Overview
Background
Objective
Allow customers to confirm which industry their company is in and tell use which affiliations they belong to such as ISACA, ISC2, and HIGHTURST which will later be used in reporting.
Personas
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Success Metrics
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Goal | Metric |
|---|---|
Current Challenges / Limitations
The current Common Controls Hub (CCH) search functionality is confusing for customers to locate authority documents which are important to them.
Customers typically use three tools (CCH, Research, and the internet) to search for and confirm the ADs that are of interest to them.
Benefits
Will quicken the pace for customers to determine which authority documents are of interest to them.
Subscription / Pricing / Billing Impacts
No subscription, pricing, or billing impacts.
Beta and Early Access
No need for full beta. Will be built into CCH as additional functionality and ideally should be tested with a few friendly customers to validate functionality.
Risks and Assumptions
HubSpot enriches data at both the company and contact level. Need to ensure the user’s choice of industry does NOT override the company ZoomInfo derived industry.
Milestones and Phases
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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
User is presented the Industry from HubSpot/ZoomInfo which matches their understanding and user selects a few of the affiliations they belong to.
Rainy Day Scenarios
User chooses Other for the industry which during the reporting won’t add much value.
Requirements
Requirement | User Story | Importance | Status | Comments |
|---|---|---|---|---|
HubSpot data cleaned up to ensure all companies have Industry information populated from ZoomInfo. | P1 | Not Started | It is a known issue that HubSpot industry data is imperfect. | |
Within CCH, provide a means for the user to approve the enriched industry information or choose “other”. | P1 | Not Started | To buy time this will be done in CCH. | |
Within CCH, provide a means for the user to choose which affiliations they belong to such as ISACA, ISC2, HIGHTRUST or others. | P1 | Not Started | As example, marketing already has one set up for ISC2 Form (hsforms.com) | |
Within CCH, provide a means for the user to confirm which State-agency they belong to. This is only provided if the user’s domain corresponds to supported state agencies. | ? | Not Started | If not the domain, how else would we want the user to self-select or confirm which state-agency they belong to. | |
Provide a means of UCF super-administrators to identify which authority documents below to supported state-agencies. | ? | Not Started | Option 1: create a “dummy” company per supported state-agency and create a list of supported ADs. | |
Choice of Industry will be stored on the contact information in HubSpot and optionally in CCH. | P1 | Not Started | ||
Choice of Affiliation(s) will be stored on the contact information in HubSpot and optionally in CCH. | P1 | Not Started |
Open Questions
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Question | Answer | Date Answered |
|---|---|---|
Out of Scope / Future Functionality
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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
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User Interaction and Design
Process Flow Diagrams
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Guides
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Additional References
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