Overview

Background

...

If a user is already signed up, the selected industry can be changed by the owners/admins of the workspace. These typically will be any of the first two roles above.

Success Metrics

List project Project goals and the metrics we’ll use to judge success.

...

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.

• We need to allow users to opt of choosing Affiliations or not choose since they might not want to fill out the information or might not belong to any affiliations.

• We are also assuming that there is a significant correlation between membership affiliation and selected AD’s. This might be true or false, for all, some or none of them.

Milestones and Phases

List the project milestones along with how that Project milestones and how each milestone can be successfully measured.

...