The Forrester B2B Distributed Data Unification Process is a solution for addressing fragmented and siloed data across marketing and sales functions. To successfully unify data, operations teams must proactively lead data unification efforts, collaborating with IT and stakeholders to document processes, assess data quality, and identify inefficiencies. In this report, we focus on best practices in the discover phase of the process: engaging stakeholders, defining objectives and requirements, auditing the current state, and analyzing gaps.