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+44 118 907 9296

Discovery & Analysis

Clarity Before Commitment

Strategic Assessment for Confident Action

Transformation works best when it’s driven by clarity, not guesswork. Proventeq’s Discovery & Analysis Service gives you a complete, 360° view of your content estate—spanning files, systems, permissions, processes, and metadata—before you migrate, modernise, or industrialise.

Through structured, insight-led assessment, we uncover risks, redundancies, and opportunities that shape confident decision-making. From consolidating legacy systems to preparing for AI-driven innovation, our service delivers the evidence and roadmap you need to act with certainty and precision.

Structured Delivery Phases

Our Discovery & Analysis Service follows a proven, phased approach that moves from defining the scope to delivering clear, actionable recommendations. Each stage builds on the last, ensuring that findings are grounded in evidence, aligned with stakeholder priorities, and ready to drive confident, informed transformation.

Scope Definition

Define scope, exclusions, objectives, systems, and access protocols. Confirm tools and readiness. 

Data & Process Discovery

Use tools and scripts to scan systems, extract metadata, map dependencies, and identify anomalies. 

Analysis & Insight Generation

Perform ROT analysis, classify data, assess permissions and risks. Identify optimisation and automation targets. 

Stakeholder Engagement

Align priorities, validate risks, and gather context through interviews and workshops. 

Reporting & Recommendations

Deliver structured findings, dashboards, risk registers, and a forward-looking roadmap. 

“Transformation begins with understanding. Discovery gives you the insight to align people, processes and platforms, so every next step is taken with confidence.”

Methodology Mapping

Our methodology is designed to move you from understanding your current state to executing scalable, future-ready transformation. Each stage unlocks new insights and opportunities—whether it’s consolidating your estate, modernising your architecture, or enabling AI-driven innovation—supported by advanced tools to ensure precision and impact at every step.

Stage
What It Unlocks
Tools Used
Consolidate
Map content, usage, ROT, duplication across M365
Content Analyser, Insights
Modernise
Identify architecture, metadata, permission gaps
GOV360, Insights
Automate
Surface classification and enrichment opportunities
ClassiFile, Monitor
Optimise
Recommend workspace, topology, and access models
GOV360, Monitor
Innovate
Discover AI-aligned use cases (Copilot, metadata AI, security signals)
Insights, Monitor
Industrialise
Build backlog and strategic roadmap for scalable action
GOV360, Analyser

Scoping Levers Covered in Discovery

Our discovery process explores a comprehensive set of architectural factors to ensure no critical element is overlooked. By assessing everything from information architecture to policy implementation, we build a complete picture of your environment—laying the groundwork for a secure, scalable, and AI-ready future.

Information Architecture & Site Topology
Folders vs Metadata Mapping
Permissions Management
Tagging Strategy & Classification
Content Types & Taxonomy
Connected Applications
Product Boundaries (SP Online vs On-Prem)
Implementation of Policies (IRM, RM)
Ownership Structures (IT vs Business)
Workload Mapping (Intranet, Collaboration, Records)
Search Coverage & Scalability
Migration vs Retention Design Constraints

What Our Clients Say

“Without Proventeq’s Migration Accelerator we would never have been able to convert our highly complex historical data into a modern cloud application.”

Gijs Boudens
ICT Director – Royal Ahrend
Migration from IBM FileNet to SharePoint Online

Typical Deliverables

Every Discovery & Analysis engagement concludes with clear, actionable deliverables that turn insight into impact. From high-level executive summaries to detailed risk reports, these outputs provide the evidence and direction you need to move forward with confidence.

Discovery Summary Deck

Executive findings, themes, and strategic recommendations

Scope & Exclusions Register

Agreed in/out parameters of the engagement

Content Inventory Report

Metadata, usage, structure, ROT, formats

ROT & Link Dependency Reports

Interlinked files, duplication, aged content

Access Risk Analysis

Permissions sprawl, overshare, security posture

Roadmap & Recommendations

Strategic options for remediation, innovation, or automation

Strategic Value for Every Leader

Our Discovery & Analysis Service delivers measurable benefits across the leadership spectrum—helping each C-level role and business function achieve their priorities, from reducing risk and ensuring compliance to accelerating innovation and AI readiness.

CIO/CDO

Reduce transformation risk; consolidate legacy data into a governed estate 

CTO

Align modernisation roadmap to AI, Copilot, and platform evolution 

CISO

Quantify risk exposure via ROT, overshare, and policy gaps 

Business Leaders

Identify use cases for automation, enrichment, and innovation 

Compliance/Risk

Gain traceability, defensibility, and insight into sensitive content zones

Start Your Discovery Journey Today

Get the clarity you need to make confident, risk-aware decisions. Request your Discovery Readiness Session and see exactly where your opportunities, risks, and efficiencies lie—before you commit to migration, modernisation, or transformation.

We are always here to answer your questions.

Proventeq experts will be in touch shortly after your first communication to establish a consultation or demonstration of products and services.

UK & Europe
+44 118 907 9296
Reading Enterprise Centre, Reading, Berkshire,
RG6 6BU, UK
US & Canada
+1 949 403 3180
6500 River Place Blvd., Bldg. 7, Suite 250 Austin,
TX 78730 USA
Asia Pacific

+91 775 698 9979
Unit No 104, Tower S-4,
Cybercity,
Magarpatta City, Pune,
Maharashtra 411013, India

Middle East & Africa

+971 52 5960134
#3, PO Box 73000, Tecom, In5
Tech Innovation Center,
Dubai Internet City, Dubai,
UAE