Professional Services Client Hub Template
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Base Tables
All Milestones
2
Milestone
Stage
Description
Start (Est)
Dur.
End (Est)
Runs parallel with
Interruption
Order
Previous Milestone
Start Override
Milestone
Stage
Description
Start (Est)
Dur.
End (Est)
Runs parallel with
Interruption
Order
Previous Milestone
Start Override
1
Deep dive
Architecting ✍️
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.
4/12
3
4/15
11
Client Data Import
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