Overview

Background

...

Create a building block to allow customers to quickly identify Authority Documents that meet their needs.

Personas

This phase focuses on data storage capabilities; the following personas will come into more in PRD - AD Reporting - Phase 2.

Self-identification will typically happen at the sign-up phase. The user signing up mostly is any of these roles:

...

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.

...