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Overview

Background

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Goal

Metric

Users self-identify their industry in UC 4.0.

The percentage of users who add an industry to their profile.

Users self-identify their affilitations affiliations in in UC 4.0.

The percentage of users who add affiliations to their profile.

Users self-idenfity their state-agency(ies) in in UC 4.0.

The percentage of users who add state - agencies to their profile.

Users find benefit in the shared lists (time-saving is achieved).

Differential between real builds and our suggestions. Do we have an 80/20 of the most selected list AND do we avoid suggesting outliers to general audiences?

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Number

Description

Success Measurement

1

Admin Users can self-identify their industry in UC 4.0.

We can store industry information captured from users without impacting data we receive from other sources.

2

Admin Users can self-identify their affiliations in UC 4.0.

We can store affiliation information captured from users without impacting data we receive from other sources.

3

Admin Users can self-identify their state-agency(ies) in UC 4.0.

We can store state-agency information captured from users without impacting data we receive from other sources.

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Requirements

HIGHP1

Requirement

Importance

Status Jira Issue

Comments

During the sign-up process allow the customer to specify which Industry their company most closely aligns with

Status
colourRed
title

Not Started

During the sign-up process allow the customer to specify which memberships they belong to (e.g., ISACA)

P1

Not Started

During the sign-up process allow the customer to specify which State-agency they work for (e.g., Alabama Department of Education)

P1

Not Started

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.

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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

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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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If there are UI components to this requirement, list the main areas where interactive user guides would be needed.

Additional References

List and link to any other reference sites, documents … that might be important to the reader.

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