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From Questions to Clarity:
Our Discovery Process

Before any line of code is written, we help you define your vision, align stakeholders, uncover risks, and build a roadmap.

Why Need Discovery

01.

When You Need Discovery


 ✅ You’re looking to improve or modernize the way you do business.
 ✅ You need a partner to map your workflows and help design the right solution.
 ✅ Your requirements are evolving or complex.
 ✅ You’re evaluating how new technologies and integrations fit your ecosystem.
 ✅ You need alignment across teams and stakeholders before development begins.
 ✅ You want to clarify priorities and requirements before investing in build.
 
02.

What Discovery Gives You


✅ Alignment across teams and a shared vision.
✅ Clear product features and defined requirements.
✅ A prioritized roadmap of what to build first.
✅ Tangible documentation — workflow diagrams, entity relationship diagrams, and business requirements/user stories.
✅ Reduced project risk and smarter investment decisions.
 

Our
Discovery Process

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What You'll Receive
from Sympo


Every discovery ends with a set of tangible deliverables you can use regardless of  whether you build with us or not.

Business Process Map
Visual maps of your workflows showing current state and future optimization opportunities.

 
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Entity Relationship Diagram (ERD)
A visual database schema showing tables and relationships for your new Quickbase app.

 
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Solution Architecture
Integration recommendations, security considerations, and scalability planning.
 
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Discovery Summary & Recommendations
At the end of your discovery, we deliver a clear summary of what we’ve learned, including key findings, improvement opportunities, and recommended next steps. This document acts as your blueprint for moving forward, helping you prioritize features, understand scope, and make confident decisions about development.
 
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Project Roadmap
Prioritized feature list, development phases, milestones, and realistic timeline estimates.

 
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How We Work

Solution Consultants: Understand your business and maps your processes

 

Engineers:
Designs how your systems connect and work together.

 

Quickbase Developer: Translates requirements into a scalable solution design.

 
What we
bring to you:
  • A documented product vision & success metrics
  • A list of features & requirements, prioritized
  • Architecture plan & tech recommendations
  • UX sketches / wireframes (if applicable)
  • A roadmap with phases, milestones & budget estimate
  • Identified risks + mitigation plan
  • Clarity on roles / responsibilities
Your Role
in Discovery
Discovery is a collaborative process, we bring the technical expertise, and you bring the business insight. Together, we uncover how work really gets done, identify what needs to improve, and define what success looks like. We know Quickbase. You know your business.

Your input helps us design the right solution, we’ll need:

  • A subject matter expert who can explain your process, what’s working, and what’s not.
  • Access to your current systems, reports, and workflows.
  • Stakeholder participation and feedback during key sessions.

Discovery FAQs:

What if I already have specifications?
Perfect — that can speed up discovery. We’ll review what you’ve documented and focus our time validating and optimizing your approach.
 
Can discovery happen in alongside development?
We need a solid foundation before we start building, but discovery doesn’t stop once development begins. As we learn more, we refine together.
 
What happens if things change after discovery?
Change is expected and because discovery gives us a clear baseline, we can adapt quickly.
 
Remember, we’re not building for the company you were yesterday — we’re building for the company you’re growing into.
 
How do you charge for discovery?
Discovery is typically a fixed-price engagement based on project complexity. The investment in discovery often saves significantly more in development costs by avoiding rework and scope creep.
 
 
  • "Discovery Done Right"
    "The team at Sympo has been diligent in their pursuit of customer satisfaction. From the Discovery, Analysis, Design, and Implementation of our custom application they have taken great pains to ensure that expectations are clearly set and managed."
    Judy Lapp
    XXXX
  • "Understanding Our Business First"
    The project and technical team are very sharp and are cogent advisors with domain expertize to help deliver quality deliverables and apps to HCP's business community. The trade-offs between native Quick Base and Advanced Programming are made clear with pros and cons, costs and benefits provided.
    Paul Agnew
    HCP, Inc.
  • "Insightful Suggestions That Stick”"
    She showed tremendous foresight to include things we didn't realize we needed that will ultimately bring tremendous value in meeting our future goals. She was readily available to meet and discuss challenging opportunities and has shown herself to be a thoughtful and open-minded collaborator.
    Jessica Banks
    The Warranty Group
  • "Iterative Feedback, Perfected"
    At my previous company Sympo was contracted to make some drastic changes to an application we had developed, but didn't have the expertise needed for the changes. Sympo did a great job gathering information about what the desired final product would look like and how it should operate. Over the course of development, they contacted me several times for clarification and also provided draft versions of the software for me to review and provide feedback."
    Andy Abernathy
    TÜV SÜD America

Kick-off & Stakeholder Interviews

xxx

 
User & Business Requirements

xxx
Application Development xxx
Technical Feasibility & Architecture
 xxx
Project Acceptance

xxx

 
Prioritization & Roadmap xxx
Timeline & estimation xxx
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Design, Photography
green-case
Strellson
Design, Photography
green-case
Strellson
Design, Photography
green-case

Stop fighting with spreadsheets
Start scaling with Quickbase

Stuck with manual processes?
  Custom Quickbase App Development, helping businesses scale and transform
 
Struggling to customize your Quickbase app?
 

Tailored and cohesive online experiences that reflect your identity and workflow
 
Need better reporting or automation?
 

Take advantage of the latest Quickbase features and platform enhancements
 
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Create seamless pipelines, real-time webhooks, and custom, tailored scripts
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Leveraging decades of multidisciplinary tech and industry expertise, Sympo develops custom-built solutions for enterprises, SMBs, and startups, offering full-cycle development services tailored to diverse business needs.

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Let's see if
discovery
is right for your project .

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Let's see if
discovery
is right for your project .

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Minority Owned Business Enterprise Badge
Women Owned Business Enterprise Badge
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Let’s talk about
your project

connect@sympo.com
+1 626-917-4888

1050 Lakes Drive, #225
West Covina, California 91790
United States

 

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