Processes

Understand customer business and requirements

How understand customer business and requirements are reshaped as AGI capability advances.

ProcessesUnderstand customer business and requirements
Understand customer business and requirements — illustrated

The bottom line

Roughly 85% of the work in Understand customer business and requirements is information-shaped — already within reach of AI delivery. The question here is not whether it shifts, but which tasks go first and who staffs the residual.

Why: With no child occupations seeded, I relied on the process lens ('Develop and manage sales plans') and its description ('Deepening knowledge about the customer's field'). These signals indicate pure knowledge work focused on research, communication, and requirement gathering, placing it firmly in the digital band as the work is entirely information transformation.

grounded in the economy graph · digital scalar 0.85 · digital

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How the work flows

Trigger: A sales representative or account manager initiates a discovery phase with a new prospect or for a new customer project.

  1. Identify customer stakeholders and decision-makers
  2. Research the customer's industry landscape and market position
  3. Conduct discovery interviews to uncover pain points and strategic goals
  4. Analyze current operational workflows and technical constraints
  5. Document specific business and technical requirements
  6. Validate findings and requirements with customer stakeholders

Outcome: A comprehensive profile of the customer's operational environment, pain points, and specific solution requirements is documented and validated.

Measured by

Discovery Cycle TimeRequirement Accuracy RateCustomer Engagement Score