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Overview

Background

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

Goal

Metric

Reports of recommended ADs provided to end-users based on account industry information.

Percentage of users who view recommended ADs list.

Reports of recommended ADs provided to end-users based on account affiliation information.

Percentage of users who view recommended ADs list.

Reports of recommended ADs provided to end-users based on account state-agency information.

Percentage of users who view recommended ADs list.

Current Challenges / Limitations

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As per the requirements below, the HubSpot data regarding Industry must be up to date for all customers in order to provide an accurate recommendation for a customer in the same industry.

Assumptions

Updates will be done in CCH in order to buy us time to get a more sophisticated solution UC 4.0

Milestones and Phases

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

Number

Description

Success Measurement

1

Create report of recommended ADs based on account industry information.

Generate report of recommended ADs based on account industry information.

2

Create report of recommended ADs based on account affiliation information.

Generate report of recommended ADs based on account affiliation information.

3

Create report of recommended ADs based on account state-agency information.

Generate report of recommended ADs based on account state-agency information.

4

Deliver industry-based recommended AD list to end-users.

Percentage of users who view recommended AD list.

5

Deliver assoication-based recommended AD list to end-users.

Percentage of users who view recommended AD list.

6

Deliver state-agency-based recommended AD list to end-users.

Percentage of users who view recommended AD list.

Product Requirements

Use Cases

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