01
Understand the system
I start by mapping how the system actually works: the people, the information, the constraints, and the product or business goals involved, not just the interface. Understanding operational reality and business context early is what keeps discovery from staying on the surface.
Why it matters
A screen is only the visible layer of a system. Redesigning it without understanding what’s underneath just makes the same problem look better.
How I approach it
Contextual inquiry, stakeholder mapping, and direct process observation, sitting with the people actually doing the work, not just interviewing them about it afterward.
AI and human judgment
AI helps me process and organize a large volume of interview notes, documents and observations faster, but deciding what actually matters, and confirming it with the people involved, stays a human judgment call throughout.
In practice
On Presupuestador, the internal quoting system, that meant sitting on the shop floor at Guzmán Villalba to see how a quote actually got built, with paper, memory and a spreadsheet nobody fully trusted, before assuming the fix was a better form. Related case: Presupuestador (content written, not yet published).