Snapshot or Discovery: which starting point fits?
By Larry Lo
Published
Three key takeaways
- Snapshot is a written diagnosis, not implementation.
- Discovery requires agreed workflow ownership and acceptance.
- The introductory 30-minute diagnosis is not the paid Snapshot interview.
Use Snapshot to identify the blockers
Snapshot covers one workflow: a 60–90-minute interview, a one-page readiness scorecard, three main blockers and a recommendation on whether to proceed to Discovery. Bring an anonymised example, current tools and the handover that stalls. Do not submit customer lists or financial records.
SOP production, prototypes, development, implementation, training and ongoing support are excluded. Agree the interview after payment and the written delivery date before the interview. Buying an assessment is not buying an automated system.
Give Discovery an acceptance boundary
If a workflow repeatedly loses follow-ups or duplicates entry, identify its start, end, owner, data sources and acceptance criteria. Confirm what diagnosis, process design, pilot work and subsequent production setup actually include. Do not assume integrations, development or maintenance are unlimited.
The reference price is HK$6,880 for up to 10 people and HK$13,600 for 11–30. Larger teams and additional workflows need separate scoping.
Answer three questions before paying
Which step hurts most? Who can approve a change? Can an anonymised sample demonstrate an acceptable result? If these are unclear, begin with a 30-minute business diagnosis rather than choosing software to justify a package.
An eligible upgrade within 14 days adds HK$3,000 to reach Discovery for up to 10 people. Check purchase terms and eligibility; this arrangement does not automatically apply to every team size.
Questions
- Must we buy Snapshot first?
- No. If the problem, owner and boundary are already clear, assess Discovery directly. Fit and a written scope still need agreement before work starts.
Limitations
This compares public scopes, not an individual project quote or delivery guarantee. Data readiness, permissions, team size and added requirements can affect the price and schedule.
Sources & references
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Bring one anonymised workflow example to a 30-minute business diagnosis. Identify the problem, owner and next step before choosing software.
Book a 30-minute diagnosis