AI-on-SaaS Discovery and Qualification

Acknowledgement: Shared by Peter Bamuhigire, techguypeter.com, +256 784 464178.

Use When

• An AI-on-SaaS engagement is in discovery, shaping, or qualification.
• The agency is being asked to scope AI features inside a SaaS product and needs to qualify the engagement before pricing.
• The proposal must demonstrate that the agency has interrogated AI fit, AI risk, AI maturity, and AI economics — not assumed them.
• The bid is competitive and the agency needs a discovery audit trail in the proposal to outshine vendors who skipped discovery.

Do Not Use When

• The discovery is for a non-AI SaaS engagement (use saas-discovery-and-qualification).
• The discovery is for generic AI strategy with no SaaS layer (use ai-transformation-proposal + sales-discovery-and-objection-handling).

Required Inputs