I gave this presentation to various agilists at Wells Fargo in San Francisco on May 28, 2009

1. Collaborative Roadmap Development Presentation to Wells Fargo & Friends Luke Hohmann Founder & CEO, Enthiosys, Inc.

4. Enthiosys Services

5. Cost of a Solving a Problem

7. Does It Look Like This? Thundercloud June 09 Sept 09 Dec 09 Mar 10 June 10 Jayko Idaho Version 4.0 SaaS Offering Extra fast install Comprehensive Platforms Multi-site Collaboration Oracle Support Version 3.2 New platform support Security Management Scalability enhancements Usability improvements Better Integration* Version 3.01 Security Patch Better Scalability Client Access SDK

8. Does It Look This?

9. Or This?

10. Who Was Involved?

11. Agile Roadmaps The FIRST STEP in Prioritizing Your Backlog

18. Creating a Strategic Roadmap Market Map Market Events & Rhythms Tarchitecture Map Feature/Benefit Map Timeline

20. Build Your Strategic Roadmap Iteratively Market Map Time Horizon -- Quarters work well… F/B Map Tarchitecture Roadmap Market Events / Rhythms The Real Schedule Small Office Managed Service Linux Biometric Id What technology should we use? The Result…

22. Market Events / Rhythms Expected Launch of Competing Product Int’l HR Benefits Conference Congress: 401K self-service regulations Beta Customer Growth Development Beta Q306 Q406 Q107 Q308 Q208 Events  One time Rhythms  Cyclical 401K Open Enrollment Launch Launch

23. Life “Firsts” Purchase Request Assisted Purchase 4 Savings Account 7 2 Independent Income Job Housing (Apartment) Subscription (Pager) Loan (Car, PC) Credit Card Mortgage Prom Investment (401K) ... 12 15-18 20s 18-22 Independent Purchase

24. American Life Rhythms Jan Apr Sep Aug Jul Jun May Mar Feb Oct Nov Dec Vacation Mother’s Day My Birthday Valentine’s Thanksgiving School Starts Spring Break Religious Holidays Anniversary

25. Market Rhythms Jan Apr Sep Aug Jul Jun May Mar Feb Oct Nov Dec

26. Feature / Benefit Map Beta Customer Growth F: Managed Service B: Rapid, easy deployment B: Low initial cost F: “Fixed” benefit plans B: No hard work or cost in designing a new plan F: Installed onsite B: Privacy, customization F: Installed onsite B: Privacy, customization Development Beta Q306 Q406 Q107 Q308 Q208 Only the features that move the needle! Describe in business terms where possible Launch Launch

27. Tarchitecture Roadmap Beta Customer Growth Development Beta VoiceXML 2.0 Tools Standardized Privacy Mgt Tools 64-bit Intel Servers 2.5G/3G Cellular Location-Based Apps Q306 Q406 Q107 Q308 Q208 Typically just the large pieces Can span multiple quarters Launch Launch

31. Can We Make It Fun?

32. Background on Innovation Games® for Customer Understanding Innovation Games® Are Serious Management Tools That Create High-Output Low-Cost Organizational Performance

34. Organizing Innovation Games® To understand… … then consider these games Product Box Buy a Feature Me and My Shadow Give Them A Hot Tub Remember The Future 20/20 Vision Speed Boat Spider Web Show And Tell Start Your Day The Apprentice Prune The Product Tree These questions exist across the product-market lifecycle. Customer Needs Requirements Product Usage Future Products

36. Prune the Product Tree In Person

37. Prune the Product Tree -- Preparing Planners define layers and regions so that they will know where players are placing their ideas. Planners choose images to represent growth. Planners select the kind & number of items that can be placed on the image during the game.

38. Place Initial Items Any existing ideas or roadmap items are placed on the tree.

39. Playing the Game! Players collaborate in real-time to place features/benefits (leaves/apples) on the tree. An integrated chat facility enables you to understand player motivations. Players label and describe their ideas All information is recorded and available for analysis

40. Create Interpretations from the Results of Multiple Games Game 1 Results Game 2 Results Interpretation Game results are merged into a new game – which you can edit and shape, further process, or play with additional players.

41. Tabular Representation of Items for Post-Processing Layers and regions enable planners to quickly determine where players have placed their items. You can ask questions like “What are all of the features customers want in 2010?”

42. Many Ways to Play: Parties and Galas Dude, you sharded collaboration! (friend from Google) What is it? Who plays? Facilitated? Number of players? Party A “dinner party”. You select and control participants Yes 5..8 Gala An “open seating event” Random participants based on a shared URL No 9+

44. Roadmaps and Backlogs

46. Core Artifacts What markets? When? Work to be done in release Work to be done in Sprint markets to serve Daily Sprint Strategy Portfolio Product Release backlog 1. use case 2. bug fix 3. arch change market driven road maps

47. Roadmaps and Backlogs Are Independent But Linked “ infinite” backlog 1. use case 2. bug fix 3. arch change 14. this 29. that 40. the other thing market driven road maps release release release

49. Thank You !!! Innovation Through Understanding® Luke Hohmann Founder & CEO Enthiosys, Inc. 615 National Ave., Ste 230 Mountain View, CA 94043 cell: (408) 529-0319 www.enthiosys.com [email_address]