Skip to main content

    Step 1 of 4

    How it works

    Map: how NexDiscovery learns your data

    Step 1 of 4. Connect read-only, inside your scope.

    Guide4 min readLast updated

    Short answer

    Map is the first step. NexDiscovery connects read-only to the systems you choose, within the fields agreed for the engagement, and learns what your approved data means and how your systems relate.

    Key takeaways

    • Access is read-only and limited to the fields agreed for the engagement.
    • You choose the systems. The client controls the scope.
    • Data gaps are noted and carried forward.
    On this page ▾

    What happens

    • You choose which systems and data sources are connected, such as CRM, ERP, billing, finance, support, or warehouse platforms.
    • Connectors authenticate with read-only credentials, scoped to the fields agreed during sprint design.
    • The business question is confirmed, so the work stays within scope.
    • Where data is incomplete or inconsistent, the gap is noted.

    What it needs

    • Read-only access to the systems in scope.
    • Agreement on field scope with your security and data teams.
    • Confirmation of the primary business question.

    What you get

    A clear, agreed scope and a connected, read-only view of the approved data that the next steps work within.

    Why it comes first

    The most valuable signals can live between the systems you choose to connect. Scope and access come first so that everything after it stays within what you authorized. Autonomous discovery does not mean autonomous access.

    Frequently asked questions

    What is the Map step?
    Map is the first of four steps. NexDiscovery connects read-only to the systems you choose and learns what your approved data means.
    What access does NexDiscovery have?
    Read-only access, limited to the fields agreed for the engagement. Every read is logged.
    Does Map require us to document our data first?
    No. You choose the systems and confirm the business question. NexDiscovery works from there.
    What comes after Map?
    Correlate, where the engine matches records across your systems.

    See what is hidden in your data

    Book a Scoping Call to scope a 30-Day Discovery Sprint on your priority systems.

    No financial commitment at this stage

    Runs entirely inside your environment. Nothing leaves.

    Ask AI about NexDiscovery