AI can be added to office suites, CRM systems, finance platforms, contact centres and specialist software through an update or a change of plan. That makes discovery an ongoing task, not a one-off survey.
Look beyond the AI budget
Ask software owners, procurement, IT, security and business teams about new features in products they use. Review supplier announcements and administrator settings. Employee-selected tools also belong in the discovery process.
Record the actual use
The product name is only the start. Record what people use the feature for, what information it handles, who is affected and who owns the business outcome. The same product can support several very different uses.
Check whether the feature is enabled
Some products make AI features optional. Confirm whether they are enabled, which teams can access them and what controls administrators can apply. If key information is unknown, assign it as a follow-up rather than leaving it buried in email.