Template guide
Overview
Capture goals, stakeholders, constraints, and success metrics in a single structured intake—perfect before a discovery workshop or SOW.
Who should use this template
- Management consultants
- Solutions engineers
- Customer success leaders
What this template covers
Business context
- Objectives
- KPIs
- Timeline pressures
Stakeholders and politics
- Decision makers
- Blockers
- Procurement path
Technical and organizational reality
- Stack and integrations
- Change readiness
- Risks
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
We need to consolidate three CRMs post-acquisition; IT wants 9 months but sales needs Q3 migration…
Discovery brief
- Goal: CRM consolidation post-M&A
- Conflict: IT timeline 9mo vs sales push for Q3
- Risk: data mapping complexity and training load
FAQ
- Good for RFP responses?
- Use it to collect consistent inputs from SMEs before you draft proposals.
- Does it support AI summaries per submission?
- Yes—ideal for turning paragraphs into a one-page internal brief.