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Building a Roadmap
 for SAGE Journals
           Lettie Conrad
Manager, Online Product Management




                           Los Angeles | London | New Delhi
                             Singapore | Washington DC
What a journals platform roadmap means

 ● What is it?
 ● How does it work?
 ● Does it connect?
 ● How is it measured?



                              Los Angeles | London | New Delhi
                                Singapore | Washington DC
SAGE Journals Roadmap          (updated: 10-3-2012)

                                                                                                                                             2012                                                                                                                                                        2013


                      SAGE Journals roadmap goals
Annual Objectives /
  Product Goals                                                                                                    Q3                                                         Q4                                                 Q1                                               Q2                                            Q3
                                      Q1 release notes             Date Requested
                                                                                               July                     Aug                   Sept            Oct            Nov              Dec                Jan             Feb            March           April            May              June            July         August         Sept

                                  Rescheduled: 2013 - Ph.3              May-12                                                                                                           Investigation        REG: Phase 2.5 - Data                                          SAGE-managed registration project (Phase 3)
                              Rescheduled: 2013; deprioritized           Jun-11                                                                                                                                                                      Investigation                             SJ-wide HTTP SSO support

                                        High priority                    Jan-12                                                                                                           Analytics Workbench R1
Data - Analytics -
   Reporting          u              Newly Added                                                                                                                                                                                                                      Counter 4 Compliance Updates
                               Rescheduled: 2 month delay                Jun-12                   Development: A2R                           Release
                              Rescheduled: Q4 2012/Q1 2013;
                                                                        Nov-10                                               Investigation                                 Author Services: ADC & Author ePrints               Release
                                      high priority

                                                                                                                                                                                          Dev: Alerts Functionality                              Alerts Registration           Dev: Overhaul SJ Alerts
                                     Rescheduled: 2013                  Apr-11                                                         Investigation                                                                           Release                                                                          Release



                      ● Communication
                                                                                                                                                                                                  (Phase 2)                                           (Phase 3)                  Management Page
                                                                                         Release: OF Topic
                                Rescheduled; 1 month delay               Jun-11
                                                                                             Headings
                                        Deprioritized                   May-12        Podcasts as non-Supp        Development: Podcasts as non-                             Release
                                        Deprioritized                   Dec-11        Patient Access with CCC      Development               Release

                              Rescheduled: Q4/Q1 2013; high                                                                                                                    'article available'            Development: Article



                      ● Strategy
                                                                                                                                                                                                                                               Release
User Engagement /
    Usability         u                 priority

                                Rescheduled: Hard timeline
                                                                        Sep-10

                                                                        Apr-11
                                                                                        Enhancement to My          Release - Post-
                                                                                                                                                                                improvements                 available improvements

                                                                                         Marked Citations        release monitoring
                                    Rescheduled for 2013                 Jul-10                                                                                                                                                              Investigation: Retro Titles
                                       Newly Added                       Jul-11                                                                                                                                                                                                                             Enhancements to Editor's Choice Collections
                                Changed dev to investigation            May-12                 Investigation: Title Search             Development                          Release




                      ● Planning
                                     Rescheduled: 2013                   Jul-11                                                                                                                                                          Opportunities for post-publication versioning (CVoR)
                                                                                                                                                                                                                                                                                                                "Did you
                                     Rescheduled: 2013                  Apr-11
                                                                                                                                                                                                                                                                                                                 mean?"

                                       Newly Added                       Jan-11                                                                          October Free                                                                                                                                            Overhaul login and challenge pages
  Monetization        u            Rescheduled: Q4 2012
                                     Rescheduled: 2013
                                                                         Jan-12
                                                                        Aug-10
                                                                                                             Cover-to-cover                                  Trials       Development       Release
                                                                                                                                                                                                                             Development: SJ Token PPV

                                 Added Cont Pub & Drupal                 Jul-12       Release: SGO Cont Pub             Investigate: Drupal
                                      Rescheduled                                                                                                                                                                                                                                                                                 Sub-disciplines
  Open Access         u               Rescheduled
                                      Rescheduled
                                                                        Apr-12
                                                                        Apr-12
                                                                                                 SAGE Open - Medical Case Reports
                                                                                                    SAGE Open - Engineering
                                                                                                                                                                            Release
                                                                                                                                                                            Release
                                      Rescheduled                       Apr-12                       SAGE Open - Medicine                                                   Release

                                       Newly Added                       Jan-12                                                                                                                                                                                             Related Journals

 Competitiveness      u                Newly Added
                                 Rescheduled: Q1 2013; high
                                                                         Jun-12

                                                                         Jul-12
                                                                                                                  TEMIS - R1 (Standard release)                             Release              TEMIS - Investigate SK & SJ
                                                                                                                                                                                                           Investigation          Related Articles            Release
                                         priority

                                     Rescheduled: 2013                  May-12                                                                                                                                   SJ Portal page mobile-optimized
                                       Newly Added                                                                                                                                                                                                            Ability to toggle from mobile to full

     Mobile           u                Newly Added
                                       Newly Added
                                                                        Aug-12
                                                                        Jan-12
                                                                                                                                                                                                                                    Mobile Site Access Control
                                                                                                                                                                                                                                                                                                                    Tagging Ads with CheckM8
                                       Newly Added                      Aug-12             Investigation               Mobile Vouchers                                      Release
                                       Newly Added                      Aug-12                  Multi-journal and cross-platform apps

                                 Rescheduled: 1 month; high                           IF and Journal Ranking
                                                                         Jan-12                                              Development                                    Release
                                          priority                                           auto-feed
                                    Rescheduled for 2013                Apr-11                                                                                                                                                     Data/Functional APIs for Product Integration

Discovery - Usage     u                Newly Added
                                       Newly Added
                                                                        Jan-12                                                                                                                                                                                                                                                SRM Interlinking
                                                                                                                                                                                                                                                                                                                   SAGE Knowledge Interlinking
                                   Rescheduled: 2 months                 Jan-12                  Google Scholar Primer                 Development
                                       Newly Added                       Jan-12                                                                                                                                                                                      Research Methods Tagging on SJ
                                     Rescheduled: 2013                                                                                                                                                                           First Page Preview


      Legend          Release notes - changed from last roadmap   Standard priority                             Standard priority                      Standard Release
                                                                  High priority                                 High priority                          High Priority
                                                                  research or                                   development projects                   Release



                                                                                                                                                                                                                                                          Los Angeles | London | New Delhi
                                                                                                                                                                                                                                                            Singapore | Washington DC
Building a Roadmap for SAGE Journals Product Goals and Objectives
Building a Roadmap for SAGE Journals Product Goals and Objectives
Building a Roadmap for SAGE Journals Product Goals and Objectives
Building a Roadmap for SAGE Journals Product Goals and Objectives

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Building a Roadmap for SAGE Journals Product Goals and Objectives

  • 1. Building a Roadmap for SAGE Journals Lettie Conrad Manager, Online Product Management Los Angeles | London | New Delhi Singapore | Washington DC
  • 2. What a journals platform roadmap means ● What is it? ● How does it work? ● Does it connect? ● How is it measured? Los Angeles | London | New Delhi Singapore | Washington DC
  • 3. SAGE Journals Roadmap (updated: 10-3-2012) 2012 2013 SAGE Journals roadmap goals Annual Objectives / Product Goals Q3 Q4 Q1 Q2 Q3 Q1 release notes Date Requested July Aug Sept Oct Nov Dec Jan Feb March April May June July August Sept Rescheduled: 2013 - Ph.3 May-12 Investigation REG: Phase 2.5 - Data SAGE-managed registration project (Phase 3) Rescheduled: 2013; deprioritized Jun-11 Investigation SJ-wide HTTP SSO support High priority Jan-12 Analytics Workbench R1 Data - Analytics - Reporting u Newly Added Counter 4 Compliance Updates Rescheduled: 2 month delay Jun-12 Development: A2R Release Rescheduled: Q4 2012/Q1 2013; Nov-10 Investigation Author Services: ADC & Author ePrints Release high priority Dev: Alerts Functionality Alerts Registration Dev: Overhaul SJ Alerts Rescheduled: 2013 Apr-11 Investigation Release Release ● Communication (Phase 2) (Phase 3) Management Page Release: OF Topic Rescheduled; 1 month delay Jun-11 Headings Deprioritized May-12 Podcasts as non-Supp Development: Podcasts as non- Release Deprioritized Dec-11 Patient Access with CCC Development Release Rescheduled: Q4/Q1 2013; high 'article available' Development: Article ● Strategy Release User Engagement / Usability u priority Rescheduled: Hard timeline Sep-10 Apr-11 Enhancement to My Release - Post- improvements available improvements Marked Citations release monitoring Rescheduled for 2013 Jul-10 Investigation: Retro Titles Newly Added Jul-11 Enhancements to Editor's Choice Collections Changed dev to investigation May-12 Investigation: Title Search Development Release ● Planning Rescheduled: 2013 Jul-11 Opportunities for post-publication versioning (CVoR) "Did you Rescheduled: 2013 Apr-11 mean?" Newly Added Jan-11 October Free Overhaul login and challenge pages Monetization u Rescheduled: Q4 2012 Rescheduled: 2013 Jan-12 Aug-10 Cover-to-cover Trials Development Release Development: SJ Token PPV Added Cont Pub & Drupal Jul-12 Release: SGO Cont Pub Investigate: Drupal Rescheduled Sub-disciplines Open Access u Rescheduled Rescheduled Apr-12 Apr-12 SAGE Open - Medical Case Reports SAGE Open - Engineering Release Release Rescheduled Apr-12 SAGE Open - Medicine Release Newly Added Jan-12 Related Journals Competitiveness u Newly Added Rescheduled: Q1 2013; high Jun-12 Jul-12 TEMIS - R1 (Standard release) Release TEMIS - Investigate SK & SJ Investigation Related Articles Release priority Rescheduled: 2013 May-12 SJ Portal page mobile-optimized Newly Added Ability to toggle from mobile to full Mobile u Newly Added Newly Added Aug-12 Jan-12 Mobile Site Access Control Tagging Ads with CheckM8 Newly Added Aug-12 Investigation Mobile Vouchers Release Newly Added Aug-12 Multi-journal and cross-platform apps Rescheduled: 1 month; high IF and Journal Ranking Jan-12 Development Release priority auto-feed Rescheduled for 2013 Apr-11 Data/Functional APIs for Product Integration Discovery - Usage u Newly Added Newly Added Jan-12 SRM Interlinking SAGE Knowledge Interlinking Rescheduled: 2 months Jan-12 Google Scholar Primer Development Newly Added Jan-12 Research Methods Tagging on SJ Rescheduled: 2013 First Page Preview Legend Release notes - changed from last roadmap Standard priority Standard priority Standard Release High priority High priority High Priority research or development projects Release Los Angeles | London | New Delhi Singapore | Washington DC

Editor's Notes

  1. What the SJ roadmap means to SAGE – overview What is it? – scope / purpose of roadmap How does it work? – governance structure, calendar, process, owners Does it connect? – aligning with other strategic entities, like the HW roadmap How is it measured? – ROI before / after Is it hard? – challenges and lessons learned
  2. The SJ roadmap is a multi-purpose tool Communication – SAGE is made up of more than 1,000 employees across 4 editorial offices and dozens of sales locations worldwide, so we need a localized tool that anyone can reference for product development information Strategy – to ensure development aligns with business objectives, contingencies, etc. Planning – timing around budgets, resources, and other date drivers and the end result is a colorful spreadsheet of development goals with loads of details about the relative priority, target release date, and objectives of each project
  3. The governance structure is primarily made up of… the product manager – who is 100% dedicated to the performance of the journals platform, leading internal business strategy on the value proposition, development plans, voice of the user, etc. the executive sponsor – who is ultimately responsible for the product’s P&L and overall success Journals steering body – made up of senior management from key divisions across SAGE, who together shape the vision for the platform Publishing Technologies – operational division dedicated to maintenance and support for our platforms, including vendor relations, pricing, contracts, etc. This governance plan is ultimately led by the product manager – cue photo – the man that makes all of this happen is Charles Choe!
  4. Every quarter, Charles leads SAGE teams through a roadmap analysis and update process, which can be broken down into 3 key steps: Design – this is the investigation and exploration phase, where Charles synthesizes new ideas and key drivers for SJ: competitor intelligence, performance metrics, market research, ROI of past releases, etc. These concepts are then prioritized, internal impact is assessed, and cost estimates are received from Bert. Plan / Communicate – a draft roadmap is prepared and reviewed in detailed with key divisions, esp. Marketing, Sales & Editorial. At this stage, the proposed roadmap and associated budget is reviewed with the Exec. Sponsor and presented to the Steering Committee. Public communication plans are also typically developed at this point. Implement – releases are then coordinated with HW and PubTech, with Charles keeping a constant eye on internal impact, budget, contingencies, and market activities. ROI assessments are planned and carried out, then reported back to senior management as appropriate. In other words…Lather, Rinse, Repeat!
  5. ROI of roadmap projects measure a variety of factors, some qual and some quan competitor analysis – where Charles ranks if SAGE is strong, on par, or weak against other publisher platform usage stats – cost / use, referral traffic, user pathway analysis, feature usage, etc. sales – retention, renewals, new sales, measure against sales targets brand / reputation – evaluation of how we’re doing by library advisory board, society partners, editors, readers, etc.