General Discovery Questions

When conducting a discovery workshop for the implementation of GoMeddo you'll want to gather comprehensive information from the client to create a solid implementation plan.

By asking these questions, you'll gain a thorough understanding of the client's requirements and be better equipped to design and implement GoMeddo in a way that meets their specific needs and objectives:

1. Business Objectives:

   • What are the primary business goals and objectives that GoMeddo should help achieve?

   • How do you envision GoMeddo enhancing your current Salesforce setup and planning process?
     

2. Current Process:

   • Can you walk us through your current process from reservation creation to reservation closure?

   • What are the pain points or challenges you encounter in your existing planning activities?

   • What elements (dimensions) are you linking to your reservations?

   • What reservation types do you distinguish, and how do they differ?

   • What are relevant aspects to these reservations?

   • What kind of process do you envision for your users?

   • What does your resource structure look like?
     

3. Users and Roles:

   • Who are the key stakeholders and users who will be interacting with GoMeddo?

   • What are the specific roles and responsibilities of each user in the planning process?
     

4. Data Sources and Integration:

   • What data sources are you currently using? Are they part of the Salesforce data model?

   • Are there any other systems that GoMeddo needs to integrate with for seamless data flow? For example Outlook, Google Calendar, Zoom or MS Teams?

   • Are you thinking about front-end components to allow your customers to self-service bookings? If so how?
     

5. Key Metrics and KPIs:

   • What are the essential metrics and key performance indicators (KPIs) you want to track using GoMeddo?

   • How do you measure success in the planning process?
     

6. Customisation and Workflows:

   • Are there any specific customisation requirements to align GoMeddo with your unique process?

   • Can you describe any particular workflows that you'd like GoMeddo to support?

   • Is there any financial process involved? Will custom pricing be required?
     

7. User Training and Support:

   • What is your plan for user training and adoption of GoMeddo?

   • Do you have any specific support needs to ensure a smooth transition to the new system?
     

8. Security and Access:

   • How do you handle data security and access control in your planning process?

   • Are there any specific security or compliance requirements that GoMeddo must meet?
     

9. Reporting and Dashboards:

   • What kind of planning reports and dashboards would be most valuable to your team?

   • Are there any specific insights you hope to gain from these reports?
     

10. Budget and Timeline:

    • What is the budget allocated for the GoMeddo implementation project?

    • Are there any critical deadlines or milestones that need to be considered?
      

11. Lessons from Past Implementations:

    • Have you implemented similar products or projects in the past? If so, what were the lessons learned?

    • Are there any best practices or strategies from previous implementations that could be applied here?