Discovery

One way in, one scorecard, two possible routes

Every project starts the same way: a short qualification call, then a fixed-scope discovery that maps the process and puts a number on what it costs. Nothing is built until the route is written down and agreed.

Most automation projects fail before the first line of code: the tool is chosen before the process is understood, and the quote is written before anyone has measured the problem. Our discovery exists to stop that. It is the same process for every enquiry, whether the answer turns out to be a small custom build, a product we fund, or no project at all.

The discovery is fixed in scope and fixed in fee. We interview the people who do the work, observe the handoffs, read the data and record a baseline. You finish with a process map, a costed problem and a written recommendation. The fee is credited against a build if you proceed with us.

The process

Four stages, one written decision

  1. 01 — Intake

    A short form and a 30-minute call: the process, the systems, the frequency, the cost and the owner. If there is no named problem and no decision-maker, we stop here and tell you what to clarify.

  2. 02 — Discovery

    One to two weeks of interviews, observation and data work. We record how the work actually happens, not how the process diagram says it should. Exceptions are part of the map.

  3. 03 — Scorecard

    The problem is scored on frequency, cost, repeatability, willingness to pay, data readiness and risk. Every score carries its evidence. A score without a source is treated as zero.

  4. 04 — Route

    You get a written proposal with one of three answers: a fixed-price custom build you own, a product licence we fund, or an honest no with a referral where we can.

The scorecard

What we measure before recommending anything

The same questions every time, so two very different problems can be compared on the same basis.

QuestionWhat it decides
How often does the process run?Whether the pain is worth a build, and how much automation can save
What does it cost today?The baseline for the return calculation — time, rework, lost revenue
Who does it, and what would they do instead?Whether the value is released capacity or simply a cheaper process
How do similar firms handle it?Whether this is a one-off job or the seed of a product
Is there evidence other firms would pay?Whether a product licence is justified, rather than assumed
Can the data be reached?Integration risk, delivery cost and whether the build is realistic
What happens if it fails?Approval points, audit trail, fallback and the cost of an error
Can we reach this buyer repeatedly?Whether a product has a route to market beyond the founding customer

Outcomes

The two routes

A custom build

You pay for the build and own the result: the code, the accounts and the data. This is the right route when the process is valuable but specific to you, when regulation requires a bespoke system, or when you want the asset on your own balance sheet.

A product licence

When the same core problem appears across your sector, Grey Matter funds the build and owns the product. You become a founding customer: a reduced monthly price for the agreed term, direct input into the roadmap, and a role in testing and implementation. You remain a customer, not an investor — no equity, no share of the product and no claim to the IP, whatever you pay. We then sell the product to other firms.

An honest no

Not every problem should be automated. If the process needs to be stopped, simplified or handled by a person, we will say so. If the work is outside our sectors, we will refer you where we can rather than stretch.

Product licences

What we need from a founding customer

We only fund development when the evidence supports a product. These are the conditions, written plainly so neither side is surprised later.

  • A real verticalThe sector has a clear vertical: a defined group of firms whose core workflow is similar enough for one product to serve them — not just a shared industry label.
  • A common coreThe workflow is broadly the same across firms. Anything specific to you is quoted as a custom add-on, not built into the product.
  • A twelve-month commitmentYou commit to the founding-customer price for twelve months, with a named implementation contact and release testing.
  • A referenceOnce the product is live and stable, you act as a named reference and allow a case study with the numbers you are comfortable sharing.
  • Clear ownershipOn a product licence, Grey Matter owns the product IP: the fee buys a licence, not the IP. On a custom build you own the delivered IP. No customer acquires equity in Grey Matter in any scenario.
  • Terms, not permissionWe may market the product to other firms in your sector. Those terms are published on this site, and choosing to work with us is acceptance of them — no separate permission is needed.

Not eligible for a product licence? That is not a dead end.

Not eligible for a product licence? That is not a dead end.

Questions

The things people ask first

Is the first call free?

Yes. The 30-minute qualification call is free. The discovery sprint itself is a fixed fee, agreed in writing before it starts, because it takes real time and produces a document you keep.

What does discovery cost?

It depends on the size of the process and how many people we need to interview. The fee is confirmed before we begin and is credited against a Grey Matter build if you proceed.

Do we have to build with you afterwards?

No. The report is yours. If you take it to another developer, the discovery fee is not credited, but there is no obligation and no lock-in.

What decides whether you fund the development?

The scorecard, plus a clear vertical where one product could serve many firms and at least two conversations with other firms facing the same problem. We need evidence that the problem repeats and that others will pay, not just enthusiasm from one company.

Who owns the product if you fund it?

Grey Matter owns the product IP. The founding customer gets a reduced monthly price for the agreed term, roadmap input and implementation support, but the fee buys a licence, not the IP. No customer acquires equity in Grey Matter on any route. If you want to own the software, the custom route is the right one.

Do you use AI?

Only where it earns its place. Most processes are better served by ordinary rules, integrations and workflow software. We use a model when unstructured documents or messages make it the cheaper, safer option — and we will tell you when it is not.

Let’s find out whether automation is the answer

Tell us what is slow, expensive or error-prone. We will tell you honestly whether we can help, what it would take, and roughly what it would cost — before anyone signs anything.