The Request Module represents the Dragonboat Portfolio Intake Product of the Dragonboat platform.
The Request module is to host items not yet a roadmap item. You may also rename request as Feedback, Intake, Opportunity, Idea, Insight, Explore, etc.
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.
Who use the Portfolio Intake Management Product?
- Product Managers
- Customer facing teams, e.g Sales, Support, Success
- Everyone else in the company
- Customers or partners
The Dragonboat Request 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 for review, update and share
- The Request Board page - kanban experience with dynamic grouping
- The Request Insight page
- The Request 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.