Overview
Background
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Goal | Metric |
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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 |
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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
Requirement | Importance | Status Jira Issue | Comments |
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During the sign-up process allow the customer to specify which Industry their company most closely aligns with |
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colour | Red | title | HIGHP1Not 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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