Overview
Background
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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 them.
Personas
Link to UC’s personas for the user, buyer, influencerSelf identification will typically happen at the sign-up phase. The user signing up mostly is any of these roles:
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 goals and the metrics we’ll use to judge success.
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Here is where you describe what to do when things go wrong (e.g., user closes the browser, API doesn’t return results …)
Requirements
Requirement |
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Importance | Jira Issue | Comments | |||||||
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During the sign-up process allow the customer to specify which Industry their company most closely aligns with |
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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) | |||||||||
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. | |||||||||
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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