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Professional Services Client Hub Template
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All Milestones
Milestone
Stage
Description
Start (Est)
Dur.
End (Est)
Runs parallel with
Interruption
Order
Previous Milestone
Start Override
Deep dive
We’ll dig into the how things currently operate - what works and what doesn’t in the existing set up. Then we’ll visualize the ideal future together.
3/1
5
3/8
1
[  ]
Product roadmap — Prioritize features for each version
Once we have a baseline, we’ll go through our feature backlog to determine what we’d like to launch in each iteration.
3/8
1
3/9
2
Deep dive
Integration/ecosystem discovery and roadmap
Map out current/desired integration functionality
3/8
1
3/9
3
Product roadmap — Prioritize features for each version
Doc Co-Building - Prototype
Design & Implement user experience to make key workflows (such a creating new _____) straightforward for key audiences and users of the doc.
3/9
6
3/17
4
Product roadmap — Prioritize features for each version
Feedback
Gather feedback on implementation for improvement in version 2
3/17
2
3/21
5
Doc Co-Building - Prototype
Doc Co-Building - V1
Design & Implement user experience to make key workflows (such a creating new _____) straightforward for key audiences and users of the doc. (2x doc building sessions).
3/21
7
3/30
6
Feedback
Prioritize Remaining Requests and Issues
Determine what items from the user testing have to be done in the final days of the project.
3/30
1
3/31
7
Doc Co-Building - V1
User Testing
Gather feedback on implementation for final changes to the doc.
3/31
3
4/5
8
Prioritize Remaining Requests and Issues
Client Data Import
Client imports relevant data into the doc.
4/5
5
4/12
9
User Testing
Enablement resource creation
Create resources for onboarding new users to the doc, as well as other resources identified by Coda Champions as supporting doc usage
3/31
5
4/7
10
Client Data Import
Closing Meeting, Final Questions, Documentation
Before the end of the engagement, we will meet to verify the work is satisfactory and answer any final questions. Any documentation will be provided before EOW.
4/12
3
4/15
11
Client Data Import
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