Overview
Background
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Goal | Metric |
|---|---|
Recommended AD list provided to CCH end-users based on account industry information. Restricted to ADs in shared lists and/or builds. | Percentage of users who view recommended ADs list. |
Recommended AD list provided to CCH end-users based on account affiliation information. Restricted to ADs in shared lists and/or builds. | Percentage of users who view recommended ADs list. |
Recommended AD list provided to CCH end-users based on account state-agency information. Restricted to ADs in shared lists and/or builds. | Percentage of users who view recommended ADs list. |
Provide report to membership organizations what ADs are being used in shared lists and/or builds. | Percentage of membership organizations who leverage report. |
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.
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Question | Answer | Date Answered |
|---|---|---|
Since we are currently not tracking which affiliations a user belongs to, how will the recommended ADs be derived? | We are tracking which affiliations users belong to. Please see HubSpot or ask Matt. | |
How do we handle new versions of ADs? | ||
Is this purely data driven or do we need maintenance aspects on the reports we send out? | ||
Frequency of reports? |
Out of Scope / Future Functionality
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