Overview
Background
Objective
Make the Authority Document search and selection process faster by allowing users to tell us a little bit about themselves and their company in order to propose a set of authority document which may be of interest to themAllow customers to confirm which industry their company is in and tell use which affiliations they belong to such as ISACA, ISC2, and HIGHTURST which will later be used in reporting.
Personas
Link to UC’s personas for the user, buyer, influencer.
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Customers typically use three tools (CCH, Research, and the internet) to search for and confirm the ADs that are of interest to them.
Benefits
Vastly increase the time-to-value and user experience, by providing a proposed list of ADs based upon an 80/20 rule (i.e., propose the top 80% of ADS that others use in that industry).Will quicken the pace for customers to determine which authority documents are of interest to them.
Subscription / Pricing / Billing Impacts
Describe any financial impact this product will introduce (if any)No subscription, pricing, or billing impacts.
Beta and Early Access
Describe if beta customers and/or early access is essential for success. If betas are required, there could be a substantial recruitment process required which needs to be anticipated and planned forNo need for full beta. Will be built into CCH as additional functionality and ideally should be tested with a few friendly customers to validate functionality.
Risks and Assumptions
List any risk or assumptions you have about the users, technical constraints, business goals …HubSpot enriches data at both the company and contact level. Need to ensure the user’s choice of industry does NOT override the company ZoomInfo derived industry.
Milestones and Phases
List the project milestones along with how that milestone can be successfully measured.
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Use Cases
Happy Day Scenarios
This User is the “happy path” that includes the beginning to end steps the customer/user takes to be successfulpresented the Industry from HubSpot/ZoomInfo which matches their understanding and user selects a few of the affiliations they belong to.
Rainy Day Scenarios
Here is where you describe what to do when things go wrong (e.g., user closes the browser, API doesn’t return results …)User chooses Other for the industry which during the reporting won’t add much value.
Requirements
Requirement | User Story | Importance | Jira IssueStatus | Comments | During the sign-up process allow the customer to specify which Industry their company most closely aligns with |
| During the sign-up process allow the customer to specify which memberships they belong to (e.g., ISACA) | During the sign-up process allow the customer to specify which State-agency they work for (e.g., Alabama Department of Education) | ||||||
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Propose a list of ADs based upon the industry self-identification. | Propose a list of ADs based upon memberships self-identification. | Propose a list of ADS based upon State-agency self-identification.HubSpot data cleaned up to ensure all companies have Industry information populated from ZoomInfo. | P1 | Not Started | It is a known issue that HubSpot industry data is imperfect. | |||||||||
Within CCH, provide a means for the user to approve the enriched industry information or choose “other”. | P1 | Not Started | To buy time this will be done in CCH. | |||||||||||
Within CCH, provide a means for the user to choose which affiliations they belong to such as ISACA, ISC2, HIGHTRUST or others. | P1 | Not Started | As example, marketing already has one set up for ISC2 Form (hsforms.com) | |||||||||||
Within CCH, provide a means for the user to confirm which State-agency they belong to. This is only provided if the user’s domain corresponds to supported state agencies. | ? | Not Started | If not the domain, how else would we want the user to self-select or confirm which state-agency they belong to. | |||||||||||
Provide a means of UCF super-administrators to identify which authority documents below to supported state-agencies. | ? | Not Started | Option 1: create a “dummy” company per supported state-agency and create a list of supported ADs. | |||||||||||
Choice of Industry will be stored on the contact information in HubSpot and optionally in CCH. | P1 | Not Started | ||||||||||||
Choice of Affiliation(s) will be stored on the contact information in HubSpot and optionally in CCH. | P1 | Not Started |
Open Questions
List any open questions that come to mind throughout the lifecycle of this project
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User Interaction and Design
As soon as user registers, they go through a simple self-identification page with minimal friction.
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The user chooses which industry best fits their organization or chooses other.
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Once user is signed up and self-identifies which industry they are in, the call to action (CTA) is to setup their compliance portfolio.
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Based upon their industry self-identification a list of regulations / frameworks are proposed which they can add to their compliance portfolio (AKA List).
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Process Flow Diagrams
Links to user journeys, process flow, or other diagrams related to the requirements.
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