Every company, team or entity who wish to embark on a journey of change would have a drive, some form of motivation and reason to push for change. By nature, people are scared of change, especially when the change affects something major in their life, such as how the work to achieve their goals/objectives, OR how they go about their day to day life, and so on.
As an outsider, the first step would be to integrate into the company and/or team, as though it is your first day at their office and you are being trained on what it is the team does. If the change the business wishes to implement sits across multiple business departments, you would then need to learn and understand the different work related tasks each department performs.
Understanding and defining their internal processes and pain points shall inevitably aid in accurately understanding the current business challenges as well as why the change was requested.
Whenever possible, it would be beneficial to associate current operational cost with the current business processes. Potentially, understanding the business challenges and pain points alone may not be enough. Every company has pain points, irrelevant of their success, revenue or customer size. Although some pain points are tolerable. Therefore, if the challenges together with their associated impact in monetary terms is minimal, then the risk vs reward to a change is not viable. Therefore, the business case to invest in a new solution must be justifiable, making the reward far more superior then the risk of not implementing the change. This is where Feasibility Study Workshops come into play, and is explained in further detail in the next section