Overview
Background
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List project goals and the metrics we’ll use to judge success.
Goal | Metric | We have the ability to take |
|---|---|---|
The capability to store industry information input from users. | We can store industry information captured from manual input without impacting data we receive from other sources. | |
The capability to store affiliation information input from users. | We can store affiliation information captured manual input without impacting data we receive from other sources. | |
The capability to store state-agency information input from users. | We can store state-agency information capture manual input without impacting data we receive from other sources. |
Current Challenges / Limitations
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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 |
|---|---|---|
1 | A building block for industry information is created. | The ability to store industry information from manual input and additional sources. |
2 | A building block for affiliation information. | The ability to store affiliation information from manual input and additional sources. |
3 | A building block for state-agency information. | The ability to store state-agency information from manual input and additional sources. |
Product Requirements
Use Cases
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User Interaction and Design
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 readerThis phase is concerned with data storage capabilities. UI functionality will be in PRD - Self Identification - Phase 2 .
Business Canvas for the State Agency Market
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