Find business needs your current work does not cover.
For B2B suppliers with existing clients. I compare the client's current business with your present scope and identify needs worth testing before you propose another project.
The need may be old or new.
The question is whether the current scope covers what the client business requires now.
The business need existed, but the original scope did not cover it.
I compare the client's business model and relevant operating flow with the work already implemented or provided.
The business changed after the current scope was set.
I look for material evidence of change and trace what it may alter in the client's operation, economics or information needs.
Start with the client business, not your service catalogue.
Your capability is checked after an unaddressed need is identified.
I reconstruct only the part of the business needed to understand the account: how the client creates and delivers value, the relevant dependencies and the current scope of your relationship.
Published evidence, supplied account facts, analytical inference and unknowns stay separate. The output is a basis for a client conversation, not a claim about facts that cannot be seen from outside.
A small number of needs worth testing.
For each material point I state what is known, what is inferred, why the need may be unaddressed and what question would confirm or reject it.
The conclusion may be a missed requirement, a new requirement, retention risk, work outside your capability or no justified action.
One client first. A portfolio if the method proves useful.
First Client Situation Check
A light test for one or two material client needs worth checking.
Client Situation Review
A fuller analysis of the client business, current scope and likely consequences.
Client Portfolio Analysis
Screen a client base for accounts where deeper analysis is justified.
Then it becomes a project.
Project Discovery defines the business logic and requirements inside the confirmed project boundary before solution design begins.
Send the client website and your current scope.
Add any account context you want included.