Business Discovery

Driving Business Discovery Sessions

  1. Identify the target use case.
  2. What is the problem the business is trying to solve? Document the business objective, make it measurable.
  3. Understand user personas. Identify the target persona.
  4. Understand business outcomes the target persona is trying to achieve.
  5. What are the types of questions asked during report construction? The more the better.
  6. What are the primary KPI’s used to measure performance? How do users investigate when those KPIs are up or down?
  7. What is the frequency of the analysis? What is the standard period of interest (months, weeks, quarters)? Do users investigate POP or YOY? (ex: this month vs. last month? Or this month vs. last year)?
  8. Does the business have any sample reports that can be shared with you?
    (IF appropriate: Where is the source data stored? Are all the sources in one database, or multiple disparate sources?)
  9. Understand current state business process for the target persona.
    Is there a particular way the users are used to seeing these questions answered? What are the types of insights? Who writes the insights and who consumes them?
  10. Identify language requirements (hard and fast rules) and guidelines (preferences) for insights.


Use Case Brief Overview

Meet with the end users of your copilot and gather details about their role and what their business goals are. Describe in detail the ultimate business objective of your end user.

Ask questions like:

  • What does your current workflow look like when performing or gathering analysis?
  • What points of frustration do you face with your current process or tools?

Clearly articulate the primary goal or challenge the business is addressing.


Let’s say we’re working for a large CPG company focused in the pasta space. The following example Use Case Brief outlines our primary business objective as well as some details about our use case that will be beneficial in determining our copilot’s role.


Business Objective: Understand our market share and identify trends

Analysis Frequency: Data refreshed monthly/quarterly

Size of Audience: 300+

Current Tooling Used: Tableau

Problems to Solve: 

  • Consolidate data analysis into a single tool
  • Automate data analysis and insights generation
  • Identify potential areas of growth in the marketplace

Supporting Players (Personas): 

  1. Brand Managers (target for this use case)
  2. Executives


Copilot Overview

Business Objective

  • Understand our market share and identify trends in the current marketplace.

Copilot Goals

  • Provide intelligent analysis that answer questions in support of key business objectives such as Brand Performance, Trend Analysis, and Metric Drivers.
  • Enable conversational follow-up questions based on the initial topics Brand Managers and Executives analyze.

Personas of Copilot

  • Brand Managers - Primary users of the conversational experience. Frequent follow-up questions in Max Copilot.
  • Executive Users - Primary report consumers, occasional follow-up questions in Max Copilot.


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