Methods for conducting business process discovery interviews and requirements gathering
A practical guide for consultants on using active listening techniques, AI assistance, and structured questioning for process diagnostics.
BUSINESS CONSULTING · IMPLEMENTATION PRACTICE
Knowledge that becomes
a working solution.
Training for consultants and teams implementing Intecracy Group products. From process discovery to requirements, acceptance and user readiness.
01 / DISCOVERBusiness challenge
CONSULTING LAB03 / APPLYYour own solution
A task. An exercise. A deliverable you can defend.
LEARNING IN THE CONTEXT OF INTECRACY GROUP PRODUCTS
ScriptumMegapolis.DocNetDealsNectain
TRAINING PROGRAMMES
Master the next implementation stage.
Choose a focused workshop or build a team programme. Every module ends with a concrete project deliverable.
WORKSHOP / 01
Business process discovery
Ask better questions, uncover process gaps and agree the boundaries of an implementation.
Your deliverableDiscovery brief and process map
Explore the programme WORKSHOP / 02
Business analysis and requirements
Turn stakeholder requests into clear requirements, business rules and acceptance scenarios.
Your deliverableRequirements with acceptance criteria
Explore the programme WORKSHOP / 03
Business solution design
Practise choosing between standard functionality, process change and product customisation.
Your deliverableFit-gap matrix and decision log
Explore the programme WORKSHOP / 04
Implementation delivery
Connect scope, roles, risks and launch readiness in a manageable project plan.
Your deliverableImplementation plan and UAT scenarios
Explore the programme WORKSHOP / 05
Change and user enablement
Prepare users for changed roles and verify that they can complete work independently.
Your deliverableAdoption plan and practice scenarios
Explore the programme WORKSHOP / 06
AI for the consultant
Use AI to draft analysis, challenge requirements and prepare scenarios, with evidence and human review.
Your deliverablePrompt toolkit and review protocol
Explore the programme LEARN THROUGH A CASE
Work through the decision. Then defend it.
Play the roles of consultant, client and process owner. Work with ambiguity, conflicting requirements and the consequences of your choices.
Our learning approach ↗PRACTICE CASE / PROCUREMENT↗
An approval is stuck. Where do you start?
- 01Find the missing process owner✓
- 02Test assumptions in an interview✓
- 03Describe the exception and a rule•
- 04Defend an acceptance scenario↗
Illustrative exercise · synthetic data
FROM PRACTICE TO APPLICATION
Four steps. A usable result.
The programme is shaped around the team’s project and the skills it needs next.
- 01
Your challenge
Define participants’ roles, experience and implementation context.
Learning brief - 02
Case practice
Work as consultant, client and process owner with practice data.
Project deliverable draft - 03
Structured feedback
Defend decisions, test assumptions and improve the deliverable.
Reviewed exercise output - 04
Apply it to the project
Plan how to apply the method and who will review the first independent task.
Skills application plan
INTECRACY GROUP
Connect the business need to the product.
Explore product contexts while learning to validate requirements, boundaries and implementation choices.
BPM / LOW-CODE
Scriptum
Process modelling
A platform for processes, forms, registries and integrations. Training focuses on discovery, requirements and selecting an automation scenario.
About the solutionDOCUMENT MANAGEMENT
Megapolis.DocNet
Document-management requirements
A product context for documents and processes. Practise roles, approval rules and acceptance scenarios.
About the solutionELECTRONIC DOCUMENTS
Deals
Exchange and signing boundaries
An electronic document exchange context. Learn to separate business requirements, organisational rules and technical integration conditions.
About the solutionAI / LLM
Nectain AI Center
AI with consultant oversight
An environment for managing AI model and LLM integration. Practise task definition, response review and data-use boundaries.
About the solutionTHE CONSULTANT’S NOTEBOOK
Keep developing your practice.
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BEFORE WE START
A few practical questions.
Who are the programmes for?
Consultants, business analysts, project managers and process owners. Exercises are adapted to the group’s experience.
Can we use our own case?
Yes. We agree the task, information boundaries and materials first. Practice uses anonymised or synthetic data.
Do we need product access?
Case descriptions support analysis and design exercises. If hands-on system work is needed, the training environment, configuration and access are agreed separately.
What are the format, duration and price?
We work with corporate groups online or in an agreed in-person format. Duration and price depend on modules, group size and case preparation; these are defined in the proposal.