Where it fits
Every implementation starts with discovery: the process mapping and requirements gathering that has to happen before anyone configures. Done manually, it takes weeks to months. Varos runs that whole phase autonomously.
Varos deploys an AI Business Analyst called Arthur, he does the information-gathering part of your delivery method for you.
01
Scope
Sets the discovery objectives with the implementation team.
02
Outreach
Schedules the relevant SMEs and process owners.
03
Interview
Adaptive 15-min voice interviews — with docs & screen share.
04
Validate
Cross-references answers against existing artifacts.
05
Close gaps
Flags conflicts and re-interviews until objectives are met.
Discovery — done by Varos
Current-state process maps · structured requirements · a queryable knowledge base.
Implementation — your team
Configure and build from day one, with no discovery backlog to clear.
The methodology doesn't change. The way information reaches it does.
The phases, the deliverables, and the existing toolchain all stay exactly where they are — whether that's your firm's proprietary delivery method or the vendor's official one. What changes is how information gets from people's heads into those deliverables.
Today, that mechanism is synchronous meetings: workshops, elaboration sessions, steering calls — constrained by calendars, SME availability, and whoever is taking notes. With Varos, Arthur does the gathering through parallel voice interviews, resolves conflicts across rounds, and structures the output. Meetings are reserved for what actually requires them: decisions on genuinely open items.
This matters doubly for implementers. For the client, it means faster time-to-value and fewer surprises. For you, it means SME hours and BA hours go where they earn margin — judgment, design, and decisions — instead of scheduling, transcribing, and chasing questionnaires.
Recommendation
Three recommended starting points
Across everything mapped below, three areas stand out as the strongest initial fits. They aren't ranked — any of them is a good first move, alone or in combination, depending on where your engagements feel the pain most. Each addresses a significant, well-understood cost in today's delivery model and delivers standalone value. And because all three share the same underlying mechanics, validating the pattern in one establishes it for the rest of the lifecycle.
Design phase
Blueprint & design workshops
Today: multi-day group workshops per functional area, often ~8–10 in the room. The deepest expert may never speak up, and teams believe they’re aligned on ten items when it’s really two.
Why here: the design phase carries the lifecycle’s heaviest load of requirements-gathering, and the output feeds your requirements toolchain directly — no new integration. Roughly two days of workshops become one hour of decisions.
- 1Arthur is briefed with the same session materials the facilitating BA or architect preps from.
- 2He interviews every participant 1:1 — 15–30 minutes, in parallel — with follow-up rounds to resolve conflicts.
- 3One ~1-hour live session — delivery team and client participants together — decides only the open items he flags.
- 4His consolidated output plus the decision transcript feed whatever generates stories and requirements next — AI tooling or BA templates.
Build phase
Story pre-elaboration, every sprint
Today: the BA books an elaboration session per story to land the granular requirements — exact rules, formats, edge cases. Ambiguity often surfaces only once developers start building.
Why here: the saving repeats in every sprint of every project — the largest recurring lever in the lifecycle — and it reuses the same interview motion as the other two plays.
- 1Arthur picks up each story with its design notes and assumptions.
- 2He interviews the right client SMEs to land the nitty-gritty — exact rules, thresholds, formats, edge cases.
- 3Complex stories keep their session — the BA walks in with drafted requirements, not a blank page.
- 4Simple, uncontested stories skip the session and flow straight down the toolchain.
Pre-SOW
Scoping workshops & fit-gap
Today: with no SOW to allocate against, SMEs are borrowed ad hoc, and the client typically grants a couple of hours — the fit-gap goes only as deep as that window allows.
Why here: it fixes a resourcing constraint budget alone can’t — and evidence-backed classifications are what a defensible SOW estimate needs. On fixed-fee work, this is where margin is won or lost.
- 1Arthur interviews client stakeholders per theme or module.
- 2He drafts the fit-gap — each classification backed by what the client actually said, open questions marked.
- 3Your SMEs review the draft and join one short session — hours, not a workshop commitment.
- 4The scarce live hours go only to contested items.
The full map
Varos across the full implementation lifecycle
The complete view, phase by phase — using a generic five-phase frame that maps onto any major methodology. Activities overlap, combine, and repeat depending on the engagement; governance and knowledge capture run across all phases. Grey activities run exactly as they do today. Blue shows today's mechanics next to how they run with Arthur — and where a meeting remains, it says so.
Discover
Align on vision and value — set direction, define measurable successEngagement & selling motion
Sales, value consulting; client executives
Relationship-building stays fully human. Services touch is deliberately light.
—
Business case & value objectives capture
Value teams; client execs and business leaders
Sequential executive conversations. Objectives often come out broadly stated; conflicting priorities across units surface later than anyone would like.
Arthur interviews executives and business leaders in parallel, briefed to press toward measurable targets and to flag where priorities conflict across units or regions.
Executive input in days rather than weeks. Misalignment surfaces where it’s cheap to resolve — in Discover, not Design.
Current-state capture (key journeys)
Value teams; client process owners
Captured at summary level through the same executive conversations; day-to-day process detail stays in people’s heads.
Arthur runs current-state interviews directly with process owners — a core Varos use case. The knowledge base begins here.
Genuine process depth from day one, inherited by every later phase.
Frame scope & success measures
Implementer + client leadership
Leadership synthesizes the above into scope themes and success metrics from scattered meeting notes.
Humans still decide — working from Arthur’s structured, cross-referenced output rather than recollections.
Faster synthesis; scope anchored to documented evidence.
A side effect worth naming — the Sales → Delivery handover. The historical pain point is clients repeating their objectives to the pursuit and delivery team after months of educating sales: “we already told you that.” When Discover conversations land in the knowledge base, the delivery team inherits them — the intelligence transfers with the deal instead of getting lost at the wall. For SIs, the same applies to the vendor → SI handover.
Define
Establish the blueprint for success — fit-gap, backlog, SOWClient intake questionnaire
Implementer sends; client contacts complete
A spreadsheet or portal form is sent for completion; in practice it often comes back incomplete or not at all.
Arthur interviews the relevant contacts and produces the same intake — complete, validated, and cross-referenced.
A reliable intake with no chasing. Also the client’s first, low-stakes interaction with Arthur — building comfort ahead of deeper phases.
SME resourcing for pre-SOW workshops
Delivery leads; implementer SMEs
With no SOW to allocate against, SMEs are borrowed ad hoc from other commitments; scheduling rarely lines up with the pursuit timeline.
SME involvement shrinks to reviewing Arthur’s draft and joining one short session — hours, not a workshop commitment.
Removes a structural constraint budget can’t fix. Pursuits stop waiting on SME calendars.
Scoping workshop (fit-gap at theme level)
Implementer SMEs / architects; client stakeholders
Pre-SOW, the client typically grants around two hours; the fit-gap is done at whatever depth that window allows.
Arthur pre-interviews stakeholders per theme and drafts the fit-gap with evidence and open questions. Live time goes only to contested items.
The scarce client hours produce a substantive fit-gap → tighter SOW scope, narrower estimation ranges, fewer surprises baked in.
Backlog shaping, estimates, SOW
Delivery leadership, sales; client
Themes and epics prioritized, high-level estimates built, SOW negotiated and signed. Process and ownership unchanged — the inputs are simply better grounded.
—
Design
Configure, enable, and validate — the blueprint / design workshop seriesClient education / terminology onboarding
Business architect; client participants
The architect-led walkthrough of platform concepts and education material stays as it is today.
—
Pre-work: document request & initial solution model
Engagement manager / BC; client contacts
A document request goes out ahead of kickoff; materials are gathered across product, process, regulatory, and integration categories. The initial solution model is built manually, from a baseline, or auto-drafted where rich documentation exists.
Arthur ingests what the client sends and interviews to fill what the documents don’t cover — the process detail and rule rationale that was never written down. Documentation-rich areas keep the automated drafting path; thin areas get interviews instead of blanks.
The request comes back complete without chasing, and session prep starts from a fuller baseline.
Design workshops per track / module
Lead BA facilitating; ~8–10 participants per session
Multi-day group workshops per functional area. The person with the deepest detail may not speak up in a full room; assumed alignment goes untested until sprints.
The same session prep materials the facilitating BA works from become Arthur’s brief. He interviews each participant individually, in parallel — 15–30 minutes — with follow-up rounds, mapping aligned vs. open items. Foundational sessions (e.g. data model) still gate everything downstream.
Multi-day workshops become one to two days of parallel interviews. Every voice is heard; alignment is tested systematically rather than discovered in Sprint 4.
Validation & decision workshop
Same group; extended SME group for playbacks
Decisions happen inside the large workshops, and some items get lost in the room. End-of-week playbacks and extended SME sessions validate the week’s work.
The single live meeting — ~1 hour, run directly off Arthur’s output: what’s aligned is framed, and the agenda is the open items he flagged. The transcript feeds back for consolidation. The same consolidated record serves the extended SME playback — the broader group validates a record instead of re-hearing the week.
Roughly two days of workshop time becomes about an hour, and that hour is purely decisions.
Generate user stories / requirements
Dev + QA + BA assemble input; your tooling generates stories → Jira / ADO
Whether stories come from an AI generator or a BA template, the input is assembled by hand from workshop notes over several hours, and items get missed.
Your story-generation tooling stays exactly where it is. Its input becomes Arthur’s consolidated, conflict-resolved output in the template it expects, plus the decision-session transcript.
Output quality follows input quality — this raises the ceiling. No manual note-assembly in between.
Governance setup (DoR/DoD, forums, gates)
Delivery leadership; client PMO
Working agreements, escalation paths, quality gates, Sprint 0, environments. Organizational work — stays human, and runs across every phase.
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Build
Build, test, and optimize — iterative sprintsSprint planning & backlog refinement
BA, dev team, client product owner
Standard Agile ceremony from the backlog. The ceremony itself is unchanged.
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Story elaboration (“landing the plane”)
BA + client SMEs + dev / QA
The BA schedules an elaboration session per story to land the granular requirements — exact rules, formats, edge cases. Ambiguity often only appears once developers start.
Before any session, Arthur interviews the right client SMEs story by story — pulling out the exact rules, thresholds, formats, and edge cases that never made it into a document. Sessions stay for complex stories, but the BA arrives with drafted requirements. Simple, uncontested stories flow straight down the toolchain without one.
Complex sessions start from a draft and finish faster; simple stories skip the session — a saving that repeats every sprint. Developers stop stalling on mid-sprint ambiguity.
Build & test
Developers, QA
Iterative configuration and development, CI, defect management. Unchanged — and already accelerating through the vendor’s and your own AI tooling.
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Sprint review / demo
Dev team; client stakeholders
“Here’s the build — let’s look at it together.” Feedback comes from whoever is in the room.
The live demo stays human. Arthur runs post-sprint validation interviews with stakeholders who weren’t in the room or need more depth; findings flow into the backlog.
Broader validation without more meetings; issues caught a sprint earlier, when they’re cheap to fix.
New scope / change request handling
BA, PM; client
When a scope question arises, someone reviews months of notes to establish whether an item was ever discussed — determining billable CR vs. missed scope.
Every requirement is timestamped and attributed in the knowledge base, alongside the change baseline. “Was this discussed?” becomes a direct query. The CR process itself is unchanged — people decide; Arthur supplies the evidence.
Evidence available to both sides in seconds. Legitimate CRs supported, disputed charges avoided — protecting revenue and the relationship.
Deploy
Transition, enable, and support — go-live, stabilize, confirm valueCutover & go-live
Ops, delivery team, client IT
Cutover plans, technical readiness, go-live execution. Technical and operations-driven — not a fit, by design.
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Hypercare & incident triage
Support, delivery team
Incident-driven. Adoption feedback arrives informally through tickets and account managers.
Support is unchanged. In parallel, Arthur interviews early users on friction points, workarounds, and whether the solution is landing as intended.
A structured adoption signal in week one instead of anecdotes in month three; the post-go-live backlog is built on evidence.
Knowledge transfer & handover
Delivery team → client success, ops, the client’s team
Handover material is assembled from scratch at project end, and much of the project knowledge leaves with the implementation team.
Most of the content already sits in the knowledge base, captured continuously since Discover. Handover becomes packaging — training guides, runbooks, a queryable knowledge base — plus a short close-out interview.
Handover effort drops sharply; the client receives a queryable knowledge base rather than a static deck, and key-person risk falls on both sides.
Value measurement & user feedback
Client success, value teams
Limited instrumentation for outcomes; satisfaction gathered informally, and the loop back into the next wave rarely closes.
Arthur interviews users on feedback, satisfaction, and realized value — mapped against the targets set in Discover. The findings seed the next wave’s Discover.
Voice-of-user at scale, and value claims backed by structured evidence — exactly what renewal and next-wave conversations need.
Reference
How this shows up in the Define → Design handover
Every delivery methodology is direct about this: the quality of Design is determined by the quality of Define, and incomplete handover artifacts — epics without context, defaulted fit-gap categories, RAID items that need explaining — cost sessions and sprints downstream. Because Arthur captures each of these at the source, the artifacts arrive complete.
Epic backlog
Category labels with no deviation detail. The first design session opens with a blank slate and re-establishes scope in session time.
Every epic carries the interview record behind it — what the client said, why it was classified that way, what’s still unresolved. Sessions confirm rather than discover.
Fit-gap matrix
Classifications defaulted when the session moved too fast to probe. Estimation ranges too wide to defend; SOW assumptions turn out wrong mid-program.
Each classification is traceable to a named interview. Where the client was genuinely uncertain, it’s flagged as a risk — not silently guessed.
RAID log
Items transferred without the context behind them. “What did you mean by this?” in Session 1 — the Define team becomes the explanation for the log.
Every item is captured with its owner, its context, and the conversation that raised it — attributed and timestamped at the source. The log explains itself.
Business objectives
Broad statements (“modernize,” “be more digital”), not mapped to product areas. Design decisions get made on technical grounds alone.
Captured as measurable targets in the Discover interviews and carried through the knowledge base — the priority filter is there when a decision has competing options.
Workshop summary pack
Sometimes never confirmed with the client — so Define scope gets disputed, and the first extended SME session becomes a re-litigation.
Built from interviews each participant already validated one-on-one. Confirmation becomes a check, not a negotiation.
The record-keeping this replaces: today, keeping the RAID log current typically means downloading raw meeting transcripts, building track-specific AI notebooks, extracting a data table by prompt, and a mandatory manual PM review before anything reaches the tracker. With Varos, the record is structured, attributed, and timestamped as it's captured — the assembly step disappears, and \u201cwas this discussed?\u201d becomes a query rather than a records search.
Impact
What the updated flow is worth
Months
Saved per implementation
Savings compound across all five phases — parallel interviews, shorter workshops, faster elaboration. Prior Varos engagements accelerated transformation programs by 6–12 months.
~90%
Less live meeting time per requirements topic
Multi-day design workshops become parallel 15–30 minute interviews plus a ~1-hour decision session.
100%
Of requirements timestamped, attributed & queryable
Scope questions answered from the knowledge base in seconds — from Discover through handover.
Directional estimates, grounded in prior Varos engagements: 120 employees interviewed in 72 hours and 5.75 months of acceleration on a two-year ERP requirements program; a broken process mapped through 30 interviews in 7 hours; the tacit knowledge of 500 long-tenured employees captured to reduce key-person risk. Platform-specific figures to be established through a POC and refined in the first live implementations.
Why the timing works
Clients are already asking where AI shows up in your delivery model. Build and test are accelerating through vendor tooling and code assistants — which makes requirements-gathering the next visible bottleneck, and the hardest one to answer for in a competitive bid.
The economics are shifting toward fixed-fee and outcome-based work. When you own the estimate, evidence-backed scoping and a timestamped requirements record stop being nice-to-haves — they're margin protection.
And methodologies are being refreshed right now. Every major vendor and SI is rethinking its delivery framework for the AI era. The Arthur motion can be designed into that refresh as it rolls out, rather than retrofitted onto a fixed process three years from now. The three plays above are sized so each can be tried on a real engagement without betting the methodology on any of them.
Reading the map
Three things to take away
1 — The methodology is untouched
A third of the activities don’t change at all — selling, commercials, client education, governance, sprint ceremonies, build, cutover — and neither does the toolchain. Varos changes how information reaches your deliverables, never the deliverables or the systems themselves.
2 — One pattern, proven once
Every changed activity follows the same mechanics: Arthur interviews first → people meet to resolve → structured output feeds the next system. A POC proves those mechanics end to end; the rest of the map is the same motion applied at different points.
3 — The knowledge base compounds
Each phase inherits everything captured before it — Discover interviews become Define context, Define fit-gaps feed Design, requirements become the traceability record — and handover becomes largely packaging, because the capture already happened.
