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