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Overview

Background

Content providers such as CSA, PCI, and GRI need a ….

Objective

Provide additional context and explain how this product fits into UC’s strategic goals and initiatives and why we are building it.

Personas

Link to UC’s personas for the user, buyer, influencer.

Success Metrics

List project goals and the metrics we’ll use to judge success

Goal

Metric

Current Challenges / Limitations

Describe the challenges that users face using the current product, alternative solutions, or performing tasks manually.

Benefits

Highlight the main benefits the customer/user will gain by this product

Subscription / Pricing / Billing Impacts

Describe any financial impact this product will introduce (if any)

Beta and Early Access

Describe if beta customers and/or early access is essential for success. If betas are required, there could be a substantial recruitment process required which needs to be anticipated and planned for.

Risks and Assumptions

List any risk or assumptions you have about the users, technical constraints, business goals …

Milestones and Phases

List the project milestones along with how that milestone can be successfully measured.

Number

Description

Success Measurement

Product Requirements

Describe the product requirements that will fulfill the underserved need(s) starting off with the use cases, then specific functionality

Use Cases

Happy Day Scenarios

This is the “happy path” that includes the beginning to end steps the customer/user takes to be successful.

Rainy Day Scenarios

Here is where you describe what to do when things go wrong (e.g., user closes the browser, API doesn’t return results …)

Requirements

Requirement

Description

User Story

Importance

Jira Issue

Comments

Power BI already available reports for internal usage. Updates required in Power BI data model and reporting to filter on Owner/Contributor

Following reports all pertain to shared lists which infers the organization is using the UCF APIs.

Authority Document usage per organization.

List of companies and ADs they have placed in at least one shared list.

Updates needed to filter by Contributor.

Authority Document count per organization.

List of companies with a Cumulative count of ADs across all their shared lists.

Updates needed to filter by Contributor.

Authority Document distinct / unique count per organization.

List of companies with a Distinct count of ADs across all their shared lists.

Updates needed to filter by Contributor.

Authority Document usage per Industry.

Count of Authority Documents used in at least one shared list by Industry.

Updates needed to filter by Contributor.

Authority Document revenue tracking.

Updates needed to filter by Contributor.

Authority document per country.

Count of Authority Documents used in at least one shared list by Country.

Updates needed to filter by Contributor.

Authority Document usage by Job Title and Job Function.

Count of Authority Documents used in at least one shared list by Job Title and Job Function.

Updates needed to filter by Contributor.

Authority Document usage by user.

Count of Authority Documents used in at least one shared list by user.

Updates needed to filter by Contributor.

Power BI already available reports for internal usage. Updates required in Power BI data model and reporting to filter on Owner/Contributor

Following reports all pertain to shared lists which infers the organization is using the UCF APIs.

Build usage per organization.

List of companies and ADs they have placed in at least one build.

Build usage by industry.

Count of Authority Documents used in at least one build by Industry.

Build usage by annual revenue.

Build usage by country.

Count of Authority Documents used in at least one build by Country.

Build usage by user.

Count of Authority Documents used in at least one build by user.

Compare build usage by organization.

List of companies and Compare Builds they have created.

UC 4.0 Required Reports following similar requirements used for the Power BI reports.

Following reports all pertain to shared lists which infers the organization is using the UCF APIs.

All reports accessible through UI.

All reports accessible via the API.

Authority Document usage per organization.

List of companies and ADs (owned by the contributor) they have placed in at least one shared list.

Can we distribute actual company name due to GRC concerns?

Authority Document count per organization.

List of companies with a Cumulative count of ADs (owned by the contributor) across all their shared lists own

Can we distribute actual company name due to GRC concerns?

Authority Document distinct / unique count per organization.

List of companies with a Distinct count of ADs (owned by the contributor) across all their shared lists.

Can we distribute actual company name due to GRC concerns?

Authority Document usage per Industry.

Count of Authority Documents (owned by the contributor) used in at least one shared list by Industry.

Authority Document revenue tracking.

Authority document per country.

Count of Authority Documents (owned by the contributor) used in at least one shared list by Country.

Authority Document usage by Job Title and Job Function.

Count of Authority Documents (owned by the contributor) used in at least one shared list by Job Title and Job Function.

Authority Document usage by user.

Count of Authority Documents (owned by the contributor) used in at least one shared list by user.

Probably can’t distribute due to privacy policy.

UC 4.0 Required Reports following similar requirements used for the Power BI reports.

Following reports all pertain to shared lists which infers the organization is using the UCF APIs.

Build usage per organization.

List of companies and ADs they have placed in at least one build.

Build usage by industry.

Count of Authority Documents used in at least one build by Industry.

Build usage by annual revenue.

Build usage by country.

Count of Authority Documents used in at least one build by Country.

Build usage by user.

Count of Authority Documents used in at least one build by user.

Compare build usage by organization.

List of companies and Compare Builds they have created.

Open Questions

List any open questions that come to mind throughout the lifecycle of this project

Question

Answer

Date Answered

Out of Scope / Future Functionality

List the known features that are out of scope for this project or might be revisited at a later time.

As is case with the assumptions, it is important to list these out so that architects and engineers can plan accordingly for these later updates.

Impacted Product Components

If this project is a component to other areas or an update to an existing product, specifically call out where this product will interact with other areas.

User Interaction and Design

Link to mockups, prototypes, or screenshots related to the requirements.

Process Flow Diagrams

Links to user journeys, process flow, or other diagrams related to the requirements.

Guides

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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