Porteolas

ROADMAP - STRATEGY

Summits To Success

Motivations for roadmap imagery:

Use of pentagons –

      • Keeps the ‘5-sides’ of both journeys front of mind – business and customer
      • The tops (triangles) mimic summits – highly anticipated events and/or ultimate goals
        • notice the ‘summits’ get taller and broader
        • success elevates as foundations broaden

Sights atop the summits (rather than flags) –

      • evoke sense of clarity of goals and actions
      • founded in purpose and intention

Business maturity and continuity – a continuous evolution journey:

1. Use-cases, as they become more varied and complex – the following four need to follow:

2. Activities – capturing data, cleaning/engineering data, reporting, automating, training

3. Capabilities – analyses, predictive modeling, automation, optimization, simulation, ML / AI,…,..

4. People – internal (talent), external (networks of capability)

5. Tech and gear – knowledge application & development / tools & equipment

Customer journey:

1. Awareness – of ‘pain-point’ or desire

2. Interest – aware of your product / service

3. Education – potential customers’ interest grows, they become more engaged

4. Decision – customers are comparing products / services, vetting out whose best for them

5. Conversion – customer has made their decision, they’re now taking actions

Breaking your years into quarters:

    • Eases the feelings of being overwhelmed, daunted by the years’ goals
    • Facilitates clarity & focus
    • Eases adaptability to changes – internal & external
    • Facilitates motivation & engagement – progress encourages momentum

Spring

Summer

Fall

Winter

Common goals / objectives:

    • Revenue growth
    • Cost reduction
    • Customer acquisition / retention
    • Product development
    • Employee development / retention
    • Brand awareness
    • Market expansion
    • Website traffic
    • Social media engagement
    • Operational efficiency – optimization, automation, outsourcing,…
    • Customer feedback
    • Team building
    • Innovation