Porteolas - Agility for what's next

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: