Product Roadmap Process, Tools and Assets

Product Roadmap Process Overview

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Research§ Market review

§ Audit CX & UX

§ Interview stakeholders and users

§ Illustrate ecosystem

§ Analyze usage data

§ Best Practices

§ Design Trends and Techniques

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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.

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Goals / Metrics / KPIs § Known Pain Points

§ Success Criteria

§ Usage Goals

§ Conversion Goals

§ Customer Support Calls

§ Efficiencies and Productivity

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Strategy & Design§ Business concepts and feasibility

§ External service concepts and feasibility

§ Feature designs

§ Card sorting

§ Whiteboard sketches

§ Wireframes

§ Usability testing

§ Visual design mockups

§ Prototypes

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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.

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Roadmap Visualization

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§ 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

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Sprint Planning§ Define the first 2-3 Sprints or ‘Builds’

§ Assign resources and estimates to each feature and enhancement

§ Track sprint velocity and burndown

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Tools

Project Planning Tools§ UX Team has experience working with many Project Management tools

but, most commonly, we use SmartSheet.

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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:

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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.

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Sample Assets and Deliverables

Roadmap Visualization

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Ecosystem Illustration

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Wireframes

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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

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Current State Visualizations

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BEFORE

Future State Visualizations

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AFTER

System Architecture

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Swimlane Diagram

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Swimlane Diagram

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