Product Roadmap Process, Tools and Assets - UX Team€¦ · Vision Statement §Write a concise...
24
Product Roadmap Process, Tools and Assets
Transcript of Product Roadmap Process, Tools and Assets - UX Team€¦ · Vision Statement §Write a concise...
Product Roadmap Process, Tools and Assets
Product Roadmap Process Overview
2
Research§ Market review
§ Audit CX & UX
§ Interview stakeholders and users
§ Illustrate ecosystem
§ Analyze usage data
§ Best Practices
§ Design Trends and Techniques
3
Vision Statement§ Write a concise statement that sums up
the Vision for the initiative.
§ Map every decision back to the Vision.
§ Keep team on the same page.
4
Goals / Metrics / KPIs § Known Pain Points
§ Success Criteria
§ Usage Goals
§ Conversion Goals
§ Customer Support Calls
§ Efficiencies and Productivity
5
Strategy & Design§ Business concepts and feasibility
§ External service concepts and feasibility
§ Feature designs
§ Card sorting
§ Whiteboard sketches
§ Wireframes
§ Usability testing
§ Visual design mockups
§ Prototypes
6
Requirements Definition§ Define business, functional and
technical requirements for each feature.
§ Create use cases, system architecture, ecosystem and swimlane diagrams as needed to better communicate requirements.
§ Estimate effort for each requirement.
§ Define rollout strategy.§ MVP?§ All business lines or certain ones?
§ Obtain approval and support from business and IT.
7
Roadmap Visualization
8
§ An executive-level illustration that visually communicates:§ The estimated schedule of product releases§ The planned theme for each product release§ The planned features and enhancements for each product release
Roadmap Documentation§ Document the backlog of features and enhancements
§ Prioritizing the backlog based on value Vs effort
§ Identify Minimum Viable Product (MVP) opportunities
§ Define the rollout plan, dependencies and risks
§ Draft and evolve the Product Roadmap
9
Sprint Planning§ Define the first 2-3 Sprints or ‘Builds’
§ Assign resources and estimates to each feature and enhancement
§ Track sprint velocity and burndown
10
11
Tools
Project Planning Tools§ UX Team has experience working with many Project Management tools
but, most commonly, we use SmartSheet.
12
Sprint Planning Tools§ UX Team has experience working with many Sprint Planning tools, including
our client’s tools and own home-grown Software Management Tool.
§ Most commonly and most recently, we utilize the following tools:
13
Enhancement Polling and Prioritizing Tool§ Allow stakeholders and users to add
and vote on enhancement needs and ideas.
§ Votes are used to help prioritize the product backlog.
14
15
Sample Assets and Deliverables
Roadmap Visualization
16
Ecosystem Illustration
17
Wireframes
18
Order Entry Deposit Review Settlement Revies Settlement Complete September 28, 2016 4:04 PM EST
Sally Sales SSHome Orders Accounts Resources
Dashboard
Sales Stats
167CUSTOMERS
$3,345,890.44AVERAGE CUSTOMER PLACEMENT
$158,583,345,890.44CUMULATIVE BALANCE
Notifications 1
Upcoming Holiday - settlements stopped
Error! Workflow Stopped
Allocation
Today’s Orders
PERCENTPRIMARY
Account Type Amount Entered By Status
123456789 Deposit $1,234,567.88 Me Waiting for Approval
456789321 Deposit $500,000.00 Me Waiting for Approval
564789132 Withdrawal $1,500,000.000 Me Waiting for Approval
123456789 Deposit $1,234,567.88 Me Waiting for Approval
Historical Balances
$2,969,135.763 Deposits
$1,500,000.001 Withdrawal
$1,469,135.76Expected Settlement
1M 3M 6M 1Y
April May June
100
75
50
25
0
Historical Orders 1M 3M 6M 1Y
April May June
100
75
50
25
0
Prototypes
19
Current State Visualizations
20
BEFORE
Future State Visualizations
21
AFTER
System Architecture
22
Swimlane Diagram
23
Swimlane Diagram
24
FORMULA SAMPLES - 1 STEP TEXTPCHPCH
APPL
ICAT
ION
PARE
NTFU
LFIL
LMEN
T
SELECTREGISTER
HCPSINVITATION TO CONFIRMED!
TXT PATIENT’S EMAIL ADDRESS
SUBMIT TOFULFILLMENT TEAM
LINK EMAILEDTO PARENT
PLEASE CONFIRM WELCOME! +.VCF
1
ONE-TIME REGISTRATION SAMPLE ORDERING & FULFILLMENT
