Discovery Phase as a Service in Software Development

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The discovery phase is the research and planning stage that serves the purpose of the complete preparation for the development phase. Its main objective is to gather essential information about the project, specify requirements, determine the scope of work, check assumptions, design the solution architecture, define the product roadmap, and accurately estimate development time and costs.

Main Goals & Team Composition

In-depth immersion into the project to deliver the best possible solution.

Primary goals:

  • Define the project goals, scope, functionality, and priorities
  • Discover risks, constraints, and dependencies of the project
  • Design the solution architecture
  • Estimate development efforts, required resources, and create a project plan with clear milestones and delivery dates


  • Business Analyst
  • Project Manager
  • Solution Architect
  • UI/UX designer
  • Web & Mobile developers
  • Industry experts (e.g., fintech, healthcare, insurance, etc.)

When is a Project Discovery Phase Needed?

Running a discovery phase helps to anticipate and mitigate risks, increases chances to attract investments, and boosts development efficiency. But there are some points when the discovery stage is not simply beneficial but of crucial importance for the project's success.

  • Unknown unknowns
  • New-market opportunities
  • Mergers and acquisitions
  • Regulated environment or new regulations
  • New company's strategy
  • Persistent problems in the company
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Project Discovery Phase Steps

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Communication on the client’s vision and needs

After receiving your inquiry our project coordinator reaches out to define your goals, needs, and target audience and clarifies your requirements.


Prioritizing the feature set

We'll divide all features into must-have, would-have, and could-have feature groups. It will give the client a general idea of the potential costs and help to decide what features to be implemented first to reduce time-to-market, test hypotheses, and start getting traction quickly.


Risk mitigation plan

At this point, we identify project bottlenecks and forecast potential challenges. It would help us to get ready to deal with them ahead and meet deadlines.


Collecting project requirements

At this stage, we scrutinize all available business documentation and domain specialties to elicit, analyze, and document functional and non-functional requirements and create software requirements specifications.


Building a clickable prototype

Our UX/UI designers create a design concept that meets your current needs - from a simple mood board or a set of main screens to a clickable prototype. It is needed to visualize the product structure and make sure you get what you expect. Upon your request, we can also make a product demo video with a voiceover.


Defining priorities and estimating the project scope

To reduce time-to-market, complete the project within the budget, and meet deadlines, we estimate the project scope and define the top priorities.


Designing the project roadmap

We create a comprehensive roadmap that will help to articulate the project's goals at each milestone and deliver the most important functionality first.


Providing the client with the discovery phase documents


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Discovery Phase Deliverables

Vision and Scope documents

See example

SRS (Software requirements specification document)

See example

Software Architecture Document (SAD)

See example

UX/UI design and a clickable prototype of your future product

See example

Detailed work breakdown structure, workload and cost estimate, and a project plan

See example

Need discovery phase service?

Drop us a line about your vision and goals and we’ll help you to build a solid foundation for your project.

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FAQ on Project Discovery Phase as a Service

How long does the discovery phase take?

Depending on the project’s size and complexity, it usually takes between 1 and 5 weeks.

What are the next steps after the discovery phase?

After the discovery phase, you can easily proceed to the development phase having all necessary artifacts ready, attract investments, or approach a consultant to get feedback on your product and plans.

Should I participate in a Discovery Phase?

Sure! At least one representative from your side should join the discovery phase to participate in regular workshops (2-3 times per week), review bridging documents, and answer the questions that may arise.

What team is involved in the discovery phase?

The project team usually includes BA, PM, Solution Architect, UI/UX designer, Web & Mobile developers, Tech Lead, technology-specific experts (e.g., fintech, healthcare, insurance, etc.).

I would like to start with discovery. What’s next?

All you have to do is to drop us a line, and we’ll reach out to you to discuss the details of the project and further steps.

What if I skip Discovery?

Skipping the discovery phase exposes the project's success to the following risks:

  • the product may prove more expensive and go over the budget
  • high communication and re-work overhead in the development team
  • spending the budget on low-priority features

If you want the project to succeed you'd better start with the discovery phase as it helps to validate your idea, analyze the market, understand the end user's needs, and make data-driven decisions.

Reasons to Choose Itexus

Quality & Security

Security and quality are crucial to us and we are fully dedicated to securing business processes and delivering high-quality products.

Certified In-house Specialists

We have 90+ talented in-house specialists in different departments with proven achievements and certificates in the professional domains.

Workflow & Billing Transparency

Milestone tracking, regular reports and adherence to the best project management practices help us make the development, communication and billing flows transparent and clear.

Flexible Approach

We stick to an agile methodology that allows us to cope with some obstacles, decrease risks and satisfy clients’ expectations.

Trustworthy Company

Operating globally and providing software development services over 6 years we proved ourselves as a trustworthy company backed by our clients’ reviews on Clutch.

Extensive Startup Experience

We know all the nuances and can help our clients avoid many difficulties other startup owners face. We definitely know how to convert a rough idea into successful live product.

Clients’ Testimonials & Awards

They’re a great group of developers who really understand the reality of business.

Andreea Vanacker CEO SPARKX5

Itexus excelled at both experimental AI and sprint-oriented UI/UX tasks. Itexus did strong project management work, too, a necessity in such a complicated project.

Jesse Dubin Senior Product Manager

The assigned team was easy to work with and they are especially strong collaborators and communicators. They demonstrated flexibility, professionalism, and trust in everything they did, and completed the work on time and budget.

Sue Wollan Fan CEO Mango Connects

Itexus’ work positions the business well for an imminent launch. They excel at managing their team, presenting frequent product demos to ensure that the project is aligned with development goals. An affordable price structure coupled with remarkable technical skill makes them an attractive partner.

Phill Osolinski CEO Ryze Rewards

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