless it’s all digitized, of course. It is only after this process that your tech integrators can get to work with whatever project you are set to begin, such as a Salesforce Commerce Cloud installation or revamp.

Lengthy process

The Undervalued Work: The Discovery Phase for Salesforce Commerce Cloud IntegratorsYet the main problem of the discovery process is that nobody wants to do it. A considerable amount of time is spent on discovery and no one is paid to undertake such a laborious journey. And there are so many variables that can cause a discovery to reach beyond its expected time limits, such as delays to data collection, and time constraints of key stakeholders that makes scheduling an interview with them awkward.

Generally speaking, the discovery phase may take anywhere between a few weeks to a few months. So it’s not just a quick copy-paste job. It’s a long phase that cements the foundations for the project. Yet because it is often treated with buttery fingers between the company and consultancy, it’s become an undervalued aspect of the entire project.

If the discovery phase is the precursor to the project, then finding clarity regarding who is actually going to be doing it is the pre-precursor.

PS: UV is one of the world’s leading Salesforce Commerce Cloud integrators. Contact us to see how we can work together.

Related Ideas

If you got value from this article, you may enjoy these other articles, as well. We’re always adding value!

Subscriptions, Salesforce Commerce Cloud & Ordergroove: Effective Synchronicity
  • United Virtualities: We are UV
  • Commerce
  • Salesforce Commerce Cloud

Subscriptions, Salesforce Commerce Cloud & Ordergroove: Effective Synchronicity

By 2023, 75% of all ecommerce sites will offer subscriptions. Which cartridge is UV’s pick to...
Now it’s Personal: Salesforce Commerce Cloud and Personalization
  • United Virtualities: We are UV
  • Commerce
  • Salesforce Commerce Cloud

Now it’s Personal: Salesforce Commerce Cloud and Personalization

Don’t market with cookie-cutter ads and emails. Make it personal with Salesforce Commerce Cloud. [...]

Is Salesforce Commerce Cloud for B2C or B2B?
  • United Virtualities: We are UV
  • Commerce
  • Salesforce Commerce Cloud

Is Salesforce Commerce Cloud for B2C or B2B?

Does Salesforce Commerce Cloud have the functionalities for B2C or B2B, or both? [...]

Latest ideas

Our latest thinking about SF Commerce Cloud.

The Coming Advertising Wave
  • United Virtualities: We are UV
  • Commerce

The Coming Advertising Wave

Look out for the coming advertising wave heading to the shores of the holiday season. [...]

What Are Sneaker Bots and How to Boot Them Off Your Site?
  • United Virtualities: We are UV
  • Uncategorized

What Are Sneaker Bots and How to Boot Them Off Your Site?

What are sneaker bots and how can you kick them off your site? [...]

Curing Wanderlust: Virtual Travel During Restricted Times
  • United Virtualities: We are UV
  • Digital
  • Technology

Curing Wanderlust: Virtual Travel During Restricted Times

How can augmented reality help release the stress and turmoil of restricted travel? [...]

How can we achieve
awesomeness together?


UV has acquired SFCC & AEM specialist dev shop, Sawyer EffectLearn all about it!