Overlap Guidance
Choose between similar discovery types.
Use this guide when a BA sees more than one possible discovery path and needs a practical way to decide, combine, or escalate the route.
Overlap guidance
When two discovery types overlap.
Choose Operational DiscoveryThe biggest unknown is how people, roles, approvals, exceptions, and handoffs should work.
Choose Integration DiscoveryThe biggest unknown is how systems exchange data, recover from failures, and stay consistent.
Combine when: Use both when a workflow depends on live system sync or reconciliation. Map the process and the system boundary together.
Choose Mass Product DiscoveryThe main decision is whether many external users can understand, trust, adopt, and reuse the experience.
Choose Scaled Solution DiscoveryThe main decision is whether the solution can be configured, governed, supported, and repeated across contexts.
Combine when: Use both when a product has external users plus buyer/admin setup, repeated deployments, or commercial packaging.
Choose Scaled Solution DiscoveryThe biggest unknown is whether the solution should be reusable, configurable, or scalable across contexts.
Choose Operational DiscoveryThe biggest unknown is how the organization will adopt, govern, operate, and roll out the change.
Combine when: Use both when an internal transformation may become a reusable platform, shared service, or product-like solution for multiple teams or business units.
Choose Data DiscoveryThe work needs trusted reports, metrics, source lineage, data quality, or migration validation.
Choose AI & Machine Learning DiscoveryThe work depends on probabilistic generation, prediction, ranking, recommendation, classification, or anomaly detection.
Combine when: Start with Data Discovery if metric/source trust is weak, then move into AI/ML Discovery when model behavior must be evaluated.
Choose Tactical DiscoveryThe change is small, scoped, and mainly needs requirement and acceptance-criteria clarity.
Choose Operational DiscoveryThe change affects how multiple roles coordinate, approve, support, or adopt a process.
Combine when: Start tactical, then escalate to operational as soon as process ownership, exceptions, or rollout become unclear.