PART 1

Customer/User Job-to-be-Done or Problem

The Scope of the user problem should be narrowed to the scope you are planning to solve in this phase of work. There may be other aspects you are aware of and plan to solve in the future. For now, put those in the Out of Scope section.

The company classifier will be able to distinguish between two companies that are different but have the same normalized name in posting by using the location as a secondary metadata distinguisher; where as before there would have been no way to distinguish them within ACME (the company classifier) because it only took the normalized name of the posting into consideration.

Value to Customers & Users

In the JTBD framework, these are the “pains” and “gains” your solution will address. Other ways to think about it: What’s the rationale for doing this work? Why is it a high priority problem for your customers and how will our solution add value?

The company tagging to postings will become more accurate and the customer expierence will improve overall.

Value to Lightcast

Sometimes we do things for our own benefit. List those reasons here. 
There will be less support tickets sent to us to triage and that will lead to gains in time to devote elsewhere.

Target User Role/Client/Client Category

Who are we building this for?

Delivery Mechanism

How will users receive the value?

The company classifier will be effected in all cases where it is used to classify documents, posting and profiles specifically.

Success Criteria & Metrics

How will you know you’ve completed the epic? How will you know if you’ve successfully addressed this problem? What usage goals do you have for these new features? How will you measure them?

This will be done when the location based classification feature of the company classifier is live in postings and profiles

Aspects that are out of scope (of this phase)

What is explicitly not a part of this epic? List things that have been discussed but will not be included. Things you imagine in a phase 2, etc.

PART 2

Solution Description

Early UX (wireframes or mockups)

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Non-Functional Attributes & Usage Projections

Consider performance characteristics, privacy/security implications, localization requirements, mobile requirements, accessibility requirements

Dependencies

Is there any work that must precede this? Feature work? Ops work? 

Legal and Ethical Considerations

Just answer yes or no.

High-Level Rollout Strategies

• Initial rollout to [internal employees|sales demos|1-2 specific beta customers|all customers]

  • If specific beta customers, will it be for a specific survey launch date or report availability date 

• How will this guide the rollout of individual stories in the epic?

• The rollout strategy should be discussed with CS, Marketing, and Sales.

• How long we would tolerate having a “partial rollout” -- rolled out to some customers but not all

Risks

Focus on risks unique to this feature, not overall delivery/execution risks. 

Open Questions

What are you still looking to resolve?

Complete with Engineering Teams

Estimated Costs

Direct Financial Costs

Are there direct costs that this feature entails? Dataset acquisition, server purchasing, software licenses, etc.?

Team Effort

Each team involved should give a general t-shirt size estimate of their work involved. As the epic proceeds, they can add a link to the Jira epic/issue associated with their portion of this work.