You’ve got disparate data in multiple systems but can you integrate them? Do you need to integrate them? What are you trying to solve, exactly? Leads are falling through the cracks regularly. You have no idea what your team does everyday or if they’re even following a process. You know you need systems in place but you don’t really know where to start. You start by defining the problems.

If I had an hour to solve a problem I’d spend 55 minutes thinking about the problem and 5 minutes thinking about solutions.Albert Einstein
The formulation of the problem is often more essential than its solution, which may be merely a matter of mathematical or experimental skill.Albert Einstein

That first quote tells us that Dr Einstein values time spent on defining the problem even more than he does on the solution. The second quote emphasizes this point and shows why he values defining the problem.

At Gloo, we take Dr Einstein’s words to heart! Software implementations are always more complex than they appear to everyone involved. There are many moving parts including processes, people, business issues and multiple manual and automated systems. Implementing new software means winding our way through all of that and that takes time. If we can truly define and document the issues then defining what is required to solve these issues is much easier to do.

That is what our discovery (some call it needs analysis or requirements gathering) process is all about. We’ll define your business processes, issues and even goals so that we’re all on the same page and we can move ahead confidently with our proposed solution.


By far the most important phase of your project, discovery lays the foundation for your implementation’s success. During discovery, we assess and document your current and future processes, we note the gaps required to get you where you want to be, determine a plan to migrate your data, document our solution and also quote your implementation.

Process Documents
Data Migration Plan
Requirements Document