TLDR
Discovery for a Claude-based solution has to surface things traditional SDLC discovery skips: whether the task even fits a nondeterministic system, what "good enough" output looks like, and which architecture pattern the problem needs - before any model or design decision gets made. Anthropic frames the whole motion as "start small, evaluate thoroughly, and scale gradually", not a big-bang requirements document. Anthropic: Planning to production The trap is running discovery as a tools-and-models conversation instead of a business-and-eval one.
What it is
Discovery for a Claude-based solution is not a generic software requirements pass. It has to surface things traditional SDLC discovery skips entirely: whether the task is a fit for a nondeterministic system at all, what "good enough" output looks like (eval criteria), and which of the workflow/agent architecture patterns the problem actually needs. This is deliberately the STAKEHOLDER-FACING elicitation motion, not the written output that comes out of it - producing the actual requirements spec (functional requirements, infrastructure requirements, constraints, a success metric) is a separate, later step (see "Translating Business Requirements into Claude Solutions"). This concept is about how an architect runs the sessions, in what sequence, and what an architect must not skip while running them.
Anthropic's own enterprise playbooks frame this as the first phase of a "start small, evaluate thoroughly, scale gradually" methodology, not a big-bang requirements document: "Successful implementation of AI is iterative. Enterprises that are leading the way in AI transformation start small, evaluate thoroughly, and scale gradually before achieving their best results." A senior architect runs discovery to convert a vague business ask into a scoped pilot with success criteria attached, before any model or architecture decision is made.
How it works
Fit-for-nondeterminism is the first gate, not an afterthought. Anthropic's own planning guidance frames the right first use case as one "well suited to current generative AI capabilities, such as understanding text and sentiment, classifying intent, generating content, or solving a repetitive problem or task." If the stated ask doesn't clear that bar, that is a discovery finding to surface immediately, not a problem to discover later when the architecture doesn't work.
Discovery elicits the inputs that model and architecture selection will need, WITH the stakeholder - but the selection itself is a downstream, design-time activity, not something discovery decides. Anthropic names three levers a business stakeholder can reason about directly: Capabilities (does the task complexity fit), Cost and Speed, and Safety and Security. Discovery's job is surfacing which of these the stakeholder actually weighs most, so that the later architecture-selection step isn't an architect quietly picking a model tier alone and presenting it as a done deal. The weighting comes out of discovery; the actual pattern and model decision gets made afterward, once the elicited requirements and constraints are in hand.
Governance and stakeholder alignment come before pilots, not after. Anthropic's enterprise transformation guidance names "lay your AI foundation with clear governance and stakeholder alignment" (executive alignment plus an AI steering committee) as the first stage, ahead of launching targeted pilots. An architect who schedules executive buy-in only after a pilot already exists has the sequence backwards relative to Anthropic's own blueprint.
Discovery gathers non-functional requirements alongside the functional ask, not instead of it. Real deployments Anthropic cites (Coinbase's Claude-powered support handling thousands of messages per hour while maintaining 99.99% availability) show discovery outputs that include concrete NFR commitments - accuracy thresholds, latency, escalation policy - not just a functional "handle support" user story. A discovery session that only maps tool/API integrations has skipped this half.
Eval criteria get defined before build starts, not evaluated into existence afterward. Defining what "correct" output looks like up front is standard discipline for LLM applications, though the specific facilitation technique for eliciting it isn't itself a named, published Anthropic methodology - treat any specific elicitation script as something to verify against your own org's practice, while the principle (define success before you build) is well-grounded in Anthropic's own "establish specific, measurable success metrics" planning guidance.

Where you'll see it
Insurance claims intake
Structured discovery distinguishes a bounded workflow (extract fields, route by rule) from an autonomous-judgment agent (decide escalation paths), gathers the acceptable error rate before a human must review, and baselines against the current manual process - all before a pattern or model tier is chosen.
Coinbase support agents
Discovery output for Coinbase's Claude-powered support included a concrete availability commitment (thousands of messages per hour at 99.99% availability), not just a functional "handle support" ask - a sign discovery gathered NFRs, not only user stories.
Decision tree
Is the stated task suited to current generative AI capabilities (understanding text/sentiment, classifying intent, generating content, a repetitive task)?
Have Capabilities, Cost and Speed, and Safety been weighed together WITH the stakeholder during discovery, not decided internally afterward?
Is executive alignment / governance secured before any pilot work starts?
Were non-functional requirements (accuracy bar, latency, cost ceiling, escalation policy) elicited alongside the functional ask?
Question patterns

An architect for a claims-intake project skips stakeholder discovery sessions and goes straight to sketching a workflow pattern based on the one-line ask. What is missing?
"the workflow pattern can be validated during implementation" - a pattern chosen before discovery has no gathered requirements to validate it against.A stakeholder tells the architect to "make it as accurate as possible," and the architect proceeds straight to build. What discovery step was skipped?
"maximum accuracy is itself a sufficient success criterion" - it is not measurable or actionable, and gives the architect nothing concrete to build or evaluate against.An architect finishes discovery, builds a working pilot, and only then schedules time with the executive sponsor to secure buy-in. What sequencing error is this?
"seeking buy-in after a working pilot exists is stronger because there is something to show" - Anthropic's own enterprise blueprint places governance and stakeholder alignment before pilot work, not after.A discovery session for a support-ticket triage system spends the entire hour on which APIs and tools to integrate. What category of requirement did it skip?
"tool and API integration is the core of discovery for an agentic system" - that is implementation detail properly surfaced downstream, not the discovery motion itself.A retail company proposes "an AI that handles all customer emails end to end" as its very first pilot. What should discovery flag as a concern?
"broad scope is fine as long as the underlying model is capable enough" - model capability does not substitute for a narrow, measurable first-pilot scope.Frequently asked
Is this the same step as translating business requirements into a Claude solution spec?
Does discovery decide the architecture pattern (workflow vs agent)?
Work this with your AI
Work this concept hands-on with Claude Code, Codex, or claude.ai. Copy a prompt, paste it into your assistant, and practise in tandem. Each one keeps you active (explain it back, get drilled, or build) rather than just reading.
- Drill it like the exam (scenario MCQs)Practice in the exam's scenario-MCQ format with trap awareness.
- Explain it back (Feynman)Build durable, transferable understanding of a concept you can half-state.
- Test me, adapting the difficultyActive recall practice on a concept you think you know.
- Check my prerequisites firstBefore studying a concept that keeps not sticking.
- Find the high-leverage 20%When a domain feels too big and you are short on time.
