Overview
Background
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The proposed way forward with integrations with ZoomInfo and Hubspot offers an end result that will be automatic and is likely the best solution to answer this need. It is however, also the one that would require most work and resources. The risk here is that we spend too much effort on automating this need in CCH, while our goal is to produce a 4.0. A manual alternative might be a valid option for now until other priorities have been solved.
Assumptions
Updates will be done in CCH in order to buy us time to get a more sophisticated solution UC 4.0
Affiliations
We are assuming that users of our platform will be aware and willing to share this information.
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Number | Description | Success Measurement |
|---|---|---|
A building block for industry information. | ||
A building block for affiliation information. | ||
A building block for state-agency information. |
Product Requirements
Use Cases
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User Interaction and Design
Process Flow Diagrams
Links to user journeys, process flow, or other diagrams related to the requirements.
Guides
If there are UI components to this requirement, list the main areas where interactive user guides would be needed.These are possible designs to add a step to the sign-up flow.
Zoominfo’s list of industries is NAICS based, so extensive.
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We could consider going into the subcategories of industries as well, but I would recommend against it:
more burden for the end-user in selecting the industry
additional difficulty for us to match industry with AD’s
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For 4.0 we have design proposals so users can digest our suggested lists.
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Additional References
List and link to any other reference sites, documents … that might be important to the reader.
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