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Roadmaps Unveiled: Lessons
from successes, failures and
the crucial role of stakeholder
buy-in
Director of Product, UX & Design
Teresa Cain
The most important part of the roadmap
process happens before you begin
building your roadmap.
Jim Semick, Founder & Chief Strategist of ProductPlan
Teresa Cain Copyright 2023
Strategy
• Ties to vision
• Influenced by research
• KPIs
Tactics
• Ties to strategy
• Clear goals and tasks influenced
• OKRs
Teresa Cain Copyright 2023
KPI OKR
Teresa Cain Copyright 2023
Process
Organizational
Efficiency
Strategic
Alignment
Leadership
Results
Tech
People
Teresa Cain Copyright 2023
Teresa Cain Copyright 2023
The roadmap doesn’t tie into
company mission and goals.
Teresa Cain Copyright 2023
Establish a roadmap vision that
aligns with company mission and
values.
Teresa Cain Copyright 2023
Our Purpose: We help businesses grow.
Our Vision: To bring innovation and payment
expertise to every business in the world.
Our Mission: To make B2B payments easier,
faster and smarter
Use Case
Teresa Cain Copyright 2023
The organization doesn’t believe in
roadmaps.
Teresa Cain Copyright 2023
Inspire the organization to show
the value of roadmaps
Teresa Cain Copyright 2023
Encounter RecapAuthenticationAuthorizationsHealth ChecksSpeech-to-
TextSign-off
Use Case
• SessionRecord
• IssueTracker
• Records Archive
• Reports
• Encounter Recap
• Authorization
• Health Checks
• Speech-to-Text
• Learning Resources
• Recommendations
• Evaluations
• Document Access
• Alerts
Priority #1
• Health Records
• Development Metrics
• Examination Features
• Billing Codes
• Procedures
Documentation
• Assessments
• Summary Overview
• Reporting inEHR
• Future Development
Plans
• Upcoming Features
• Patient Engagement
Priority #2
Problem:
• Conduct Assessment
• Updates inRecords
• Referral Services
• Approval Button
• Contact Follow-up
• Report Analysis
• Review Criteria
Priority #3
Solution:
• Software update
1.1
• V2T
• Enhancements
• Enhancement
request from clients
• Bluetooth
• Keyboard
functionality
• Approvals
• Encounter Recap
• Authentication
• Authorizations
• Health Checks
• Speech-to-Text
• Sign-off
• Onboarding
New Members
• Financial Codes
• Record
Enhancements
• Scheduling
• Financial
Enhancements
• Patient Report
• Print Options from
theiPad
• Advancement in
Assessment
• Automated
DecisionMaking
• Development
Metrics
• Patient infoTab
• Psycho/Social
History tab
• External EMR
Integrations
• Connectivity
Feb Mar Apr May June July Aug Sept Oct Nov Dec
Jan
Dates subject to change.
Teresa Cain Copyright 2023
Not diversifying your roadmap.
Teresa Cain Copyright 2023
Diversify your roadmap like you
would an investment.
Teresa Cain Copyright 2023
Roadmap Investment Mix
30%
25%
20%
15%
10%
Enriching Your
Business or Product
Competitive Gaps
Expand into
New Verticals
Innovations
Integrations
Teresa Cain Copyright 2023
Diversified
Strategic
Roadmap
Teresa Cain Copyright 2023
Not validating your roadmap with
stakeholders.
Teresa Cain Copyright 2023
Get stakeholder feedback at
every level of the organization.
Teresa Cain Copyright 2023
Selling Your
Vision to
Stakeholders
Presentation Title Opportunity Your Vision
Review Personas
Competitive
Analysis
Strategic
Ecosystem
Brainstorm
Roadmap Ideas
2 Hour Design
Sprint
Roadmap Buy-In
Teresa Cain Copyright 2023
Not understanding who your target
audience is.
Teresa Cain Copyright 2023
Confirm who will get the most
value out of features on your
roadmap.
Teresa Cain Copyright 2023
Create
User Personas
User personas allow you to empathize
with your customers in understanding
their goals, pains, needs, solutions.
Teresa Cain Copyright 2023
Create
Buyer Personas
Buyer personas allow you to
understand how the customer behaves
in making their purchase decisions.
Teresa Cain Copyright 2023
Identify JTBD
JTBD allow you to identify customer
problems and needs for a specific set
of jobs or tasks.
Teresa Cain Copyright 2023
Conduct
Design
Sprints
Redesigning Home Navigation Screen 2 Hour Design Sprint
Teresa Cain Copyright 2023
Not updating your roadmap.
Teresa Cain Copyright 2023
Validate your roadmap quarterly
and communicate updates with
stakeholders.
Teresa Cain Copyright 2023
Work
feedback
into iterative
process
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"]]}
Requirements
Design
Implementation
Verification
Waterfall
Documents Documents UnverifiedSystem System
92ebf69"]]}
{f4cdc7101b0c
"]]}
{:for
Incremental
Delivery
Teresa Cain Copyright 2023
Use collaborative
tools to create
engagement on
roadmaps
Teresa Cain Copyright 2023
DEAD
END
Teresa Cain Copyright 2023
It’s all fine and good to have vision. It’s all
fine and good to know your why, but if
you can’t execute it, then it’s no value
whatsoever.
Simon Sinek, Author of Start with Why: How
Great Leaders Inspire Everyone to Take Action
Figma X/Twitter 2 Hr Design Sprints
LinkedIn
Let's Connect!
Want to learn more?

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Roadmaps Unveiled_ Lessons from successes, failures and the crucial role of stakeholder buy_in_Teresa Cain_UXDX_ EMEA_2023