The Intake App represents the Dragonboat Portfolio Intake Product of the Dragonboat platform.
The Intake module is to host items not yet a roadmap item. You may also rename request as Feedback, Intake, Opportunity, Idea, Insight, Explore, etc.
It covers
- Collect (via integrations, import, create in app etc channels)
- Analyze and Insights
- Prioritize / Manage in various views (board, list)
- Promote / Link to Roadmap items
- Customer centric views best of go to markets team
What are the differences between a request and a roadmap item?
- A request reflects something before it becomes a roadmap item. It could be a customer initiated bug, feedback or feature request. Or a product idea / concept still being discussed, explored but not finalized yet. More context can be added and collaboration with more people as well. Once it has more clarity as how the feature or initiative should work and how it may be built, and become worthy as an investment option, it can be promoted or link to a roadmap item.
- A roadmap item is a relatively well thought out investment, like a feature or an initiative. It typically has a scope. A roadmap item is not always a work item.
Here is an overview of the Portfolio Intake Product and how it interacts with other Dragonboat products.
The 2 stage intake funnel and which POM object to integrate
Customer insights flow from customer to market facing teams and product teams and then to product roadmap. Think of this a a funnel.
The top of the funnel could be feedback on everything related to product, from support SLA to marketing email complains.
Some of them related to product - this would be filtered via internal customer facing teams and passed to the product tool aka in the Dragonboat Intake app, which will go through product/ feature solutioning and become a roadmap item.
If your non product teams use tools like ServiceNow, Pendo Listen, Zendesk and pass only product related insights/ feedback/ request to Dragonboat, then the integration would land on the Intake object/ app.
If your product managers area already review these items with your internal customer facing team, and only push items ready for product, then the integration would land on the Portfolio object/ app.
Who use the Intake App?
- Product Managers
- Customer facing teams, e.g Sales, Support, Success
- Everyone else in the company
- Customers or partners
The Dragonboat Intake Module enables everyone invited to collect, analyze, and prioritize best opportunities with insights:
- Leverage ideas and insights from GTM teams and stakeholders
- Integrate with Slack, Salesforce, Zendesk, Uservoice, and more.
- Have traceability through to delivery and impact
- Insight dashboard with persona and lifecycle
- Close the loop with automatic notifications
More details of the Portfolio Intake Product below
- Portfolio Intake Management workflow and access Overview
- The Request details page - feed like experience
- The Request list page - spreadsheet like experience to easily prioritize and view details
- The Intake Board page - kanban experience with dynamic grouping
- The Intake Insight page
- The Intake Analyzer page, and AI Analyzer
- Customer Page and Details
- Request related integrations
- Salesforce integration to import customers and opportunities
- Zendesk integration for agents to push selected items to Dragonboat as a request
- UserVoice integration for UserVoice users to push ideas to Dragonboat as a request
- Create requests from Slack and get updates
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Questions? Reach us directly via the help widget in app.