Gartner Reasearch & Advisory Sales Associates

• Sales Associate

  • Responsible for obtaining new clients

  • Content is less specialized

• Service Associate

  • Responsible for retaining existing clients

  • Content is for a more advanced audience

Admin application for dynamically creating PNs (existing Gartner product). PNs are used by sales and service associates to as a product to sell and help obtain and retain clients.

• Maintain consistiency across products

• Allow admins to create PNs without needing 
 development resources to custom build .csv files

• Automate as much as possible to limit the need to 
 manually update small future tweaks

• Admin

  • Sales Manager

  • Service Manager

• User

  • Sales Associate

  • Service Associate

• Design for UI is finalized (non-negotiable)

• Two different admin types: Sales & Service

• Needs to accomodate (initially) 8 different layouts 
 and 44 roles, all which have varying combinations
of KIs and CTs per KI

• Limited resources/time for build

• Complex development constraints

• “No time to do research”

• This app will only be used by 3 people (admins), 
 so no need to spend a ton of time, but it still 
 needs to make sense

• Large number of stakeholders to bring together

  • Multiple business stakeholder

  • R&A Executives

  • IT Executives

  • Team lead(s) for IT teams (including my own)

  • Developers

• Time contraints required work to being before 
 having full context

• MVP by June 1, 2021

• Initial concepts for executive buy-in due in one (2 week) sprint