---
title: Why Discovery is Essential | Diagram
description: <p>A guide to building a blueprint to help make your website design project a success.</p>
image: https://www.wearediagram.com/hs-fs/file-2464108238-jpg/blog-files/monkey-3.jpg
---

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**Published**  
 February 4, 2013

**Author**

[![Dennis Kardys](https://www.wearediagram.com/hs-fs/hubfs/dkardys-headshot.jpg?width=40&height=40&name=dkardys-headshot.jpg) Dennis Kardys ](https://www.wearediagram.com/about-us/profile/dennis-kardys)

**Reading time**  
 6 minutes

**Topics**

- [Design](https://www.wearediagram.com/blog?tag=user-experience)

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You know your business inside and out. You know your audience. You’ve even studied what everyone else in the industry is doing.

After considerable time, effort, and planning, you pull together a  
request for proposal (RFP). You’ve listed specific objectives and  
requirements, along with an extensive list of features that seem to work  
well on other popular sites. You’re now ready to select a vendor and  
build a website.

### Blueprints Aren’t in the Budget

There’s just one problem: an RFP is no substitute for a detailed  
blueprint. RFPs simply don’t contain the depth of information that web  
teams need to have if they’re going to build something capable of  
accomplishing business goals. It’s like expecting a team of skilled  
contractors and craftsmen to build a commercial property by working off a  
napkin sketch. Even if the construction of each feature is built  
exactly to specification, there is little guarantee that what you end up  
with will actually be useful or desirable. So why are so many  
organizations eager to jump right in and start building, without feeling  
the need to invest in comprehensive planning? I can think of a few [misconceptions to blame](https://www.wearediagram.com/blog/common-misconceptions).  
Whatever the reason may be, there’s one thing you can be sure of: If  
you want it done right, you need to invest in a detailed plan.

![Monkeys3](https://www.wearediagram.com/hs-fs/file-2464108238-jpg/blog-files/monkey-3.jpg "Monkeys3")

What  
kind of monkey wouldn’t go ape over bananas? Orangutans (which are not  
monkeys) prefer to eat things like lychee nuts, durian fruit, tree bark  
and insects.

### Don’t Look for Vendors

Many companies will volunteer to build your website without  
conducting a formal research or discovery phase. There may be times when  
this might make a lot of sense, although honestly I can’t imagine when.  
Without any research, the vendor you hire will be unequipped to make  
the many decisions necessary to build a successful product. Decisions  
will either be based on broad assumptions or as the result of constant  
calls for clarification. This places the burden of decision-making on  
the client and away from the designer. Consider this common client -  
vendor exchange:

> Vendor calls client: *“How exactly did you intend this to work?”*  
> Client responds: *“I don’t know...you’re the designer.”*

This inevitably leads to circumstances where “best-guess” decisions are made with little to no accountability for the outcome.

We used to do things this way. Programmers would read through the  
requirements and build the application to work to the best of their  
understanding. Project managers from both sides would exchange  
interpretations the statement of work, making decisions about how the  
site should look and function. The design team would come in next and  
polish up the interface.

It was an effective way to get the job done, and we were able to meet  
all of the project requirements. Projects were profitable, completed on  
time and within budget. And yet, we would look back at the completed  
project and think, “what did we build? Will anyone actually use this?”  
And worse, the sites just didn’t deliver the type of results that the  
client had hoped for. It was clear that if we wanted to build the best  
websites possible for the people hiring us, we’d need to do more than  
just go down a list checking off project requirements. Real project  
success requires both the client and the design team to admit that  
neither one of them can do it alone.

### Find a Strategic Partner

What’s really needed is true collaboration — and not just between  
project managers and stakeholders. You need the best minds on both sides  
to come together with the shared goal of strategizing the end product.  
Metrics need to be established, and you need a plan to measure your  
site’s performance over time. People need to get their hands dirty and  
step away from the computer and boardroom meetings. Somebody has to take  
time to observe and analyze how people are using your site and to  
identify what obstacles they face.

When you hire a vendor, you hand them a list of what you want done  
and you tell them how to do it. That’s why we don’t opt to be a vendor.  
We’d rather focus on long-term partnerships. A strategic partner will  
spend the time to understand your business and your audiences so that  
even beyond the initial project you have someone you can rely on. We see  
how quickly technology evolves, and how constant connectivity affects  
that way people connect with each other, find information and make  
purchasing decisions. Good partners have a team of designers,  
strategists, programmers and user experience practitioners on staff all  
dedicated to working with you to bring your project to life.

### Process and Methods

A discovery phase should not be considered some obligatory hurdle  
that must be crossed in order to establish project cost or begin work.  
The purpose of a discovery phase it to manage time, energy and budget  
wisely. We don’t have one fixed cost for conducting research and  
discovery because we don’t advocate process. A process implies that  
there is a predetermined sequence of steps that will result in a  
specific outcome. But it’s not an à la carte menu either. Not every  
project benefits from the same forms or depth of research. A better  
option is to examine the needs of the projects and only select the most  
appropriate methods from a vast toolbox of techniques.

![Monkeys4](https://www.wearediagram.com/hs-fs/file-2464108248-jpg/blog-files/monkey-4.jpg "Monkeys4")

Observing  
subjects in their own environment is a good way to uncover information  
about the things that are important to them. And no, I am certainly not  
insinuating that website users are apes!

### Budgeting for Discovery

You can always return to the project later and add-on features. It’s  
not quite so easy to go back and re-architect the foundational elements  
of the site. So how do you determine how much money and time to  
allocate toward discovery? Although we can speculate about your budget  
and make assumptions about how much resources should be allocated, it’s  
not the best way. The real answer is: it depends.

With most of our partners we begin by establishing how much the  
overall project budget is. Once we have an idea of how much budget has  
been allocated to the project, we can devise a plan for dividing the  
resources between the discovery, design, programming and testing. The  
reality is that this sometimes means that desirable features get bumped  
and don’t make it into the initial release. But in exchange, you end up  
with a focused plan and a flexible system designed to accommodate new  
features. A system that anticipates growth and can adapt to the changing  
needs of your organization.

### Move Forward

That’s the real goal of discovery: to create a system that will help  
you move forward and keep pace with evolving technology and the changing  
demands of your users. For many organizations, their website is a  
bridge that connects their brand and services to a much larger audience.  
We want to work with you to build that bridge.

**Let’s Team Up!**

  

## Results Matter.

We design creative digital solutions that grow your business, strengthen your brand, and engage your audience. Are you looking for a partner to get you to the next level?

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