Pre-Discovery Questionnaire — Invictus Management Consulting
Please provide your background and insights to help us prepare for our discovery session. Fill in the essential details and share any relevant information or documents.
About you and the meeting
Full name
*
First Name
Middle Name
Last Name
Work email
*
Work email
Role / job title
*
Organisation
*
Function / division this is about
Please Select
Sales
Operations
Finance
HR / People
Customer Service
IT / Technology
Other
Who else will join the discovery meeting and what are their roles?
The problem, briefly
In a sentence or two, what problem are you hoping to solve?
*
How long has this been a problem, and what is prompting you to look at it now?
Data and systems
Where does the relevant information live today?
Spreadsheets
A SaaS tool
A database
Email or documents
Paper or manual
Not captured yet
Other
What systems would a new tool need to connect to or pull data from?
What state is that data in?
*
Clean and in a proper system
Messy spreadsheets
Inconsistent across multiple sources
Doesn't really exist yet
A mix of the above
Who owns and maintains this data?
People and access
Who would use the new tool, and what would each role need to see or do?
Roughly how many people would use it?
1–5
6–20
21–50
51–200
200+
What success looks like
If this worked perfectly six months from now, what would be different?
What is the single metric you would watch to know it is working?
Constraints and edges
Is there anything already off the table, or that you've decided won't work?
Optional: upload anything that helps
Upload a File
Drag and drop files here
Choose a file
A spreadsheet, a screenshot, a process doc, or a report you currently rebuild by hand — anything that helps us understand the problem.
Cancel
of
Any hard constraints we should know about — rough budget, deadline, compliance, or security requirements?
A rough budget range
A deadline or timing pressure
Security or compliance requirements
Must integrate with a specific system
Data can't leave our systems
Other
Send my details
Should be Empty: