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76 total results found

Consumer Self-Service Portal Dashboard (CSS01US15)

Consumer Self Service (CSS)

1. Problem StatementUser Role: Consumer/Customer The primary user is a utility customer who needs to manage their account, track consumption, and make payments through a self-service portal.Pain Points:Lack of visibility into current billing status and payment...

User Role Permissions for SMART360(AU01US02)

SMART360 Auth (AU)

User Role Permissions Document for SMART3601. OverviewThis document defines the permission framework for SMART360 based on detailed user personas. The permission structure ensures role-based access control while maintaining data security, operational efficienc...

Account Management & Session Control (AU01US03)

SMART360 Auth (AU)

1. Problem StatementUser Roles:Administrative Users - Users with system management and oversight responsibilitiesStandard Users - Daily operational users of the SMART360 systemPain Points by Role:Administrative Users:Cannot audit user access patterns and sessi...

Call Center Dashboard (CC01US01)

Call Center (CC)

1. Problem StatementUser RolesCall Center Representative: Front-line agents handling customer calls and inquiriesCall Center Supervisor: Team leads managing call center operations and performancePain PointsCall Center Representative:Lack of centralized view of...

My performance (CC01US02)

Call Center (CC)

1. Problem StatementUser Role:Call Center Representative - Customer service professional who manages 40-50 incoming customer calls daily, handles billing inquiries, processes payments, creates service orders, and resolves customer issues through phone interact...

New Connection Configuration (CIS01US16)

Consumer Information System (CIS) Settings

1. Problem StatementUser Roles Identified:System Administrator/IT Director: Responsible for overall system configuration and platform consistencyUtility Administrator: Manages business processes and operational workflowsCustomer Service Manager: Oversees custo...

Subscription Management (ONB08US01)

Onboarding(ONB)

1. Problem StatementUser Role: System Admin (IT Director)Pain Points:No centralized interface to view current subscription details and usage limitsInability to compare available plans and features to make informed upgrade decisionsManual process required to re...

Issues Reported by CSM, Product and QA

Product Research Reported Issues And Bugs

Combined Sheethttps://docs.google.com/spreadsheets/d/1g6cdGQ2ke6XXHMcrRiJs2mxqJYG4TN6Tr0QNSttjLWw/edit?usp=sharing

Story Completeness Framework

Product Roadmap August - Sept 2025

User Story Completeness FrameworkYou can structure this as a checklist or scoring model under the following 6 key dimensions:1. Story Structure & ClarityTitle is clear and conciseFollows “As a [user], I want [feature] so that [benefit]”Written in plain, unders...

story completness detailed document

Product Roadmap

User Story Completeness Evaluation Framework (Score + Weightage Model)📌 OverviewThis framework helps Product Managers, Business Analysts, QAs, or Agile Coaches evaluate whether a user story is ready for development and meets quality standards across multiple d...

Custom GPTs/Claude Projects

Product Roadmap

Product Management1. Problem Defination Reseach: Product reseach , Competitors, RFP, User(Business), UI?UX/Product Design, Product capability, Features, Gaps,Prepare product roadmap Outline and priorityProduct Design & user testing - user interviewsDocumentati...

Waterloo Call observation

Client Requirement Waterloo

Nilesh Import holidays - ask by the client - not priority -> this is done. - Customer is asking can i import the holiday list -no need of holiday import as they are less and can be added manually.Service area - nilesh said - while giving a demo people were ask...

SMART360 Versioning Document

Product Roadmap

Version FormatSMART360 follows a four-part version numbering system in the format:v[Major].[Feature].[Functionality].[UI]Example: v2.0.0.1Nilesh FeedbackV1 -> Base Module, testing base model, PMF, help, product tours, devops, engineering setup, UI setup, delta...

SMART360 PRD – Categorized User Stories

PRDs - User Scenarios

1. Onboarding & Core SetupPurpose: Setup the system, configure organization, utilities, subscriptions, and core settings. Features (User Stories):Guided Workflow to setup Tenant and configure UtilityLogin , Forget password, LogoutUser Role Permissions for SMAR...

Payments Management Story

Story Completness Check

Completeness AnalysisStory Status: Partially DevelopedCompleteness Score: 70%Requirement Breakdown:Consumer search by name and account number with case-insensitive partial matching → BuiltDisplay complete consumer account details including name, account number...

Smart Organization Setup (ONB01US01)

Story Completness Check

📌 Response FormatStory Status: Equal DevelopedCompleteness Score: 95%Requirement Breakdown:Organization Details - View ModeDisplay Organization Name as static text → BuiltDisplay Admin Email as static text → BuiltDisplay Contact Number or "Not Set" → BuiltDisp...

Breadcrumb Navigation (BN01)

SMART360 System Features

Breadcrumb Navigation Implementation in SMART360Summary:Implement breadcrumb navigation across Smart360 to improve user experience and provide clear navigation context. Breadcrumbs will reflect the user’s location within a module, including side menu pages, ta...

Rate/ Tariff & Plans Management (ONB-SC09)

PRDs - User Scenarios Onboarding & Core Setup (PRD01)

Scenario 1 – Progressive Electricity Conservation PricingScenario DescriptionUtilities are shifting from flat-rate electricity billing to progressive slab-based pricing, where per-unit rates increase with higher consumption. This approach balances affordabilit...

Service area (ONB-SC08)

PRDs - User Scenarios Onboarding & Core Setup (PRD01)

1. Pacific Energy Solutions (Electric/Natural Gas - Oregon)Examples of Service Area Hierarchy:Region: Pacific NorthwestState: OregonCity/County: Portland Metro, Eugene, SalemZone: Downtown Electric Grid, Residential Gas DistributionDivision: North Portland Ele...

Organizational Setup (ONB-SC02)

PRDs - User Scenarios Onboarding & Core Setup (PRD01)

Scenario 1 – Multi-Utility Corporation Initial System SetupScenario Description A large utility holding company needs to configure their billing system for multiple service territories with different currencies, time zones, and regulatory requirements.Objectiv...