A colleague pointed me to this blog entry from an "agile" consultant who got fired early in the project. The really telling phrase is
"The process of discovery can indeed feel open-ended as it is the very nature of discovery to explore the domain of the business opportunity in an open way. The purpose of this "openness" is to find the appropriate scope, workflow, practical boundaries, and hidden benefits in an exploratory and visual manner."
That's ridiculous. The process of discovery is to gather the minimum amount of information necessary to begin delivering working software. Nothing else.
These people wasted their client's time and money and delivered nothing. I would have fired them too.