Page Comparison

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1. Go to project: Ideas

2. Search using several key words to ensure idea does not exist already

   1. If it does exist, add a comment with details: additional context, stakeholders, needs, etc.

   2. If it does not exist, click “Create” and follow below steps.

3. Complete details within the ticket

   1. Description

      1. 1 sentence to 2 paragraphs explanation of the idea. Please include as much information as possible here. Expect this ticket to have a running thread between you, any stakeholders identified, and the technology team to ensure complete requirements.

   2. Priority: Please add what you think is the priority based on communication with the partner. The goal is to maintain a list of 6 top enhancement requests (that fall outside out current roadmap or need to be prioritized ahead of the full project).

      1. HIGHEST is this is our BUs top priority

      2. HIGH is this is our BUs next 5 priorities

      3. MEDIUM is other ideas that our BUs will benefit from

   3. Component

      1. Select at least one component (reach out to Tim Marchese if it doesn’t fit or you have questions) - these components map to specific parts of the application (reporting, project phase, operations phase, etc.)

   4. Label:

      1. add label for the impacted BUs. Please enter from the list (happy to change if requested):

         1. Deal_Processing

         2. Finance

         3. Sales

         4. Marketing

         5. Customer_Success

         6. Operations

         7. Engineering

         8. Product

         9. Compliance

         10. Dashboards

4. Link support ticket to the idea

5. Once the idea ticket has been generated, respond in the SS ticket to the customer with the idea ticket # and close the ticket