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
[]
2
Product roadmap — Prioritize features for each version
Architecting ✍️
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
3
Integration/ecosystem discovery and roadmap
Architecting ✍️
Map out current/desired integration functionality
3/8
1
3/9
Product roadmap — Prioritize features for each version
3
Product roadmap — Prioritize features for each version
4
Doc Co-Building - Prototype
Building 🧩
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
5
Feedback
Building 🧩
Gather feedback on implementation for improvement in version 2
3/17
2
3/21
5
Doc Co-Building - Prototype
6
Doc Co-Building - V1
Building 🧩
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
7
Prioritize Remaining Requests and Issues
Building 🧩
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
8
User Testing
Building 🧩
Gather feedback on implementation for final changes to the doc.
3/31
3
4/5
8
Prioritize Remaining Requests and Issues
9
Client Data Import
Building 🧩
Client imports relevant data into the doc.
4/5
5
4/12
9
User Testing
10
Enablement resource creation
Launch 🚀
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
User Testing
10
Client Data Import
11
Closing Meeting, Final Questions, Documentation
Transition 🔑
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.
