TBM 41b/52: Suitably Detailed Roadmap Items
TBM 41b/52: Suitably Detailed Roadmap Items
I am a big believer in teams having a suitably detailed, one year rolling roadmap at the ready. The trick? Suitably detailed roadmap items.
Think of it as progressively disclosing options/solutions.
For Far-Off Things…
A persona and high level focus will suffice.
Key Persona: Accountants at Tier 3 accounts
High Level Focus: Faster and less error-prone monthly reconciliation
For Near-Future Things…
We layer in some key measures.
Key Persona: Accountants at Tier 3 accounts
High Level Focus: Faster and less error-prone monthly reconciliation
Key Measure(s):
90th percentile time to account reconciliation Current 5.3 days Goal, <4 days
Secondary: error rates (to be researched)
For Next-Up Things…
We add some potential options to try.
Key Persona: Accountants at Tier 3 accounts
High Level Focus: Faster and less error-prone monthly reconciliation
Key Measure(s):
90th percentile time to account reconciliation Current 5.3 days Goal, <4 days
Secondary: error rates (to be researched)
Options to Try:
Improve model for automatic categorization
Improve UX to help accountants scan transactions
Improve UX around "request for clarification"
Improved Education! "the product kind of works already!"
Research collaboration models in the larger Tier 3 accounts that may be responsible for a lot of the longer process times
For Things Happening Now…
We add a prioritized option.
Key Persona: Accountants at Tier 3 accounts
High Level Focus: Faster and less error-prone monthly reconciliation
Key Measure(s):
90th percentile time to account reconciliation Current 5.3 days Goal, <4 days
Secondary: error rates (to be researched)
Options to Try:
Improve model for automatic categorization
Improve UX to help accountants scan transactions
Improve UX around "request for clarification"
Improved Education! "the product kind of works already!"
Research collaboration models in the larger Tier 3 accounts that may be responsible for a lot of the longer process times
Prioritized Option
Improve model for automatic categorization