Cadence · Phase 1

Discovery: Tell Us Once, We Turn It Into Structure

This is real AI in action, not a form to fill out. Guided intake your team completes at its own pace — AI turns every answer into a structured, searchable fact instantly, no marathon workshops required.

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Screenshot of the Cadence discovery workspace in the NEO3 platform
Consultants interviewing a client and taking notes during an ERP discovery session

Discovery Is Where the AI Starts Working

At neo³ AI is enhancing Discovery in real time. Every answer your team gives becomes a discrete, typed fact — a requirement, a risk, an open question — the moment you give it, not buried in a meeting transcript nobody re-reads.

Throughout Discovery, you get a running, plain-English summary of what's confirmed, what's still open, and what needs your decision — so nothing carries forward as a guess. Once approved, this becomes the foundation every later phase stands on. Prefer more hands-on guidance? Discovery can run fully self-serve, or consultant-led with someone from NEO3 walking your team through it live — whichever fits how your team works best.

Benefits

Navigate Discovery With Confidence

No Marathon Workshops

AI-guided intake replaces the week of workshops — complete it at your own pace, self-serve, without clearing everyone's calendar.

Structured Facts, Not Transcripts

AI turns every answer into a discrete, typed fact in real time — a requirement, a risk, an open question — not buried in a wall of notes.

A Plain-English Summary

AI keeps a running summary current automatically, showing what's confirmed, what's still open, and what needs your decision.

Every Requirement Tracked

Nothing you tell us gets lost — AI captures every requirement as its own trackable fact the moment you share it.

Open Questions Never Resurface

AI tracks every open question individually and marks it resolved once answered — it won't reappear after you've already clarified it.

How Discovery Works

Step 1

Guided Intake

You complete a self-serve intake at your own pace, covering entities, users, integrations, and modules — no marathon workshops required. Prefer more structure? A NEO3 consultant can lead the same intake live instead. Either way, answer on your schedule, pick up where you left off, and never sit through a meeting that could have been a form.
Step 2

Structured Fact Extraction

Every answer becomes a discrete, typed fact — a requirement, a risk, an open question — instead of disappearing into a transcript. That structure is what lets your consultant and the AI act on what you said, instead of re-reading notes to piece it back together.
Step 3

Running Summary

A plain-English summary tracks what's confirmed, what's still open, and what needs your decision, updated automatically as Discovery progresses. You always know exactly where things stand, without chasing anyone down for a status update.
Step 4

Open Question Tracking

Every open question is tracked individually and resolved once — it won't resurface later after you've already answered it. That means no repeated emails asking about something you clarified weeks ago.
Step 5

Approval & Handoff

Once you approve the Discovery record, it becomes the foundation for Recommendations — nothing downstream starts from a guess. Your approval is the only gate; everything after builds directly on what you confirmed, not a fresh assumption.
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400+
Real Implementations Behind Every Discovery Question We Ask
90 Days
Target Go-Live For Qualified Projects, Starting Here
50%
Less Manual Documentation During Intake
2x
More Consultant Time For Training, Not Paperwork