01Phase One

Discover

Map the operation and listen to the people inside it.

Before we change anything, we understand everything. The Discover phase is a structured deep-dive into how your organization actually operates — not how you think it does. We interview every role, map every workflow, and surface the friction points that are quietly costing you revenue, time, and people.

2–3 wksAverage discovery timelineFor a 2-location clinic
12–18Stakeholder interviewsEvery role, every department
40+Workflow touchpoints mappedPer typical engagement
100%Findings documentedDelivered as your Ops Audit Report

Discovery finding — typical clinic

Where time actually goes

Staff time allocation (%) — before Velcore engagement

Current statePost-engagement target

Friction score by area

Operational friction index

Higher score = higher friction identified in discovery (0–100)

What we do in this phase

🎙️

Stakeholder Interview Series

30–45 min structured interviews with owners, clinic directors, admin staff, clinical leads, and frontline team members. We use a proprietary question framework to surface what's not in the org chart.

🗺️

Current-State Process Mapping

We shadow operations for 1–2 days, documenting every workflow touchpoint: how a client books, how a session is invoiced, how staff are hired, how reports are made (or not).

📋

Systems & Tools Audit

Full inventory of every software tool in use, who owns it, what it costs, and whether it's actually being used. Most clinics find 3–5 redundant or underutilized subscriptions.

💬

Culture & Communication Mapping

How does information travel in your organization? Where does it get stuck? We map communication flows and identify where decisions are delayed or made without data.

Deliverables you receive

📄

Velcore Operational Audit Report

A 15–25 page documented report of everything found: current workflows, inefficiencies, technology gaps, staff friction points, and revenue leakage opportunities. Plain language. No jargon.

📊

Time & Revenue Leakage Analysis

Quantified estimate of how many hours per week are being lost to admin, and what that costs in lost billable revenue. Most clinics find $85,000–$200,000 in annual leakage.

🔴

Priority Friction Map

A visual map of every friction point ranked by impact and effort to fix — your leadership team's decision-making tool for the Assess phase.

📅

Discovery Readout Session

A 90-minute presentation to your leadership team walking through all findings, answering questions, and aligning on what matters most before we move to design.

Real engagement example — SenseBloom Therapy

What discovery revealed

During discovery at SenseBloom's flagship location, we found that therapists were spending an average of 9.2 hours per week on administrative tasks that should have been handled by systems — scheduling confirmations, session reminders, intake paperwork follow-up, and insurance documentation. At $180/hr, that represented $85,000+ per therapist per year in lost billable capacity. We also found 7 disconnected software tools with no integration between them.

9.2 hrs/wk
Admin time per therapist
7 tools
No integration between them
$85K+
Lost billable capacity/therapist/yr