Transcript: 0 8 ROADMAP 2 PRODUCT 1 GOALS FOR THE YEAR GOALS FOR THE YEAR Goal 1 Goal 1 Goal 2 Goal 2 Goal 3 Goal 3 Product Updates Product Updates Timeline Timeline Q1 Q2 Q3 Q4 Quarterly Focus ACO Module & Submission Holon Demo 2018 MIPS Understanding high cost patients Improving outcomes management Cost Module Everything else we forgot Integration Points Integration Points Client Interface Clinical Engagement Tool Key Partners Key Partners Technical Updates Technical Updates Project 1 Project 1 Project 2 Project 2 Item 1 Item 1 Item 3 Item 4 1 2 3 4 Project 3 Project 3 Next Steps Next Steps Goal 1 Goal 1 % 105 Goal 2 Goal 2 % 106 Goal 3 Goal 3 % 200
Transcript: Template Roadmap This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. Step 3 This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. This a test to test if the test is tested. Step 2 Sub-Substep 1 This a test to test if the test is tested. This a test to test if the test is tested. Sub-Substep 2 Substep 1 Step 1 This a test to test if the test is tested. This a test to test if the test is tested. Substep 1 Substep 2 Test This test tests the tests. This test tests the tests. This test tests the tests. This test tests the tests. Test This test tests the tests. This test tests the tests. This test tests the tests. This test tests the tests.
Transcript: Insert description here Insert text Version 1.2 2nd Generation Product Roadmap Plan development and release of new product versions and generations Version 1.1 Insert text 1st Generation Insert text Insert text Insert description here Short Term Product Development Insert text 4th Generation Long Term Product Development Version 1.0 Insert text Insert text Insert text 3rd Generation Version 1.3
Transcript: Colabo - 2020 Product Roadmap Feb. Feb. Vision, Rakuten, Barclays General Vision, Rakuten, Barclays Self On-boarding phase 1 Creating an experience with one assistant and one channel (Web / SMS) Customer can access one experience at a time Training the assistant to answer specific questions ('Baby' - will answer only keywords) Clipping a product and add to catalog + request an item ('I need glasses') Selecting digital assistant personality (will answer by pre-defined set of sentences) Agent can see multiple experiences at once Category: Experience Ask Attribute Enhanced way to show the agents what the customer asked for Category: Intent NLP Potential Ask Agent: A way to unify requests so that intent can re-analyze and offer relevant actions Understand when someone asks about a specific attribute in a product (do you have it in red?) Category: Intent NLP Mar. Mar. Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Experience General Self On-boarding phase 2 Customer: Multiple experiences per customer Uploading files to enrich FAQs and Catalog Agents: View several experiences at once Experience management Category: Experience Clipper Adjustments and changes to support Buzz and platform Category: Experience Auto replies Management N/A Category: General Roles & Permissions The ability to define permissions per role Category: General Accessibility N/A Category: General NPS N/A Category: General 'Auto' graph creation V1 N/A Category: General Apr. Apr. Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays General Self On-boarding phase 3 Multi-channels support "Create your org" flow Facebook channel support Category: Experience Context understanding V1 A way to unify messages from customer 'I want a mattress' 'For my son' Category: Intent NLP 'Auto' graph creation V2 N/A Category: Intent NLP Graph enhancments Search Edit Add Category: Intent NLP Agent onboarding N/A Category: General Help N/A Category: General Mini-Workflow Marketing Automation Category: General Admin/Agent Dashboards N/A Category: General May. May Vision, Rakuten, Barclays Rakuten Vision, Rakuten, Barclays Vision, Rakuten, Barclays General Self On-boarding phase 4 Integrations Editable persona Category: Experience Sentiment analysis N/A Category: Intent NLP Commerce V2 Catalog improvments Cart service Category: General Search N/A Category: General Context understanding V2 A way to unify messages from customer 'I want a mattress' 'For my son' Category: Intent NLP Future! Future!
Transcript: Team Innovation Martin Villeneuve Danny Breton Asim Baig Charles Gauvin Occupant Experience Philippe Raynaud Mathieu Houle Jim French Team Right Brain INNOVATION Ryan Sen Caroline Cadieux Pascal Gratton Guy Marquis Jérémy Delhomme Patrice Soucy
Transcript: Product Roadmap ADAPT by Design Improvements to the embedADAPT technology platform ADAPT Platform ADAPT Platform Let me reference external content such as documents regardless of the maturity of my IT infrastructure. e.g. A document on my computer or a document stored on dropbox. Reference external content Reference external content Update any references to the old method to the new method Migrate Method v1 data Migrate Method v1 data Manage and render the Method v2 content Manage Method v2 content Manage Method v2 content Let me know if there is something important I should know. e.g. I have an overdue catch up, or I have been assigned a new kanban item. Keep me informed Keep me informed Improvements to the ADAPT Method content or enabling technology ADAPT Method ADAPT Method Validate the structure and construct content Method Structure and Content Method Structure and Content Manage my work on a personal kanban board Personal Kanban Personal Kanban Identify and manage relationships with external stakeholders Manage stakeholders Manage stakeholders Capture and manage ideas and issues Contribute ideas and issues Contribute ideas and issues Identify my team's strengths and opportunities Assess team resilience Assess team resilience Improvements unique to the ADAPT for Organisations offering ADAPT for Organisations ADAPT for Organisations Improvements unique to the ADAPT for Teams offering ADAPT for Teams ADAPT for Teams
Transcript: 14/03/2018 Product Roadmap Where We Are Where We Are 1 2 3 Current Products in the Market Being Resilient - Complete with over 200 active users. Manager Toolkits 1 & 2 - over 80% complete with active users. Manager Toolkit INFORM - Complete with 25 active users. Soon to have a potential 50-75 more through Falkirk Council. Recent Updates Recent Updates Manager Toolkits Release of INFORM to new client, The University of Edinburgh. Top 5 most popular & top recommended tools within main menu. New help section with tutorial videos. Being Resilient Re-structured pack order, with Resilience Check-In now the key pack. Change of buttons for finishing packs - now prompted to 'Continue' which will help users to finish packs. Planned Updates Planned Updates Manager Toolkit Manager Toolkit 2 release of packs 6, 7 & 8. This will conclude the original manager toolkits! Finalise INVOLVE & IMMERSE, ready for release. New Products New Products Being Resilient + Think-Eat-Move. A collaboration with Living Proof to create a new course linked with Being Resilient. New Evolve course for trainee doctors & medical staff. Bespoke toolkit for larger organisations. New LMS (Learning Management System) Bloom.
Transcript: Presented by Yogesh Bagle 5nance.com Product Strategy Trx Models Business trx models Distribution Advisory B2C Website Mobile App Offline Existing Offerings Standard Products 1) Mutual Funds (SIP and Lumpsum) 2) Loans 3) Insurance 4) Credit Cards 5) Equity Innovative Products 1) FIT-SIP (min 1K) 2) LoanGenie 3) Tax-Max 4) Goals Planning 5) Retirement Planning 6) First-Time Investment Advisory New Customer - Ideal Portfolio Existing Portfolio - Restructuring B2B2C Corp Sales - Offline Corp Sales - Tools Corp Sales - New products (Liquid etc) Channels Target Audience Channels - Corporates - Offline events - Partnerships Existing Audience Channels - Website, Mobile app - MPOnline Goals Goals to achieve 1) Max. Customer Acquisition 2) Max. Transactions per cust. 3) Max. Customer Retention 4) Max. Customer Satisfaction Problems Problems 1) Brand Awareness 2) Operational hurdles 3) No One-stop shop 4) Risk perception 5) Competition 6) No Value-Added Services 7) Corporate Penetration 8) No Tracking and exit advising Solutions Solutions 1) Brand Awareness - Marketing campaigns, Online visibility, Blogs, Press 2) Operational hurdles - Seamless eKYC, mobile accessibility of products, Sales advisory 3) No One-stop shop - Product width, Product suitability, Product visibility 4) Risk perception - Education, Scenario analysis, Downside risk info, Product comparison 5) Competition - Product innovation, User journey focus, Product bundling Solutions 6) No Value-Added Services - Live Portfolio tracking, Referral rewards, Goal achievement bonus points, Personal online financial advisor 7) Corporate Penetration - Value proposition, ROI analysis, Employee benefits plan tieups 8) No Tracking and exit advising - Periodical reports, Exit advisory, Best/Worst time to buy product 9) No Analytics or Research - News aggregation, One-stop shop for research, New Analytics features Strategy Product strategy Three-pronged strategy Target Volume Target Value Target Ticket Size Competitive Advantages Competitive Advantages User Experience at every touchpoint Quality of Advisory DIY Research & Analytics hub Customer Service Product roadmap Customer Acquisition Product roadmap Volume Value Ticket Size 1)Portfolio Analysis service 2) Online visibility-Content 3) CSA - Liquid switch product 4) Sales advisory training 1)Loans (revamp) 2) Mobile app (product access) 3) Value-added services (live portfolio tracking etc.) 1)LoanGenie 2) FIT-SIP 1K 3) FIT-SIP ELSS 4) Ideal Portfolio - SIP based Product roadmap Customer Transaction Product roadmap Volume Value Ticket Size 1)Insta-Redemption Funds 2) NPS 3) PMS 1)User Journey 2) New site plan 3) Fund Card 4) Rating rationale review 5) Product suitability 1)Financial Timeline Product roadmap Customer Retention Product roadmap Volume Value Ticket Size 1)Online financial advisor 2) CRM 1) Exit advisory 2) Monthly newsletter 1)Research - Loans, Insurance, CC 2) Analytics - Downside risk, Portfolio beta, Portfolio benchmarking Project Plan Product Innovation Product Innovation team 1) Product Advisory 2) Product Design 2) Product Research 4) Product Analytics 5) Product Delivery Chintan Product Head Chintan, Product Head - Product Advisory - Cross-Product Design - Product Delivery Yogesh Research Head Yogesh, Research Head - Product Research - Product Analytics - Industry Research - Product Innovation Tshering Research Analyst Tshering, Research Analyst - Product Research - Industry Research - Report writing
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