Roadmap System of Record Workflow Design & Implementation

Roadmap System of Record Workflow Design & Implementation
Photo by Kelly Sikkema / Unsplash

Service Description
Implement a clear, centralized system of record for all product roadmaps, ensuring transparency, accountability, and consistency across teams and stakeholders.

Typical Workflow

  1. Requirements Gathering
    • Assess your current roadmapping tools and methods; identify what’s missing (e.g., real-time updates, stakeholder visibility).
    • Document user roles and data requirements to ensure a robust, future-proof solution.
  2. Tool Selection & Configuration
    • Recommend platforms (e.g., dedicated roadmapping software, or integrations with existing project management tools).
    • Configure the chosen solution for hierarchical views, roll-up reporting, and milestone tracking.
  3. Workflow Design
    • Define how product ideas move from ideation to inclusion on the roadmap, including approval gates and review cycles.
    • Build a transparent communication plan so stakeholders know how and when to access roadmap updates.
  4. Pilot & Rollout
    • Conduct a small-scale pilot with a key team to validate usability and refine workflows.
    • Train broader teams and roll out in phases for seamless adoption.
  5. Maintenance & Governance
    • Set guidelines for ownership, version control, and updates (e.g., monthly roadmap reviews).
    • Provide ongoing governance to keep the roadmap accurate and aligned with strategic objectives.