Adaptly

Mark Johnson

Name

Mark Johnson

Description

Mark is a 45-year-old entrepreneur and the CEO of a medium-sized tech startup. He has a background in software development and has successfully launched several products in the past. Mark is based in San Francisco and has a strong network in the startup community.

Demographics

Age: 45, Gender: Male, Education: Bachelor's degree in Computer Science, Occupation: CEO, Location: San Francisco, Income Level: High

Background

Mark has a deep understanding of the challenges faced by startups and has experienced firsthand the impact of market volatility on business growth. He has a family and leads an active lifestyle outside of work.

Psychographics

Mark is passionate about innovation and staying ahead of the curve. He is open-minded, adaptable, and constantly seeks new opportunities to expand his business. He values efficiency and speed in decision-making.

Needs

Mark needs a tool that can provide real-time insights to help him make informed decisions in a rapidly changing market. He wants to proactively identify trends, manage risks, and plan for the future. He also desires a platform that can integrate seamlessly with his existing tech stack.

Pain

Mark is frustrated by the lack of agility in his current decision-making processes. He struggles to keep up with market shifts and feels that his business is always one step behind. He finds it challenging to analyze and interpret data effectively to make strategic decisions.

Channels

Mark prefers online platforms for research and communication, such as LinkedIn, industry forums, and email. He also attends networking events and industry conferences to stay connected with peers.

Usage

Mark uses Adaptly to analyze market trends, assess potential risks, and plan for various scenarios. He relies on the platform for real-time insights and data-driven decision-making. He regularly checks the platform's dashboards and collaborates with his team to explore new opportunities.

Decision

Mark considers factors such as the platform's reliability, ease of use, integration capabilities, and customer support when deciding to use Adaptly. He also evaluates the pricing and return on investment potential before making a decision.

Sara Thompson

Name

Sara Thompson

Description

Sara is a 30-year-old marketing manager working for a global retail company. She has a master's degree in marketing and has been in the field for over 5 years. Sara is based in New York City and enjoys being part of the vibrant marketing community.

Demographics

Age: 30, Gender: Female, Education: Master's degree in Marketing, Occupation: Marketing Manager, Location: New York City, Income Level: Moderate

Background

Sara has experience working with various marketing strategies and campaigns. She is well-versed in market research, consumer behavior analysis, and brand management. She enjoys a busy city life and stays updated on the latest marketing trends.

Psychographics

Sara is highly motivated, creative, and detail-oriented. She is constantly seeking innovative approaches to marketing and wants to stay ahead of her competition. She values collaboration and communication within her team and with external stakeholders.

Needs

Sara needs a platform that can provide her with accurate trend forecasting and consumer insights to support her marketing strategies. She wants a tool that can help her identify new opportunities, optimize campaigns, and track the performance of marketing initiatives.

Pain

Sara struggles with limited access to real-time data and insights to make informed marketing decisions. She finds it challenging to keep up with the ever-changing consumer preferences and market trends. Tracking the performance of her marketing campaigns and measuring ROI is a time-consuming process.

Channels

Sara prefers online platforms like LinkedIn, Twitter, and industry-specific blogs for research and networking. She also attends industry conferences and events to stay updated on the latest marketing trends and network with other professionals.

Usage

Sara uses Adaptly to analyze market trends and consumer behavior, identify target audiences, and optimize her marketing campaigns. She relies on the platform's analytics and reporting features to track the performance of her initiatives and measure ROI.

Decision

Sara considers factors such as the platform's ease of use, data accuracy, integration capabilities with existing marketing tools, and customer support when deciding to use Adaptly. She also evaluates the platform's pricing and ROI potential.

Alexis Martinez

Name

Alexis Martinez

Description

Alexis is a 28-year-old financial analyst working for a multinational investment firm. She has a bachelor's degree in finance and has been in the industry for 4 years. Alexis is based in London and is passionate about making data-driven financial decisions.

Demographics

Age: 28, Gender: Female, Education: Bachelor's degree in Finance, Occupation: Financial Analyst, Location: London, Income Level: Moderate

Background

Alexis has a strong background in financial analysis, risk management, and investment strategies. She enjoys working with data and sees it as a valuable asset for making informed financial decisions. Outside of work, she enjoys traveling and exploring new cultures.

Psychographics

Alexis is detail-oriented, analytical, and highly focused on accuracy. She values efficiency and precision in her work and seeks opportunities to enhance her financial analysis skills. She is motivated by the potential to drive positive financial outcomes for her clients.

Needs

Alexis needs a tool that can provide her with real-time market data, financial insights, and forecasting capabilities. She wants to efficiently analyze investment options, manage risks, and optimize her clients' portfolios. Integration with existing financial tools is also crucial for her.

Pain

Alexis struggles with limited access to real-time financial data, making it challenging to analyze investment opportunities and track market trends accurately. She finds it time-consuming to compile financial reports and lacks the tools to effectively assess risks and forecast market movements.

Channels

Alexis prefers online platforms like financial news websites, Bloomberg, and industry forums for research and staying updated on market trends. She also attends industry conferences and financial seminars to connect with peers and gain insights from market experts.

Usage

Alexis uses Adaptly to analyze market trends, evaluate investment options, manage risks, and optimize her clients' portfolios. She relies on the platform's real-time data and forecasting capabilities to make informed financial decisions and track portfolio performance.

Decision

Alexis considers factors such as data accuracy, ease of use, integration with existing financial tools, and customer support when deciding to use Adaptly. She also evaluates the platform's pricing and ROI potential for her clients.

Adaptly Insights

Adaptly Insights is an advanced analytics module that provides in-depth market intelligence and actionable insights for businesses. With powerful data mining and visualization capabilities, it allows users to uncover hidden patterns and trends in market data, customer behavior, and competitive landscape. By using machine learning algorithms, Adaptly Insights can generate personalized recommendations and predictions, empowering businesses to make informed and data-driven decisions quickly. This module enables users to identify emerging opportunities, optimize marketing strategies, mitigate risks, and stay ahead of the competition.

Adaptly Collaboration

Adaptly Collaboration is a collaborative workspace designed to facilitate seamless communication and collaboration among team members. This module provides a centralized platform where users can share documents, exchange real-time updates, and collaborate on projects. It includes features like task management, file sharing, chat, and video conferencing, enabling teams to work together efficiently, regardless of their geographical locations. With Adaptly Collaboration, businesses can streamline their workflow, enhance productivity, and foster a culture of collaboration and innovation.

Adaptly Virtual Assistant

Adaptly Virtual Assistant is an AI-powered virtual assistant that provides personalized assistance to users. With natural language processing capabilities, it can understand user queries and provide relevant information and recommendations. The virtual assistant can assist with tasks such as market research, competitor analysis, trend monitoring, and data analysis, saving users valuable time and effort. It can also proactively alert users about important market updates and trends, ensuring they stay informed and can make timely decisions. Adaptly Virtual Assistant becomes a trusted companion for users, aiding them in their day-to-day decision-making processes.

Adaptly Integration Hub

Adaptly Integration Hub is a comprehensive integration platform that connects with various third-party tools and data sources. This module allows seamless integration and synchronization of data from sources such as CRM systems, marketing automation platforms, social media platforms, and more. By consolidating data from multiple sources, Adaptly Integration Hub provides a holistic view of the business, enabling users to gain deeper insights and make more informed decisions. With customizable data pipelines and real-time data syncing, businesses can optimize their data management processes and improve overall operational efficiency.

Adaptly Optimization Engine

Adaptly Optimization Engine is an AI-driven module that empowers businesses to optimize their operations and resource allocation. Leveraging advanced algorithms, this module analyzes historical and real-time data to identify opportunities for improvement, cost savings, and efficiency gains. It can recommend optimal pricing strategies, supply chain optimizations, production planning, and resource allocation, enabling businesses to optimize their processes and maximize profitability. With Adaptly Optimization Engine, businesses can achieve operational excellence, reduce costs, and drive sustainable growth.

Adaptive Market Segmentation

Adaptive Market Segmentation is a powerful feature that allows businesses to dynamically segment their target market based on real-time data and insights. By continuously analyzing customer behavior, market trends, and other relevant factors, this feature automatically adjusts the segmentation criteria to ensure precision and accuracy. It enables businesses to identify and target specific customer segments that show potential for growth and profitability. With Adaptive Market Segmentation, businesses can effectively optimize their marketing efforts, personalize their messaging, and maximize customer engagement and conversion rates.

Requirements

Real-Time Data Integration

User Story

As a marketing analyst, I want to be able to integrate real-time data into the Adaptive Market Segmentation feature so that I can make more informed decisions based on up-to-date information.

Description

The Adaptive Market Segmentation feature should have the capability to integrate real-time data from various sources such as customer interactions, social media, and market trends. This integration will ensure that the segmentation criteria used by the feature are always up-to-date and reflective of the current market conditions. By incorporating real-time data, marketing analysts can gain actionable insights into customer behavior and preferences, allowing them to make data-driven decisions in their targeting and messaging strategies.

Acceptance Criteria

1. Real-time data from customer interactions is integrated

Given that there are customer interactions happening in real-time When the Adaptive Market Segmentation feature is being used Then the real-time data from customer interactions should be integrated

2. Real-time data from social media is integrated

Given that there are social media interactions happening in real-time When the Adaptive Market Segmentation feature is being used Then the real-time data from social media should be integrated

3. Real-time data from market trends is integrated

Given that there are market trends changing in real-time When the Adaptive Market Segmentation feature is being used Then the real-time data from market trends should be integrated

4. Segmentation criteria are updated in real-time

Given that there are changes in the real-time data sources When the Adaptive Market Segmentation feature is being used Then the segmentation criteria should be updated in real-time

5. Marketing analysts can access real-time data

Given that the Adaptive Market Segmentation feature is being used When marketing analysts access the feature Then they should be able to access real-time data

6. Real-time data integration is efficient

Given that there is real-time data integration happening When the Adaptive Market Segmentation feature is being used Then the real-time data integration should be efficient and have minimal latency

Dynamic Segmentation Criteria

User Story

As a business owner, I want the Adaptive Market Segmentation feature to automatically adjust the segmentation criteria based on changing market dynamics so that I can effectively target the most relevant customer segments at any given time.

Description

The Adaptive Market Segmentation feature should have the ability to dynamically adjust the segmentation criteria based on real-time market dynamics and customer behavior. This dynamic approach ensures that the feature can adapt to changing market trends and customer preferences, allowing businesses to target the most relevant and profitable customer segments at any given time. By automatically adjusting the segmentation criteria, businesses can stay ahead of the competition and maximize their marketing ROI.

Acceptance Criteria

Segmentation criteria adjustment based on real-time market trends

Given that there are real-time market trends available, when the Adaptive Market Segmentation feature is activated, then it should automatically adjust the segmentation criteria to reflect the current market trends.

Segmentation criteria adjustment based on customer behavior

Given that there is customer behavior data available, when the Adaptive Market Segmentation feature is activated, then it should automatically adjust the segmentation criteria based on customer behavior patterns.

Targeting the most relevant customer segments

Given that there are multiple customer segments available, when the Adaptive Market Segmentation feature is activated, then it should prioritize and target the most relevant customer segments based on the adjusted segmentation criteria.

Adapting to changing market dynamics

Given that the market dynamics change, when the Adaptive Market Segmentation feature is activated, then it should continuously monitor and adjust the segmentation criteria to ensure alignment with the changing market dynamics.

Optimizing marketing efforts

Given that the Adaptive Market Segmentation feature is activated, when the segmentation criteria are adjusted, then businesses should be able to optimize their marketing efforts by targeting the most relevant customer segments.

Maximizing marketing ROI

Given that the Adaptive Market Segmentation feature is activated, when the segmentation criteria are adjusted, then businesses should be able to maximize their marketing ROI by effectively targeting the most relevant and profitable customer segments.

Segmentation Performance Tracking

User Story

As a marketing manager, I want to be able to track the performance of the Adaptive Market Segmentation feature so that I can evaluate its effectiveness and make data-driven optimizations.

Description

The Adaptive Market Segmentation feature should provide robust analytics and reporting capabilities to track the performance of the segmentation strategy. This includes metrics such as customer engagement, conversion rates, and revenue generated from each segment. By tracking the performance of the feature, marketing managers can evaluate its effectiveness in targeting and engaging specific customer segments. This data-driven approach allows for continuous optimization and improvement of the segmentation strategy to maximize marketing effectiveness.

Acceptance Criteria

Track customer engagement for each market segment

Given that the Adaptive Market Segmentation feature is active and tracking is enabled, When a customer from a specific market segment interacts with a marketing campaign, Then the system should record and track the customer's engagement metrics for that segment.

Calculate conversion rates for each market segment

Given that the Adaptive Market Segmentation feature is active and tracking is enabled, When a customer from a specific market segment completes a conversion action, Then the system should calculate and record the conversion rate for that segment.

Measure revenue generated from each market segment

Given that the Adaptive Market Segmentation feature is active and tracking is enabled, When a customer from a specific market segment makes a purchase, Then the system should record and track the revenue generated from that segment.

Provide aggregated performance metrics for all market segments

Given that the Adaptive Market Segmentation feature is active and tracking is enabled, When a marketing manager requests performance metrics for the segmentation strategy, Then the system should provide aggregated metrics such as overall customer engagement, conversion rate, and revenue generated from all market segments.

Allow filtering and segmentation of performance metrics

Given that the Adaptive Market Segmentation feature is active and tracking is enabled, When a marketing manager wants to analyze the performance metrics for specific market segments, Then the system should allow filtering and segmentation of the metrics based on various criteria such as demographics, behavior, or customer attributes.

Segmentation Visualization

User Story

As a marketing analyst, I want to visualize the segmented customer groups generated by the Adaptive Market Segmentation feature so that I can easily understand and communicate the segmentation strategy.

Description

The Adaptive Market Segmentation feature should provide visualizations of the segmented customer groups to enhance understanding and communication of the segmentation strategy. This could include charts, graphs, or other visual representations that clearly illustrate the characteristics and behaviors of each customer segment. By visualizing the segmentation, marketing analysts can easily identify patterns and insights, and effectively communicate the segmentation strategy to stakeholders across the organization.

Acceptance Criteria

View basic segmentation visualization

Given that I have access to the Adaptive Market Segmentation feature, when I select the Segmentation Visualization option, then I should be able to view a basic visualization of the segmented customer groups.

Visualize customer segment characteristics

Given that I am viewing the segmentation visualization, when I hover over a customer segment, then I should see a tooltip that displays the characteristics and behaviors of that segment, such as demographics, purchasing habits, and engagement levels.

Filter and drill down on customer segments

Given that I am viewing the segmentation visualization, when I apply filters or drill down on a specific customer segment, then the visualization should dynamically update to show the filtered or drilled down segment, allowing me to focus on specific subsets of customers.

Compare multiple customer segments

Given that I am viewing the segmentation visualization, when I select multiple customer segments, then the visualization should allow me to compare their characteristics side by side, facilitating analysis and identification of similarities and differences.

Export segmentation visualization

Given that I am viewing the segmentation visualization, when I click on the export button, then I should be able to export the visualization in a commonly used format such as PDF or Excel, allowing me to share it with other stakeholders.

Integration with CRM System

User Story

As a sales representative, I want the Adaptive Market Segmentation feature to integrate with our CRM system so that I can access customer segmentation information directly within the CRM platform.

Description

The Adaptive Market Segmentation feature should seamlessly integrate with the company's CRM system to provide easy access to customer segmentation information. This integration allows sales representatives to view and leverage the segmentation data directly within the CRM platform, eliminating the need to switch between multiple systems. By accessing segmentation information within the CRM system, sales representatives can personalize their interactions and tailor their sales strategies to specific customer segments, ultimately improving customer satisfaction and increasing sales.

Acceptance Criteria

Sales representative logs into the CRM system

Given that the Adaptive Market Segmentation feature is integrated with the CRM system, when a sales representative logs into the CRM system, then they should be able to access the customer segmentation information.

Sales representative searches for a specific customer in the CRM system

Given that the Adaptive Market Segmentation feature is integrated with the CRM system, when a sales representative searches for a specific customer in the CRM system, then they should be able to view the segmentation information for that customer.

Sales representative updates customer records in the CRM system

Given that the Adaptive Market Segmentation feature is integrated with the CRM system, when a sales representative updates customer records in the CRM system, then the segmentation information should be automatically synchronized and updated in real-time.

Sales representative creates new customer records in the CRM system

Given that the Adaptive Market Segmentation feature is integrated with the CRM system, when a sales representative creates new customer records in the CRM system, then the segmentation information should be automatically populated based on the predefined segmentation criteria.

Sales representative filters customer lists in the CRM system

Given that the Adaptive Market Segmentation feature is integrated with the CRM system, when a sales representative filters customer lists in the CRM system, then they should be able to apply segmentation filters to narrow down the list based on specific criteria.

Real-Time Competitive Analysis

Real-Time Competitive Analysis is a feature that enables businesses to monitor their competitors in real-time, gaining valuable insights into their strategies, product offerings, pricing, and marketing activities. This feature leverages AI algorithms to collect and analyze data from various sources, such as social media, websites, and market reports, to provide up-to-date and comprehensive competitor intelligence. By understanding their competitors' strengths and weaknesses, businesses can identify opportunities to differentiate themselves and develop effective competitive strategies. Real-Time Competitive Analysis helps businesses stay ahead of the competition, make informed decisions, and adapt quickly to changing market dynamics.

Requirements

Competitor Monitoring Dashboard

User Story

As a business owner, I want to have a centralized dashboard where I can monitor and analyze the activities and performance of my competitors in real-time, so that I can make informed decisions and stay ahead of the competition.

Description

The Competitor Monitoring Dashboard is a centralized platform that provides real-time updates and comprehensive analytics on the activities and performance of competitors. This dashboard allows the business owner to track various metrics such as market share, pricing strategies, product offerings, and marketing campaigns. The dashboard provides visual representations of the data, such as charts and graphs, to enable easy interpretation and identification of trends. The business owner can set up customized alerts and notifications to stay updated on any significant changes in the competitive landscape. The Competitor Monitoring Dashboard is accessible from any device and can be customized to display the most relevant information for the business owner. By having a centralized dashboard for competitor monitoring, the business owner can save time and effort in manually gathering and analyzing competitor data, enabling them to make faster and more informed decisions to stay ahead of the competition.

Acceptance Criteria

Business owner can view a real-time feed of competitor activities

Given that the Competitor Monitoring Dashboard is accessible, when the business owner opens the dashboard, then they should be able to see a real-time feed of competitor activities.

Business owner can track market share of competitors

Given that the Competitor Monitoring Dashboard is accessible, when the business owner navigates to the market share section, then they should be able to view the market share of each competitor in a clear and visually appealing format.

Business owner can monitor competitors' pricing strategies

Given that the Competitor Monitoring Dashboard is accessible, when the business owner goes to the pricing section, then they should be able to track and analyze competitors' pricing strategies, including changes in prices and discounts over time.

Business owner can view competitors' product offerings

Given that the Competitor Monitoring Dashboard is accessible, when the business owner visits the product offerings section, then they should be able to see a comprehensive list of competitors' products, including details and descriptions.

Business owner can analyze competitors' marketing campaigns

Given that the Competitor Monitoring Dashboard is accessible, when the business owner selects the marketing campaigns tab, then they should be able to access and analyze competitors' marketing campaigns, including ad creatives, messages, and target audience.

Business owner can set up customized alerts for significant changes

Given that the Competitor Monitoring Dashboard is accessible, when the business owner goes to the alerts settings, then they should be able to configure customized alerts and notifications for significant changes in competitor activities, such as sudden price drops or new product launches.

Business owner can access the Competitor Monitoring Dashboard from any device

Given that the Competitor Monitoring Dashboard is accessible, when the business owner opens the dashboard on different devices, then they should be able to access the dashboard and view the same information without any issues.

Business owner can customize the dashboard to display relevant information

Given that the Competitor Monitoring Dashboard is accessible, when the business owner goes to the dashboard settings, then they should be able to customize the dashboard layout and choose which competitor metrics and insights they want to see prominently.

Social Media Analysis

User Story

As a digital marketer, I want to analyze the social media activities of my competitors in real-time, so that I can benchmark my performance and identify opportunities for improvement.

Description

The Social Media Analysis feature allows digital marketers to track and analyze the social media activities of their competitors in real-time. This feature integrates with popular social media platforms, such as Facebook, Twitter, and Instagram, and collects data on competitors' post engagements, follower growth, content trends, and advertising campaigns. The digital marketer can view the data in a user-friendly interface, which includes charts and graphs to visualize trends and identify patterns. By analyzing the social media activities of their competitors, digital marketers can benchmark their own performance, identify successful strategies, and uncover opportunities for improvement. This feature provides valuable insights into what content resonates with the target audience, which can guide the digital marketer in developing effective social media campaigns. With real-time social media analysis, digital marketers can stay informed about the latest trends and innovations in their industry and adjust their marketing strategies accordingly.

Acceptance Criteria

Digital marketer can connect their social media accounts to the platform

Given a digital marketer has an account on the platform, when they navigate to the social media settings, then they should be able to connect their social media accounts by providing the necessary credentials.

Data is collected and updated in real-time

Given the social media accounts of competitors are connected, when there are new social media activities by competitors, then the data should be collected and updated in real-time on the platform.

Digital marketer can view competitor's post engagements

Given the data is collected and updated in real-time, when a digital marketer selects a competitor, then they should be able to view the number of likes, comments, and shares on each post made by the competitor.

Digital marketer can monitor competitor's follower growth

Given the data is collected and updated in real-time, when a digital marketer selects a competitor, then they should be able to view the growth in the number of followers of the competitor over a specific time period.

Digital marketer can analyze competitor's content trends

Given the data is collected and updated in real-time, when a digital marketer selects a competitor, then they should be able to view the types of content (e.g., text, image, video) that the competitor is posting and identify any trends or patterns.

Digital marketer can track competitor's advertising campaigns

Given the data is collected and updated in real-time, when a digital marketer selects a competitor, then they should be able to view the details of the competitor's advertising campaigns, including the ad creatives, targeting parameters, and estimated reach.

Digital marketer can compare their performance with competitors

Given the data is collected and updated in real-time, when a digital marketer selects a competitor, then they should be able to compare their own social media performance metrics (e.g., post engagements, follower growth) with those of the selected competitor.

Digital marketer can export social media analysis data

Given the data is collected and updated in real-time, when a digital marketer selects a competitor, then they should be able to export the social media analysis data (e.g., post engagement data, follower growth data) in a downloadable format (e.g., CSV, Excel).

Price Comparison Tool

User Story

As a pricing manager, I want a tool that can compare the prices of my products with those of my competitors in real-time, so that I can effectively price my products and remain competitive in the market.

Description

The Price Comparison Tool is a powerful feature that allows pricing managers to compare the prices of their products with those of their competitors in real-time. This tool collects data from various online sources, such as e-commerce websites and marketplaces, and provides side-by-side comparisons of prices for similar products. The pricing manager can set up customized parameters, such as specific categories or brands, to narrow down the comparison results. The tool also provides additional insights, such as pricing trends and historical data, to help the pricing manager make informed decisions. By using the Price Comparison Tool, pricing managers can ensure that their products are competitively priced and adjust their pricing strategies accordingly. This feature enables pricing managers to stay updated on the latest market prices and make timely adjustments to remain competitive in the market.

Acceptance Criteria

Scenario 1: Validating if the Price Comparison Tool fetches real-time prices from competitors

Given that the Price Comparison Tool is enabled, When I input a product SKU, Then the tool should fetch the current prices of the product from relevant competitors in real-time

Scenario 2: Ensuring the Price Comparison Tool provides accurate and up-to-date price comparisons

Given that the Price Comparison Tool has fetched the prices from competitors, When I compare the prices of my product with competitors' prices, Then the tool should display accurate and up-to-date price comparisons

Scenario 3: Customizing the parameters for price comparison

Given that the Price Comparison Tool is enabled, When I specify specific categories or brands for price comparison, Then the tool should only compare prices within the specified parameters

Scenario 4: Providing historical pricing data for analysis

Given that the Price Comparison Tool has fetched the prices from competitors, When I analyze the price trends, Then the tool should provide historical pricing data, such as average prices, highest and lowest prices, and price fluctuations

Scenario 5: Ensuring the Price Comparison Tool supports multiple currencies

Given that the Price Comparison Tool is enabled, When I compare prices with competitors from different regions, Then the tool should support multiple currencies for accurate price comparison

Competitor Ad Analysis

User Story

As a marketing strategist, I want to analyze the ad campaigns of my competitors in real-time, so that I can gain insights into their advertising strategies and optimize my own campaigns.

Description

The Competitor Ad Analysis feature enables marketing strategists to analyze the ad campaigns of their competitors in real-time. This feature collects data from various advertising platforms, such as Google Ads and Facebook Ads, and provides comprehensive analytics on competitors' ad performance, targeting strategies, and creative elements. The marketing strategist can view detailed reports on metrics such as click-through rates, impression share, and ad spend. The feature also includes a creative analysis tool that allows the marketing strategist to study the design and messaging of competitors' ads. By analyzing the ad campaigns of their competitors, marketing strategists can gain insights into successful strategies, identify gaps in the market, and optimize their own campaigns. This feature provides valuable intelligence to enhance the effectiveness of advertising efforts and maximize the return on investment.

Acceptance Criteria

User can view a list of competitor ads

Given the Competitor Ad Analysis feature is enabled When the user accesses the Competitor Ad Analysis dashboard Then a list of competitor ads is displayed

User can filter competitor ads by date

Given the Competitor Ad Analysis feature is enabled When the user selects a specific date range for analysis Then only competitor ads within the selected date range are displayed

User can sort competitor ads by performance metrics

Given the Competitor Ad Analysis feature is enabled When the user selects a performance metric for sorting (e.g., click-through rate) Then the competitor ads are sorted in descending order based on the selected metric

User can view detailed analytics of competitor ads

Given the Competitor Ad Analysis feature is enabled When the user selects a competitor ad from the list Then detailed analytics of the selected ad, such as click-through rate, impression share, and ad spend, are displayed

User can analyze the design and messaging of competitor ads

Given the Competitor Ad Analysis feature is enabled When the user selects a competitor ad from the list Then the design and messaging of the selected ad are displayed for analysis

User can export competitor ad data

Given the Competitor Ad Analysis feature is enabled When the user selects a competitor ad from the list Then the user has the option to export the ad data in a CSV or Excel format

Market Trend Analysis

User Story

As a business analyst, I want to analyze the market trends and dynamics in real-time, so that I can provide timely insights and recommendations to the management team.

Description

The Market Trend Analysis feature provides business analysts with real-time data and insights on market trends and dynamics. This feature collects data from various sources, such as industry reports, news articles, and social media, and analyzes them to identify emerging trends, consumer behavior patterns, and competitive forces. The business analyst can view visualizations and reports that highlight key findings and provide actionable recommendations. By analyzing market trends in real-time, business analysts can help the management team stay ahead of industry developments, identify new opportunities, and make informed decisions. This feature enables business analysts to provide timely insights that can drive strategic planning and give the business a competitive advantage.

Acceptance Criteria

Analyze market trends based on real-time data

Given that real-time data is available, when I analyze the data, then I should be able to identify and understand market trends.

Collect data from various sources

Given access to industry reports, news articles, and social media, when I collect data from these sources, then I should have a comprehensive dataset for analysis.

Identify emerging trends

Given the collected data, when I analyze the data to identify patterns and changes, then I should be able to identify emerging trends.

Analyze consumer behavior patterns

Given the collected data, when I analyze the data to identify patterns in consumer behavior, then I should be able to understand how consumers are responding to market trends.

Analyze competitive forces

Given the collected data, when I analyze the data to assess competitor activities and strategies, then I should be able to understand the competitive forces at play.

Visualize market trend analysis

Given the analyzed data, when I view visualizations and reports, then I should be able to easily understand and interpret the market trend analysis.

Provide actionable recommendations

Given the market trend analysis, when I generate recommendations based on the insights, then the recommendations should be actionable and relevant to the business.

Support strategic planning

Given the market trend analysis and recommendations, when the management team uses them for strategic planning, then they should be able to make informed decisions and adapt to market changes.

Stay ahead of industry developments

Given the real-time market trend analysis, when the management team receives timely insights, then they should be able to stay ahead of industry developments and identify new opportunities.

Gain competitive advantage

Given the market trend analysis, when the management team uses the insights to make strategic decisions, then the business should gain a competitive advantage over competitors.

Dynamic Pricing Optimization

Dynamic Pricing Optimization is a feature that enables businesses to optimize their pricing strategy based on real-time market conditions, customer demand, and competitor pricing. Using advanced machine learning algorithms, this feature analyzes historical pricing data, market trends, and customer behavior to generate dynamic price recommendations. By dynamically adjusting prices, businesses can maximize revenue, increase competitiveness, and drive customer loyalty. Dynamic Pricing Optimization empowers businesses to respond quickly to market changes, ensure pricing consistency across channels, and achieve optimal profitability.

Requirements

Real-time Market Data Integration

User Story

As a pricing analyst, I want to access real-time market data so that I can make informed pricing decisions.

Description

The Dynamic Pricing Optimization feature should integrate with real-time market data sources to provide pricing analysts with up-to-date information on market conditions, competitor pricing, and customer demand. This integration will enable pricing analysts to make informed decisions when adjusting prices and optimizing pricing strategies. The real-time market data should be easily accessible through the pricing optimization dashboard, allowing analysts to monitor market trends and adjust pricing dynamically. By having access to real-time market data, pricing analysts can react quickly to market changes, stay ahead of the competition, and maximize revenue.

Acceptance Criteria

Pricing analyst can access real-time market data

Given that the Dynamic Pricing Optimization feature is enabled, when the pricing analyst navigates to the pricing optimization dashboard, then they should be able to access real-time market data.

Real-time market data is up-to-date

Given that the Dynamic Pricing Optimization feature is enabled, when the pricing analyst accesses the real-time market data, then the data should be up-to-date and reflect the current market conditions.

Market trends are displayed in the pricing optimization dashboard

Given that the Dynamic Pricing Optimization feature is enabled and the pricing analyst has accessed the real-time market data, when the pricing analyst views the pricing optimization dashboard, then they should be able to see the latest market trends and insights.

Competitor pricing information is available

Given that the Dynamic Pricing Optimization feature is enabled and the pricing analyst has accessed the real-time market data, when the pricing analyst searches for a specific product, then they should be able to view the competitor pricing information for that product.

Customer demand data is provided

Given that the Dynamic Pricing Optimization feature is enabled and the pricing analyst has accessed the real-time market data, when the pricing analyst explores the customer demand section, then they should be able to view data on customer demand for different products.

Real-time market data is integrated seamlessly

Given that the Dynamic Pricing Optimization feature is enabled and the pricing analyst has accessed the real-time market data, when the pricing analyst interacts with the pricing optimization dashboard, then they should not experience any delays or issues related to the integration of real-time market data.

Price Elasticity Analysis

User Story

As a business owner, I want to understand the price elasticity of my products so that I can set optimal pricing levels.

Description

The Dynamic Pricing Optimization feature should include a price elasticity analysis tool that calculates the responsiveness of customer demand to changes in price. This analysis will help businesses understand the impact of price changes on sales volume and revenue. By determining the price elasticity, businesses can identify the optimal pricing levels that will maximize their revenue. The price elasticity analysis tool should take into account factors such as market conditions, customer behavior, and competitor pricing. It should provide visualizations and insights that allow business owners to make data-driven decisions when setting prices for their products.

Acceptance Criteria

Calculate price elasticity for a product

Given historical sales data, competitor pricing data, and customer behavior data, when a business owner selects a product for price elasticity analysis, then the system should calculate the price elasticity coefficient.

Display price elasticity coefficient

Given the price elasticity coefficient has been calculated for a product, when the business owner views the price elasticity analysis results, then the system should display the price elasticity coefficient.

Provide interpretation of price elasticity coefficient

Given the price elasticity coefficient has been calculated for a product, when the business owner views the price elasticity analysis results, then the system should provide an interpretation of the coefficient, indicating whether the product is elastic or inelastic.

Visualize price elasticity analysis results

Given the price elasticity coefficient has been calculated for a product, when the business owner views the price elasticity analysis results, then the system should provide visualizations such as charts or graphs that illustrate the relationship between price changes and sales volume.

Simulate price changes

Given the price elasticity coefficient has been calculated for a product, when the business owner wants to simulate different price changes, then the system should allow the business owner to input new prices and display the corresponding changes in sales volume and revenue.

Dynamic Pricing Rules Engine

User Story

As a pricing manager, I want to set dynamic pricing rules based on various factors so that prices can be adjusted automatically.

Description

The Dynamic Pricing Optimization feature should include a rules engine that allows pricing managers to define dynamic pricing rules based on various factors such as market conditions, customer segmentation, and product demand. The rules engine should have a user-friendly interface that allows pricing managers to create and modify rules easily. These rules should be able to automatically adjust prices based on predefined conditions. For example, pricing managers can set rules to decrease prices when competing products are on sale or increase prices when demand is high. By utilizing the dynamic pricing rules engine, businesses can automate the pricing adjustment process, save time and resources, and ensure consistent pricing across channels.

Acceptance Criteria

Pricing manager sets a dynamic pricing rule based on market conditions

Given that the pricing manager has access to the rules engine, when they set a dynamic pricing rule based on market conditions, then the prices should be automatically adjusted according to the defined rule.

Pricing manager sets a dynamic pricing rule based on customer segmentation

Given that the pricing manager has access to the rules engine, when they set a dynamic pricing rule based on customer segmentation, then the prices should be automatically adjusted according to the defined rule for each customer segment.

Pricing manager sets a dynamic pricing rule based on product demand

Given that the pricing manager has access to the rules engine, when they set a dynamic pricing rule based on product demand, then the prices should be automatically adjusted according to the defined rule based on the demand level of the product.

Pricing manager modifies an existing dynamic pricing rule

Given that the pricing manager has access to the rules engine, when they modify an existing dynamic pricing rule, then the prices should be automatically adjusted according to the updated rule.

Pricing manager creates a new dynamic pricing rule

Given that the pricing manager has access to the rules engine, when they create a new dynamic pricing rule, then the prices should be automatically adjusted according to the newly defined rule.

Pricing manager deletes an existing dynamic pricing rule

Given that the pricing manager has access to the rules engine, when they delete an existing dynamic pricing rule, then the prices should no longer be adjusted based on the deleted rule.

Pricing manager views a list of existing dynamic pricing rules

Given that the pricing manager has access to the rules engine, when they view the list of existing dynamic pricing rules, then they should be able to see all the rules that are currently defined.

Competitor Price Monitoring

User Story

As a sales manager, I want to monitor competitor prices in real-time so that I can adjust our prices accordingly.

Description

The Dynamic Pricing Optimization feature should provide real-time monitoring of competitor prices. This will enable sales managers to stay informed about competitor pricing strategies and make timely adjustments to their own prices. The monitoring functionality should allow sales managers to track the prices of specific products or product categories and receive notifications when there are changes in competitor prices. By staying updated on competitor prices, sales managers can ensure price competitiveness, maximize sales, and maintain market share. The competitor price monitoring feature should be easily accessible through the pricing optimization dashboard and provide detailed insights on competitor pricing trends.

Acceptance Criteria

Sales manager selects a specific product for price monitoring

Given that the sales manager is on the pricing optimization dashboard, when they select a specific product for price monitoring, then the system should start monitoring the price of that product from competitors.

Sales manager selects a product category for price monitoring

Given that the sales manager is on the pricing optimization dashboard, when they select a product category for price monitoring, then the system should start monitoring the prices of all products in that category from competitors.

Sales manager receives notification when competitor prices change

Given that the sales manager has selected products or product categories for price monitoring, when there is a change in competitor prices, then the sales manager should receive a notification with the details of the price change.

Sales manager can view competitor pricing trends

Given that the sales manager has selected products or product categories for price monitoring, when they view the competitor pricing trends, then the system should display a graphical representation of the historical price changes of competitors for the selected products or categories.

Sales manager can compare our prices with competitor prices

Given that the sales manager has selected products or product categories for price monitoring, when they compare our prices with competitor prices, then the system should display a side-by-side comparison of our prices and competitor prices for the selected products or categories.

Demand Forecasting

User Story

As a demand planner, I want to forecast customer demand for different price points so that I can optimize pricing levels.

Description

The Dynamic Pricing Optimization feature should include a demand forecasting tool that predicts customer demand for different price points. This tool should utilize historical sales data, market trends, and customer behavior to generate accurate demand forecasts. By understanding how customer demand varies with different price levels, businesses can optimize their pricing strategies to maximize revenue. The demand forecasting tool should provide visualizations and insights that allow demand planners to identify the price points that will generate the highest demand and revenue. This will enable businesses to set optimal prices that are attractive to customers while still maximizing profitability.

Acceptance Criteria

Demand forecast accurately predicts customer demand for different price points

Given historical sales data, market trends, and customer behavior, When demand forecast is generated for different price points, Then the forecasted demand should align with actual customer demand.

Demand forecast provides insights on price points that generate the highest demand

Given demand forecast for different price points, When analyzing the insights, Then the demand forecast should identify the price points with the highest predicted demand.

Demand forecast enables optimization of pricing strategy

Given demand forecast for different price points, When optimizing the pricing strategy, Then the forecasted demand should guide the decision-making process to set optimal prices that maximize revenue.

Demand forecast visualizations are clear and informative

Given demand forecast visualizations, When reviewing the visualizations, Then the visualizations should provide clear and informative representations of the predicted demand for different price points.

Demand forecast is based on accurate historical sales data

Given accurate historical sales data, When generating the demand forecast, Then the forecast should be based on the reliable and up-to-date sales data.

Intelligent Scenario Planning

Intelligent Scenario Planning is a feature that enables businesses to simulate and analyze various what-if scenarios to evaluate the potential impact of different strategies and market conditions. This feature uses AI algorithms to analyze historical data, market trends, and business performance metrics to generate accurate scenario models. Users can input different variables and parameters to simulate different scenarios and analyze the outcomes. Intelligent Scenario Planning helps businesses make informed decisions, anticipate risks, and identify the most effective strategies to achieve their goals. It provides valuable insights into the potential outcomes of different business decisions, enabling businesses to optimize their planning and mitigate risks.

Requirements

Scenario Creation

User Story

As a business analyst, I want to create different scenarios with customizable variables and parameters, so that I can simulate and analyze the potential outcomes of different strategies.

Description

The Scenario Creation requirement allows business analysts to create different scenarios by inputting customizable variables and parameters. This feature enables users to define the specific conditions and variables that they want to simulate and analyze. For example, a business analyst may want to simulate the impact of different pricing strategies on sales revenue by adjusting variables such as price levels, demand elasticity, and competitor pricing. By specifying these variables, the user can generate scenario models that reflect the potential outcomes of different strategies. The Scenario Creation feature provides a user-friendly interface for users to input and manipulate variables, making it easy to create and customize scenarios. This requirement is essential for enabling users to simulate various what-if scenarios and evaluate the potential impact of different strategies and market conditions.

Acceptance Criteria

Creating a scenario with customizable variables and parameters

Given that I am a business analyst, when I input customizable variables and parameters, then a scenario is created with the specified variables and parameters.

Modifying variables and parameters of an existing scenario

Given that I have created a scenario, when I modify the variables and parameters, then the scenario is updated with the new values.

Deleting variables and parameters from a scenario

Given that I have created a scenario with variables and parameters, when I delete a variable or parameter, then the scenario no longer includes the deleted variable or parameter.

Generating scenario models based on input variables

Given that I have created a scenario with input variables, when I generate scenario models, then accurate models are generated based on the specified variables.

Testing the impact of different strategies through scenario simulation

Given that I have created scenarios with different strategies, when I simulate the scenarios, then I can analyze the potential outcomes and compare the results of different strategies.

Scenario Analysis

User Story

As a business executive, I want to analyze the outcomes of different scenarios, so that I can make informed decisions and optimize our planning.

Description

The Scenario Analysis requirement allows business executives to analyze the outcomes of different scenarios generated through the Intelligent Scenario Planning feature. This feature provides a comprehensive view of the potential impacts and outcomes of each scenario. Business executives can compare and evaluate the results of each scenario to make informed decisions and optimize their planning. For example, they can assess the financial implications, market share changes, or resource allocation requirements of each scenario. The Scenario Analysis feature provides interactive visualizations, charts, and reports that allow users to delve deeper into the details of each scenario. This requirement is crucial for enabling business executives to assess the effectiveness and risks associated with different strategies and make data-driven decisions.

Acceptance Criteria

Executives can select and compare different scenarios

Given that there are multiple scenarios available, when executives select and compare different scenarios, then they should be able to view and analyze the outcomes of each scenario.

Interactive visualizations and charts for scenario analysis

Given that executives are analyzing a scenario, when they view interactive visualizations and charts, then they should be able to understand the potential impacts and outcomes of the scenario more effectively.

Ability to drill down into scenario details

Given that executives are analyzing a scenario, when they drill down into scenario details, then they should be able to access more specific information and insights about the scenario, such as resource allocation requirements or market share changes.

Comparative analysis for different scenarios

Given that executives are analyzing multiple scenarios, when they compare and evaluate the outcomes of each scenario, then they should be able to make informed decisions based on the comparison and determine the most effective strategy.

Accuracy and reliability of scenario analysis

Given that executives are relying on scenario analysis, when they use the feature, then they should expect accurate and reliable results that reflect the potential impacts and outcomes of each scenario.

Sensitivity Analysis

User Story

As a financial analyst, I want to perform sensitivity analysis on scenario models, so that I can identify the key variables that have the most significant impact on outcomes.

Description

The Sensitivity Analysis requirement enables financial analysts to perform sensitivity analysis on the scenario models generated through the Intelligent Scenario Planning feature. This analysis helps identify the key variables that have the most significant impact on the outcomes of each scenario. By analyzing the sensitivity of the results to different variables, financial analysts can gain insights into the factors that are critical to the success or failure of different strategies. For example, they can identify the price levels, market conditions, or resource allocations that are most sensitive to changes in outcomes. The Sensitivity Analysis feature provides interactive tools and visualizations that allow users to explore the relationship between variables and outcomes. This requirement is essential for enabling financial analysts to refine their strategies, optimize their planning, and mitigate risks.

Acceptance Criteria

Financial analyst inputs scenario model with different variables

Given a scenario model with different variables, when a financial analyst performs sensitivity analysis, then the analysis should identify the key variables that have the most significant impact on outcomes.

Financial analyst explores relationship between variables and outcomes

Given interactive tools and visualizations, when a financial analyst explores the relationship between variables and outcomes, then they should be able to gain insights into the factors that are critical to the success or failure of different strategies.

Financial analyst modifies variables and parameters

Given scenario models and the ability to modify variables and parameters, when a financial analyst modifies the variables and parameters, then the sensitivity analysis should dynamically update the outcomes based on the changes.

Collaborative Scenario Sharing

User Story

As a team member, I want to share and collaborate on scenario models with my colleagues, so that we can collectively analyze and discuss different strategies.

Description

The Collaborative Scenario Sharing requirement enables users to share and collaborate on scenario models with their colleagues. This feature allows team members to collectively analyze and discuss the potential outcomes of different strategies. Users can share their scenario models with specific individuals or teams within the organization, allowing for seamless collaboration and knowledge sharing. Team members can provide feedback, make comments, and contribute their insights to the scenario analysis. This feature also includes version control and document collaboration capabilities, ensuring that all stakeholders are working with the most up-to-date scenario models. The Collaborative Scenario Sharing requirement promotes a collaborative and iterative approach to scenario planning, empowering teams to collectively make informed decisions and optimize their strategies.

Acceptance Criteria

User can share a scenario model with specific individuals

Given a user is viewing a scenario model, when they select the share option and specify the individuals or teams to share with, then the scenario model is shared with the specified recipients.

User can collaborate and provide feedback on a shared scenario model

Given a user has access to a shared scenario model, when they view the model, then they can provide feedback, make comments, and contribute their insights to the scenario analysis.

User can track changes and access version history of a shared scenario model

Given a user has access to a shared scenario model, when the model is updated or modified, then the user can track the changes and access the version history of the model.

Risk Assessment

User Story

As a risk manager, I want to assess the potential risks associated with each scenario, so that I can develop mitigation strategies and minimize potential negative impacts.

Description

The Risk Assessment requirement allows risk managers to assess the potential risks associated with each scenario generated through the Intelligent Scenario Planning feature. This feature provides tools and metrics to evaluate the likelihood and impact of different risks. Risk managers can identify potential risks, such as market volatility, regulatory changes, or resource constraints, and assess their potential impact on the outcomes of each scenario. By understanding the risks, risk managers can develop mitigation strategies and prioritize actions to minimize potential negative impacts. The Risk Assessment feature provides visualizations and reports that enable risk managers to prioritize risks based on their severity and likelihood. This requirement is critical for enabling organizations to proactively manage risks, make informed decisions, and ensure the success of their strategies.

Acceptance Criteria

Risk assessment is performed for each scenario

Given a generated scenario, when risk assessment is performed, then a comprehensive analysis of potential risks is provided

Different types of risks are identified

Given a generated scenario, when risk assessment is performed, then various types of risks such as market risks, regulatory risks, and operational risks are identified

Likelihood and impact of risks are evaluated

Given a generated scenario with identified risks, when risk assessment is performed, then the likelihood and impact of each risk are evaluated

Visualizations and reports are generated

Given a completed risk assessment, when visualizations and reports are generated, then risk managers can easily understand and prioritize risks

Mitigation strategies are recommended

Given a completed risk assessment, when risk managers review the results, then the system recommends suitable mitigation strategies for each identified risk

Automated Risk Management

Automated Risk Management is a feature that automates the identification, assessment, and mitigation of risks for businesses. This feature leverages AI algorithms and data analytics to continuously monitor various risk factors, such as market volatility, supply chain disruptions, regulatory changes, and competitive threats. It provides real-time alerts and recommendations for proactive risk management. Automated Risk Management helps businesses identify potential risks, assess their impact, and implement mitigation strategies. By automating risk management processes, businesses can minimize potential losses, maximize opportunities, and ensure business continuity.

Requirements

Real-Time Risk Monitoring

User Story

As a Risk Manager, I want to monitor risks in real-time so that I can proactively respond to potential threats.

Description

The system should provide real-time monitoring of various risk factors, such as market volatility, supply chain disruptions, regulatory changes, and competitive threats. It should continuously collect and analyze relevant data sources to identify potential risks and provide timely alerts. The risk manager should be able to customize the risk thresholds and notification preferences. Real-time risk monitoring enables the risk manager to quickly respond to emerging threats and take proactive actions to mitigate risks, ensuring business continuity and minimizing potential losses.

Acceptance Criteria

System collects and analyzes real-time data

Given that the system is running and receiving data updates when new risk data is received, when the system analyzes the data, then it should identify potential risks in real-time.

Customizable risk thresholds

Given that the risk manager has access to the system, when the risk manager customizes the risk thresholds, then the system should apply these thresholds during risk monitoring.

Real-time alerts and notifications

Given that the system has identified a potential risk, when the risk meets the predefined risk threshold, then the system should generate a real-time alert or notification to the risk manager.

Ability to view real-time risk dashboard

Given that the risk manager has access to the system, when the risk manager navigates to the risk dashboard, then the dashboard should display real-time risk information and updates.

Integration with external data sources

Given that the system is configured with external data sources, when new data is received from these sources, then the system should incorporate this data into the real-time risk monitoring process.

Risk Assessment and Scoring

User Story

As a Risk Analyst, I want to assess and score risks accurately so that I can prioritize and allocate resources for mitigation.

Description

The system should provide risk assessment and scoring capabilities based on predefined criteria and algorithms. It should consider various factors, such as the probability of occurrence, potential impact, and level of control. The risk analyst should be able to input relevant data and information to evaluate the risks. The system should calculate a risk score for each identified risk, enabling the risk analyst to prioritize and allocate resources for mitigation effectively. Accurate risk assessment and scoring facilitate informed decision-making and resource optimization for risk mitigation efforts.

Acceptance Criteria

Risk assessment is performed based on predefined criteria

Given a set of predefined criteria for risk assessment, When a risk is evaluated, Then the system should calculate a risk score based on the predefined criteria.

Risk score calculation considers probability, impact, and level of control

Given a risk with defined probability, impact, and level of control, When the risk score is calculated, Then it should consider these factors to determine the risk score.

User can input relevant data and information for risk evaluation

Given a user input interface for risk evaluation, When the user inputs relevant data and information, Then the system should consider this input during risk assessment and scoring.

Risk scores enable prioritization and resource allocation

Given a set of risks with calculated risk scores, When prioritization and resource allocation are performed, Then the risks should be prioritized based on the risk scores for effective resource allocation.

Accurate risk assessment facilitates informed decision-making

Given accurate risk assessment and scoring, When making decisions related to risk mitigation, Then the risk assessment should provide valuable insights for informed decision-making.

Automated Risk Identification

User Story

As a Business Owner, I want risks to be automatically identified so that I can stay informed about potential threats to my business.

Description

The system should leverage AI algorithms and data analytics to automatically identify and classify potential risks based on predefined patterns and historical data. It should continuously monitor various data sources, including market trends, news feeds, and internal data, to detect potential risks. Once a risk is identified, the system should provide a detailed risk profile, including its potential impact and likelihood of occurrence. Automated risk identification keeps the business owner informed about potential threats, enabling them to make informed decisions and take necessary actions to mitigate risks.

Acceptance Criteria

System identifies potential risks based on predefined patterns

Given historical data and predefined patterns are available, when the system analyzes incoming data, then it should identify potential risks based on the predefined patterns.

System continuously monitors various data sources for potential risks

Given the system is running and connected to various data sources, when new data is received from the sources, then the system should analyze the data to detect potential risks.

System provides risk profile with impact and likelihood

Given a risk is identified, when the system generates a risk profile, then the profile should include the potential impact and likelihood of the risk.

System alerts the business owner about identified risks

Given a risk is identified, when the system detects it, then it should send a real-time alert to the business owner.

System classifies the identified risks

Given a risk is identified, when the system analyzes it, then it should classify the risk into appropriate categories.

Risk Mitigation Recommendations

User Story

As a Risk Manager, I want to receive actionable recommendations for risk mitigation so that I can implement effective risk management strategies.

Description

The system should provide actionable recommendations for risk mitigation based on the identified risks. It should analyze the potential impact and likelihood of each risk and suggest appropriate risk mitigation strategies. The recommendations should consider various factors, such as cost-effectiveness, feasibility, and level of control. The risk manager should be able to review and customize the recommendations according to their business requirements. Accurate and actionable risk mitigation recommendations enable the risk manager to implement effective risk management strategies and minimize potential losses.

Acceptance Criteria

Receive risk mitigation recommendations

Given that a risk is identified and assessed, when the system analyzes the risk factors and impact, then it should provide actionable recommendations for risk mitigation.

Consider cost-effectiveness in recommendations

Given that risk mitigation recommendations are provided, when the system evaluates potential cost-effectiveness of different mitigation strategies, then it should prioritize recommendations that offer the best value for money.

Customize recommendations

Given that risk mitigation recommendations are presented, when the risk manager reviews the recommendations, then they should have the ability to customize and adjust the recommendations based on their specific business requirements.

Calculate probability and impact

Given that a risk is identified, when the system calculates the probability and impact of the risk, then the risk mitigation recommendations should be based on the severity and likelihood of the risk.

Consider feasibility in recommendations

Given that risk mitigation recommendations are provided, when the system evaluates the feasibility of implementing different mitigation strategies, then it should prioritize recommendations that are practical and achievable.

Historical Risk Analysis

User Story

As a Risk Analyst, I want to analyze historical risks and their outcomes so that I can learn from past experiences and improve risk management strategies.

Description

The system should maintain a historical database of identified risks and their outcomes. It should allow the risk analyst to analyze past risks and their impact on the business. The analysis should include factors such as the mitigating actions taken, the effectiveness of the mitigation strategies, and the overall impact on the business. By reviewing historical risk data, the risk analyst can identify patterns, trends, and lessons learned, enabling them to improve risk management strategies and make informed decisions for future risk mitigation efforts.

Acceptance Criteria

Viewing historical risk data

Given that the risk analyst has access to the system, when they navigate to the historical risk analysis section, then they should be able to view a list of past risks and their outcomes.

Analyzing risk mitigation strategies

Given that the risk analyst selects a specific risk from the historical data, when they review the details of the risk, then they should be able to see the mitigating actions taken and the effectiveness of the mitigation strategies.

Identifying patterns and trends

Given that the risk analyst is analyzing the historical risk data, when they look for patterns and trends, then they should be able to identify common risk factors, recurring issues, and emerging trends.

Learning from past experiences

Given that the risk analyst is reviewing the historical risk analysis, when they identify lessons learned from past experiences, then they should be able to use these insights to improve risk management strategies and decision-making.

Assessing impact on the business

Given that the risk analyst selects a specific risk from the historical data, when they analyze the impact on the business, then they should be able to assess the overall financial, operational, and reputational impact.

Agile Planning Dashboard

Agile Planning Dashboard is a user-friendly and intuitive feature that provides businesses with a centralized platform for agile planning and collaboration. This feature allows users to create, track, and manage tasks, projects, and milestones in real-time. It provides visibility into progress, resource allocation, and key performance indicators. The Agile Planning Dashboard enables teams to collaborate effectively, streamline workflows, and adapt plans based on changing priorities and market conditions. With this feature, businesses can improve productivity, optimize resource utilization, and ensure alignment across teams and departments.

Requirements

Customizable Task Views

User Story

As a project manager, I want to customize the task views in the Agile Planning Dashboard so that I can prioritize and organize tasks based on my team's needs.

Description

The Customizable Task Views requirement allows project managers to personalize the task views in the Agile Planning Dashboard according to their team's needs. They can customize the layout, filters, and sorting options to prioritize and organize tasks effectively. This feature enables project managers to focus on the most critical tasks, track progress more efficiently, and ensure that team members are aligned with project goals. By providing flexibility and adaptability in task management, this requirement enhances productivity, collaboration, and overall project success.

Acceptance Criteria

Project manager wants to change the layout of the task view

Given that the Agile Planning Dashboard is open and the project manager is logged in, when the project manager selects the 'Customize Layout' option, then they should be able to rearrange and resize the task columns on the task view according to their preference

Project manager wants to apply filters to the task view

Given that the Agile Planning Dashboard is open and the project manager is logged in, when the project manager selects the 'Apply Filters' option, then they should be able to choose and apply filters such as task status, assigned team member, or due date to narrow down the tasks displayed on the task view

Project manager wants to sort tasks based on priority

Given that the Agile Planning Dashboard is open and the project manager is logged in, when the project manager selects the 'Sort Tasks' option, then they should be able to sort the tasks on the task view based on priority, such as ascending or descending order

Project manager wants to save customized task views

Given that the Agile Planning Dashboard is open and the project manager is logged in, when the project manager customizes the task view layout, filters, and sorting options, then they should be able to save the customized task view as a preset for future use

Project manager wants to switch between different task views

Given that the Agile Planning Dashboard is open and the project manager is logged in, when the project manager selects the 'Switch Task View' option, then they should be able to switch between saved task views to quickly access different task configurations

Drag-and-Drop Task Scheduling

User Story

As a team member, I want to be able to easily schedule tasks by dragging and dropping them on the Agile Planning Dashboard so that I can quickly adjust timelines and dependencies.

Description

The Drag-and-Drop Task Scheduling requirement allows team members to effortlessly schedule tasks by simply dragging and dropping them on the Agile Planning Dashboard. This feature provides a visual representation of task timelines and dependencies, making it easier to adjust schedules in real-time. Team members can easily move tasks within the timeline, set start and end dates, and establish dependencies between tasks. This capability enhances flexibility, agility, and collaboration in project planning, enabling teams to adapt to changing priorities and improve overall project efficiency.

Acceptance Criteria

Dragging and dropping a task to a new position

Given a task is displayed on the Agile Planning Dashboard When the user drags and drops the task to a new position Then the task is moved to the new position

Updating the task start and end dates

Given a task is displayed on the Agile Planning Dashboard When the user adjusts the start and end dates of the task Then the task start and end dates are updated accordingly

Creating a dependency between tasks

Given multiple tasks are displayed on the Agile Planning Dashboard When the user establishes a dependency between two tasks Then the dependent task is linked to the preceding task, and the timeline adjusts accordingly

Removing a task from the schedule

Given a task is displayed on the Agile Planning Dashboard When the user deletes the task Then the task is removed from the schedule and no longer visible

Reordering tasks within the timeline

Given multiple tasks are displayed on the Agile Planning Dashboard When the user rearranges the tasks within the timeline Then the tasks are reordered accordingly, reflecting the new order

Team Workload Visualization

User Story

As a team lead, I want to visualize the workload of my team members on the Agile Planning Dashboard so that I can allocate resources effectively and balance workloads.

Description

The Team Workload Visualization requirement enables team leads to visualize the workload of their team members on the Agile Planning Dashboard. This feature provides an overview of each team member's tasks, deadlines, and workload capacity, allowing team leads to allocate resources effectively and balance workloads. With this capability, team leads can identify potential workload imbalances, avoid overloading team members, and ensure that tasks are evenly distributed. By promoting resource optimization and workload balance, this requirement improves productivity, reduces burnout, and enhances team collaboration.

Acceptance Criteria

Team lead can view a workload chart for each team member

Given that I am a team lead on the Agile Planning Dashboard, when I navigate to the Team Workload Visualization section, then I should be able to see a workload chart for each team member.

Workload chart displays tasks assigned to each team member

Given that I am viewing the workload chart on the Agile Planning Dashboard, when I look at a team member's workload chart, then I should see all the tasks assigned to that team member.

Workload chart shows deadlines for tasks

Given that I am viewing the workload chart on the Agile Planning Dashboard, when I look at a team member's workload chart, then I should see the deadlines for each task assigned to that team member.

Workload chart indicates workload capacity

Given that I am viewing the workload chart on the Agile Planning Dashboard, when I look at a team member's workload chart, then I should see the workload capacity of that team member.

Workload chart highlights overloaded team members

Given that I am viewing the workload chart on the Agile Planning Dashboard, when I look at a team member's workload chart, then it should be visually indicated if the team member is overloaded.

Workload chart provides options to reallocate tasks

Given that I am viewing the workload chart on the Agile Planning Dashboard, when I identify an overloaded team member, then I should have the option to reallocate tasks to balance the workload.

Workload chart updates in real-time

Given that I am viewing the workload chart on the Agile Planning Dashboard, when there are changes to the tasks assigned to team members, then the workload chart should update in real-time to reflect the changes.

Integration with External Calendars

User Story

As a user, I want to be able to integrate the Agile Planning Dashboard with my external calendars so that I can have a consolidated view of my tasks and schedule.

Description

The Integration with External Calendars requirement allows users to integrate the Agile Planning Dashboard with their external calendars, such as Google Calendar or Outlook. This feature enables users to have a consolidated view of their tasks and schedule, eliminating the need to switch between multiple tools. Users can sync their tasks and deadlines from the Agile Planning Dashboard to their preferred calendar application, ensuring that they stay updated and organized. This integration improves time management, streamlines workflows, and enhances user experience by providing a seamless integration between the Agile Planning Dashboard and external calendar applications.

Acceptance Criteria

Syncing tasks from Agile Planning Dashboard to external calendar

Given a user has tasks in the Agile Planning Dashboard, when the user initiates a sync with the external calendar, then the tasks are successfully synced and displayed in the calendar.

Updating task deadlines in the Agile Planning Dashboard

Given a user updates a task deadline in the Agile Planning Dashboard, when the user syncs the calendar, then the updated task deadline is reflected in the external calendar.

Creating new tasks in the external calendar

Given a user creates a new task in the external calendar, when the user syncs the calendar, then the new task is imported and displayed in the Agile Planning Dashboard.

Deleting tasks from the Agile Planning Dashboard

Given a user deletes a task in the Agile Planning Dashboard, when the user syncs the calendar, then the deleted task is removed from the external calendar.

Handling conflicts between the Agile Planning Dashboard and external calendar

Given a task has conflicting deadlines or updates in both the Agile Planning Dashboard and external calendar, when the user initiates a sync, then the system prioritizes the updates based on predefined rules and resolves the conflict.

Real-Time Notifications

User Story

As a user, I want to receive real-time notifications on the Agile Planning Dashboard so that I can stay informed about task updates, deadlines, and project changes.

Description

The Real-Time Notifications requirement ensures that users receive immediate updates and notifications about task updates, deadlines, and project changes on the Agile Planning Dashboard. This feature keeps users informed and allows them to stay up-to-date with the latest developments in their projects. Users can choose their preferred notification channels, such as email, mobile push notifications, or in-app notifications, to receive timely updates. With real-time notifications, users can respond promptly to changes, collaborate effectively with team members, and ensure that project progress is not impeded. This requirement enhances communication, visibility, and overall project efficiency.

Acceptance Criteria

User receives a notification when a task is assigned to them

Given that a task is assigned to the user, when the task is saved, then the user should receive a notification.

User receives a notification when a task is updated

Given that a task is updated, when the task is saved, then the user should receive a notification.

User receives a notification when a task deadline is approaching

Given that a task deadline is approaching, when the deadline is reached, then the user should receive a notification.

User receives a notification when a project milestone is achieved

Given that a project milestone is achieved, when the milestone is marked as complete, then the user should receive a notification.

User can choose their preferred notification channel

Given that the user has the option to choose their preferred notification channel, when the user selects a channel, then they should receive notifications through the chosen channel.

User can customize the types of notifications they receive

Given that the user has the option to customize their notification preferences, when the user selects specific notification types, then they should only receive notifications for the selected types.

Real-Time Document Collaboration

Real-Time Document Collaboration is a feature that enables users to collaborate on documents simultaneously in real-time. Users can make changes, track revisions, and leave comments, ensuring seamless collaboration and version control. This feature allows teams to work together on documents regardless of their physical location, improving efficiency and reducing the need for back-and-forth communication.

Requirements

Real-Time Editing

User Story

As a team member, I want to be able to edit a document in real-time so that I can collaborate with my team members and make quick updates.

Description

Real-Time Editing allows team members to make changes to a document simultaneously in real-time. When a user makes an edit, the changes are immediately reflected on the document for all other users to see. This feature enables seamless collaboration and eliminates the need for manually merging changes from multiple sources. Team members can work together on a document, make updates, and see the changes in real-time, enhancing productivity and streamlining the document creation and editing process.

Acceptance Criteria

User can see the changes made by other team members in real-time

Given that multiple users are editing a document simultaneously, when a user makes changes to the document, then the changes should be immediately visible to all other users.

User can edit the document and see the changes reflected in real-time

Given that a user is editing a document, when the user makes changes to the document, then the changes should be immediately reflected on the screen.

User can collaborate with team members on document edits

Given that multiple users are editing a document simultaneously, when one user makes changes to a specific section of the document, then other users should be able to see the changes made to that section in real-time.

User can track revisions made by team members

Given that multiple users are editing a document simultaneously, when a user makes changes to the document, then the system should keep track of the revisions and indicate the user who made each change.

User can leave comments on the document

Given that a user is editing a document, when the user wants to leave a comment on a specific section, then the user should be able to add comments that are visible to other users in real-time.

Revision History

User Story

As a content manager, I want to be able to track and review the revision history of a document so that I can keep track of changes and revert to previous versions if needed.

Description

Revision History provides a comprehensive log of all changes made to a document over time. Each revision is timestamped and attributed to the user who made the changes, allowing content managers and team members to easily track and review the document's history. This feature enables users to see the progression of the document, revert to previous versions if necessary, and ensure version control and accuracy of the content. Content managers can easily collaborate with team members, review changes, and maintain the integrity of the document.

Acceptance Criteria

Viewing Revision History

Given a document with multiple revisions When a user accesses the revision history Then they should be able to see a list of all previous revisions

Tracking Timestamp of Revisions

Given a document with multiple revisions When a user accesses the revision history Then each revision should be timestamped with the date and time it was made

Identifying User Who Made the Changes

Given a document with multiple revisions When a user accesses the revision history Then each revision should show the name or username of the user who made the changes

Viewing Changes Made in Each Revision

Given a document with multiple revisions When a user accesses the revision history Then they should be able to view the specific changes made in each revision

Reverting to Previous Versions

Given a document with multiple revisions When a user accesses the revision history Then they should be able to revert to a previous version of the document

Maintaining Version Control

Given a document with multiple revisions When a user accesses the revision history Then the version control of the document should be maintained, ensuring that only authorized users can revert to previous versions

Comments and Annotations

User Story

As a reviewer, I want to be able to leave comments and annotations on a document so that I can provide feedback and suggestions for improvement.

Description

Comments and Annotations allow reviewers to leave specific feedback and suggestions directly on the document. Users can highlight areas of the document and add comments to provide context or ask questions. This feature facilitates effective communication and collaboration between reviewers and document owners, ensuring that feedback is clear and actionable. Reviewers can easily share their insights, propose changes, and contribute to the document's improvement process.

Acceptance Criteria

Reviewer highlights text in the document and adds a comment

Given that a reviewer has a document open for collaboration, when the reviewer highlights a specific text in the document and adds a comment, then the comment should be associated with the highlighted text and visible to all collaborators.

Document owner receives a notification when a new comment is added

Given that the document owner is collaborating on a document, when a reviewer adds a comment, then the document owner should receive a notification about the new comment.

Reviewer resolves a comment

Given that a reviewer has added a comment on a document, when the reviewer resolves the comment, then the comment should be marked as resolved and no longer visible to other collaborators.

Reviewer adds an annotation to a specific area in the document

Given that a reviewer has a document open for collaboration, when the reviewer adds an annotation to a specific area in the document, then the annotation should be visible to all collaborators and provide additional context to the content in that area.

Reviewer replies to a comment

Given that a reviewer has added a comment on a document, when the reviewer replies to the comment, then the reply should be associated with the original comment and visible to all collaborators.

Real-Time Notifications

User Story

As a team member, I want to receive real-time notifications when changes are made to a document so that I can stay updated and respond promptly.

Description

Real-Time Notifications notify team members whenever changes are made to a document. Users will receive a notification, either through email, push notifications, or within the Adaptly platform, informing them of the updates made to the document. This feature ensures that team members are always aware of the latest changes, allowing them to stay updated and respond promptly. Users can stay connected, collaborate effectively, and avoid missing important updates or discussions related to the document.

Acceptance Criteria

User receives a real-time notification when a document is shared with them

Given that a document is shared with the user, when the document is shared, then the user should receive a real-time notification

User receives a real-time notification when a change is made to a document

Given that a change is made to a document, when the change is saved, then the user should receive a real-time notification

User receives a real-time notification with details of the document change

Given that a change is made to a document, when the change is saved, then the user should receive a real-time notification with details of the change (e.g., the user who made the change, the timestamp of the change)

User can customize the type of real-time notifications they receive

Given that the user wants to customize their real-time notifications, when the user accesses the notification settings, then the user should be able to select the desired types of notifications to receive (e.g., all changes, only mentions, specific document updates)

User can disable real-time notifications for a specific document

Given that the user wants to disable real-time notifications for a specific document, when the user accesses the document settings, then the user should be able to disable real-time notifications for that document

User can enable real-time notifications for a specific document

Given that the user wants to enable real-time notifications for a specific document, when the user accesses the document settings, then the user should be able to enable real-time notifications for that document

User can unsubscribe from all real-time notifications

Given that the user wants to unsubscribe from all real-time notifications, when the user accesses the notification settings, then the user should be able to unsubscribe from all real-time notifications

User receives notifications across multiple devices

Given that the user is logged in on multiple devices, when a real-time notification is triggered, then the user should receive the notification on all logged-in devices

Granular User Permissions

User Story

As a document owner, I want to have control over who can access and edit the document, so that I can maintain the security and confidentiality of the information.

Description

Granular User Permissions allow document owners to define specific access and editing privileges for each user. Document owners can grant or restrict access, set read-only permissions, and specify who can make edits to the document. This feature ensures that only authorized individuals can view and modify the document, maintaining the security and confidentiality of sensitive information. Document owners can maintain control over the document's accessibility and ensure that the right users have the appropriate level of access.

Acceptance Criteria

Document owner can grant access to specific users

Given a document owner, when they grant access to a user, then the user should be able to access the document.

Document owner can restrict access to specific users

Given a document owner, when they restrict access to a user, then the user should not be able to access the document.

Document owner can set read-only permissions for specific users

Given a document owner, when they set read-only permissions for a user, then the user should only be able to view the document and not make any edits.

Document owner can specify users who can make edits to the document

Given a document owner, when they specify users who can make edits to the document, then only those specified users should be able to make edits.

Document owner can update user permissions

Given a document owner, when they update user permissions, then the changes should be applied and reflected in the document access and editing capabilities.

Advanced Task Management

Advanced Task Management is a feature that provides users with a comprehensive task management system. Users can create tasks, assign them to team members, set due dates, and track progress. This feature also allows users to prioritize tasks, set reminders, and receive notifications, ensuring that nothing falls through the cracks. With Advanced Task Management, teams can stay organized, meet deadlines, and effectively manage their workload.

Requirements

Task Assignment

User Story

As a team lead, I want to be able to assign tasks to specific team members so that work is distributed effectively.

Description

The Task Assignment requirement is to allow team leads or project managers to assign tasks to specific team members within the Advanced Task Management feature. This feature enhancement will provide a way for team leads or project managers to select a task and assign it to a specific team member, ensuring that work is distributed effectively and everyone knows their responsibilities. By implementing this requirement, team leads or project managers will have more control over task delegation, which will result in improved collaboration and productivity within the team. This feature will also provide transparency in terms of task ownership, as team members will know exactly which tasks are assigned to them and what their responsibilities are.

Acceptance Criteria

Team lead can assign a task to a specific team member

Given that the team lead has access to the Advanced Task Management feature, when the team lead selects a task and assigns it to a specific team member, then the task should be marked as assigned to that team member in the task management system.

Team member receives notification when a task is assigned to them

Given that a team member has been assigned a task by a team lead, when the task is assigned to them, then the team member should receive a notification indicating that they have been assigned a new task.

Team member's workload is updated when a task is assigned to them

Given that a team member has been assigned a task by a team lead, when the task is assigned to them, then the team member's workload should be updated to reflect the new task.

Team lead can reassign a task to a different team member

Given that the team lead has access to the Advanced Task Management feature, when the team lead selects a task that has already been assigned to a team member and reassigns it to a different team member, then the task should be marked as assigned to the new team member in the task management system.

Team member is no longer assigned to a task when it is reassigned

Given that a task has been assigned to a team member, when the task is reassigned to a different team member, then the original team member should no longer be assigned to the task.

Team lead can view a list of assigned tasks

Given that the team lead has access to the Advanced Task Management feature, when the team lead navigates to the assigned tasks view, then a list of all assigned tasks should be displayed.

Task Prioritization

User Story

As a user, I want to be able to prioritize tasks so that I can focus on the most important ones first.

Description

The Task Prioritization requirement is to provide users with the ability to prioritize tasks within the Advanced Task Management feature. Users will be able to set the priority level of each task, such as high, medium, or low, to indicate its importance. This feature enhancement will help users prioritize their workload and focus on the most important tasks first. By implementing this requirement, users can ensure that critical tasks are completed on time and avoid any potential bottlenecks in their workflow. This feature will also provide users with a clear understanding of which tasks require immediate attention and which ones can be addressed later, leading to improved task management and overall productivity.

Acceptance Criteria

User sets a task as high priority

Given a user has created a task When the user sets the task as high priority Then the task is marked as high priority in the task list

User sets a task as medium priority

Given a user has created a task When the user sets the task as medium priority Then the task is marked as medium priority in the task list

User sets a task as low priority

Given a user has created a task When the user sets the task as low priority Then the task is marked as low priority in the task list

Sorting tasks by priority

Given a user has multiple tasks When the user sorts the tasks by priority Then the tasks are listed in descending order of priority

Filtering tasks by priority

Given a user has multiple tasks When the user filters the tasks by priority Then only tasks with the selected priority are displayed

Changing task priority

Given a user has created a task When the user changes the priority of the task Then the task is updated with the new priority in the task list

Task Reminders

User Story

As a user, I want to receive reminders for upcoming task deadlines so that I can stay on track.

Description

The Task Reminders requirement is to implement a reminder system within the Advanced Task Management feature. Users will be able to set reminders for upcoming task deadlines, either through email notifications or in-app notifications. This feature enhancement will help users stay on track and meet their task deadlines effectively. By implementing this requirement, users will receive timely reminders for their pending tasks, ensuring that no task is forgotten or overlooked. This feature will also reduce the risk of missed deadlines and improve overall task management within the team, leading to increased productivity and client satisfaction.

Acceptance Criteria

User sets a reminder for a task

Given that the user has a task assigned to them with a due date, when the user sets a reminder for the task, then they should receive a notification on the specified reminder time.

User receives an email reminder for a task

Given that the user has a task assigned to them with a due date, when the reminder time for the task is reached, then the user should receive an email reminder with the task details and deadline.

User receives an in-app notification reminder for a task

Given that the user has a task assigned to them with a due date, when the reminder time for the task is reached, then the user should receive an in-app notification reminder with the task details and deadline.

User can snooze the task reminder

Given that the user has received a task reminder, when the user snoozes the reminder, then the reminder should be delayed for a specified time period.

User can disable task reminders

Given that the user has task reminders enabled, when the user chooses to disable task reminders, then they should no longer receive any reminders for their tasks.

Task Notifications

User Story

As a user, I want to receive notifications when there are updates or changes to tasks I am assigned to.

Description

The Task Notifications requirement is to implement a notification system within the Advanced Task Management feature. Users will receive notifications when there are updates or changes to tasks they are assigned to, such as task status updates, comments from team members, or file attachments. This feature enhancement will improve communication and collaboration within the team, as users will be notified of any changes or updates related to their assigned tasks in real-time. By implementing this requirement, users can stay informed and engaged with the progress of their tasks, allowing for better coordination and timely decision-making. This feature will also reduce the need for manual communication or follow-ups, leading to improved efficiency and task management within the team.

Acceptance Criteria

User receives a notification when a task is assigned to them

Given a task is assigned to the user, when the task is saved, then the user should receive a notification

User receives a notification when there is an update to a task they are assigned to

Given there is an update to a task assigned to the user, when the task is saved, then the user should receive a notification

User receives a notification when a comment is added to a task they are assigned to

Given a comment is added to a task assigned to the user, when the comment is saved, then the user should receive a notification

User receives a notification when a file is attached to a task they are assigned to

Given a file is attached to a task assigned to the user, when the file is saved, then the user should receive a notification

User does not receive notifications for tasks they are not assigned to

Given a task is assigned to another user, when the task is updated, then the user should not receive a notification

Task Progress Tracking

User Story

As a user, I want to be able to track the progress of my tasks so that I can stay informed and update stakeholders.

Description

The Task Progress Tracking requirement is to provide users with the ability to track the progress of their tasks within the Advanced Task Management feature. Users will have a clear overview of their tasks, including the current status, estimated completion time, and any pending actions. This feature enhancement will help users stay informed about the progress of their tasks and provide them with the necessary information to update stakeholders or project managers. By implementing this requirement, users can easily identify any bottlenecks or delays in their tasks and take appropriate actions to address them. This feature will also improve transparency and accountability within the team, as users will have visibility into the progress of their tasks and can provide timely updates to stakeholders.

Acceptance Criteria

User can view the progress of their tasks

Given that the user has tasks assigned to them and they access the Advanced Task Management feature, when they navigate to the task list, then they should be able to see the progress status of each task.

User can update the progress of their tasks

Given that the user has tasks assigned to them and they access the Advanced Task Management feature, when they select a task from the task list, then they should be able to update the progress status of the task.

Progress status is accurately reflected

Given that the user updates the progress status of a task, when they view the task list or details, then the progress status should be accurately reflected.

Integrated File Versioning

Integrated File Versioning is a feature that automatically tracks and stores different versions of shared files. Users can easily access and compare previous versions, revert to earlier versions if needed, and view the revision history. This feature ensures that teams always have access to the latest version of a document, while also providing the ability to view and restore previous iterations. Integrated File Versioning improves collaboration, prevents data loss, and promotes accountability.

Requirements

Version History

User Story

As a project manager, I want to view the version history of a shared file so that I can track changes and understand the evolution of the document.

Description

The Version History requirement enables users to view a chronological list of all previous versions of a shared file. Users can easily see when changes were made, who made the changes, and any comments or notes associated with each version. This allows project managers and team members to track the progress of a document, understand the collaboration process, and identify any potential issues or discrepancies. By having access to the version history, project managers can make informed decisions about the document and ensure that all changes are properly documented and accounted for. This promotes transparency, accountability, and efficient collaboration within the team.

Acceptance Criteria

Viewing version history of a shared file

Given that a user is viewing a shared file, when the user clicks on the 'Version History' option, then a chronological list of all previous versions of the file should be displayed.

Displaying detailed information for each version

Given that the version history is displayed, when the user clicks on a specific version, then detailed information about that version, including the date, author, comments, and any other relevant data, should be shown.

Comparing different versions of a file

Given that the version history is displayed, when the user selects two different versions of the file, then a comparison view should be shown, highlighting the differences between the two versions.

Reverting to a previous version of a file

Given that the version history is displayed, when the user selects a previous version of the file and clicks on the 'Restore' option, then the selected version should replace the current version of the file.

Adding comments to a specific version

Given that the version history is displayed, when the user selects a specific version and adds a comment, then the comment should be saved and associated with that version for future reference.

Tracking changes made by different users

Given that the version history is displayed, when the user views the details of a specific version, then the name or identifier of the user who made the changes should be clearly indicated.

Compare Versions

User Story

As a content editor, I want to compare different versions of a shared file so that I can identify changes and make necessary edits.

Description

The Compare Versions requirement allows users to compare two or more versions of a shared file side by side. Users can easily see the differences between versions, including additions, deletions, and modifications. This is especially useful for content editors who need to review and approve changes made by team members. By being able to visually compare versions, content editors can quickly identify inconsistencies, errors, or conflicting changes. This ensures that the final version of the document is accurate, consistent, and meets the desired quality standards. Additionally, the ability to compare versions streamlines the review process and reduces the time and effort required to manually track changes and make edits.

Acceptance Criteria

Content editor compares two versions of a shared file

Given a shared file with multiple versions, When the content editor selects two versions to compare, Then the system displays a visual comparison of the two versions side by side.

Content editor compares three or more versions of a shared file

Given a shared file with multiple versions, When the content editor selects three or more versions to compare, Then the system displays a visual comparison of all the selected versions side by side.

Content editor identifies additions and insertions in the compared versions

Given a visual comparison of two or more versions of a shared file, When the content editor reviews the differences, Then the system highlights additions and insertions made in each version.

Content editor identifies deletions in the compared versions

Given a visual comparison of two or more versions of a shared file, When the content editor reviews the differences, Then the system highlights deletions made in each version.

Content editor identifies modifications in the compared versions

Given a visual comparison of two or more versions of a shared file, When the content editor reviews the differences, Then the system highlights modifications made in each version.

Content editor navigates between compared versions

Given a visual comparison of two or more versions of a shared file, When the content editor wants to navigate between the compared versions, Then the system provides intuitive navigation options to switch between the versions.

Content editor reverts to an earlier version

Given a visual comparison of two or more versions of a shared file, When the content editor wants to revert to an earlier version, Then the system allows the content editor to select and restore the desired version.

Content editor can access revision history

Given a shared file with multiple versions, When the content editor wants to access the revision history, Then the system provides a clear and easily accessible view of the revision history for the file.

Content editor can view detailed changes in the revision history

Given a revision history of a shared file, When the content editor wants to view detailed changes for a specific version, Then the system displays a comprehensive overview of the changes made in that version.

Content editor can restore a specific version from the revision history

Given a revision history of a shared file, When the content editor wants to restore a specific version, Then the system allows the content editor to select and restore the desired version from the revision history.

Restore Previous Versions

User Story

As a team member, I want to restore a previous version of a shared file so that I can undo unintended changes or revert to an earlier version.

Description

The Restore Previous Versions requirement allows users to easily revert to a previous version of a shared file. Users can select a specific version from the version history and restore it as the current version of the document. This is particularly useful in cases where unintended changes have been made or if there is a need to revert to an earlier version for any reason. By having the ability to restore previous versions, team members can quickly recover from mistakes or roll back changes that are no longer desired. This feature promotes flexibility, risk mitigation, and confidence in working with shared files, as users know they have the option to revert to a known previous state of the document if needed.

Acceptance Criteria

User selects a previous version from the version history

Given that a shared file has multiple versions in the version history, when the user selects a specific previous version, then the selected version becomes the current version of the document.

User verifies that the selected version is restored

Given that the user has selected a previous version from the version history, when the document is displayed, then the displayed document matches the selected version.

User compares the selected version with the current version

Given that the user has selected a previous version from the version history, when the user chooses to compare the selected version with the current version, then a comparison view is displayed showing the differences between the two versions.

User confirms the restoration of a previous version

Given that the user has selected a previous version from the version history, when the user confirms the restoration, then the selected version is restored as the current version and all subsequent versions are removed from the version history.

User cancels the restoration of a previous version

Given that the user has selected a previous version from the version history, when the user cancels the restoration, then the current version remains unchanged and the selected version is not restored.

Collaborative Comments

User Story

As a designer, I want to leave comments on specific versions of a shared file so that I can provide feedback and collaborate effectively with team members.

Description

The Collaborative Comments requirement allows users to leave comments on specific versions of a shared file. Users can add comments, questions, or suggestions directly on a particular version, providing context and clarity for team members when reviewing the document. This feature enhances collaboration and communication within the team, as it eliminates the need for separate communication channels or scattered feedback. Designers and other stakeholders can easily access and respond to comments within the context of the document, streamlining the feedback loop and ensuring that everyone is aligned on the changes and updates made. The ability to leave collaborative comments improves efficiency, reduces miscommunication, and fosters a collaborative and iterative approach to document creation and modification.

Acceptance Criteria

User leaves a comment on a specific version of a shared file

Given a shared file with multiple versions, when the user selects a specific version and leaves a comment, then the comment is associated with that version.

Comments are displayed in the context of the corresponding version

Given a shared file with multiple versions and comments, when a user views a specific version, then only the comments associated with that version are displayed.

Users can reply to comments on specific versions

Given a shared file with comments on specific versions, when a user responds to a comment, then the response is associated with the same version and displayed in the comment thread.

Comments are timestamped for tracking and reference

Given a shared file with comments on specific versions, when a user leaves a comment, then the comment is automatically stamped with the timestamp of when it was created.

Users can edit or delete their own comments

Given a shared file with comments on specific versions, when a user selects their own comment, then they have the option to edit or delete the comment.

Users can mention other team members in their comments

Given a shared file with comments on specific versions, when a user types '@' followed by a team member's name in a comment, then that team member is notified and can easily access the mentioned comment.

Access Control

User Story

As an administrator, I want to control who can view and edit different versions of a shared file so that I can ensure data security and maintain privacy.

Description

The Access Control requirement provides administrators with the ability to manage access permissions for different versions of a shared file. Administrators can define who can view and edit specific versions, ensuring that sensitive or confidential information is protected and only accessible to authorized personnel. This feature enhances data security and privacy, as administrators have granular control over who can access certain versions of the document. Additionally, access control allows for secure collaboration with external stakeholders, as administrators can selectively share specific versions with external parties while maintaining control over the rest of the document. The ability to manage access enhances compliance with data protection regulations, reduces the risk of unauthorized access or data breaches, and promotes trust and confidence in the platform.

Acceptance Criteria

Administrator can define access permissions for different versions of a shared file

Given an administrator wants to control access to a shared file When the administrator accesses the version control settings Then the administrator should be able to define access permissions for specific versions of the file

Access permissions are applied to each version of a shared file

Given access permissions have been defined for specific versions of a shared file When a user tries to view or edit a specific version Then the user's access should be determined by their assigned permissions

Access control works for both internal and external stakeholders

Given a shared file has been selectively shared with external stakeholders When an external stakeholder tries to access a specific version Then their access should be determined by their assigned permissions

Administrators can easily modify access permissions for different versions

Given access permissions have been defined for specific versions of a shared file When an administrator wants to modify the access permissions Then the administrator should be able to easily update and save the changes

Audit trail records all changes made to access permissions

Given access permissions for different versions of a shared file have been modified When the access permissions are updated Then the audit trail should record the changes, including the date, time, and user who made the modifications

Unauthorized users are restricted from accessing versions they don't have permission for

Given a user does not have permission to access a specific version of a shared file When the user tries to view or edit that version Then the user should receive an access denied or restricted error message

Chat and Messaging

Chat and Messaging is a feature that allows users to communicate with each other in real-time within the Adaptly platform. Users can have individual or group conversations, send messages, share files, and collaborate on tasks. This feature eliminates the need for external messaging tools and promotes efficient communication, fostering collaboration and knowledge sharing among team members.

Requirements

Real-Time Chat

User Story

As a user, I want to have real-time chat functionality so that I can communicate with other users instantly.

Description

The real-time chat requirement is to provide users with the ability to have instant and seamless communication with other users within the Adaptly platform. This feature should allow users to send and receive messages in real-time, ensuring quick and efficient communication. Users should be able to see when other users are typing and receive instant notifications for new messages. The real-time chat functionality should be available across different devices and platforms to facilitate constant and uninterrupted communication.

Acceptance Criteria

User sends a message to another user

Given that the user is logged in and on the chat interface, when the user types a message and clicks on the send button, then the message should be instantly sent to the recipient user.

User receives a message from another user

Given that the user is logged in and on the chat interface, when the user receives a message from another user, then the message should be displayed instantly in the chat window.

User sees typing indicator

Given that the user is logged in and on the chat interface, when another user starts typing a message in the chat, then a typing indicator should be displayed to indicate that the other user is currently typing.

User receives a notification for new messages

Given that the user is logged in and not actively on the chat interface, when the user receives a new message, then a notification should be sent to notify the user about the new message.

Real-time chat is available on different devices

Given that the user is logged in on multiple devices, when a message is sent or received on one device, then the chat conversations should be synchronized in real-time across all devices.

Individual and Group Conversations

User Story

As a user, I want to have the option to have individual and group conversations so that I can communicate with different users based on my needs.

Description

The individual and group conversations requirement is to provide users with the flexibility to have both one-on-one conversations and group conversations within the chat and messaging feature. Users should be able to initiate private conversations with specific users, as well as create and participate in group conversations with multiple users. This feature should allow users to easily switch between individual and group conversations, providing them with the flexibility to communicate with different users based on their needs.

Acceptance Criteria

Initiating an individual conversation

Given that I am a user, When I initiate a conversation with another user, Then a new individual conversation should be created between us.

Initiating a group conversation

Given that I am a user, When I create a group conversation with multiple users, Then a new group conversation should be created with all the selected users.

Switching between individual and group conversations

Given that I am in a conversation, When I select another conversation, Then the chat interface should switch to the selected conversation, either an individual or a group conversation.

Adding participants to a group conversation

Given that I am the creator of a group conversation, When I add new participants to the conversation, Then the new participants should be able to see and participate in the group conversation.

Removing participants from a group conversation

Given that I am the creator of a group conversation, When I remove participants from the conversation, Then the removed participants should no longer be able to see or participate in the group conversation.

File Sharing and Collaboration

User Story

As a user, I want to be able to share files and collaborate with other users within the chat and messaging feature so that we can easily exchange information and work together on tasks.

Description

The file sharing and collaboration requirement is to enable users to share files, documents, and other media within the chat and messaging feature. Users should be able to upload and share files with other users, view and download shared files, and collaborate on files in real-time. This feature should support various file formats and provide version control to ensure that users are always working on the latest version of a file. By enabling file sharing and collaboration, this requirement promotes efficient knowledge sharing and teamwork among users.

Acceptance Criteria

Uploading a file

Given that I am a user in the chat and messaging feature, when I click on the file upload button and select a file to upload, then the file should be successfully uploaded and appear in the chat conversation.

Sharing a file

Given that I am a user in the chat and messaging feature, when I select a file from the chat conversation and click on the share button, then the file should be shared with the selected user(s) and they should receive a notification.

Viewing a shared file

Given that I am a user in the chat and messaging feature, when I click on a shared file in the chat conversation, then the file should open in a preview window or in its associated application.

Downloading a shared file

Given that I am a user in the chat and messaging feature, when I click on the download button for a shared file in the chat conversation, then the file should be downloaded to my device.

Collaborating on a file

Given that I am a user in the chat and messaging feature and have access to edit a shared file, when I make changes to the file and save it, then the file should be updated for all users who have access to the file.

Version control

Given that I am a user in the chat and messaging feature and have access to edit a shared file, when I make changes to the file and save it, then a new version of the file should be created and the previous versions should be preserved for reference.

File format support

Given that I am a user in the chat and messaging feature, when I upload a file, then the platform should support a wide range of file formats, including common document formats (such as docx, xlsx, pdf), image formats (such as jpg, png), and audio/video formats (such as mp3, mp4).

Task Management Integration

User Story

As a user, I want the chat and messaging feature to integrate with the task management system so that I can easily assign and track tasks within conversations.

Description

The task management integration requirement is to seamlessly integrate the chat and messaging feature with the task management system within Adaptly. Users should be able to assign tasks, set deadlines, and track the progress of tasks directly within conversations. This integration should allow users to create new tasks from within a conversation, assign tasks to specific users, and receive notifications and updates on task status. By integrating task management with chat and messaging, this requirement enhances productivity and streamlines project coordination within the platform.

Acceptance Criteria

User can create a new task from within a conversation

Given a conversation is open, when the user selects the 'Create Task' option, then a task creation form should appear.

User can assign a task to a specific user

Given a task is created, when the user selects the 'Assign User' option, then a dropdown list of available users should be displayed.

User receives a notification when assigned a task

Given a task is assigned to the user, when the user is logged in, then a notification should be displayed to inform them of the assigned task.

User can track the progress of a task

Given a task is assigned, when the user navigates to the task management section, then the task should be displayed with its current status and progress.

Message Search and History

User Story

As a user, I want to be able to search for past messages and have access to the chat history so that I can easily find and reference previous conversations.

Description

The message search and history requirement is to provide users with the ability to search for specific messages and access the entire chat history within the Adaptly platform. Users should be able to search for keywords or phrases within conversations, filter search results based on specific criteria, and easily navigate through past messages. This feature should also allow users to view previous conversations and review the context of previous discussions. By providing message search and history functionality, this requirement enables users to quickly find and reference important information within the chat and messaging feature.

Acceptance Criteria

User searches for a specific keyword within the chat history

Given that the user has access to the chat history When the user enters a specific keyword in the search bar Then the system should display all messages that contain the keyword

User filters search results based on specific criteria

Given that the user has performed a search within the chat history When the user applies specific filters, such as date range or sender Then the system should refine the search results based on the applied filters

User navigates through past messages

Given that the user is viewing a conversation within the chat history When the user scrolls or navigates through the messages Then the system should display previous and subsequent messages for easy reference

User views previous conversations

Given that the user has access to the chat history When the user selects a specific conversation from the history Then the system should display the entire conversation with all messages and their timestamps

Video Conferencing

Video Conferencing is a feature that enables users to conduct virtual meetings and conferences within the Adaptly platform. Users can schedule and join video calls, share screens, present slides, and engage in face-to-face discussions. This feature eliminates the need for separate video conferencing tools, saving time and effort. With Video Conferencing, teams can collaborate effectively, regardless of their physical location, and maintain a sense of connection and engagement.

Requirements

Collaborative Project Boards

Collaborative Project Boards is a feature that provides users with a visual overview of projects and tasks. Users can create project boards, add tasks, assign them to team members, and track progress using drag-and-drop functionality. This feature allows teams to stay organized, visualize project timelines, and manage resources effectively. Collaborative Project Boards streamline project management, increase transparency, and facilitate collaboration.

Requirements

Customizable Board Templates

User Story

As a project manager, I want to create and save customizable board templates so that I can quickly set up new projects with predefined layouts and columns.

Description

The user should be able to create and save customizable board templates that can be used as a starting point for new projects. This feature allows project managers to define the layout, columns, and other settings for a board, and save it as a template. When creating a new project, the project manager can select a template and have all the predefined settings applied to the new board. This saves time and ensures consistency across projects.

Acceptance Criteria

Creating a board template

Given a user wants to create a new board template, when they define the layout, columns, and settings for the board template, then the board template is successfully created.

Saving a board template

Given a user has created a board template, when they choose to save the board template, then the board template is saved and can be used for future projects.

Applying a board template

Given a user wants to create a new project, when they select a board template to apply, then the new project is created with the predefined layout, columns, and settings from the board template.

Modifying a board template

Given a user wants to modify an existing board template, when they make changes to the layout, columns, or settings of the board template, then the board template is successfully updated and the changes are reflected in future projects that use the template.

Deleting a board template

Given a user wants to delete a board template, when they choose to delete the board template, then the board template is permanently removed and can no longer be used for future projects.

Time Tracking

User Story

As a team member, I want to track the time spent on tasks and projects so that I can accurately report my work and improve my productivity.

Description

The user should be able to track the time spent on tasks and projects within the Collaborative Project Boards. This feature allows team members to start and stop timers for each task, record the time spent, and view the total time spent on each task and project. Users can also generate time reports for accurate billing and performance analysis. Time tracking helps team members stay accountable, improves productivity, and provides accurate data for project management and resource allocation.

Acceptance Criteria

Starting a timer for a task

Given a task is assigned to a team member, when the team member starts the timer for the task, then the timer should begin counting the time spent on the task.

Stopping a timer for a task

Given a task has a running timer, when the team member stops the timer for the task, then the timer should stop counting and record the elapsed time.

Viewing total time spent on a task

Given a task has recorded time entries, when the team member views the task details, then the total time spent on the task should be displayed.

Viewing total time spent on a project

Given a project has multiple tasks with recorded time entries, when the team member views the project details, then the total time spent on the project should be displayed.

Generating time report for tasks

Given the team member has completed multiple tasks with recorded time entries, when the team member generates a time report, then the report should include the task names, time spent, and any additional details.

Generating time report for projects

Given the team member has completed multiple projects with recorded time entries, when the team member generates a time report, then the report should include the project names, total time spent, and any additional details.

Task Dependencies

User Story

As a project manager, I want to set dependencies between tasks so that I can ensure a logical sequencing of tasks and manage project timelines effectively.

Description

The user should be able to set dependencies between tasks within the Collaborative Project Boards. This feature allows project managers to define the order in which tasks should be completed, creating a logical sequencing of tasks. When a task is dependent on another task, it cannot be started until the dependent task is completed. This ensures that tasks are completed in the correct order and helps project managers manage project timelines effectively. Users can easily visualize task dependencies and identify any bottlenecks or delays in the project.

Acceptance Criteria

Create task dependency

Given a project board with multiple tasks, when I set a dependency between two tasks, then the second task should not be allowed to start until the first task is completed.

Visualize task dependencies

Given a project board with task dependencies, when I view the board, then the tasks should be visually represented with arrows indicating the dependencies between tasks.

Identify bottlenecks in project timeline

Given a project board with task dependencies, when I analyze the board, then I should be able to identify any tasks that have multiple dependencies, indicating potential bottlenecks in the project timeline.

Update task dependencies

Given a project board with existing task dependencies, when I modify or remove a task dependency, then the system should update the sequencing of tasks accordingly.

Check for circular dependencies

Given a project board with task dependencies, when I set a task dependency that creates a circular reference, then the system should detect and prevent the creation of circular dependencies.

Task Assignments and Notifications

User Story

As a project team member, I want to assign tasks to team members and receive notifications when tasks are assigned or updated so that I can stay informed and track progress.

Description

The user should be able to assign tasks to specific team members within the Collaborative Project Boards. This feature allows project team members to assign tasks to themselves or other team members, ensuring clear ownership and accountability. When a task is assigned or updated, the assigned team members should receive notifications to stay informed. This feature enables effective communication and collaboration, and helps team members track progress and stay on top of their responsibilities.

Acceptance Criteria

Assigning a task to a team member

Given a project board with tasks and team members, when a task is assigned to a team member, then the task should be displayed as assigned to that team member.

Receiving a notification when a task is assigned

Given a task is assigned to a team member, when the task is assigned, then the assigned team member should receive a notification about the assignment.

Receiving a notification when a task is updated

Given a task is assigned or updated, when the task is updated, then the assigned team member should receive a notification about the update.

Notification includes task details

Given a task is assigned or updated, when the assigned team member receives a notification, then the notification should include the task details such as task name, due date, priority, and description.

Ability to enable/disable task assignment notifications

Given a task assignment notification setting, when the setting is enabled, then the assigned team member should receive notifications for task assignments. When the setting is disabled, then the assigned team member should not receive notifications for task assignments.

Ability to enable/disable task update notifications

Given a task update notification setting, when the setting is enabled, then the assigned team member should receive notifications for task updates. When the setting is disabled, then the assigned team member should not receive notifications for task updates.

File Attachments

User Story

As a project team member, I want to attach files to tasks so that I can share relevant documents, images, or other resources with my team.

Description

The user should be able to attach files to tasks within the Collaborative Project Boards. This feature allows project team members to upload and share relevant documents, images, or other resources related to a specific task. Users can easily access and download the attachments, ensuring all the necessary information and resources are readily available. This feature enhances collaboration, eliminates the need for separate file sharing tools, and keeps all project-related information in one centralized location.

Acceptance Criteria

User attaches a single file to a task

Given a task in the Collaborative Project Boards, when the user attaches a file to the task, then the file should be successfully uploaded and associated with the task.

User attaches multiple files to a task

Given a task in the Collaborative Project Boards, when the user attaches multiple files to the task, then all files should be successfully uploaded and associated with the task.

User can view attached files

Given a task in the Collaborative Project Boards with attached files, when the user views the task details, then the attached files should be displayed and accessible to the user.

User can download attached files

Given a task in the Collaborative Project Boards with attached files, when the user clicks on a file, then the file should be downloaded to the user's device.

User can delete attached files

Given a task in the Collaborative Project Boards with attached files, when the user deletes a file from the task, then the file should be permanently removed and no longer accessible.

Files are limited by size

Given a task in the Collaborative Project Boards, when the user tries to attach a file that exceeds the maximum allowed size, then an error message should be displayed and the file should not be uploaded.

Activity Feed

User Story

As a project team member, I want to view a centralized activity feed that displays updates and changes made to tasks and projects so that I can stay updated on the latest developments.

Description

The user should be able to view a centralized activity feed within the Collaborative Project Boards. This feature displays updates and changes made to tasks and projects, providing a real-time overview of the latest developments. Users can see who made the changes, when they were made, and what specific changes were made. This enhances transparency, collaboration, and accountability within the project team, and ensures that everyone is up to date with the latest information.

Acceptance Criteria

User can access the activity feed

Given that the user is logged in and has access to the Collaborative Project Boards, when the user navigates to the project board, then they should be able to see the activity feed.

Activity feed displays updates and changes

Given that there are updates and changes made to tasks and projects, when the user accesses the activity feed, then they should be able to see a list of updates and changes displayed in chronological order.

Activity feed shows details of updates and changes

Given that there are updates and changes made to tasks and projects, when the user views an update or change in the activity feed, then they should be able to see the details of the update or change, including the user who made the change, the timestamp of the change, and the specific changes made.

Activity feed supports filtering and sorting

Given that the activity feed contains a large number of updates and changes, when the user accesses the activity feed, then they should be able to filter and sort the updates and changes based on criteria such as date, user, project, or task.

Activity feed provides real-time updates

Given that there are updates and changes made to tasks and projects, when a user makes a change or update, then the activity feed should be updated in real-time to reflect the latest changes.

Drag-and-Drop Functionality

User Story

As a project team member, I want to be able to easily move tasks and columns within the Collaborative Project Boards using drag-and-drop functionality so that I can quickly reorganize and prioritize my work.

Description

The user should be able to move tasks and columns within the Collaborative Project Boards using drag-and-drop functionality. This feature allows project team members to easily reorganize and prioritize tasks, update task statuses, and adjust the layout of the board as needed. Users can simply click and drag tasks and columns to their desired locations, providing a seamless and intuitive user experience. This feature improves flexibility, productivity, and adaptability within the project management process.

Acceptance Criteria

User can drag and drop a task within the same column

Given a project board with multiple tasks, when the user drags a task and drops it within the same column, then the task should be repositioned within the column.

User can drag and drop a task to a different column

Given a project board with multiple columns, when the user drags a task and drops it onto a different column, then the task should be moved to the new column.

User can drag and drop a task between columns with different statuses

Given a project board with columns representing different task statuses, when the user drags a task from one column to another with a different status, then the task should be moved to the new column and the status of the task should be updated accordingly.

User cannot drop a task onto an invalid target

Given a project board with columns and tasks, when the user tries to drop a task onto an invalid target (e.g., an occupied position or an area outside the board), then the task should not be moved and the user should be notified of the invalid action.

User can reposition columns within the board

Given a project board with multiple columns, when the user drags a column and drops it into a new position within the board, then the column should be repositioned accordingly.

User can rearrange the order of tasks within a column

Given a project board with multiple tasks within a column, when the user drags and drops tasks to different positions within the column, then the tasks should be rearranged in the new order.

Filter and Search

User Story

As a project team member, I want to be able to filter and search for specific tasks within the Collaborative Project Boards so that I can quickly find and access the information I need.

Description

The user should be able to filter and search for specific tasks within the Collaborative Project Boards. This feature allows project team members to easily locate tasks based on various criteria such as task name, assigned team member, due date, or task status. Users can apply multiple filters to narrow down the search results and quickly find the information they need. This feature improves efficiency, reduces time spent on manual searching, and ensures easy access to relevant task information.

Acceptance Criteria

Filter tasks by task name

Given a list of tasks in the Collaborative Project Boards, when I enter a task name in the search bar and apply the filter, then only tasks with matching names should be displayed.

Filter tasks by assigned team member

Given a list of tasks in the Collaborative Project Boards, when I select a specific team member from the assigned team member filter dropdown and apply the filter, then only tasks assigned to that team member should be displayed.

Filter tasks by due date

Given a list of tasks in the Collaborative Project Boards, when I select a specific due date from the due date filter dropdown and apply the filter, then only tasks with the selected due date should be displayed.

Filter tasks by task status

Given a list of tasks in the Collaborative Project Boards, when I select a specific task status from the task status filter dropdown and apply the filter, then only tasks with the selected status should be displayed.

Apply multiple filters

Given a list of tasks in the Collaborative Project Boards, when I apply multiple filters (e.g., filter by task name and assigned team member), then only tasks that meet all the applied filters should be displayed.

Clear filters

Given a filtered list of tasks in the Collaborative Project Boards, when I click on the 'Clear Filters' button, then all applied filters should be cleared and the full list of tasks should be displayed.

Mobile Accessibility

User Story

As a project team member, I want to be able to access and use the Collaborative Project Boards on my mobile device so that I can stay connected and manage tasks on the go.

Description

The user should be able to access and use the Collaborative Project Boards on their mobile devices. This feature ensures that project team members can stay connected and manage tasks while on the go. Users can view and update tasks, add new tasks, assign tasks to team members, and track progress directly from their mobile devices. Mobile accessibility enhances flexibility, productivity, and collaboration, allowing project team members to stay engaged and productive even when they are away from their desktop computers.

Acceptance Criteria

User can log in to the Collaborative Project Boards from their mobile device

Given a user with valid credentials, when the user opens the Adaptly mobile app, then the user should be able to log in to their account and access the Collaborative Project Boards.

User can view and navigate project boards on their mobile device

Given a logged-in user with access to project boards, when the user opens the Collaborative Project Boards on their mobile device, then the user should be able to view and navigate project boards, including scrolling and zooming.

User can view and update task details on their mobile device

Given a logged-in user with access to project boards, when the user opens a project board on their mobile device, then the user should be able to view task details, including task name, description, assigned team member, due date, and status. The user should also be able to update task details, such as changing the assigned team member or updating the task status.

User can add new tasks on their mobile device

Given a logged-in user with access to project boards, when the user opens a project board on their mobile device, then the user should be able to add new tasks by providing a task name, description, assigned team member, and due date.

User can assign tasks to team members on their mobile device

Given a logged-in user with access to project boards, when the user opens a project board on their mobile device, then the user should be able to assign tasks to team members by selecting a task and choosing the team member to assign it to.

User can track task progress on their mobile device

Given a logged-in user with access to project boards, when the user opens a project board on their mobile device, then the user should be able to track task progress by viewing the task status and any updates made by team members.

Real-time Market Updates

The Real-time Market Updates feature provides users with up-to-date information about market trends, news, and changes. The virtual assistant constantly monitors various reliable sources and analyzes data using AI algorithms to deliver real-time insights. This feature enables users to stay informed about market developments and make timely decisions. Whether it's a sudden shift in consumer preferences or a new competitor entering the market, users can rely on Adaptly Virtual Assistant to keep them updated and help them stay ahead of the curve.

Requirements

Real-time Notifications

User Story

As a user, I want to receive real-time notifications about market updates so that I can stay informed about the latest trends and make timely decisions.

Description

The Real-time Notifications requirement enables users to receive instant notifications about market updates. Users can customize their notification preferences and choose to receive alerts for specific types of updates, such as price changes, competitor news, or industry trends. These notifications can be delivered through various channels, such as email, mobile push notifications, or SMS. The notifications should be concise and provide enough information for users to understand the nature of the update at a glance. This requirement enhances the Real-time Market Updates feature by ensuring that users are promptly informed about critical changes in the market, enabling them to stay ahead of their competitors and make informed business decisions.

Acceptance Criteria

User chooses to receive email notifications for price changes

Given that the user has enabled email notifications and has configured price change alerts, when there is a price change in the market, then the user receives an email notification with the details of the price change.

User chooses to receive mobile push notifications for competitor news

Given that the user has enabled mobile push notifications and has subscribed to competitor news updates, when there is a news article about a competitor, then the user receives a mobile push notification with the headline and a brief summary of the article.

User chooses to receive SMS notifications for industry trends

Given that the user has enabled SMS notifications and has selected industry trends as a notification preference, when there is a significant industry trend identified by the AI algorithms, then the user receives an SMS notification with a concise summary of the trend.

User customizes notification frequency

Given that the user has accessed the notification settings, when the user adjusts the frequency of notifications, then the user receives notifications according to the new frequency settings.

User disables all notifications

Given that the user wants to temporarily stop receiving notifications, when the user disables all notifications, then the user does not receive any notifications until the notifications are re-enabled.

Customizable Market Watchlist

User Story

As a user, I want to create a customizable market watchlist so that I can easily monitor specific markets, industries, or companies.

Description

The Customizable Market Watchlist requirement allows users to create a personalized watchlist of markets, industries, or specific companies that they want to monitor closely. Users can add or remove items from their watchlist and customize the display to prioritize the information that is most relevant to them. The watchlist should provide real-time updates for each item, including price changes, news articles, and other relevant updates. This requirement enhances the Real-time Market Updates feature by giving users the ability to focus on the specific markets or companies that are most important to them, ensuring that they receive the information they need to make informed decisions.

Acceptance Criteria

User can add items to the market watchlist

Given that the user is on the market watchlist page, when the user clicks on the 'Add Item' button, then a search field should appear where the user can enter the name or code of the market, industry, or company they want to add.

User can remove items from the market watchlist

Given that the user is on the market watchlist page, when the user clicks on the 'Remove' button next to an item in the watchlist, then the item should be removed from the watchlist.

User can reorder items in the market watchlist

Given that the user is on the market watchlist page, when the user clicks and drags an item in the watchlist to a new position, then the item should be reordered accordingly.

User can customize the display of the market watchlist

Given that the user is on the market watchlist page, when the user clicks on the 'Customize' button, then a settings panel should appear where the user can choose which information to display for each item in the watchlist.

Market watchlist displays real-time updates for each item

Given that the user is on the market watchlist page, when there is an update in price, news, or other relevant information for an item in the watchlist, then the watchlist should display the updated information in real-time.

Trending Market Analysis

User Story

As a user, I want to access trending market analysis so that I can identify emerging market trends and opportunities.

Description

The Trending Market Analysis requirement provides users with access to real-time analysis of trending markets. The virtual assistant analyzes various data sources, including social media, news articles, and market data, to identify trending topics, themes, and patterns. Users can view visualizations and summaries of the analysis to quickly understand the key insights and opportunities. This requirement enhances the Real-time Market Updates feature by providing users with valuable market intelligence that can help them identify emerging trends, anticipate customer needs, and make strategic business decisions.

Acceptance Criteria

User can select a specific market to analyze

Given that the user is on the Trending Market Analysis page, when the user selects a specific market from the available options, then the analysis should be updated to show insights and trends specific to the selected market.

User can view trending topics and themes

Given that the user is on the Trending Market Analysis page, when the analysis is generated, then the user should be able to view the trending topics and themes extracted from the analyzed data.

User can view visualizations of the analysis

Given that the user is on the Trending Market Analysis page, when the analysis is generated, then the user should be able to view visualizations such as charts, graphs, or word clouds that represent the analyzed data.

User can access detailed summaries of the analysis

Given that the user is on the Trending Market Analysis page, when the analysis is generated, then the user should be able to access detailed summaries or reports that provide in-depth insights and analysis of the trending market.

Analysis is based on real-time data

Given that the user is on the Trending Market Analysis page, when the analysis is generated, then it should be based on the most recent and up-to-date data from reliable sources.

User can customize the analysis parameters

Given that the user is on the Trending Market Analysis page, when the user wants to customize the analysis parameters, then the user should be able to adjust filters, timeframes, and other parameters to refine the analysis results.

User can receive notifications for significant market trends

Given that the user has subscribed to notifications, when significant market trends are identified, then the user should receive real-time notifications to stay informed.

Competitor News Tracking

User Story

As a user, I want to track competitor news and updates so that I can stay informed about their strategies and actions.

Description

The Competitor News Tracking requirement enables users to track news and updates about their competitors. Users can specify the competitors they want to monitor and receive real-time alerts whenever there is a new article, press release, or announcement related to those competitors. The virtual assistant can automatically analyze the news and extract key information, such as new product launches, partnerships, or market expansions. This requirement enhances the Real-time Market Updates feature by providing users with valuable insights into their competitors' strategies and actions, enabling them to benchmark their own performance and make informed decisions to stay ahead in the market.

Acceptance Criteria

User adds competitors to track

Given that the user wants to track competitor news, when the user adds competitors to track, then the system should store the selected competitors.

User receives real-time alerts

Given that the user is tracking competitors, when there is a new article, press release, or announcement related to the tracked competitors, then the user should receive real-time alerts.

System extracts key information from news

Given that the user receives news updates, when the system analyzes the news, then it should extract key information such as new product launches, partnerships, or market expansions.

User can view competitor news

Given that the user wants to view competitor news, when the user accesses the competitor news section, then the system should display the latest news articles, press releases, and announcements related to the tracked competitors.

User can filter competitor news

Given that the user wants to filter competitor news, when the user applies filters such as date range, category, or specific competitor, then the system should display the filtered news results.

Market Insights Dashboard

User Story

As a user, I want to access a comprehensive market insights dashboard so that I can quickly view and analyze key market metrics and trends.

Description

The Market Insights Dashboard requirement provides users with a centralized and customizable dashboard to view and analyze key market metrics and trends. The dashboard should display real-time data, including market indices, price movements, volume trends, and other relevant indicators. Users can customize the dashboard to prioritize the information they find most valuable and add additional widgets or charts based on their specific needs. This requirement enhances the Real-time Market Updates feature by giving users a comprehensive and visually appealing overview of the market, enabling them to quickly assess the current state and make data-driven decisions.

Acceptance Criteria

User can select and add market indices to the dashboard

Given that the user has access to the Market Insights Dashboard, when the user selects a market index from a list of available options, then the selected market index should be added as a widget to the dashboard.

User can rearrange the position of widgets on the dashboard

Given that the user has access to the Market Insights Dashboard with multiple widgets, when the user drags and drops a widget to a different position, then the position of the widget on the dashboard should be updated accordingly.

User can remove unwanted widgets from the dashboard

Given that the user has access to the Market Insights Dashboard with multiple widgets, when the user clicks on the remove button for a specific widget, then the widget should be removed from the dashboard.

User can customize the display settings of widgets on the dashboard

Given that the user has access to the Market Insights Dashboard with multiple widgets, when the user clicks on the settings icon for a specific widget, then the user should be able to customize the display settings such as size, color, and data refresh interval.

User can view real-time market data on the dashboard

Given that the user has access to the Market Insights Dashboard, when the user opens the dashboard, then the dashboard should display real-time market data including market indices, price movements, volume trends, and other relevant indicators.

User can filter and sort the data displayed on the dashboard

Given that the user has access to the Market Insights Dashboard with real-time market data displayed, when the user applies filters or sorting options, then the dashboard should update the displayed data based on the selected criteria.

Competitor Analysis

The Competitor Analysis feature offers users the ability to gain valuable insights into their competitors' strategies, strengths, and weaknesses. The virtual assistant collects data from multiple sources, including online platforms, social media, and industry reports, to provide a comprehensive analysis of competitors. Users can compare their own performance against competitors, identify market opportunities, and make informed decisions to stay competitive. With Adaptly Virtual Assistant's Competitor Analysis feature, users can unlock valuable insights that can drive their business forward.

Requirements

Competitor Data Integration

User Story

As a business analyst, I want to integrate competitor data into the virtual assistant so that I can have a centralized view of all competitor information.

Description

The Competitor Data Integration requirement aims to provide users with the ability to integrate competitor data into the Adaptly Virtual Assistant. This integration will allow users, particularly business analysts, to have a centralized and comprehensive view of all competitor information in one place. By being able to access competitor data within the virtual assistant, users can efficiently analyze and compare competitors' strategies, strengths, weaknesses, and market positions. This requirement will enhance the Competitor Analysis feature by providing users with up-to-date and accurate competitor data for effective decision-making.

Acceptance Criteria

User integrates competitor data successfully

Given that the user has valid credentials for competitor data integration, when the user initiates the integration process, then the competitor data is successfully connected and integrated into the virtual assistant.

Competitor data is up-to-date

Given that the competitor data is integrated into the virtual assistant, when new competitor data becomes available, then the virtual assistant automatically updates the competitor data to ensure it is up-to-date.

Competitor information is accessible

Given that the competitor data is integrated into the virtual assistant, when the user navigates to the Competitor Analysis section, then the user can easily access and view the competitor information, including strategies, strengths, weaknesses, and market positions.

Comparisons between competitors can be made

Given that the competitor data is integrated into the virtual assistant, when the user selects multiple competitors to compare, then the virtual assistant provides comprehensive and actionable insights for effective comparisons.

Competitor data is secure and confidential

Given that the competitor data is integrated into the virtual assistant, when the data is accessed or stored, then it is securely encrypted and protected to ensure confidentiality and prevent unauthorized access.

Integration process is seamless

Given that the competitor data integration feature is implemented, when the user interacts with the virtual assistant to initiate the integration process, then the process is seamless and does not disrupt the user experience.

Competitor Profile Creation

User Story

As a marketing manager, I want to create and manage competitor profiles so that I can track and analyze their activities.

Description

The Competitor Profile Creation requirement aims to empower marketing managers to create and manage competitor profiles within the Adaptly Virtual Assistant. Marketing managers will be able to input essential information such as competitor names, industry, target market, and key products/services. By creating and managing competitor profiles, marketing managers can track and monitor competitors' activities, including marketing campaigns, product launches, pricing strategies, and customer engagements. This requirement enhances the Competitor Analysis feature by providing users with a convenient and organized way to keep track of competitor information, leading to more accurate and insightful analyses for competitive advantage.

Acceptance Criteria

Create a new competitor profile

Given a marketing manager wants to create a competitor profile, when they provide valid information such as competitor name, industry, target market, and key products/services, then a new competitor profile is created successfully.

View competitor profile details

Given a marketing manager wants to view the details of a competitor profile, when they select a specific profile from the list, then the system displays the competitor's information including name, industry, target market, and key products/services.

Edit competitor profile details

Given a marketing manager wants to edit the details of a competitor profile, when they make changes to the competitor's information such as name, industry, target market, and key products/services, then the changes are saved and reflected in the competitor profile.

Delete competitor profile

Given a marketing manager wants to delete a competitor profile, when they select the option to delete, then the system prompts for confirmation and deletes the competitor profile permanently.

Search for a competitor profile

Given a marketing manager wants to search for a specific competitor profile, when they enter relevant search criteria such as competitor name or industry, then the system displays a filtered list of competitor profiles that match the search criteria.

Competitor Performance Comparison

User Story

As a business owner, I want to compare my business performance against competitors to identify areas of improvement.

Description

The Competitor Performance Comparison requirement focuses on allowing business owners to compare their own business performance against competitors within the Adaptly Virtual Assistant. By integrating key metrics and data points, such as revenue, market share, customer satisfaction, and brand recognition, users can gain insights into how their business measures up against competitors. This requirement benefits business owners by providing them with valuable benchmarks and identifying areas of improvement. With a clear understanding of competitors' achievements and shortcomings, business owners can make data-driven decisions to enhance their competitive edge and drive growth.

Acceptance Criteria

Business owner selects competitors for performance comparison

Given that the business owner is viewing the Competitor Analysis feature And there are competitors available for comparison When the business owner selects one or more competitors Then the selected competitors should be used for performance comparison

Performance comparison metrics are displayed

Given that the business owner has selected competitors for performance comparison When the performance comparison is generated Then the metrics for comparison, such as revenue, market share, customer satisfaction, and brand recognition, should be displayed

Performance comparison results are accurate

Given that the business owner has selected competitors for performance comparison And the performance comparison metrics are displayed When the performance metrics are calculated and compared Then the results should accurately reflect the performance of the business and its competitors

Performance strengths and weaknesses are identified

Given that the business owner has selected competitors for performance comparison And the performance comparison metrics are displayed When the performance metrics are evaluated Then the strengths and weaknesses of the business and its competitors should be identified

Areas of improvement are highlighted

Given that the business owner has selected competitors for performance comparison And the performance comparison metrics are displayed And the strengths and weaknesses of the business and its competitors are identified When the performance metrics are analyzed Then areas of improvement for the business should be highlighted

Data-driven decisions can be made based on performance comparison

Given that the business owner has selected competitors for performance comparison And the performance comparison metrics are displayed And the strengths and weaknesses of the business and its competitors are identified And areas of improvement for the business are highlighted When the performance metrics are reviewed Then the business owner should be able to make data-driven decisions to enhance their competitive edge and drive growth

Competitor Monitoring Alerts

User Story

As a sales manager, I want to receive real-time alerts on competitor activities and market trends to stay informed.

Description

The Competitor Monitoring Alerts requirement enables sales managers to receive real-time alerts on competitor activities and market trends within the Adaptly Virtual Assistant. By setting up customized alerts based on specific criteria, such as new product launches, price changes, marketing campaigns, or industry news, sales managers can stay informed and gain a competitive advantage. This requirement ensures that sales managers are notified promptly about relevant changes in the competitive landscape, allowing them to respond quickly and effectively. With real-time information and proactive monitoring, sales managers can adapt their strategies, address emerging challenges, and seize opportunities for business growth.

Acceptance Criteria

Sales manager sets up a new competitor monitoring alert

Given that the sales manager is on the Competitor Monitoring Alerts page, when they enter the criteria for the alert, select the notification method, and save the alert, then the alert should be saved and ready to provide real-time updates.

Sales manager receives a real-time alert on a competitor's new product launch

Given that the sales manager has set up a competitor monitoring alert for new product launches, when a competitor launches a new product that meets the specified criteria, then the sales manager should receive a real-time alert containing details about the product.

Sales manager receives a real-time alert on competitor's price changes

Given that the sales manager has set up a competitor monitoring alert for price changes, when a competitor changes their prices according to the specified criteria, then the sales manager should receive a real-time alert indicating the price change.

Sales manager receives a real-time alert on competitor's marketing campaign

Given that the sales manager has set up a competitor monitoring alert for marketing campaigns, when a competitor launches a marketing campaign that meets the specified criteria, then the sales manager should receive a real-time alert with information about the campaign.

Sales manager receives a real-time alert on industry news related to competitors

Given that the sales manager has set up a competitor monitoring alert for industry news, when there is a relevant news article or update about a competitor, then the sales manager should receive a real-time alert containing the details of the news.

Sales manager can modify or delete an existing competitor monitoring alert

Given that the sales manager has set up an existing competitor monitoring alert, when they choose to modify or delete the alert, then the changes should be applied or the alert should be deleted accordingly.

Competitive Benchmarking Reports

User Story

As a business analyst, I want to generate competitive benchmarking reports to evaluate the performance of my company against competitors.

Description

The Competitive Benchmarking Reports requirement provides business analysts with the functionality to generate comprehensive reports that evaluate the performance of their company against competitors within the Adaptly Virtual Assistant. These reports will include key metrics, such as market share, revenue growth, customer satisfaction, and brand perception. By analyzing these benchmarking reports, business analysts can identify areas of strength and weakness relative to competitors and derive actionable insights for business improvement. This requirement empowers business analysts to make informed decisions based on reliable data and gain a deeper understanding of their company's competitive position.

Acceptance Criteria

Generate a benchmarking report for my company

Given that I am a business analyst in Adaptly Virtual Assistant, when I select the ‘Generate Benchmarking Report’ option for my company, then a comprehensive report comparing my company's performance against competitors should be generated.

Include key metrics in the benchmarking report

Given that I have generated a benchmarking report, when I view the report, then it should include key metrics such as market share, revenue growth, customer satisfaction, and brand perception.

Compare performance against competitors

Given that I have generated a benchmarking report, when I analyze the report, then I should be able to compare my company's performance against competitors and identify areas of strength and weakness.

Derive actionable insights from the benchmarking report

Given that I have analyzed the benchmarking report, when I interpret the data and metrics, then I should be able to derive actionable insights for business improvement.

Make informed decisions based on benchmarking report

Given that I have derived actionable insights from the benchmarking report, when I use these insights to make informed decisions, then I should be able to drive business improvement and enhance my company's competitive position.

Trend Forecasting

The Trend Forecasting feature equips users with the ability to anticipate future market trends and consumer behavior. By analyzing historical data, social media trends, and other relevant indicators, the virtual assistant generates accurate forecasts and predictions. This feature enables users to proactively respond to emerging trends, plan marketing campaigns, and make strategic business decisions. Adaptly Virtual Assistant's Trend Forecasting feature empowers users to stay ahead of the market and tailor their strategies to meet evolving consumer demands.

Requirements

Customizable Forecasting Models

User Story

As a marketing manager, I want the ability to customize the forecasting models used in the Trend Forecasting feature, so that I can tailor the predictions to match my industry and business needs.

Description

The Customizable Forecasting Models requirement allows marketing managers to have control over the forecasting models used in the Trend Forecasting feature. This requirement enables users to customize the algorithms, variables, and parameters used in the forecasting process, as well as the weightage assigned to different data sources. By having the ability to tailor the forecasting models, marketing managers can ensure that the predictions generated by the Trend Forecasting feature are specifically tailored to their industry and business needs. This customization ensures that the forecasts generated are more accurate and relevant, enabling marketing managers to make informed decisions and plan their strategies effectively.

Acceptance Criteria

Marketing manager customizes forecasting model

Given a marketing manager wants to customize the forecasting model, When they access the customization settings, Then they should be able to modify the algorithms, variables, and parameters used in the model.

Weightage customization for data sources

Given a marketing manager wants to customize the weightage of data sources, When they access the customization settings, Then they should be able to assign different weights to different data sources based on their relevance and importance.

Industry-specific customization

Given a marketing manager wants to tailor the forecasting model to their industry, When they access the customization settings, Then they should be able to adjust the model to take into account industry-specific factors and trends.

Real-time updates for customized models

Given a marketing manager has customized the forecasting model, When new data becomes available, Then the customized model should be updated in real-time to reflect the latest trends and insights.

Validation of customized models

Given a marketing manager has customized the forecasting model, When they validate the customized model, Then they should receive confirmation that the model has been successfully updated and is ready for use.

Real-time Data Integration

User Story

As a business analyst, I want real-time data integration in the Trend Forecasting feature, so that I can have up-to-date information for accurate predictions and faster decision-making.

Description

The Real-time Data Integration requirement aims to provide business analysts with the capability to integrate real-time data sources into the Trend Forecasting feature. This requirement allows users to connect to live data feeds, such as social media streams, news updates, and market data, to ensure that the forecasts generated are based on the most current and relevant information. By leveraging real-time data integration, business analysts can improve the accuracy and timeliness of their predictions, enabling faster and more informed decision-making. This requirement provides users with the flexibility to choose the data sources they want to integrate and configure the frequency of data updates, ensuring that they have access to the most up-to-date information for trend forecasting.

Acceptance Criteria

Connect to Twitter API for real-time social media data

Given that the Trend Forecasting feature is enabled, when I connect to the Twitter API with valid credentials, then I should be able to retrieve real-time social media data for trend analysis.

Integrate financial market data feeds

Given that the Trend Forecasting feature is enabled, when I configure the integration with financial market data feeds, then I should receive live updates on stock prices, economic indicators, and other relevant financial information for accurate trend forecasting.

Set up news feed integration

Given that the Trend Forecasting feature is enabled, when I integrate news feeds from trusted sources, then I should receive real-time news updates related to the industry, market trends, and consumer behavior for informed trend analysis.

Customize data update frequency

Given that the Trend Forecasting feature is enabled, when I customize the data update frequency in the settings, then the system should fetch and update the real-time data from integrated sources according to the specified frequency.

Ensure data security and privacy

Given that the Trend Forecasting feature is enabled, when I integrate real-time data sources, then the system should ensure the secure and private transfer and storage of sensitive data, complying with data protection regulations.

Interactive Visualization

User Story

As a data scientist, I want interactive visualization capabilities in the Trend Forecasting feature, so that I can explore and analyze the predicted trends in a more engaging and intuitive manner.

Description

The Interactive Visualization requirement enhances the Trend Forecasting feature by providing data scientists with interactive visualization capabilities. This requirement enables users to visualize the predicted trends through interactive charts, graphs, and other visual elements. Users can explore the forecasted trends from different angles, drill down into specific data points, and interact with the visualizations to gain deeper insights. By enhancing the visual experience, this requirement empowers data scientists to better understand and communicate the trends to stakeholders, facilitating more effective decision-making and strategy planning. The interactive visualization capabilities also contribute to a more engaging and intuitive user experience, making it easier for data scientists to navigate and interpret the forecasted trends.

Acceptance Criteria

Data scientist can select different visualization types

Given that the Trend Forecasting feature is accessed, When a data scientist navigates to the visualization section, Then they should be able to choose from a variety of visualization types such as line charts, bar charts, scatter plots, and heatmaps.

Data scientist can customize visualization settings

Given that the Trend Forecasting feature is accessed and a visualization is displayed, When a data scientist interacts with the visualization, Then they should be able to customize settings such as colors, axis labels, and data ranges to tailor the visualization to their specific needs.

Data scientist can drill down into specific data points

Given that the Trend Forecasting feature is accessed and a visualization is displayed, When a data scientist clicks or selects a specific data point on the visualization, Then they should be able to drill down into more detailed information about that data point, such as underlying data sources and contributing factors.

Data scientist can zoom and pan the visualization

Given that the Trend Forecasting feature is accessed and a visualization is displayed, When a data scientist zooms in or out or pans the visualization, Then they should be able to focus on specific time periods or sections of the visualization to gain a closer look and explore the trends in more detail.

Data scientist can export the visualization

Given that the Trend Forecasting feature is accessed and a visualization is displayed, When a data scientist wants to export the visualization, Then they should be able to export it as an image file (e.g., PNG, SVG) or a data file (e.g., CSV, JSON) for further analysis, reporting, or presentation purposes.

Scenario-based Analysis

User Story

As a business strategist, I want the ability to perform scenario-based analysis in the Trend Forecasting feature, so that I can evaluate the potential impact of different scenarios on my business and make more informed decisions.

Description

The Scenario-based Analysis requirement enables business strategists to perform what-if analysis and evaluate the potential impact of different scenarios on their business using the Trend Forecasting feature. This requirement allows users to simulate various scenarios by adjusting input variables such as pricing strategies, marketing campaigns, or external factors like economic conditions. Users can then analyze the outcomes and assess the potential risks and opportunities associated with each scenario. By providing the capability to perform scenario-based analysis, this requirement empowers business strategists to make more informed decisions, identify potential risks and opportunities, and develop contingency plans. This enhances their ability to navigate uncertainties in the market and adapt their strategies accordingly.

Acceptance Criteria

Evaluate the impact of different pricing strategies

Given that I have historical sales data and pricing data, when I input different pricing strategies into the scenario-based analysis, then the system should calculate and display the projected sales and revenue for each pricing strategy.

Assess the potential risks and opportunities

Given that I have input variables for marketing campaigns and economic conditions, when I adjust these variables in the scenario-based analysis, then the system should generate a comprehensive report outlining the potential risks and opportunities associated with each scenario.

Develop contingency plans

Given that I have simulated different scenarios and their outcomes, when I identify potential risks and opportunities in the scenario-based analysis, then the system should allow me to create contingency plans by recommending specific actions to mitigate risks and capitalize on opportunities.

Analyze the outcomes

Given that I have performed scenario-based analysis, when I review the outcomes of each scenario, then the system should provide visual representations such as charts or graphs to facilitate easy interpretation and comparison of the results.

Navigate uncertainties in the market

Given that I have access to scenario-based analysis, when I evaluate different scenarios and their potential outcomes, then the system should provide me with insights and recommendations to guide my decision-making process and enable me to adapt my strategies to navigate uncertainties in the market.

Automated Alerts and Notifications

User Story

As a sales manager, I want automated alerts and notifications in the Trend Forecasting feature, so that I can stay informed about significant changes or deviations in the predicted trends that may impact our sales performance.

Description

The Automated Alerts and Notifications requirement aims to provide sales managers with automated alerts and notifications in the Trend Forecasting feature. This requirement enables users to set up customized triggers and thresholds for specific metrics or trend patterns. When the predicted trends deviate significantly from the expected values or predefined thresholds, the system automatically generates alerts and sends notifications to the sales manager. This ensures that sales managers are promptly notified about any potential risks or opportunities in the market that may impact their sales performance. By receiving timely alerts and notifications, sales managers can take proactive actions, such as adjusting sales strategies or reallocating resources, to capitalize on opportunities or mitigate risks, thereby improving sales performance and achieving business goals.

Acceptance Criteria

Sales manager sets up a custom trigger based on a specific metric

Given that the sales manager has access to the Trend Forecasting feature, when the sales manager sets up a custom trigger based on a specific metric, then the system should monitor the predicted trends for that metric.

Predicted trends deviate significantly from expected values

Given that the system is monitoring the predicted trends for a specific metric, when the predicted trends deviate significantly from the expected values, then the system should generate an alert.

Sales manager receives a notification when a trigger is activated

Given that the system has generated an alert for a specific metric, when the sales manager has enabled notifications, then the system should send a notification to the sales manager.

Sales manager adjusts sales strategy in response to the notification

Given that the sales manager has received a notification for a specific metric, when the sales manager reviews the alert and analyzes the impact on sales performance, then the sales manager should be able to adjust the sales strategy accordingly.

Data-driven Insights

The Data-driven Insights feature leverages AI algorithms to analyze large volumes of data and extract meaningful insights. The virtual assistant helps users make sense of complex data sets by identifying patterns, correlations, and key factors influencing business performance. With visualizations and clear reports, users can easily understand and communicate the insights generated. This feature enables data-driven decision-making, allowing users to identify growth opportunities, optimize operations, and improve overall business performance.

Requirements

Customizable Data Visualizations

User Story

As a business analyst, I want to customize data visualizations so that I can present insights in a visually appealing and meaningful way.

Description

The Data-driven Insights feature should allow users to customize data visualizations according to their preferences and requirements. Users should be able to choose from different chart types, colors, labels, and fonts to create visually appealing and impactful visualizations. This customization capability enables users to present insights in a way that is easily understandable and meaningful for different stakeholders. For example, a business analyst can customize a line chart to display sales performance over time, with different colors representing different product categories. This customization flexibility enhances the communication and presentation of insights, improving the effectiveness of data-driven decision-making.

Acceptance Criteria

User can select different chart types

Given the user has access to data visualizations, when the user selects a chart type, then the visualization is displayed in the chosen chart type.

User can customize colors of the visualizations

Given the user has access to data visualizations, when the user selects colors for the visualization elements, then the visualization is displayed with the chosen colors.

User can add labels to the visualizations

Given the user has access to data visualizations, when the user adds labels to the visualization elements, then the visualization is displayed with the added labels.

User can customize fonts of the visualizations

Given the user has access to data visualizations, when the user selects fonts for the visualization text, then the visualization is displayed with the chosen fonts.

User can save custom visualization settings

Given the user has customized the visualization settings, when the user saves the settings, then the settings are applied to the visualization for future use.

Advanced Predictive Analytics

User Story

As a data scientist, I want to perform advanced predictive analytics on the data to identify future trends and patterns.

Description

The Data-driven Insights feature should provide advanced predictive analytics capabilities to help users identify future trends and patterns in the data. This includes techniques such as time series analysis, regression analysis, and machine learning algorithms. Users should be able to train models with historical data and use them to make predictions and forecasts. For example, a data scientist can use the feature to analyze historical sales data and predict future sales trends based on factors such as seasonality, promotions, and market conditions. Advanced predictive analytics enables users to anticipate future changes and make proactive decisions to drive business success.

Acceptance Criteria

User can import historical data for analysis

Given a dataset, when the user imports the data, then the data should be successfully loaded into the system for analysis.

User can select appropriate predictive analytics technique

Given a set of predictive analytics techniques, when the user selects a technique, then the selected technique should be applied to the data for analysis.

User can train predictive models with historical data

Given historical data and a selected predictive analytics technique, when the user trains a model with the data, then the model should be successfully trained and ready for predictions.

User can make predictions and forecasts based on trained models

Given a trained predictive model and new data, when the user makes predictions and forecasts, then the predictions and forecasts should be generated accurately based on the model.

User can visualize and interpret the results of predictive analytics

Given the generated predictions and forecasts, when the user visualizes and interprets the results, then the visualizations should accurately represent the data and insights.

Interactive Data Exploration

User Story

As a data analyst, I want to interactively explore the data to uncover hidden insights and relationships.

Description

The Data-driven Insights feature should provide interactive data exploration capabilities to allow users to examine the data from multiple angles and uncover hidden insights and relationships. Users should be able to drill down into specific data points, filter and sort the data based on different criteria, and perform ad hoc analysis. For example, a data analyst can interactively explore customer behavior data to identify segments with high purchasing propensity and understand the factors driving their behavior. Interactive data exploration empowers users with the flexibility to discover new insights and generate actionable recommendations based on a deeper understanding of the data.

Acceptance Criteria

User can interactively explore the data

Given a dataset is loaded, when the user selects a data point, then the corresponding data is highlighted and displayed for further investigation

User can drill down into specific data points

Given a dataset is loaded, when the user clicks on a data point, then the user is able to drill down to a more detailed view of the data

User can filter and sort the data

Given a dataset is loaded, when the user applies a filter or sorting criteria, then the data is updated accordingly and displayed in the desired order

User can perform ad hoc analysis

Given a dataset is loaded, when the user performs custom calculations or transformations on the data, then the results are displayed and can be further analyzed

User can visualize data in different formats

Given a dataset is loaded, when the user selects a visualization format (e.g., bar chart, scatter plot), then the data is represented in the chosen format for easier analysis

User can save and share data exploration results

Given a dataset is loaded, when the user saves their exploration settings and results, then they can retrieve and share them with others for collaboration and reference

Real-time Data Updates

User Story

As a business executive, I want to have access to real-time data updates so that I can make timely business decisions.

Description

The Data-driven Insights feature should provide real-time data updates to ensure users have access to the most up-to-date information for making business decisions. The feature should be able to connect to various data sources, such as databases, APIs, and streaming platforms, and update the insights in real-time as new data becomes available. For example, a business executive can monitor real-time sales data and quickly react to changes in market demand or performance. Real-time data updates enable timely decision-making, helping businesses stay agile in a fast-paced environment and maximize opportunities.

Acceptance Criteria

User receives real-time updates when new data is available

Given that the user is using the Data-driven Insights feature When new data is available Then the user should receive real-time updates

Real-time updates are reflected in visualizations and reports

Given that the user is viewing visualizations and reports When new data is available Then the visualizations and reports should reflect the real-time updates

Data updates are sourced from various data sources

Given that the Data-driven Insights feature is connected to different data sources When new data is available in any of the connected sources Then the updates should be reflected in the insights

Updates are instantaneous upon new data arrival

Given that new data is received by the Data-driven Insights feature When the data is received Then the updates should be instantaneously reflected in the insights

Users can customize the frequency of data updates

Given that the Data-driven Insights feature allows for customization When users modify the frequency of data updates Then the updates should be delivered according to the selected frequency

Collaborative Insights Sharing

User Story

As a team leader, I want to easily share insights with my team members and collaborate on data-driven decision-making.

Description

The Data-driven Insights feature should support collaborative insights sharing to facilitate team collaboration and decision-making. Users should be able to share insights with their team members, add comments and annotations to the insights, and engage in discussions within the platform. For example, a team leader can share a dashboard of key performance indicators with team members and have a collaborative discussion on the insights and potential actions. Collaborative insights sharing enhances teamwork, promotes knowledge sharing, and improves alignment on data-driven decision-making within the organization.

Acceptance Criteria

Team leader shares insights with team members

Given that a team leader has generated insights, when they share the insights with team members, then the insights should be visible to the team members.

Team members can view shared insights

Given that a team leader has shared insights, when team members access the platform, then they should be able to view the shared insights.

Team members can add comments to shared insights

Given that team members are viewing shared insights, when they add a comment to the insights, then the comment should be saved and visible to other team members.

Team members can annotate shared insights

Given that team members are viewing shared insights, when they annotate the insights with additional information or notes, then the annotations should be saved and visible to other team members.

Team members can engage in discussions on shared insights

Given that team members are viewing shared insights, when they engage in discussions on the insights, then the discussions should be saved and visible to other team members.

Scenario Analysis

The Scenario Analysis feature allows users to simulate various business scenarios and assess their potential outcomes. By adjusting different variables and parameters, users can evaluate the impact on key performance indicators and financial metrics. This feature helps users make informed decisions and develop robust strategies based on a thorough understanding of potential risks and opportunities. With Adaptly Virtual Assistant's Scenario Analysis feature, users can confidently navigate uncertainties and optimize their business outcomes.

Requirements

Scenario Analysis Model Creation

User Story

As a business analyst, I want to be able to create and define different scenario models so that I can simulate and analyze various business scenarios.

Description

The Scenario Analysis feature should allow business analysts to create and define multiple scenario models. The models should include different variables and parameters that can be adjusted to simulate various business scenarios. Business analysts should be able to define the initial values for each variable and specify the range or constraints within which the variable can be adjusted. This will allow them to accurately reflect the real-world conditions and assumptions for each scenario. The ability to create and define scenario models will enable business analysts to conduct comprehensive and accurate simulations, leading to more informed decision-making and strategy development. This feature should provide a user-friendly interface that guides business analysts through the process of creating and defining scenario models, with clear instructions and prompts to ensure accurate and consistent inputs.

Acceptance Criteria

Business analyst creates a new scenario model

Given a new scenario model creation form When the business analyst fills in all the required fields Then the scenario model should be successfully created

Business analyst defines variables and parameters for a scenario model

Given an existing scenario model When the business analyst adds variables and parameters with initial values Then the scenario model should include the defined variables and parameters

Business analyst specifies ranges or constraints for variables in a scenario model

Given an existing scenario model When the business analyst sets ranges or constraints for variables Then the scenario model should enforce the specified ranges or constraints when adjusting variables

Business analyst receives clear instructions and prompts for creating a scenario model

Given a scenario model creation form When the business analyst accesses the form Then clear instructions and prompts should be provided to guide the business analyst through the process

Variable Adjustment

User Story

As a business analyst, I want to be able to adjust the variables in each scenario model so that I can simulate different business scenarios and evaluate their outcomes.

Description

The Scenario Analysis feature should allow business analysts to adjust the variables within each scenario model. Business analysts should be able to modify the values of the variables either manually or by specifying a range or constraint within which the variable can be adjusted. This flexibility will enable business analysts to simulate different business scenarios and evaluate their potential outcomes. The ability to adjust variables will also allow business analysts to explore different strategies and evaluate their impact on key performance indicators and financial metrics. This feature should provide a user-friendly interface that allows business analysts to easily modify the variables within each scenario model and provides real-time feedback on the updated outcomes based on the adjusted variables.

Acceptance Criteria

User can manually adjust the values of variables within each scenario model

Given that the user has access to the Scenario Analysis feature, when the user selects a specific scenario model, then the user should be able to manually modify the values of the variables within that model.

User can specify a range or constraint for variable adjustment

Given that the user has access to the Scenario Analysis feature, when the user selects a specific variable within a scenario model, then the user should be able to specify a range or constraint within which the variable can be adjusted.

Updated outcomes are displayed in real-time

Given that the user has adjusted the values of variables within a scenario model, when the user clicks the 'Update' button, then the updated outcomes based on the adjusted variables should be displayed in real-time.

Feedback is provided on the impact of variable adjustments

Given that the user has adjusted the values of variables within a scenario model, when the user makes a variable adjustment, then the system should provide feedback on the potential impact of the adjustment on key performance indicators and financial metrics.

Simulation Execution

User Story

As a business analyst, I want to be able to execute the simulation for each scenario model so that I can evaluate the outcomes and analyze the results.

Description

The Scenario Analysis feature should provide business analysts with the ability to execute the simulation for each scenario model. Once the variables have been adjusted, business analysts should be able to run the simulation to evaluate the outcomes and analyze the results. The simulation should calculate and display the key performance indicators and financial metrics based on the adjusted variables and provide visualizations or reports that illustrate the results. This will enable business analysts to assess the impact of different business scenarios on the organization's performance and make data-driven decisions. The simulation execution feature should be efficient and provide real-time or near-real-time results to ensure timely analysis and decision-making.

Acceptance Criteria

Simulation execution starts successfully

Given a valid scenario model, when the user initiates the simulation execution, then the simulation execution starts successfully.

Simulation execution completes without errors

Given a valid scenario model, when the simulation execution is completed, then the simulation execution completes without any errors or exceptions.

Simulation execution provides accurate results

Given a valid scenario model with adjusted variables, when the simulation execution is completed, then the simulation provides accurate results for key performance indicators and financial metrics based on the adjusted variables.

Simulation execution provides visualizations

Given a valid scenario model with completed simulation execution, when the user requests visualizations, then the simulation provides visualizations that illustrate the results of the scenario analysis.

Simulation execution provides reports

Given a valid scenario model with completed simulation execution, when the user requests reports, then the simulation provides reports that summarize the results of the scenario analysis.

Simulation execution is efficient

Given a scenario model with adjusted variables, when the user initiates the simulation execution, then the simulation execution is performed efficiently and provides near-real-time results for timely analysis and decision-making.

Comparison and Analysis

User Story

As a business analyst, I want to be able to compare and analyze the results of different scenario models so that I can identify the most favorable business strategy.

Description

The Scenario Analysis feature should allow business analysts to compare and analyze the results of different scenario models. Business analysts should be able to view the key performance indicators and financial metrics for each scenario model side by side and identify patterns, trends, and insights. This comparison and analysis capability will enable business analysts to evaluate the effectiveness of different strategies and identify the most favorable business strategy. The feature should provide visualizations, graphs, or charts that allow for easy interpretation and comparison of the results. Additionally, business analysts should be able to export the results or generate reports for further analysis and presentation.

Acceptance Criteria

Ability to select multiple scenario models for comparison

Given that there are multiple scenario models available, when the user selects multiple scenario models for comparison, then all selected scenario models should be displayed side by side.

Display key performance indicators and financial metrics for each scenario model

Given that there are multiple scenario models selected for comparison, when the comparison is performed, then the key performance indicators and financial metrics for each scenario model should be displayed side by side.

Visualization of results for easy interpretation and comparison

Given that the key performance indicators and financial metrics are displayed for each scenario model, when the results are visualized through graphs or charts, then the visualization should facilitate easy interpretation and comparison of the results.

Exporting results or generating reports for further analysis

Given that the results are displayed and visualized, when the user chooses to export the results or generate reports, then the exported results or reports should contain all relevant information for further analysis and presentation.

Sensitivity Analysis

User Story

As a business analyst, I want to be able to perform sensitivity analysis on the scenario models so that I can understand the impact of changes in variables on the outcomes.

Description

The Scenario Analysis feature should provide business analysts with the capability to perform sensitivity analysis on the scenario models. Sensitivity analysis allows business analysts to understand the impact of changes in variables on the outcomes, helping them identify the most critical variables and their influence on the overall results. Business analysts should be able to specify the range or constraints for each variable and observe the changes in the key performance indicators and financial metrics as the variables are adjusted. This feature will enhance the decision-making process by providing insights into the sensitivity of the outcomes to different variables and allowing business analysts to prioritize their focus and efforts on the most influential factors.

Acceptance Criteria

Business analyst specifies a range for a variable

Given a scenario model with variables and outcomes When the business analyst specifies a range for a variable Then the system should adjust the variable within the specified range

Business analyst specifies constraints for a variable

Given a scenario model with variables and outcomes When the business analyst specifies constraints for a variable Then the system should adjust the variable within the specified constraints

Business analyst adjusts a variable within the specified range

Given a scenario model with variables and outcomes And a specified range for a variable When the business analyst adjusts the variable within the specified range Then the system should recalculate the outcomes based on the adjusted variable

Business analyst adjusts a variable within the specified constraints

Given a scenario model with variables and outcomes And specified constraints for a variable When the business analyst adjusts the variable within the specified constraints Then the system should recalculate the outcomes based on the adjusted variable

Business analyst observes the changes in key performance indicators

Given a scenario model with variables and outcomes And a range or constraints for variables When the business analyst adjusts the variables Then the system should display the changes in key performance indicators as the variables are adjusted

Business analyst observes the changes in financial metrics

Given a scenario model with variables and outcomes And a range or constraints for variables When the business analyst adjusts the variables Then the system should display the changes in financial metrics as the variables are adjusted

Business analyst identifies the most critical variables

Given a scenario model with variables and outcomes And a range or constraints for variables When the business analyst adjusts the variables Then the system should highlight the most critical variables based on their influence on the outcomes

Business analyst prioritizes focus and efforts based on influential factors

Given a scenario model with variables and outcomes And a range or constraints for variables When the business analyst identifies the most critical variables Then the system should provide recommendations for prioritizing focus and efforts on influential factors

Scenario Comparison

User Story

As a business analyst, I want to be able to compare the outcomes of different scenarios within a scenario model so that I can evaluate the impact of specific variables on the results.

Description

The Scenario Analysis feature should allow business analysts to compare the outcomes of different scenarios within a scenario model. Business analysts should be able to select specific variables and observe the changes in the key performance indicators and financial metrics as those variables are adjusted. This comparison capability will enable business analysts to evaluate the impact of specific variables on the overall results and identify the key drivers of the outcomes. By isolating and analyzing the effects of individual variables, business analysts can gain a deeper understanding of their influence and make more precise adjustments to optimize the business strategy. This feature should provide a user-friendly interface that allows business analysts to easily compare and analyze the outcomes of different scenarios within a scenario model, with clear visualizations and explanations of the observed changes.

Acceptance Criteria

Business analyst selects specific variables

Given a scenario model, And specific variables are available, When the business analyst selects specific variables, Then the system should update the outcomes and display the changes in key performance indicators and financial metrics.

Business analyst compares outcomes of different scenarios

Given a scenario model with multiple scenarios, And the business analyst has selected specific variables for each scenario, When the business analyst compares the outcomes of different scenarios, Then the system should display the results in a clear and understandable manner, And provide visualizations and explanations of the observed changes.

Business analyst isolates and analyzes the effects of individual variables

Given a scenario model with multiple scenarios, And the business analyst has selected specific variables for each scenario, When the business analyst isolates and analyzes the effects of individual variables, Then the system should show the impact of each variable on the outcomes, And provide clear visualizations and explanations to help the business analyst understand the influence of each variable.

Business analyst makes precise adjustments to optimize the business strategy

Given a scenario model with multiple scenarios, And the business analyst has selected specific variables for each scenario, When the business analyst makes precise adjustments to optimize the business strategy based on the analyzed outcomes, Then the system should update the results accordingly, And provide real-time feedback on the impact of the adjustments.

What-if Analysis

User Story

As a business analyst, I want to be able to perform what-if analysis on the scenario models so that I can evaluate the potential outcomes of alternative actions or decisions.

Description

The Scenario Analysis feature should provide business analysts with the capability to perform what-if analysis on the scenario models. What-if analysis allows business analysts to evaluate the potential outcomes of alternative actions or decisions by adjusting the variables and observing the changes in the key performance indicators and financial metrics. Business analysts should be able to specify the desired values or ranges for the variables and generate the corresponding outcomes. This analysis capability will enable business analysts to explore different scenarios and evaluate the potential impact of alternative strategies or decisions. It will also support the development of contingency plans and the identification of potential risks and opportunities. This feature should provide a user-friendly interface that allows business analysts to easily perform what-if analysis on the scenario models and provide clear visualizations or reports that illustrate the potential outcomes of the alternative actions or decisions.

Acceptance Criteria

Perform what-if analysis by adjusting variables

Given a scenario with defined variables and their initial values, when the user adjusts the values of the variables, then the system should recalculate the outcomes based on the new values.

Specify desired values or ranges for variables

Given a scenario with defined variables and their initial values, when the user specifies desired values or ranges for the variables, then the system should consider these values or ranges in the what-if analysis.

Generate outcomes based on adjusted variables

Given a scenario with defined variables and their initial values, when the user adjusts the values of the variables and triggers the generation of outcomes, then the system should calculate and display the corresponding outcomes based on the adjusted variables.

Visualize the potential outcomes

Given a scenario with calculated outcomes, when the user requests to visualize the potential outcomes, then the system should provide clear visualizations or reports that illustrate the impact of the adjusted variables on key performance indicators and financial metrics.

Support multiple scenarios

Given a scenario analysis feature, when the user creates multiple scenarios, then the system should allow the user to perform what-if analysis on each scenario independently.

Ensure data integrity and accuracy

Given a scenario with adjusted variables and corresponding outcomes, when the user performs what-if analysis, then the system should ensure the integrity and accuracy of the data used in the calculations to provide reliable and trustworthy results.

Agile Planning

The Agile Planning feature enables users to create and manage agile plans that adapt to changing circumstances. Users can set goals, define milestones, and allocate resources within the virtual assistant. The tool provides a collaborative environment for team members to collaborate and coordinate their efforts. With real-time updates and progress tracking, users can monitor the execution of their plans and make adjustments as needed. Adaptly Virtual Assistant's Agile Planning feature enhances efficiency, promotes teamwork, and ensures alignment towards business goals.

Requirements

Agile Planning Templates

User Story

As a project manager, I want pre-defined Agile planning templates so that I can quickly set up projects and save time.

Description

The Agile Planning feature should include a library of pre-defined templates for common Agile methodologies such as Scrum and Kanban. These templates should include pre-configured boards, lists, and cards that represent commonly used project workflows and tasks. Project managers can select a template that best fits their project requirements and quickly set up the Agile plan without having to manually create all the necessary elements. This saves time and ensures consistent project setups across the organization.

Acceptance Criteria

Project manager selects a pre-defined Agile template

Given a list of available Agile templates When the project manager selects a template Then the Agile plan is set up with the selected template

Agile template includes pre-configured boards, lists, and cards

Given a selected Agile template When the Agile plan is set up with the template Then the plan includes pre-configured boards, lists, and cards based on the template

Project manager can customize the selected Agile template

Given a selected Agile template When the project manager wants to customize the template Then the project manager can modify or add boards, lists, and cards to the Agile plan

Agile template library includes Scrum and Kanban templates

Given the Agile template library When the project manager selects a template from the library Then the library includes pre-defined Scrum and Kanban templates

Agile template library includes templates for other Agile methodologies

Given the Agile template library When the project manager selects a template from the library Then the library includes pre-defined templates for other popular Agile methodologies

Agile template library is regularly updated

Given the Agile template library When new Agile methodologies or best practices emerge Then the library is updated to include relevant templates

Customizable Agile Boards

User Story

As a team member, I want to customize the Agile boards to match our team's specific workflow so that we can work more efficiently.

Description

The Agile Planning feature should allow team members to customize the boards according to their specific workflow and preferences. This customization includes the ability to add, remove, and rearrange columns, and define the status of each column. Team members can create columns that represent different stages of the project, such as 'To Do,' 'In Progress,' and 'Done.' They can also define their own custom labels and tags to categorize and prioritize tasks within each column. This flexibility enables teams to tailor the Agile boards to their unique processes, making it easier to visualize and manage their work.

Acceptance Criteria

Add a new column

Given that I am a team member with permission to customize the Agile board, when I click on the 'Add Column' button, then a new column should be added to the board.

Remove a column

Given that I am a team member with permission to customize the Agile board, when I select a column and click on the 'Remove' button, then the selected column should be deleted from the board.

Rearrange columns

Given that I am a team member with permission to customize the Agile board, when I drag and drop a column to a new position, then the columns should be rearranged accordingly.

Define status of a column

Given that I am a team member with permission to customize the Agile board, when I select a column and choose a status option, then the selected column should be assigned the chosen status.

Create custom labels

Given that I am a team member with permission to customize the Agile board, when I create a custom label for a task, then the label should be displayed on the corresponding task in the column.

Create custom tags

Given that I am a team member with permission to customize the Agile board, when I create a custom tag, then the tag should be available for selection and assignment to tasks across columns.

Dependencies and Relationships

User Story

As a project manager, I want to establish dependencies and relationships between tasks in the Agile plan so that I can track their interdependencies and manage the project timeline effectively.

Description

The Agile Planning feature should provide the ability to define dependencies and relationships between tasks within the plan. Project managers can specify which tasks need to be completed before others can start, creating a clear sequence of work. This feature helps project managers identify critical path tasks that can impact the overall project timeline. It also allows them to visualize the dependencies through visual cues, such as arrows or lines connecting related tasks on the Agile board. With this capability, project managers can track and manage task interdependencies more effectively, ensuring smoother project execution.

Acceptance Criteria

Creating a dependency between two tasks

Given that I have two tasks in the Agile plan, when I specify that Task 2 is dependent on Task 1, then Task 1 should be completed before Task 2 can start.

Visualizing task dependencies on the Agile board

Given that there are multiple tasks with dependencies in the Agile plan, when I view the Agile board, then I should see visual cues, such as arrows or lines, connecting the related tasks to indicate their dependencies.

Identifying critical path tasks

Given that there are tasks with dependencies in the Agile plan, when I analyze the plan, then I should be able to identify the critical path tasks that can impact the overall project timeline.

Burndown Charts

User Story

As a scrum master, I want to view burndown charts for the Agile plan so that I can monitor progress and identify any deviations from the planned work.

Description

The Agile Planning feature should generate burndown charts that visually display the progress of the Agile plan over time. The chart should show the amount of work remaining versus the planned work, allowing the scrum master to track the team's progress and identify any deviations from the planned timeline. The burndown chart should provide daily or periodic updates, reflecting the completion of tasks and the remaining work. This visualization helps the scrum master identify potential risks, track team productivity, and make necessary adjustments to the plan to ensure successful project completion.

Acceptance Criteria

Scrum master opens the burndown chart

Given that the scrum master has the necessary permissions and access, when they open the burndown chart, then they should be able to view the chart without any errors or issues.

Burndown chart displays remaining work

Given that the Agile plan has tasks with estimated effort, when the burndown chart is generated, then it should accurately display the remaining work to be completed over time.

Comparison to planned work

Given that the Agile plan has a defined timeline and planned work, when the burndown chart is generated, then it should include a line representing the planned work to allow the scrum master to compare it with the actual progress.

Real-time updates

Given that there are updates in the completion of tasks or changes in the estimated effort, when the burndown chart is viewed, then it should show real-time updates reflecting the latest progress and changes in the remaining work.

Identification of deviations

Given that there are deviations from the planned work or timeline, when the scrum master views the burndown chart, then it should clearly indicate any deviations, such as increasing or decreasing trends compared to the planned work.

Daily or periodic updates

Given that the Agile plan has a defined update interval, when the burndown chart is generated, then it should provide daily or periodic updates according to the defined interval, reflecting the completion of tasks and changes in the remaining work.

Capacity Planning

User Story

As a team lead, I want to allocate and manage resources in the Agile plan so that I can ensure an optimal distribution of work among team members.

Description

The Agile Planning feature should include capacity planning functionality that allows team leads or project managers to allocate resources to tasks within the Agile plan. This includes assigning team members to specific tasks or stories and defining their availability or capacity for work. The feature should provide a visual representation of resource allocation, showing how much work has been assigned to each team member and their capacity for additional work. This helps team leads ensure a balanced distribution of tasks, prevent overload or underutilization of resources, and optimize team productivity.

Acceptance Criteria

Team lead can assign team members to specific tasks

Given that I am a team lead, when I assign a team member to a task, then the team member should be assigned to that task.

Team lead can define the availability or capacity of team members

Given that I am a team lead, when I define the availability or capacity of a team member, then the allocated capacity of the team member should be updated.

Visual representation of resource allocation is displayed

Given that I am a team lead, when I view the Agile plan, then I should be able to see a visual representation of resource allocation, showing the assigned work and capacity of each team member.

Team leads can view the total work assigned to each team member

Given that I am a team lead, when I view the Agile plan, then I should be able to see the total work assigned to each team member.

Team leads can allocate work based on team member capacity

Given that I am a team lead, when I allocate work to team members, then the allocated work should not exceed the capacity of the team member.

Team leads can optimize resource allocation

Given that I am a team lead, when I make changes to resource allocation, then the changes should result in an optimal distribution of work among team members.

Risk Management

The Risk Management feature helps users identify, assess, and mitigate potential risks to their business. The virtual assistant analyzes data from various sources, including market trends, financial indicators, and external factors, to identify potential risks. Users can prioritize and evaluate risks based on their impact and likelihood, and develop strategies to minimize their adverse effects. This feature empowers users to proactively manage risks, safeguard their business, and make informed decisions that mitigate potential losses.

Requirements

Risk Identification

User Story

As a business owner, I want to easily identify potential risks to my business so that I can take proactive measures to mitigate them.

Description

The Risk Identification requirement focuses on enabling business owners to easily identify potential risks to their business. Users will be able to input relevant data and the system will analyze it to identify potential risks. The system will consider various factors such as market trends, financial indicators, and external factors to pinpoint areas of potential risk. The goal is to provide business owners with a clear and comprehensive view of the risks they may face.

Acceptance Criteria

Inputting relevant data

Given that I have relevant data to input, When I enter the data into the system, Then the system should accept and store the data for analysis.

Analyzing data

Given that I have inputted relevant data, When I request the system to analyze the data, Then the system should perform the analysis and identify potential risks.

Consideration of market trends

Given that the system is analyzing data, When evaluating potential risks, Then the system should consider current market trends and their impact on the business.

Consideration of financial indicators

Given that the system is analyzing data, When evaluating potential risks, Then the system should consider relevant financial indicators and their impact on the business.

Consideration of external factors

Given that the system is analyzing data, When evaluating potential risks, Then the system should consider external factors, such as changes in regulations or industry developments, and their impact on the business.

Comprehensive risk identification

Given that the system has analyzed the data, When presenting potential risks, Then the system should provide a comprehensive list of identified risks, including their descriptions and potential impact on the business.

Risk Assessment

User Story

As a risk manager, I want to assess the impact and likelihood of identified risks so that I can prioritize and allocate appropriate resources for mitigation.

Description

The Risk Assessment requirement focuses on providing risk managers with the tools to assess the impact and likelihood of identified risks. Users will be able to evaluate risks based on predefined criteria, such as potential financial loss, operational impact, and reputation damage. The system will calculate an overall risk score for each identified risk, allowing risk managers to prioritize their mitigation efforts. This requirement aims to help businesses allocate appropriate resources to address the most critical risks.

Acceptance Criteria

Assessing the impact of a risk

Given a risk with predefined criteria, when I assess the impact of the risk, then the system should calculate and display the impact score based on the predefined criteria.

Assessing the likelihood of a risk

Given a risk with predefined criteria, when I assess the likelihood of the risk, then the system should calculate and display the likelihood score based on the predefined criteria.

Calculating the overall risk score

Given a risk with impact and likelihood scores, when I calculate the overall risk score, then the system should combine the impact and likelihood scores to generate an overall risk score.

Prioritizing risks

Given multiple risks with overall risk scores, when I prioritize the risks, then the system should display the risks in descending order based on their overall risk scores.

Allocating resources for risk mitigation

Given risks with prioritized overall risk scores, when I allocate resources for risk mitigation, then the system should allow me to allocate resources based on the priority of the risks.

Risk Mitigation Strategies

User Story

As a risk management consultant, I want to develop and implement effective strategies to mitigate identified risks so that I can help businesses minimize potential losses.

Description

The Risk Mitigation Strategies requirement focuses on providing risk management consultants with the tools to develop and implement effective strategies to mitigate identified risks. The system will provide a repository of proven risk mitigation strategies, as well as the ability to create custom strategies. Users will be able to map specific risks to corresponding mitigation strategies and track their progress. This requirement aims to empower risk management consultants to proactively help businesses minimize potential losses.

Acceptance Criteria

Creating a custom risk mitigation strategy

Given that I am a risk management consultant, when I create a custom risk mitigation strategy, then it should be added to the repository.

Mapping risk to a mitigation strategy

Given that I have identified a risk, when I map it to a mitigation strategy, then the risk should be associated with the selected strategy.

Tracking the progress of a mitigation strategy

Given that I have implemented a mitigation strategy, when I track its progress, then I should be able to see the status and any updates related to the strategy.

Accessing a repository of proven mitigation strategies

Given that I am a risk management consultant, when I access the repository of proven mitigation strategies, then I should be able to view a comprehensive list of strategies.

Risk Monitoring

User Story

As a risk analyst, I want to continuously monitor identified risks so that I can detect any changes or emerging risks in a timely manner.

Description

The Risk Monitoring requirement focuses on enabling risk analysts to continuously monitor identified risks. The system will provide real-time data feeds and alerts to notify users of any changes or emerging risks. Users will be able to set thresholds and triggers to automatically alert them when specific risk indicators exceed predefined levels. This requirement aims to ensure that businesses stay informed about potential risks and can take prompt action to mitigate them.

Acceptance Criteria

User receives real-time data feeds

Given the risk monitoring feature is active and configured, when new data is detected, then the user should receive real-time data feeds

User is alerted when risk indicators exceed thresholds

Given the risk monitoring feature is active and configured, when risk indicators exceed the predefined thresholds, then the user should be alerted

User can set and update thresholds

Given the risk monitoring feature is active and configured, when the user sets or updates the thresholds for risk indicators, then the changes should be applied

User can customize trigger conditions

Given the risk monitoring feature is active and configured, when the user customizes trigger conditions for specific risk indicators, then the changes should be applied

User can view a history of risk changes

Given the risk monitoring feature is active and configured, when the user requests a history of risk changes or updates, then the system should provide a comprehensive overview

Risk Reporting

User Story

As a risk management executive, I want to generate comprehensive reports on identified risks and their mitigation status so that I can provide stakeholders with accurate and up-to-date information.

Description

The Risk Reporting requirement focuses on providing risk management executives with the ability to generate comprehensive reports on identified risks and their mitigation status. Users will be able to customize report templates and select specific risk parameters to include in the reports. The system will generate visually engaging reports with key risk metrics, trends, and mitigation progress. This requirement aims to facilitate effective communication with stakeholders by providing accurate and up-to-date information on the organization's risk landscape.

Acceptance Criteria

Generating a risk report template

Given that a risk management executive wants to generate a risk report, when they select a report template, then the system should generate a blank report with the selected template.

Customizing risk report parameters

Given that a risk management executive wants to customize a risk report, when they select specific risk parameters to include, then the system should generate a report with the selected parameters.

Generating visually engaging risk reports

Given that a risk management executive wants to generate a risk report, when the system generates the report, then it should present key risk metrics, trends, and mitigation progress in a visually engaging manner.

Exporting risk reports

Given that a risk management executive wants to export a risk report, when they select the export option, then the system should allow them to save the report in a specified format, such as PDF or Excel.

Generating reports with accurate and up-to-date information

Given that a risk management executive wants to generate a risk report, when the system generates the report, then it should provide accurate and up-to-date information on identified risks and their mitigation status.

Customizable Dashboards

The Customizable Dashboards feature allows users to create personalized dashboards to monitor key metrics and performance indicators. Users can choose the specific data they want to track and customize the visual layout of the dashboard. This feature provides a clear and concise overview of the most important information, allowing users to quickly assess business performance and make data-driven decisions. Adaptly Virtual Assistant's Customizable Dashboards feature provides users with a flexible and user-friendly interface to monitor and analyze their business data.

Requirements

Drag and Drop Widgets

User Story

As a user, I want to be able to drag and drop widgets on the dashboard so that I can customize the layout and arrangement of the information.

Description

The Drag and Drop Widgets requirement allows users to easily rearrange and customize the layout of their dashboard by dragging and dropping widgets. This feature provides flexibility and personalization, empowering users to organize the information in a way that best suits their needs. Users can prioritize the most important data by moving widgets to prominent positions on the dashboard. This requirement enhances the user experience by providing a seamless and intuitive interface for customizing the dashboard layout.

Acceptance Criteria

User drags a widget from the sidebar and drops it onto the dashboard

Given that the user has a widget in the sidebar and an empty space on the dashboard, when the user drags the widget from the sidebar and drops it onto the dashboard, then the widget should be successfully added to the dashboard.

User rearranges the position of a widget on the dashboard

Given that the user has a widget on the dashboard, when the user drags and drops the widget to a new position on the dashboard, then the widget's position should be updated accordingly.

User attempts to drag a widget onto an occupied space on the dashboard

Given that the user has a widget in the sidebar and the dashboard has an occupied space, when the user drags the widget onto the occupied space on the dashboard, then the widget should not be added and the user should be notified of the invalid action.

User attempts to drop a widget outside of the dashboard area

Given that the user has a widget in the sidebar and the user tries to drop the widget outside of the dashboard area, then the widget should not be added and the user should be notified of the invalid action.

User drags a widget onto a specific position on the dashboard

Given that the user has a widget in the sidebar and an empty space on the dashboard, when the user drags the widget onto a specific position on the dashboard, then the widget should be added to the chosen position on the dashboard.

Widget Configuration

User Story

As a user, I want to be able to configure the settings of individual widgets on the dashboard so that I can customize the displayed data and its visualization.

Description

The Widget Configuration requirement allows users to customize the settings of individual widgets on the dashboard. Users can specify the data source, data filters, and visualization options for each widget. This feature provides flexibility to tailor the displayed information to specific needs and preferences. Users can choose the metrics, dimensions, and time ranges to be displayed in each widget, as well as the preferred chart type or visualization format. This requirement enhances the usability and personalization of the dashboard by enabling users to customize the content and presentation of each widget.

Acceptance Criteria

User selects a data source for a widget

Given that the user is configuring a widget, when the user selects a data source from the available options, then the widget should display data from the selected source.

User applies data filters to a widget

Given that the user is configuring a widget, when the user applies data filters based on specific criteria, then the widget should display data that meets the filter conditions.

User customizes the visualization options for a widget

Given that the user is configuring a widget, when the user customizes the visualization options such as chart type, color scheme, and labels, then the widget should display the data in the selected visualization format.

User selects specific metrics to display in a widget

Given that the user is configuring a widget, when the user selects specific metrics from the available options, then the widget should display the chosen metrics.

User defines dimensions for data visualization in a widget

Given that the user is configuring a widget, when the user defines dimensions for data visualization, then the widget should display the data grouped or categorized based on the defined dimensions.

User sets a time range for data display in a widget

Given that the user is configuring a widget, when the user sets a specific time range, then the widget should display the data within that time range.

Data Integration

User Story

As a user, I want to be able to integrate data from different sources into the dashboard so that I can have a comprehensive view of my business performance.

Description

The Data Integration requirement enables users to integrate data from multiple sources into the dashboard. Users can connect to various data repositories and import data into the dashboard for analysis and visualization. This feature allows users to combine data from different systems, such as CRM, ERP, and marketing automation tools, to gain a comprehensive view of their business performance. Users can create custom data pipelines to fetch, transform, and load data into the dashboard. This requirement enhances the dashboard's capabilities by providing access to a wide range of data sources and enabling users to create insightful visualizations based on consolidated data.

Acceptance Criteria

User can connect to a data repository

Given that the user has valid credentials for the data repository, when the user enters the connection details and clicks on the connect button, then the dashboard should establish a connection to the data repository.

User can import data from a connected data repository

Given that the user has a connected data repository, when the user selects the desired data source and specifies the import settings, then the dashboard should import the data from the repository into the dashboard.

User can schedule data imports

Given that the user has a connected data repository, when the user configures a data import schedule, then the dashboard should automatically import the data at the specified intervals.

User can transform imported data

Given that the user has imported data into the dashboard, when the user applies data transformation operations, such as filtering, aggregation, or calculations, then the dashboard should update the visualizations based on the transformed data.

User can create custom data pipelines

Given that the user wants to fetch data from a source not supported by a pre-built connector, when the user creates a custom data pipeline using an integration framework or API, then the dashboard should be able to fetch and import data from the custom data pipeline.

User can monitor the status of data imports

Given that the user has initiated a data import, when the import is in progress, then the dashboard should display a status indicator or progress bar to show the progress of the import.

User can troubleshoot data import errors

Given that the user encounters an error during data import, when the error message is displayed, then the dashboard should provide clear and actionable instructions on how to resolve the error.

Data Refresh Interval

User Story

As a user, I want to be able to specify the refresh interval for the dashboard data so that I can ensure that the displayed information is up-to-date.

Description

The Data Refresh Interval requirement allows users to specify the frequency at which the dashboard data should be automatically refreshed. Users can set a refresh interval, such as every 5 minutes or every hour, to ensure that the displayed information is always up-to-date. This feature provides users with real-time insights and eliminates the need for manual data refreshes. Users can choose the appropriate refresh interval based on the criticality of the data and the frequency of updates. This requirement enhances the usability of the dashboard by ensuring that users have access to the most recent data without manual intervention.

Acceptance Criteria

User sets the data refresh interval to 5 minutes

Given the user is on the dashboard settings page When the user selects a refresh interval of 5 minutes Then the dashboard data should automatically refresh every 5 minutes

User sets the data refresh interval to 1 hour

Given the user is on the dashboard settings page When the user selects a refresh interval of 1 hour Then the dashboard data should automatically refresh every 1 hour

User sets the data refresh interval to manual refresh

Given the user is on the dashboard settings page When the user selects the option for manual refresh Then the dashboard data should not automatically refresh and require manual refresh by the user

User changes the data refresh interval

Given the user is on the dashboard settings page When the user modifies the refresh interval Then the dashboard data should update according to the new refresh interval

Data refresh interval defaults to 15 minutes

Given the user is on the dashboard settings page When the user does not explicitly set a refresh interval Then the dashboard data should automatically refresh every 15 minutes as the default setting

Dashboard data refreshes in real-time

Given the dashboard has a configured data refresh interval When new data becomes available for the dashboard Then the dashboard data should refresh according to the configured interval and display the most recent data

Shared Dashboards

User Story

As a user, I want to be able to share my customized dashboard with other team members so that we can collaborate and align on the same set of metrics and performance indicators.

Description

The Shared Dashboards requirement allows users to share their customized dashboards with other team members. Users can invite colleagues and stakeholders to view and collaborate on a specific dashboard. This feature promotes teamwork and alignment by providing a centralized platform for sharing and discussing key metrics and performance indicators. Users can control the access rights and permissions for each shared dashboard, ensuring that sensitive information is only accessible to authorized individuals. This requirement enhances collaboration and communication within the organization by enabling users to share insights and drive data-driven decision-making together.

Acceptance Criteria

User can share a customized dashboard with specific team members

Given a customized dashboard exists, when the user shares the dashboard with specific team members, then the shared dashboard is accessible and visible to those team members

User can control access rights and permissions for shared dashboards

Given a shared dashboard, when the user manages the access rights and permissions, then only authorized individuals can view and interact with the dashboard

User can revoke access to a shared dashboard

Given a shared dashboard, when the user revokes access for a specific team member, then that team member can no longer view or interact with the dashboard

Users can collaborate and provide feedback on shared dashboards

Given a shared dashboard, when team members view the dashboard, then they can collaborate, discuss, and provide feedback on the displayed metrics and performance indicators

User receives notifications for changes made to a shared dashboard

Given a shared dashboard, when changes are made to the dashboard, then the user receives notifications about the updates and can review the changes

Adaptive Insights

Summary: Adaptive Insights is a powerful analytics feature within Adaptly that leverages machine learning and data analysis to provide real-time insights into market trends and customer behavior. By analyzing data from various sources, including sales data, customer demographics, and social media engagement, Adaptive Insights helps businesses identify opportunities, predict market trends, and make data-driven decisions. This feature is essential for businesses looking to stay ahead of the competition and maximize their growth potential. Description: Adaptive Insights is a cutting-edge feature within Adaptly that empowers businesses with real-time insights and analytics. By leveraging machine learning algorithms and data analysis, Adaptive Insights enables businesses to harness the power of their data and unlock valuable insights. Using Adaptive Insights, businesses can analyze various data sources such as sales data, customer demographics, social media engagement, and market trends. The feature provides a comprehensive view of the market landscape, enabling businesses to identify emerging trends, consumer preferences, and potential opportunities. With Adaptive Insights, businesses can make data-driven decisions based on accurate and up-to-date information. The feature offers customizable dashboards and reports, allowing users to visualize key metrics, track performance, and monitor market changes. This empowers businesses to adapt their strategies in real-time and stay ahead of the competition. Adaptive Insights also provides predictive analytics capabilities, allowing businesses to forecast future market trends and make informed predictions. By analyzing historical data and identifying patterns, the feature helps businesses anticipate market shifts, customer behavior, and demand fluctuations. This enables businesses to proactively optimize their strategies and take advantage of emerging opportunities. Overall, Adaptive Insights is a game-changing feature within Adaptly that empowers businesses with unparalleled market insights and analytics. By leveraging machine learning and data analysis, businesses can make informed decisions, drive growth, and stay ahead in today's rapidly evolving business landscape.

Requirements

Real-Time Data Integration

User Story

As a data analyst, I want to have real-time integration capabilities with various data sources, so that I can have access to up-to-date data for analysis and decision-making.

Description

The Real-Time Data Integration requirement aims to provide seamless integration capabilities with various data sources. With this requirement, data analysts can connect and integrate data from different sources, including sales data, customer demographics, social media engagement, and market trends in real-time. This ensures that the data used for analysis and decision-making is always up-to-date and reflects the most current information available. The Real-Time Data Integration feature can be accessed through the Adaptive Insights interface, allowing data analysts to easily configure and manage data connections. By enabling real-time data integration, this requirement enhances the overall usability and effectiveness of Adaptive Insights, empowering data analysts to make accurate and timely decisions based on the most relevant and current data.

Acceptance Criteria

Data analyst can configure data connections

Given that a data analyst has access to Adaptive Insights interface, when they configure data connections, then they should be able to specify the data sources and establish a real-time connection.

Real-time data is integrated from various sources

Given that data connections are established, when new data is available in the connected sources, then the real-time data integration should automatically fetch and update the data in Adaptive Insights.

Data is synchronized in real-time

Given that real-time data integration is enabled, when new data is added, modified, or deleted in the connected sources, then the corresponding changes should be reflected in Adaptive Insights in real-time.

Data integrity is maintained during real-time integration

Given that real-time data integration is enabled, when data is being synchronized, then the integrity of the data should be preserved, ensuring that no data loss or corruption occurs during the integration process.

Real-time updates are reflected in data analytics

Given that real-time data integration is enabled, when data is updated in the connected sources, then the changes should be immediately reflected in the data analytics features of Adaptive Insights.

Real-time data processing

Given that real-time data integration is enabled, when new data is received, then Adaptive Insights should process and analyze the data in real-time, providing up-to-date insights and analytics.

Advanced Visualization Tools

User Story

As a business executive, I want access to advanced visualization tools, so that I can easily understand and interpret complex market data and trends.

Description

The Advanced Visualization Tools requirement aims to provide business executives with access to advanced visualizations within Adaptive Insights. With this requirement, business executives can easily understand and interpret complex market data and trends through intuitive and interactive visualizations. The Advanced Visualization Tools feature offers a wide range of visualization options, including charts, graphs, and interactive dashboards, allowing business executives to explore and analyze data in a visually appealing and user-friendly manner. By enhancing the data visualization capabilities of Adaptive Insights, this requirement enables business executives to gain valuable insights from data, make informed decisions, and communicate complex information effectively to stakeholders.

Acceptance Criteria

Business executive can view data in various chart types

Given that the business executive has access to Adaptive Insights, when they select the Advanced Visualization Tools feature, then they should be able to choose from a variety of chart types to visualize their data.

Business executive can customize chart elements

Given that the business executive has selected a chart type in the Advanced Visualization Tools feature, when they explore the customization options, then they should be able to modify chart elements such as titles, axes, labels, colors, and legends as per their preference.

Business executive can drill down into data

Given that the business executive is viewing a chart in the Advanced Visualization Tools feature, when they interact with specific data points, then they should be able to drill down and explore more detailed information related to those data points.

Business executive can filter data in charts

Given that the business executive is viewing a chart in the Advanced Visualization Tools feature, when they apply filters to the data, then the chart should automatically update to show only the relevant data based on the applied filters.

Business executive can create interactive dashboards

Given that the business executive has access to the Advanced Visualization Tools feature, when they create a dashboard, then they should be able to add multiple charts and interactively connect them to create a unified view of the data.

Business executive can share visualizations with stakeholders

Given that the business executive has created a visualization in the Advanced Visualization Tools feature, when they choose to share the visualization, then they should be able to generate a shareable link or export the visualization in a common format (e.g., PDF, image) to effectively communicate the insights with stakeholders.

Integration with External Analytics Platforms

User Story

As a data scientist, I want the ability to integrate Adaptive Insights with external analytics platforms, so that I can leverage advanced analytics capabilities and techniques.

Description

The Integration with External Analytics Platforms requirement aims to provide data scientists with the flexibility to integrate Adaptive Insights with external analytics platforms. With this requirement, data scientists can leverage advanced analytics capabilities and techniques available in external platforms to enhance the data analysis process within Adaptive Insights. The integration allows data scientists to access a wider range of analytics tools, algorithms, and statistical models, enabling them to perform more advanced data analysis, forecasting, and predictive modeling. By integrating with external analytics platforms, this requirement empowers data scientists to leverage the best-in-class analytical capabilities, resulting in more accurate and insightful analysis within Adaptive Insights.

Acceptance Criteria

Data scientist can connect Adaptive Insights with an external analytics platform

Given that the data scientist has access to an external analytics platform, when they connect the external analytics platform to Adaptive Insights, then they should be able to establish a successful connection.

Data scientist can import data from the external analytics platform into Adaptive Insights

Given that the data scientist has connected an external analytics platform to Adaptive Insights, when they import data from the external analytics platform, then the data should be successfully imported into Adaptive Insights and available for analysis.

Data scientist can export data from Adaptive Insights to the external analytics platform

Given that the data scientist has connected an external analytics platform to Adaptive Insights, when they export data from Adaptive Insights to the external analytics platform, then the data should be successfully exported and available for analysis in the external platform.

Data scientist can access advanced analytics capabilities of the external analytics platform

Given that the data scientist has connected an external analytics platform to Adaptive Insights, when they access the external analytics platform, then they should be able to utilize advanced analytics capabilities, such as statistical models, algorithms, and visualizations.

Data scientist can perform advanced data analysis within Adaptive Insights using the external analytics platform

Given that the data scientist has connected an external analytics platform to Adaptive Insights, when they perform advanced data analysis, such as forecasting or predictive modeling, using the capabilities of the external analytics platform, then they should be able to obtain accurate and insightful analysis results within Adaptive Insights.

Data scientist can update the integration settings between Adaptive Insights and the external analytics platform

Given that the data scientist has connected an external analytics platform to Adaptive Insights, when they update the integration settings, such as authentication credentials or data refresh frequency, between Adaptive Insights and the external analytics platform, then the changes should be successfully reflected in the integration.

Collaborative Analytics

User Story

As a team of analysts, we want to collaborate on data analysis projects within Adaptive Insights, so that we can share insights, collaborate effectively, and enhance decision-making.

Description

The Collaborative Analytics requirement aims to provide collaborative features within Adaptive Insights, enabling teams of analysts to work together on data analysis projects. With this requirement, analysts can collaborate in real-time, share insights, and leverage collective intelligence to enhance decision-making. The Collaborative Analytics feature includes functionalities such as real-time document collaboration, comment threads, and sharing capabilities, allowing analysts to collaborate seamlessly within the Adaptive Insights platform. By enabling collaboration, this requirement enhances communication, promotes knowledge sharing, and improves the overall efficiency and effectiveness of data analysis projects.

Acceptance Criteria

Collaborate on a document

Given that two analysts are working on the same document in Adaptive Insights, when one analyst makes changes to the document, then the changes are instantly reflected for the other analyst.

Add comments and annotations

Given that an analyst is reviewing a document in Adaptive Insights, when they add a comment or annotation to a specific section of the document, then the comment or annotation is visible to other analysts in that section.

View document history

Given that an analyst is working on a document in Adaptive Insights, when they access the document's history, then they can view a chronological list of all changes made to the document, including who made the changes and when.

Share documents

Given that an analyst wants to share a document with another analyst in Adaptive Insights, when they select the 'Share' option and specify the recipient, then the document is shared with the specified recipient, and they can access and collaborate on the document.

Track changes

Given that an analyst is working on a document in Adaptive Insights, when they make changes to the document, then a log of all changes, including the nature of the change and the timestamp, is recorded and can be reviewed later.

Predictive Modeling and Forecasting

User Story

As a business strategist, I want access to advanced predictive modeling and forecasting capabilities within Adaptive Insights, so that I can anticipate market trends, predict customer behavior, and optimize business strategies.

Description

The Predictive Modeling and Forecasting requirement aims to provide business strategists with advanced predictive modeling and forecasting capabilities within Adaptive Insights. With this requirement, business strategists can leverage historical data, statistical models, and advanced algorithms to anticipate market trends, predict customer behavior, and optimize business strategies. The Predictive Modeling and Forecasting feature offers a user-friendly interface for building and training predictive models, as well as generating accurate forecasts based on the trained models. By providing access to predictive modeling and forecasting capabilities, this requirement empowers business strategists to make data-driven decisions, identify growth opportunities, and stay ahead of the competition.

Acceptance Criteria

Business strategist can build and train predictive models

Given that Adaptive Insights is open, when a business strategist accesses the Predictive Modeling and Forecasting feature, then they can build and train predictive models using historical data, statistical models, and advanced algorithms.

Accurate forecasts can be generated based on trained models

Given that predictive models are trained, when a business strategist generates a forecast, then the forecast is accurate and based on the trained models.

Predictive models can anticipate market trends

Given that predictive models are trained, when market data is inputted into the models, then the models can accurately anticipate market trends.

Predictive models can predict customer behavior

Given that predictive models are trained, when customer data is inputted into the models, then the models can accurately predict customer behavior.

Business strategists can optimize strategies based on predictions

Given accurate predictions from the trained models, when a business strategist analyzes the predictions, then they can optimize business strategies and make data-driven decisions.

Predictive modeling and forecasting feature has a user-friendly interface

Given that a business strategist accesses the Predictive Modeling and Forecasting feature, when they interact with the feature's interface, then the interface is user-friendly and easy to navigate.

Agile Planning

Summary: Agile Planning is a feature within Adaptly that allows businesses to streamline their planning processes and adapt to changing market conditions. It enables businesses to create, manage, and track agile plans with ease, facilitating seamless collaboration and alignment across teams. With Agile Planning, businesses can quickly respond to market shifts, adjust strategies, and drive efficient execution. Description: Agile Planning is an essential feature within Adaptly that empowers businesses to navigate the dynamic business landscape with ease. It provides a flexible and collaborative planning framework, enabling businesses to adapt their strategies in real-time and respond to market changes. With Agile Planning, businesses can create and manage agile plans that align with their goals and objectives. The feature allows for quick iteration and adjustment of plans based on market insights and feedback. It provides a clear and structured framework for capturing and prioritizing tasks, ensuring transparency and accountability across teams. Agile Planning also enables seamless collaboration and communication among team members. It provides a centralized platform for sharing information, tracking progress, and facilitating real-time updates. This fosters effective teamwork and ensures everyone is aligned with the business's strategic direction. One of the key benefits of Agile Planning is its ability to facilitate quick and efficient execution. The feature allows businesses to break down complex projects into smaller, manageable tasks, enabling teams to work in an agile and iterative manner. It provides tools for tracking progress, monitoring milestones, and adjusting plans as needed. Overall, Agile Planning is a powerful feature within Adaptly that empowers businesses to adapt and thrive in a rapidly changing business environment. By enabling agile and collaborative planning, businesses can respond to market shifts, drive efficient execution, and achieve their strategic objectives.

Requirements

Visual Kanban Board

User Story

As a project manager, I want a visual Kanban board to easily track and manage tasks in Agile Planning, so that I can effectively plan and prioritize work for my team.

Description

The Visual Kanban Board requirement is to create a user-friendly and intuitive board within the Agile Planning feature that allows project managers to visually track and manage tasks. The board should display the different stages of work, such as 'To Do', 'In Progress', 'Completed', etc., and provide drag-and-drop functionality to easily move tasks between stages. This visual representation will enable project managers to quickly assess the status of tasks, identify bottlenecks, and prioritize work accordingly. The Visual Kanban Board should integrate with the task management system to ensure real-time updates and seamless collaboration across team members.

Acceptance Criteria

Project manager can create a new task on the Visual Kanban Board

Given that the project manager is logged into Adaptly, when they navigate to the Visual Kanban Board, then they should have the option to create a new task by clicking on the 'Add Task' button.

Project manager can assign a task to a specific stage on the Visual Kanban Board

Given that the project manager is viewing the Visual Kanban Board, when they drag and drop a task card from one stage to another, then the task should be moved to the assigned stage on the board.

Project manager can edit the details of a task on the Visual Kanban Board

Given that the project manager is viewing the Visual Kanban Board, when they click on a task card, then they should be able to edit details such as the task name, description, due date, and assigned team members.

Project manager can filter tasks on the Visual Kanban Board

Given that the project manager is viewing the Visual Kanban Board, when they apply a filter such as task status or assigned team members, then only the tasks that meet the filter criteria should be displayed on the board.

Project manager can view task details on the Visual Kanban Board

Given that the project manager is viewing the Visual Kanban Board, when they click on a task card, then a detailed view of the task should be displayed, including information such as task description, due date, and assigned team members.

Project manager can track the progress of tasks on the Visual Kanban Board

Given that the project manager is viewing the Visual Kanban Board, when they look at the board, then they should be able to easily see the progress of tasks in each stage, such as the number of tasks completed and the number of tasks in progress.

Project manager can prioritize tasks on the Visual Kanban Board

Given that the project manager is viewing the Visual Kanban Board, when they drag and drop a task card to a higher position within a stage, then the task should be prioritized higher on the board.

Project manager can collaborate with team members on the Visual Kanban Board

Given that the project manager is viewing the Visual Kanban Board, when they click on a task card, then they should have the option to leave comments, tag team members, and attach files to facilitate collaboration and communication.

Task Dependencies

User Story

As a team member, I want to be able to define and visualize task dependencies in Agile Planning, so that I can understand the relationships between tasks and plan my work accordingly.

Description

The Task Dependencies requirement aims to enhance the Agile Planning feature by allowing team members to define and visualize task dependencies. Team members should be able to specify that certain tasks are dependent on others, creating a logical sequence of work. The feature should provide a visual representation of task dependencies, such as arrows or connecting lines, to clearly indicate the relationship between tasks. This functionality will help team members understand the dependencies between tasks, identify potential bottlenecks, and plan their work accordingly. Task Dependencies should also support automatic updates and adjustments when changes are made to dependent tasks, ensuring accurate and up-to-date planning.

Acceptance Criteria

Team member defines task dependencies

Given that I am a team member, when I create a task and specify its dependencies on other tasks, then the task dependencies should be saved and associated with the task.

Visual representation of task dependencies

Given that I am a team member, when I view the Agile Planning board, then the tasks should be visually represented with clear and understandable visual indicators to show the task dependencies, such as arrows or connecting lines.

Automatic updates and adjustments

Given that I am a team member, when changes are made to a task that has dependencies, then the dependent tasks should be automatically updated and adjusted accordingly, ensuring accurate and up-to-date planning.

Identify potential bottlenecks

Given that I am a team member, when I view the Agile Planning board with task dependencies, then I should be able to identify potential bottlenecks or critical paths in the project, where delays or issues in one task could impact the overall timeline.

Plan work based on task dependencies

Given that I am a team member, when I have a clear understanding of task dependencies, then I should be able to plan my work accordingly, prioritizing tasks that are dependent on others and ensuring a smooth workflow.

Sprint Planning

User Story

As a product owner, I want to be able to plan and track sprints in Agile Planning, so that I can effectively manage the delivery of the product backlog.

Description

The Sprint Planning requirement is to enable product owners to plan and track sprints within the Agile Planning feature. Product owners should be able to define the duration of each sprint and allocate tasks or user stories from the product backlog to the sprint. The feature should provide a visual representation of the sprint timeline, showing start and end dates, and allowing for easy monitoring of progress. Sprint Planning should also include features like capacity planning, where product owners can assess the team's capacity and allocate tasks accordingly. This functionality will enable product owners to effectively manage the delivery of the product backlog, ensure efficient resource allocation, and meet project deadlines.

Acceptance Criteria

Product owner should be able to define the duration of each sprint

Given a sprint planning interface, when the product owner enters the duration of a sprint, then the system should save and display the duration for that sprint.

Product owner should be able to allocate tasks or user stories to a sprint

Given a sprint planning interface and a product backlog, when the product owner selects tasks or user stories from the product backlog, then the system should allow the product owner to allocate them to the current sprint.

Sprint timeline should display start and end dates

Given a sprint planning interface with a sprint timeline, when a sprint is created, then the system should display the start and end dates of the sprint on the timeline.

Progress of the sprint should be easily monitored

Given a sprint planning interface with a sprint timeline, when tasks or user stories are marked as completed, then the system should update the progress of the sprint and reflect it on the timeline.

Capacity planning should be available

Given a sprint planning interface, when the product owner accesses the capacity planning feature, then the system should provide tools to assess the team's capacity and allocate tasks accordingly.

Burndown Chart

User Story

As a scrum master, I want a burndown chart in Agile Planning to track the progress of sprints and identify potential issues, so that I can facilitate effective sprint reviews and retrospectives.

Description

The Burndown Chart requirement is to create a visual representation of the progress of sprints within the Agile Planning feature. The chart should display the remaining work over time, allowing scrum masters to track the team's progress and identify potential issues or bottlenecks. The Burndown Chart should clearly show the ideal progress line and the actual progress line, enabling scrum masters to assess whether the team is on track to complete the sprint successfully. This feature will facilitate effective sprint reviews and retrospectives, as scrum masters can identify areas for improvement, adjust plans if necessary, and ensure continuous improvement in the team's performance.

Acceptance Criteria

When a sprint starts

Given a new sprint has started, when the burndown chart is displayed, then it should show zero work completed and the total remaining work for the sprint.

When tasks are completed

Given tasks are completed during the sprint, when the burndown chart is updated, then it should reflect the decrease in remaining work and show the progress made.

When new tasks are added

Given new tasks are added during the sprint, when the burndown chart is updated, then it should reflect the increase in remaining work and adjust the progress accordingly.

When tasks are removed

Given tasks are removed from the sprint, when the burndown chart is updated, then it should reflect the decrease in remaining work and adjust the progress accordingly.

When there are no tasks remaining

Given all tasks are completed and no tasks remain in the sprint, when the burndown chart is displayed, then it should show zero remaining work and indicate that the sprint is complete.

When there are tasks remaining after the sprint end

Given the sprint end date has passed and there are tasks remaining, when the burndown chart is displayed, then it should show the remaining work and indicate that the sprint is incomplete.

When the burndown chart is updated in real-time

Given the burndown chart is being updated in real-time, when a task is completed or added, then the burndown chart should be immediately updated to reflect the changes.

When the burndown chart is customizable

Given the ability to customize the burndown chart, when the user modifies the settings, then the burndown chart should update accordingly and display the desired information.

Integration with External Tools

User Story

As a user, I want the ability to integrate Agile Planning with external tools, such as project management software or communication platforms, so that I can streamline my workflow and avoid duplicate data entry.

Description

The Integration with External Tools requirement aims to provide users with the flexibility to integrate Agile Planning with their preferred project management software or communication platforms. This integration will allow users to streamline their workflow by avoiding duplicate data entry and ensuring seamless communication across different tools. For example, users should be able to sync tasks between Agile Planning and a project management software, or receive notifications about task updates in a communication platform. Integration with External Tools will enhance the user experience by enabling users to work within their preferred toolset and eliminating the need to switch between different platforms.

Acceptance Criteria

Integrating Agile Planning with a project management software

Given that a user has an existing project management software, when they integrate Agile Planning with the software, then tasks created in Agile Planning should be synced to the project management software.

Receiving task updates in a communication platform

Given that a user has a communication platform integrated with Agile Planning, when a task is updated in Agile Planning, then the user should receive a notification in the communication platform.

Avoiding duplicate data entry

Given that a user has integrated Agile Planning with an external tool, when they create or update a task in the external tool, then the changes should be automatically reflected in Agile Planning.

Supporting bidirectional synchronization with external tools

Given that a user has integrated Agile Planning with an external tool, when they make changes to a task in either Agile Planning or the external tool, then the changes should be synced bidirectionally between both systems.

Ensuring compatibility with commonly used project management software

Given a user's preference for a specific project management software, when they integrate Agile Planning with the software, then the integration should be compatible and support seamless data synchronization.

Risk Management

Summary: Risk Management is a critical feature within Adaptly that helps businesses identify, monitor, and mitigate potential risks. It provides a comprehensive framework for assessing and managing risks, ensuring proactive risk mitigation and safeguarding business interests. By leveraging advanced analytics and risk assessment methodologies, Risk Management empowers businesses to make informed decisions and protect their bottom line. Description: Risk Management is an indispensable feature within Adaptly that enables businesses to navigate the complex landscape of risks and uncertainties. It provides a comprehensive framework for identifying, assessing, and managing risks, enabling businesses to proactively mitigate potential threats. With Risk Management, businesses can conduct thorough risk assessments across various business functions and identify potential vulnerabilities. The feature allows for the integration of external data sources, such as market trends, economic indicators, and industry benchmarks, to enhance risk analysis and prediction. Risk Management also provides tools for prioritizing and managing risks based on their potential impact and likelihood. It allows businesses to set up risk mitigation strategies, assign ownership, and track the progress of risk mitigation efforts. This enables businesses to take proactive measures to minimize the likelihood and impact of risks. One of the key benefits of Risk Management is its ability to enable informed decision-making. The feature provides real-time risk visibility and analytics, empowering businesses to make data-driven decisions and develop contingency plans. This ensures that businesses can respond effectively to unexpected events and disruptions. Overall, Risk Management is a vital feature within Adaptly that empowers businesses to proactively identify, assess, and mitigate potential risks. By leveraging advanced analytics and risk assessment methodologies, businesses can protect their bottom line, ensure business continuity, and achieve long-term success.

Requirements

Risk Dashboard

User Story

As a risk manager, I want to have a centralized risk dashboard that provides a comprehensive overview of all risks in real-time, so that I can effectively monitor and manage risks.

Description

The Risk Dashboard is a centralized interface within the Risk Management feature that provides a comprehensive overview of all risks in real-time. It displays key risk indicators, such as risk score, likelihood, and impact, allowing risk managers to quickly assess the overall risk exposure of the business. The dashboard also provides visualizations, such as charts and graphs, to facilitate easy interpretation of risk data. With the Risk Dashboard, risk managers can track the status of risk assessments, monitor risk mitigation efforts, and take appropriate actions to mitigate potential risks.

Acceptance Criteria

View risk score on the dashboard

Given that I am on the Risk Dashboard, when I view the dashboard, then I should be able to see the risk score for each identified risk.

View likelihood and impact of risks

Given that I am on the Risk Dashboard, when I view the dashboard, then I should be able to see the likelihood and impact ratings for each identified risk.

Visualize risk data with charts and graphs

Given that I am on the Risk Dashboard, when I view the dashboard, then I should be able to see visualizations, such as charts and graphs, that provide a clear representation of risk data.

Track status of risk assessments

Given that I am on the Risk Dashboard, when I view the dashboard, then I should be able to track the status of risk assessments, including the completion percentage and any pending assessments.

Monitor progress of risk mitigation efforts

Given that I am on the Risk Dashboard, when I view the dashboard, then I should be able to monitor the progress of risk mitigation efforts, including the status of assigned mitigation tasks.

Take appropriate actions to mitigate risks

Given that I am on the Risk Dashboard, when I view the dashboard, then I should be able to take appropriate actions, such as assigning ownership and setting up mitigation strategies, to mitigate identified risks.

Risk Assessment Templates

User Story

As a risk assessor, I want to have predefined risk assessment templates that streamline the risk assessment process and ensure consistency in risk evaluation.

Description

Risk Assessment Templates are preconfigured frameworks within the Risk Management feature that guide the risk assessment process. These templates include predefined risk categories, assessment criteria, and weighting factors, providing a structured approach to evaluating risks. By using the templates, risk assessors can save time and effort in developing risk assessment frameworks from scratch. The templates also ensure consistency in risk evaluations across the organization, as all risk assessors follow the same predefined criteria. This promotes standardization and enables better comparison and prioritization of risks.

Acceptance Criteria

Creating a new risk assessment template

Given a risk assessor wants to create a new risk assessment template, when they provide the necessary information and save the template, then the template should be successfully created and available for use.

Updating an existing risk assessment template

Given a risk assessor wants to update an existing risk assessment template, when they modify the template and save the changes, then the template should be successfully updated and reflect the new changes.

Using a predefined risk category in a risk assessment template

Given a risk assessor is creating a risk assessment template, when they select a predefined risk category from the template, then the category should be included in the template and available for risk assessment.

Adding assessment criteria to a risk assessment template

Given a risk assessor is creating or updating a risk assessment template, when they add assessment criteria to the template, then the criteria should be included in the template and available for risk evaluation.

Assigning weighting factors to assessment criteria in a risk assessment template

Given a risk assessor is creating or updating a risk assessment template, when they assign weighting factors to the assessment criteria, then the weighting factors should be associated with the criteria and used for calculating the overall risk score.

Deleting a risk assessment template

Given a risk assessor wants to delete a risk assessment template, when they confirm the deletion, then the template should be permanently removed and no longer available for use.

Risk Scoring Algorithm

User Story

As a risk analyst, I want to have a robust risk scoring algorithm that quantifies the level of risk based on various factors, so that I can accurately evaluate and prioritize risks.

Description

The Risk Scoring Algorithm is a core component of the Risk Management feature that quantifies the level of risk based on various factors. It takes into account parameters such as likelihood, impact, severity, and velocity to calculate a risk score for each identified risk. The algorithm uses predefined weightings and thresholds to assign scores, ensuring consistency and objectivity in risk assessments. By having a robust risk scoring algorithm, risk analysts can accurately evaluate and prioritize risks, making informed decisions on risk mitigation efforts. The algorithm also enables risk managers to identify high-priority risks that require immediate attention and allocate resources effectively.

Acceptance Criteria

Scenario 1: Risk score calculation with valid inputs

Given a valid risk assessment form with all required inputs filled out, when the risk scoring algorithm is executed, then it should calculate a risk score based on the defined weightings and thresholds.

Scenario 2: Risk score calculation with missing inputs

Given a risk assessment form with missing required inputs, when the risk scoring algorithm is executed, then it should handle the missing inputs gracefully and provide an appropriate error message.

Scenario 3: Risk score calculation with invalid inputs

Given a risk assessment form with invalid inputs, when the risk scoring algorithm is executed, then it should handle the invalid inputs gracefully and provide an appropriate error message.

Scenario 4: Risk score calculation for high-priority risks

Given a risk assessment form for a high-priority risk, when the risk scoring algorithm is executed, then it should assign a higher risk score compared to lower-priority risks.

Scenario 5: Risk score calculation for low-priority risks

Given a risk assessment form for a low-priority risk, when the risk scoring algorithm is executed, then it should assign a lower risk score compared to higher-priority risks.

Scenario 6: Risk score calculation for risks with high likelihood

Given a risk assessment form for a risk with high likelihood, when the risk scoring algorithm is executed, then it should assign a higher risk score compared to risks with lower likelihood.

Scenario 7: Risk score calculation for risks with high impact

Given a risk assessment form for a risk with high impact, when the risk scoring algorithm is executed, then it should assign a higher risk score compared to risks with lower impact.

Scenario 8: Risk score calculation for risks with high severity

Given a risk assessment form for a risk with high severity, when the risk scoring algorithm is executed, then it should assign a higher risk score compared to risks with lower severity.

Scenario 9: Risk score calculation for risks with high velocity

Given a risk assessment form for a risk with high velocity, when the risk scoring algorithm is executed, then it should assign a higher risk score compared to risks with lower velocity.

Risk Mitigation Plan

User Story

As a risk manager, I want to be able to create and manage risk mitigation plans that outline the actions and strategies for reducing or eliminating risks.

Description

The Risk Mitigation Plan is a feature within the Risk Management module that allows risk managers to create and manage plans for mitigating identified risks. The plan includes a detailed description of the risk, potential impact, and recommended actions for risk mitigation. Risk managers can assign responsibilities and due dates for each action, track the progress of mitigation efforts, and update the plan as needed. By having a centralized platform for managing risk mitigation plans, risk managers can ensure that all necessary actions are taken in a timely manner and coordinate the efforts of various stakeholders. This enhances the effectiveness of risk mitigation strategies and improves the overall resilience of the business.

Acceptance Criteria

Create a new risk mitigation plan

Given a risk manager wants to create a new risk mitigation plan, when they provide the necessary details, then a new plan is created with the provided details

Assign responsibilities and due dates

Given a risk mitigation plan exists, when a risk manager assigns responsibilities and due dates to the actions, then the plan is updated with the assigned responsibilities and due dates

Track the progress of mitigation efforts

Given a risk mitigation plan with assigned responsibilities, when the responsible parties update the progress of their actions, then the plan reflects the updated progress

Update the risk mitigation plan

Given a risk mitigation plan exists, when a risk manager updates the plan with new information or modifies existing details, then the plan is updated with the new or modified information

Coordinate the efforts of various stakeholders

Given a risk mitigation plan with multiple assigned responsibilities, when the risk manager communicates and coordinates with the responsible parties, then the plan facilitates effective collaboration among stakeholders

Risk Alert Notifications

User Story

As a business owner, I want to receive real-time notifications about significant changes in risk levels or new risks that emerge, so that I can stay informed and take proactive measures.

Description

The Risk Alert Notifications feature provides real-time notifications to business owners and risk managers about significant changes in risk levels or new risks that emerge. Users can set up customized criteria for triggering alerts, such as a sudden increase in risk score or the identification of a high-impact risk. When an alert is triggered, users receive a notification via email, SMS, or in-app notification, depending on their preferred communication channel. By receiving timely alerts, business owners can stay informed about potential threats to the business and take proactive measures to mitigate risks. The Risk Alert Notifications feature enhances situational awareness and enables timely decision-making in response to changing risk profiles.

Acceptance Criteria

User sets up customized criteria for triggering risk alerts

Given that the user has access to the Risk Alert Notifications feature, when the user sets up customized criteria for triggering risk alerts, then the system should save the criteria for future alert notifications.

A sudden increase in risk score triggers a risk alert

Given that the user has set up customized criteria for risk alerts, when there is a sudden increase in the risk score above the threshold, then the user should receive a real-time notification about the increased risk level.

Identification of a high-impact risk triggers a risk alert

Given that the user has set up customized criteria for risk alerts, when there is a new high-impact risk identified, then the user should receive a real-time notification about the newly emerged risk.

Notifications can be sent via email

Given that the user has set up risk alert notifications, when a risk alert is triggered, then the user should receive a notification via email.

Notifications can be sent via SMS

Given that the user has set up risk alert notifications, when a risk alert is triggered, then the user should receive a notification via SMS.

Notifications can be sent via in-app notification

Given that the user has set up risk alert notifications, when a risk alert is triggered, then the user should receive a notification via in-app notification.

Real-time Scenario Analysis

Summary: Real-time Scenario Analysis is a powerful feature within Adaptly that allows businesses to simulate and analyze various market scenarios in real-time. By leveraging historical data, market trends, and predictive analytics, Real-time Scenario Analysis helps businesses evaluate different scenarios, identify potential outcomes, and make informed strategic decisions. This feature is essential for businesses looking to adapt to changing market conditions and optimize their strategies. Description: Real-time Scenario Analysis is a game-changing feature within Adaptly that empowers businesses with the ability to simulate and analyze different market scenarios in real-time. It leverages historical data, market trends, and predictive analytics to provide businesses with valuable insights and inform strategic decision-making. With Real-time Scenario Analysis, businesses can test the impact of different factors such as pricing changes, product launches, and market fluctuations on their performance and profitability. The feature enables businesses to evaluate potential outcomes, identify risks, and optimize their strategies to achieve desired goals. Real-time Scenario Analysis offers customizable dashboards and visualizations, allowing users to view and compare multiple scenarios at a glance. Businesses can monitor key metrics, such as revenue, profitability, and market share, in different scenarios, helping them make data-driven decisions. One of the key benefits of Real-time Scenario Analysis is its predictive capabilities. By analyzing historical data and market trends, the feature helps businesses anticipate and prepare for future market changes. This enables businesses to proactively adapt their strategies, respond to emerging trends, and seize opportunities. Overall, Real-time Scenario Analysis is an essential feature within Adaptly that empowers businesses to make informed decisions by simulating and analyzing different market scenarios. By leveraging data and predictive analytics, businesses can optimize their strategies, adapt to changing market conditions, and drive growth.

Requirements

Customizable Scenario Templates

User Story

As a business analyst, I want to be able to create and save customizable scenario templates, so that I can easily analyze different market scenarios based on specific variables.

Description

The Customizable Scenario Templates requirement enables business analysts to create and save customizable scenario templates within the Real-time Scenario Analysis feature. This allows them to easily analyze different market scenarios based on specific variables without having to recreate the scenarios from scratch each time. With this requirement, business analysts can streamline their analysis process, save time, and focus on evaluating the impact of different variables on business performance and strategy.

Acceptance Criteria

Creating a new scenario template

Given a business analyst wants to create a new scenario template, when they provide a name and select the desired variables, then a new scenario template is created with the specified name and variables.

Saving a scenario template

Given a business analyst has created a scenario template with the desired variables, when they choose to save the template, then the template is saved and can be accessed for future analysis.

Loading a saved scenario template

Given a business analyst has previously saved a scenario template, when they choose to load a saved template, then the template is loaded with all the previously specified variables and settings intact.

Modifying a scenario template

Given a business analyst has loaded a saved scenario template, when they make changes to the variables or settings, then the modified template reflects the updated changes.

Deleting a scenario template

Given a business analyst wants to remove a scenario template, when they choose to delete the template, then the template is permanently removed from the system and cannot be accessed anymore.

Applying a scenario template to analysis

Given a business analyst has a scenario template loaded or selected, when they apply the template to the analysis, then the analysis is executed using the specified variables and settings from the template.

Validating scenario template inputs

Given a business analyst is creating or modifying a scenario template, when they input or select the variables and settings, then the system validates the inputs to ensure they are valid and within acceptable ranges.

Managing multiple scenario templates

Given a business analyst has created multiple scenario templates, when they navigate and switch between templates, then the system allows them to easily manage and switch between different templates for analysis.

Real-time Data Integration

User Story

As a data analyst, I want real-time data integration capabilities, so that I can analyze market scenarios based on up-to-date and accurate data.

Description

The Real-time Data Integration requirement provides data analysts with the capability to integrate real-time data feeds into the Real-time Scenario Analysis feature. This ensures that the analysis of market scenarios is based on up-to-date and accurate data, allowing analysts to make more informed decisions. With this requirement, data analysts can access the most current market trends, customer behavior, and other relevant data, enhancing the accuracy and reliability of scenario analysis.

Acceptance Criteria

Integration with real-time data feed is successful

Given that a real-time data feed is available When I integrate the data feed into Real-time Scenario Analysis Then the integration should be successful

Up-to-date data is used for scenario analysis

Given that real-time data integration is enabled When I perform scenario analysis Then the analysis should use the most up-to-date data

Accuracy and reliability of scenario analysis

Given that real-time data integration is enabled When I perform scenario analysis Then the analysis results should be accurate and reliable

Access to current market trends and customer behavior

Given that real-time data integration is enabled When I perform scenario analysis Then I should have access to the latest market trends and customer behavior data

Collaborative Scenario Analysis

User Story

As a team of business strategists, we want to collaborate on scenario analysis, so that we can combine our expertise and perspectives to make better strategic decisions.

Description

The Collaborative Scenario Analysis requirement enables teams of business strategists to collaborate on scenario analysis within the Real-time Scenario Analysis feature. This requirement allows multiple team members to work together, combining their expertise and perspectives to gain comprehensive insights and make better strategic decisions. With this requirement, teams can leverage collective intelligence, foster collaboration, and ensure that scenario analysis is based on a diverse range of inputs and perspectives.

Acceptance Criteria

Collaboration on scenario creation

Given multiple team members have access to Real-time Scenario Analysis, when they collaborate on creating a scenario, then they should be able to simultaneously contribute their expertise and perspectives.

Real-time synchronization of changes

Given multiple team members are working on a scenario, when one team member makes a change, then the changes should be automatically synchronized in real-time for all team members.

Version control and history

Given multiple team members are collaborating on a scenario, when changes are made, then there should be a version control system that tracks and stores the history of changes, allowing team members to revert to previous versions if needed.

Commenting and discussion

Given multiple team members are collaborating on a scenario, when they want to provide feedback or engage in discussions, then there should be a commenting system that allows them to leave comments and have threaded discussions within the context of the scenario.

Access control and permissions

Given multiple team members are collaborating on a scenario, when it comes to access control, then there should be roles and permissions that can be assigned to team members, allowing different levels of access and editing capabilities based on their roles.

Notifications and updates

Given multiple team members are collaborating on a scenario, when changes are made or comments are added, then there should be notifications and updates that are sent to all team members, ensuring everyone is informed of the latest changes and discussions.

Advanced Visualization Options

User Story

As a data visualization specialist, I want advanced visualization options, so that I can present scenario analysis results in a more visually appealing and informative way.

Description

The Advanced Visualization Options requirement provides data visualization specialists with advanced options to present scenario analysis results within the Real-time Scenario Analysis feature. This requirement enhances the visual appeal and informativeness of the analysis results, allowing visualization specialists to effectively communicate insights to stakeholders. With this requirement, visualization specialists can leverage a variety of charts, graphs, and interactive visualizations to present complex scenario analysis in a clear and engaging manner.

Acceptance Criteria

Visualization specialist selects from a variety of chart options

Given a scenario analysis result, when the visualization specialist selects the advanced visualization options, then they should be presented with a variety of chart options to choose from.

Visualization specialist customizes chart appearance

Given a selected chart option, when the visualization specialist customizes the chart appearance, then they should be able to modify colors, fonts, labels, and other visual elements.

Visualization specialist creates interactive visualizations

Given a scenario analysis result, when the visualization specialist creates interactive visualizations, then they should be able to add interactive elements such as tooltips, filters, and drill-down functionality.

Visualization specialist exports visualizations

Given a created visualization, when the visualization specialist exports the visualizations, then they should be able to save them in various file formats such as PNG, JPEG, or PDF.

Visualization specialist shares visualizations

Given a created visualization, when the visualization specialist shares the visualizations, then they should be able to generate shareable links or embed the visualizations in presentations or reports.

Sensitivity Analysis

User Story

As a financial analyst, I want to perform sensitivity analysis on different variables, so that I can assess the robustness of strategic decisions under various market conditions.

Description

The Sensitivity Analysis requirement enables financial analysts to perform sensitivity analysis on different variables within the Real-time Scenario Analysis feature. This requirement allows analysts to assess the robustness of strategic decisions by evaluating their sensitivity to changes in market conditions. With this requirement, financial analysts can gain insights into the potential impact of market uncertainties on business performance, guiding them in making more resilient and effective strategic decisions.

Acceptance Criteria

Perform sensitivity analysis on a single variable

Given a financial model with variable X, when the value of variable X is varied within a specified range, then the corresponding impact on key performance metrics should be calculated and displayed

Perform sensitivity analysis on multiple variables

Given a financial model with variables X, Y, and Z, when the values of variables X, Y, and Z are varied within specified ranges, then the corresponding impact on key performance metrics should be calculated and displayed

Analyze the sensitivity of strategic decisions to market uncertainties

Given a financial model with variable X representing a strategic decision, when the values of market uncertainties change, then the impact on key performance metrics and the robustness of the strategic decision should be assessed

Customize the range and increments for variable variations

Given a financial model with variable X, when the range and increments for varying the value of variable X are customized, then the corresponding impact on key performance metrics should be calculated and displayed accordingly

Compare sensitivity analysis results across different scenarios

Given multiple scenarios with varied values for variables X, Y, and Z, when sensitivity analysis is performed for each scenario, then the results should be displayed side by side for easy comparison

Export sensitivity analysis results

Given sensitivity analysis results for a financial model, when requested, then the results should be exportable in a standardized format such as CSV or Excel

Customizable Data Pipelines

Summary: Customizable Data Pipelines is a powerful feature within Adaptly that enables businesses to design and manage their own data pipelines. It provides a flexible and scalable infrastructure for collecting, processing, and analyzing data from various sources. With Customizable Data Pipelines, businesses can streamline their data management processes, improve data quality, and gain meaningful insights for better decision-making. Description: Customizable Data Pipelines is a versatile feature within Adaptly that empowers businesses to design and manage their own data pipelines. It provides a flexible infrastructure for collecting, processing, and analyzing data from various sources, ensuring businesses have access to high-quality data for decision-making. With Customizable Data Pipelines, businesses can set up data collection workflows that align with their specific needs and requirements. The feature supports the integration of various data sources, including CRM systems, marketing automation platforms, social media platforms, and more. This enables businesses to consolidate data from multiple sources into a centralized repository. Customizable Data Pipelines also allows businesses to define data processing and transformation rules. This ensures that data is cleansed, standardized, and enriched before analysis. The feature provides tools for data profiling, data quality monitoring, and data validation, ensuring businesses have accurate and reliable data for decision-making. One of the key benefits of Customizable Data Pipelines is its scalability. The feature can handle large volumes of data and scale as business needs grow. It supports parallel processing, data partitioning, and distributed computing, ensuring efficient data processing and analysis. Overall, Customizable Data Pipelines is a crucial feature within Adaptly that empowers businesses to streamline their data management processes and gain meaningful insights. By customizing data collection, processing, and analysis workflows, businesses can improve data quality, optimize decision-making, and drive business growth.

Requirements

Real-time Data Integration

User Story

As a data analyst, I want to integrate real-time data into my data pipeline so that I can make up-to-date and accurate decisions.

Description

The Customizable Data Pipelines feature should support the integration of real-time data sources, such as streaming data feeds, API endpoints, or sensor data. This will allow data analysts to include real-time data in their data pipelines and make timely and accurate decisions based on the most recent information. The integration should be flexible and scalable, allowing for the seamless incorporation of real-time data into the existing data pipeline workflows.

Acceptance Criteria

Integration with streaming data feeds

Given a streaming data feed is available, when I configure the data pipeline, then the system should be able to ingest the streaming data in real-time.

Integration with API endpoints

Given an API endpoint is accessible, when I configure the data pipeline, then the system should be able to retrieve data from the API in real-time.

Integration with sensor data

Given sensor data is being generated, when I configure the data pipeline, then the system should be able to capture and process the sensor data in real-time.

Flexibility in incorporating real-time data

Given a real-time data source is available, when I configure the data pipeline, then the system should allow me to easily integrate the real-time data into the existing pipeline workflow.

Scalability of real-time data integration

Given a large volume of real-time data, when I configure the data pipeline, then the system should be able to handle the high influx of real-time data and process it efficiently.

Timely updates of real-time data

Given changes occur in the real-time data source, when I configure the data pipeline, then the system should update the data in near real-time to ensure up-to-date information for decision-making.

Data Cleansing and Enrichment

User Story

As a data engineer, I want to cleanse and enrich the data in my pipeline so that I can ensure its quality and reliability.

Description

The Customizable Data Pipelines feature should provide tools and capabilities to cleanse and enrich the data as it flows through the pipeline. This includes removing duplicate records, correcting errors or inconsistencies, and enriching the data with additional relevant information from external sources, such as geolocation data or demographic data. These data cleansing and enrichment capabilities will ensure that the data used for analysis and decision-making is accurate, reliable, and of high quality.

Acceptance Criteria

Remove duplicate records from the data

Given a data pipeline with duplicate records, When the data cleansing process is executed, Then the resulting data should have no duplicate records.

Correct errors or inconsistencies in the data

Given a data pipeline with errors or inconsistencies, When the data cleansing process is executed, Then the resulting data should have the errors or inconsistencies corrected.

Enrich the data with geolocation information

Given a data pipeline without geolocation information, When the data enrichment process is executed, Then the resulting data should have the geolocation information added.

Enrich the data with demographic data

Given a data pipeline without demographic data, When the data enrichment process is executed, Then the resulting data should have the demographic data added.

Ensure the data used for analysis and decision-making is accurate

Given a data pipeline with inaccurate data, When the data cleansing and enrichment processes are executed, Then the resulting data should be accurate and reliable.

Ensure the data used for analysis and decision-making is of high quality

Given a data pipeline with low-quality data, When the data cleansing and enrichment processes are executed, Then the resulting data should be of high quality.

Data Transformation and Aggregation

User Story

As a data scientist, I want to transform and aggregate the data in my pipeline so that I can perform complex analytics and extract meaningful insights.

Description

The Customizable Data Pipelines feature should support data transformation and aggregation operations, allowing data scientists to manipulate and summarize the data in their pipelines. This includes applying mathematical and statistical functions, performing data joins and merges, grouping and aggregating data, and creating calculated fields. These data transformation and aggregation capabilities will enable data scientists to perform complex analytics and extract meaningful insights from the data.

Acceptance Criteria

Apply mathematical functions to transform data

Given a data pipeline with numeric data, when a mathematical function is applied to the data, then the transformed data should be correctly calculated and stored.

Perform data joins and merges

Given two or more data sources in a pipeline, when a data join or merge operation is performed, then the resulting data should include the combined records based on the specified join condition.

Group and aggregate data

Given a data pipeline with multiple records, when a group and aggregate operation is performed, then the resulting data should be grouped based on the specified criteria and aggregated using the specified functions.

Create calculated fields

Given a data pipeline, when a calculated field is created using mathematical or logical expressions, then the resulting data should include the calculated field with the correct values.

Data Quality Monitoring

User Story

As a data governance manager, I want to monitor the quality of data in my pipeline so that I can ensure data integrity and compliance.

Description

The Customizable Data Pipelines feature should provide data quality monitoring capabilities, allowing data governance managers to track and monitor the quality of data in the pipeline. This includes detecting and flagging data anomalies, identifying missing or incomplete data, and monitoring data conformity to defined standards or business rules. These data quality monitoring capabilities will help ensure data integrity, compliance with regulations, and adherence to data governance policies.

Acceptance Criteria

Data quality monitoring is initiated when a data pipeline is running

Given that a data pipeline is running, when the data quality monitoring feature is triggered, then it should start monitoring the quality of data flowing through the pipeline.

Data anomalies are detected and flagged

Given that data quality monitoring is enabled, when an anomaly is detected in the data, then it should be flagged and an alert/notification should be sent to the data governance manager.

Missing or incomplete data is identified

Given that data quality monitoring is enabled, when missing or incomplete data is identified in the pipeline, then it should be logged and reported to the data governance manager.

Data conformity to defined standards or business rules is monitored

Given that data quality monitoring is enabled, when data does not conform to defined standards or business rules, then it should be flagged and reported to the data governance manager.

Data integrity and compliance are ensured

Given that data quality monitoring is enabled, when data integrity issues or non-compliance with regulations are detected, then they should be logged, flagged, and reported to the data governance manager.

Data Privacy and Security

User Story

As a data privacy officer, I want to ensure the privacy and security of data in my pipeline so that sensitive information is protected.

Description

The Customizable Data Pipelines feature should include robust data privacy and security measures to protect sensitive information. This includes encryption of data at rest and in transit, access controls and permissions management, anonymization and pseudonymization of personal data, and compliance with data protection regulations, such as GDPR. These data privacy and security measures will help organizations comply with privacy regulations, protect sensitive information, and maintain the trust of their customers.

Acceptance Criteria

Data is encrypted at rest

Given that data is stored in the data pipeline, when data is persisted to storage, then it should be encrypted using industry-standard encryption algorithms and techniques.

Data is encrypted in transit

Given that data is transmitted within the data pipeline, when data is being transmitted, then it should be encrypted using secure communication protocols and encryption algorithms.

Access controls are in place

Given that data is processed within the data pipeline, when access is requested to the data, then appropriate access controls and permissions should be enforced to ensure that only authorized users can access and modify the data.

Personal data is anonymized and pseudonymized

Given that personal data is processed within the data pipeline, when personal data is being handled, then appropriate anonymization and pseudonymization techniques should be applied to protect the privacy of individuals.

Compliance with data protection regulations

Given that the data pipeline processes personal data, when handling personal data, then it should adhere to relevant data protection regulations, such as GDPR, by implementing necessary safeguards and privacy-enhancing technologies.

Intelligent Market Analysis

Intelligent Market Analysis is a powerful feature of Adaptly that provides businesses with deep insights into market trends and customer behavior. Using advanced data analytics and AI algorithms, this feature analyzes vast amounts of market data, including historical sales data, consumer demographics, and competitor information. It identifies emerging market trends, customer preferences, and competitive strategies, allowing businesses to make informed decisions and stay ahead of the competition. With Intelligent Market Analysis, businesses can identify new market opportunities, optimize product offerings, and develop effective marketing strategies.

Requirements

Real-time Market Data Integration

User Story

As a business analyst, I want to integrate real-time market data into the Intelligent Market Analysis feature so that I can access up-to-date information for accurate analysis.

Description

The Real-time Market Data Integration requirement entails integrating live market data feeds into the Intelligent Market Analysis feature. This will allow business analysts to have access to real-time information and make more informed decisions based on the most up-to-date data. The integration will retrieve data from various market sources, such as financial news websites, stock exchanges, and social media platforms, and update the Intelligent Market Analysis database in real-time. This ensures that the analysis performed is based on the most current market trends and customer behavior.

By integrating real-time market data, business analysts can track market changes as they occur, enabling them to identify emerging trends or shifts in customer preferences swiftly. This feature will prove invaluable to businesses operating in fast-paced industries where market conditions can change rapidly. It will also enhance the accuracy and reliability of the Intelligent Market Analysis feature by providing timely and relevant data for analysis.

The integration will be seamless, with the market data feeds being filtered and processed to extract the relevant information for analysis. The live data will be stored in a dedicated database within the Intelligent Market Analysis module, ensuring that it is easily accessible to business analysts. The integration will also allow users to set up custom alerts and notifications based on specific market events or criteria, enabling proactive decision-making and swift responses to market changes.

The Real-time Market Data Integration requirement is critical to the overall functionality and effectiveness of the Intelligent Market Analysis feature. By providing real-time market data, businesses can stay ahead of their competitors, identify new opportunities, and make data-driven decisions with confidence.

Acceptance Criteria

Successful integration of real-time market data feeds

Given that the Intelligent Market Analysis feature is active and connected to the internet, When live market data feeds are integrated, Then the market data should be updated in real-time within the Intelligent Market Analysis module.

Accurate filtering and processing of market data

Given that real-time market data feeds are integrated, When the data is filtered and processed, Then only relevant information for analysis should be extracted and stored in the Intelligent Market Analysis database.

Timely retrieval and storage of market data

Given that real-time market data feeds are integrated, When new data is available, Then it should be retrieved and stored in the Intelligent Market Analysis database without delay.

Monitoring of market changes

Given that real-time market data feeds are integrated, When there are changes in market conditions or customer behavior, Then the Intelligent Market Analysis feature should promptly detect and reflect these changes.

Custom alerts and notifications

Given that real-time market data feeds are integrated, When users set up custom alerts or notifications based on specific market events or criteria, Then they should receive timely and accurate notifications to facilitate proactive decision-making.

Competitor Price Monitoring

User Story

As a pricing manager, I want to monitor competitor prices using the Intelligent Market Analysis feature so that I can adjust our pricing strategies accordingly.

Description

The Competitor Price Monitoring requirement involves leveraging the Intelligent Market Analysis feature to monitor and track competitor prices. This functionality will enable pricing managers to stay informed about the pricing strategies and changes implemented by their competitors, allowing them to make data-driven decisions and adjust their pricing strategies accordingly.

The Competitor Price Monitoring feature will gather pricing data from various sources, such as competitor websites, e-commerce platforms, and pricing comparison websites. This data will be analyzed and compared with the pricing information of the business's own products or services. Pricing managers will have access to a centralized dashboard within the Intelligent Market Analysis module, displaying the latest competitor prices and highlighting any significant changes.

By monitoring competitor prices, pricing managers can identify opportunities for price adjustments to maintain competitiveness in the market. For example, if a competitor lowers their prices, the pricing manager can assess the impact on the business's market position and adjust prices accordingly. Conversely, if a competitor increases their prices, the pricing manager can evaluate whether it presents an opportunity to increase profitability or if it may lead to a loss of market share.

The Competitor Price Monitoring requirement will provide pricing managers with valuable insights into the competitive landscape, ensuring that the business remains agile and responsive to market dynamics. This feature will assist in optimizing pricing strategies, maximizing profitability, and maintaining a competitive edge in the market.

Acceptance Criteria

Price monitoring is initiated for a specified list of competitors

Given a pricing manager has selected a list of competitors to monitor, when the price monitoring feature is initiated, then the system should start gathering pricing data for the specified competitors.

Competitor pricing data is collected and updated regularly

Given the price monitoring feature is active, when new competitor pricing data becomes available, then the system should collect and update the pricing data in a timely manner.

Competitor price changes are detected and flagged

Given the pricing data for a competitor has been updated, when a significant price change is detected compared to the previous data, then the system should flag and highlight the change for the pricing manager to review.

Detailed competitor price history is available for analysis

Given the price monitoring feature is active, when reviewing a competitor's pricing data, then the system should provide a detailed price history, including past price changes and trends, for the pricing manager to analyze.

Price comparison with own product prices is available

Given the pricing data for a competitor and the business's own product prices are available, when analyzing competitor prices, then the system should provide a clear comparison with the business's own prices, including any deviations and the impact on competitiveness.

Notifications are sent for significant competitor price changes

Given the price monitoring feature is active, when a significant price change is detected for a competitor, then the system should send a notification to the pricing manager, alerting them to the change.

Customer Segmentation Analysis

User Story

As a marketing manager, I want to perform customer segmentation analysis using the Intelligent Market Analysis feature to better target my marketing campaigns and personalize customer experiences.

Description

The Customer Segmentation Analysis requirement involves utilizing the Intelligent Market Analysis feature to perform comprehensive customer segmentation analysis. This functionality will enable marketing managers to gain a deeper understanding of their customer base, identify distinct customer segments, and tailor marketing strategies to effectively engage and resonate with each segment.

The Customer Segmentation Analysis feature will analyze various customer data points, such as demographics, purchasing behavior, preferences, and engagement patterns. By applying advanced data analytics techniques, the Intelligent Market Analysis module will automatically segment the customer base into homogeneous groups based on predefined criteria or through data-driven clustering algorithms.

Marketing managers will have access to detailed customer segmentation profiles within the Intelligent Market Analysis module. These profiles will provide insights into the characteristics and behaviors of each segment, enabling marketing managers to create targeted marketing campaigns, personalized offers, and relevant content for each segment. By delivering tailored marketing messages, businesses can enhance customer engagement, build stronger relationships with customers, and improve conversion rates.

The Customer Segmentation Analysis requirement is crucial for businesses aiming to maximize the impact of their marketing efforts and drive customer loyalty. By leveraging the power of the Intelligent Market Analysis feature, marketing managers can gain a deeper understanding of their customer base and develop marketing strategies that resonate with specific customer segments. This capability will result in higher customer satisfaction, increased customer retention, and ultimately, improved business performance.

Acceptance Criteria

Marketing manager wants to access the Customer Segmentation Analysis feature

Given that I am a marketing manager, when I navigate to the Intelligent Market Analysis module, then I should see an option to access the Customer Segmentation Analysis feature.

Marketing manager wants to define customer segmentation criteria

Given that I am a marketing manager, when I access the Customer Segmentation Analysis feature, then I should be able to define criteria for customer segmentation, such as demographics, purchasing behavior, preferences, and engagement patterns.

Marketing manager wants to apply predefined segmentation criteria

Given that I am a marketing manager, when I define customer segmentation criteria, then I should be able to apply predefined segmentation criteria, such as age range, gender, geographic location, and purchase history.

Marketing manager wants to apply data-driven clustering algorithm

Given that I am a marketing manager, when I define customer segmentation criteria, then I should be able to apply a data-driven clustering algorithm to automatically segment the customer base based on similarities in customer data points.

Marketing manager wants to view customer segmentation profiles

Given that I am a marketing manager, when I perform customer segmentation analysis, then I should be able to view detailed customer segmentation profiles that provide insights into the characteristics and behaviors of each segment.

Marketing manager wants to create targeted marketing campaigns

Given that I am a marketing manager, when I access the customer segmentation profiles, then I should be able to create targeted marketing campaigns tailored to each customer segment.

Marketing manager wants to personalize offers for each segment

Given that I am a marketing manager, when I access the customer segmentation profiles, then I should be able to personalize offers and promotions for each customer segment based on their preferences and behaviors.

Marketing manager wants to deliver relevant content to each segment

Given that I am a marketing manager, when I access the customer segmentation profiles, then I should be able to deliver relevant content, such as product recommendations and educational materials, to each customer segment based on their interests and needs.

Trend Analysis and Forecasting

User Story

As a business strategist, I want to perform trend analysis and forecasting using the Intelligent Market Analysis feature to anticipate market shifts and align our business strategies accordingly.

Description

The Trend Analysis and Forecasting requirement involves utilizing the Intelligent Market Analysis feature to perform trend analysis and forecasting. This functionality will enable business strategists to identify market trends, predict future market conditions, and make proactive decisions to align business strategies accordingly.

The Trend Analysis and Forecasting feature will leverage historical market data, customer behavior patterns, industry trends, and other relevant data sources to identify and analyze market trends. By applying advanced statistical models and machine learning algorithms, it will generate forecasts and predictions for future market conditions and customer behavior.

Business strategists will have access to visualizations and reports within the Intelligent Market Analysis module, displaying trend analysis results, forecasted market conditions, and potential business implications. This information will guide strategic decision-making processes, allowing businesses to proactively respond to market shifts, identify new opportunities, and mitigate potential risks.

By performing trend analysis and forecasting, businesses can stay ahead of the curve, anticipate market changes, and align their strategies accordingly. This capability is particularly beneficial for industries with high volatility or disruptive market forces. It enables businesses to adapt their product offerings, marketing strategies, and resource allocation to maximize growth and maintain a competitive advantage.

The Trend Analysis and Forecasting requirement will empower business strategists with actionable insights, enabling them to navigate the ever-changing business landscape with confidence. By leveraging the power of the Intelligent Market Analysis feature, businesses can make informed decisions based on data-driven forecasts, ensuring long-term success and resilience.

Acceptance Criteria

Business strategist can access the Trend Analysis and Forecasting feature

Given that I am a business strategist, when I log in to Adaptly and navigate to the Intelligent Market Analysis module, then I should be able to access the Trend Analysis and Forecasting feature.

Trend Analysis and Forecasting leverages historical market data

Given that historical market data is available, when performing trend analysis and forecasting, then the system should utilize this data to generate insights and predictions.

Trend Analysis and Forecasting leverages customer behavior patterns

Given that customer behavior patterns are available, when performing trend analysis and forecasting, then the system should incorporate these patterns to identify market trends and make accurate predictions.

Trend Analysis and Forecasting leverages industry trends

Given that industry trends data is available, when performing trend analysis and forecasting, then the system should consider these trends to provide comprehensive market analysis and forecasting.

Business strategists have access to visualizations and reports

Given that I am a business strategist, when I use the Trend Analysis and Forecasting feature, then I should have access to visualizations and reports displaying trend analysis results, forecasted market conditions, and potential business implications.

Trend Analysis and Forecasting guides strategic decision-making

Given the generated trend analysis and forecasts, when business strategists analyze the results, then they should be able to make data-driven decisions and align business strategies accordingly.

Trend Analysis and Forecasting enables proactive response to market shifts

Given the trend analysis and forecasts, when market shifts are identified, then business strategists should be able to proactively respond by adjusting product offerings, marketing strategies, and resource allocation.

Trend Analysis and Forecasting identifies new opportunities

Given the trend analysis and forecasts, when new market opportunities arise, then business strategists should be able to identify and capitalize on these opportunities to drive business growth.

Trend Analysis and Forecasting mitigates potential risks

Given the trend analysis and forecasts, when potential risks are identified, then business strategists should be able to develop strategies to mitigate these risks and protect the business.

Trend Analysis and Forecasting supports decision-making for volatile industries

Given the trend analysis and forecasts, when facing high volatility or disruptive market forces, then business strategists should be able to leverage the insights to make informed decisions and effectively navigate uncertain market conditions.

Risk Assessment and Mitigation

Risk Assessment and Mitigation is a crucial feature of Adaptly that helps businesses identify and manage risks effectively. This feature utilizes advanced algorithms to analyze various risk factors, such as market volatility, competitor actions, regulatory changes, and supply chain disruptions. It provides businesses with a comprehensive risk assessment, highlighting potential threats and their impact on operations. With this information, businesses can develop risk mitigation strategies, such as diversifying suppliers, adjusting production capacity, or exploring new markets. By proactively managing risks, businesses can minimize potential losses, ensure continuity of operations, and maintain their competitive edge.

Requirements

Risk Identification

User Story

As a risk manager, I want to easily identify potential risks in order to develop effective mitigation strategies.

Description

The risk identification requirement aims to provide a comprehensive and efficient way for risk managers to identify potential risks. The system should utilize advanced algorithms to analyze various data sources, such as market trends, competitor actions, and external factors, to identify potential risks that could impact the business. The user should be able to specify the criteria and parameters for risk identification, such as specific markets or product categories, and the system should generate a list of potential risks based on these inputs. The identified risks should be presented in a clear and organized manner, with relevant data and risk indicators. This will enable risk managers to quickly assess and prioritize risks, and develop effective mitigation strategies to minimize potential impacts on the business.

Acceptance Criteria

User can input criteria and parameters for risk identification

Given that the user has access to the risk identification feature, when the user enters the criteria and parameters for risk identification, then the system should save and validate the inputs.

System analyzes various data sources to identify potential risks

Given that the user has specified the criteria and parameters for risk identification, when the system analyzes the data from various sources, then it should identify potential risks based on the specified inputs.

Identified risks are presented in a clear and organized manner

Given that the system has identified potential risks, when the risks are presented to the user, then they should be displayed in a clear and organized manner, with relevant data and risk indicators.

User can assess and prioritize identified risks

Given that the user is presented with identified risks, when the user reviews and assesses the risks, then they should be able to prioritize them based on their potential impact and likelihood.

System allows user to develop effective mitigation strategies

Given that the user has assessed and prioritized the identified risks, when the user develops mitigation strategies, then the system should provide necessary tools and resources to facilitate the process.

Risk Assessment

User Story

As a risk manager, I want to assess the potential impact and likelihood of identified risks in order to prioritize my mitigation efforts.

Description

The risk assessment requirement aims to provide risk managers with a systematic and objective way to assess the potential impact and likelihood of identified risks. The system should allow risk managers to assign appropriate risk levels to each identified risk based on predefined criteria and risk assessment models. The system should also provide a user-friendly interface that allows risk managers to input relevant data and variables for the assessment, such as historical data, market conditions, and expert judgment. The system should then calculate and provide an overall risk score for each identified risk, based on the assigned risk levels and the input data. This will enable risk managers to prioritize their mitigation efforts and allocate resources effectively based on the level of risk posed by each identified risk.

Acceptance Criteria

Risk manager inputs relevant data and variables for the risk assessment

Given that the risk manager has access to the risk assessment system, when they input relevant data and variables for the risk assessment, then the system should accept and store the inputted data accurately.

Risk manager assigns appropriate risk levels to identified risks based on predefined criteria

Given that the risk manager has access to the risk assessment system and identified risks, when they assign risk levels based on predefined criteria, then the system should accurately record and reflect the assigned risk levels for each identified risk.

System calculates overall risk scores based on assigned risk levels and input data

Given that the risk manager has inputted relevant data, variables, and assigned risk levels for identified risks, when the system calculates overall risk scores, then the scores should be accurately calculated based on the assigned risk levels and input data.

System provides an intuitive user interface for risk assessment

Given that the risk manager interacts with the risk assessment system, when they navigate the user interface, then the system should provide an intuitive and user-friendly interface that is easy to understand and use.

Risk manager can prioritize mitigation efforts based on risk assessment

Given that the risk manager has access to the calculated overall risk scores, when they review the scores, then they should be able to prioritize their mitigation efforts based on the level of risk posed by each identified risk.

Risk Mitigation Strategies

User Story

As a risk manager, I want access to a range of effective risk mitigation strategies to help reduce the impact of identified risks.

Description

The risk mitigation strategies requirement aims to provide risk managers with a library of effective risk mitigation strategies that can be customized and applied to specific risks. The system should provide a range of pre-defined risk mitigation strategies based on best practices and industry standards. These strategies should cover various risk categories, such as market risks, operational risks, and regulatory risks. Risk managers should be able to easily search and select relevant risk mitigation strategies from the library, based on the specific risks identified and the business context. The system should also allow risk managers to customize and adapt the selected strategies to suit their specific needs and constraints. By providing access to a range of effective risk mitigation strategies, the system will enable risk managers to develop robust mitigation plans and minimize the impact of identified risks on the business.

Acceptance Criteria

Risk manager searches for risk mitigation strategies

Given a risk manager has access to the system, when the risk manager performs a search for risk mitigation strategies, then the system should display a list of relevant strategies based on the search criteria.

Risk manager selects a risk mitigation strategy

Given a risk manager has access to the system and a list of risk mitigation strategies is displayed, when the risk manager selects a specific strategy, then the system should provide detailed information about the selected strategy.

Risk manager customizes a selected risk mitigation strategy

Given a risk manager has access to the system and a risk mitigation strategy is selected, when the risk manager customizes the selected strategy by adjusting parameters or adding additional steps, then the system should save the customized version of the strategy for future reference.

Risk manager applies a customized risk mitigation strategy

Given a risk manager has access to the system and a customized risk mitigation strategy is saved, when the risk manager applies the customized strategy to a specific risk, then the system should provide guidance and recommendations on how to implement the strategy effectively.

Risk manager evaluates the effectiveness of a risk mitigation strategy

Given a risk manager has access to the system and a risk mitigation strategy is applied, when the risk manager evaluates the effectiveness of the strategy based on predefined success criteria, then the system should provide performance metrics and analysis to assess the impact of the strategy on risk reduction.

Risk Monitoring and Alerting

User Story

As a risk manager, I want to receive real-time notifications and alerts for significant changes or developments in identified risks.

Description

The risk monitoring and alerting requirement aims to provide risk managers with real-time notifications and alerts for significant changes or developments in identified risks. The system should continuously monitor relevant data and indicators for each identified risk, such as market trends, competitor actions, and regulatory changes. Whenever there is a significant change or development that could impact the identified risks, the system should generate alerts and notifications to the risk managers. These alerts should provide timely and actionable information, such as the nature of the change, its impact on the identified risks, and recommended actions for risk mitigation. The system should also provide a user-friendly interface for risk managers to manage and customize their alert preferences, such as the frequency and format of the alerts. By providing real-time monitoring and alerting capabilities, the system will enable risk managers to stay informed and take proactive actions to mitigate potential risks.

Acceptance Criteria

Risk manager receives real-time notification for a significant change in an identified risk

Given that a risk has been identified When there is a significant change in the risk Then the risk manager should receive a real-time notification

Risk manager receives alert for a new development in an identified risk

Given that a risk has been identified When there is a new development related to the risk Then the risk manager should receive an alert

Risk manager receives actionable information in the notifications and alerts

Given that the risk manager receives a notification or alert When they open the notification or alert Then they should find actionable information, including the nature of the change or development, its impact on the risk, and recommended actions for risk mitigation

Risk manager can customize their alert preferences

Given that the risk manager has access to the system When they navigate to the alert preferences section Then they should be able to customize their preferences, such as the frequency and format of the alerts

Risk Reporting and Analytics

User Story

As a risk manager, I want access to comprehensive risk reports and analytics to support decision-making and communication.

Description

The risk reporting and analytics requirement aims to provide risk managers with access to comprehensive risk reports and analytics. The system should generate automated risk reports that summarize key risk indicators, trends, and mitigation efforts. These reports should be customizable and provide different levels of details and analyses based on the needs of the audience. The system should also provide interactive dashboards and analytics tools that allow risk managers to visualize and analyze risk data in different ways. These tools should enable risk managers to identify patterns, trends, and correlations in the risk data, and support data-driven decision-making and communication. By providing comprehensive risk reports and analytics, the system will enable risk managers to effectively communicate the status and impact of identified risks to senior management, stakeholders, and other relevant parties.

Acceptance Criteria

Risk report generation

Given a risk assessment data, when a risk report is generated, then the report should summarize key risk indicators, trends, and mitigation efforts.

Customizable risk reports

Given a risk report, when customization options are applied, then the report should provide different levels of details and analyses based on the user's preferences.

Interactive dashboards

Given risk data, when an interactive dashboard is accessed, then the dashboard should allow users to visualize and analyze risk data in different ways.

Data visualization

Given risk data, when visualization tools are used, then the tools should enable users to identify patterns, trends, and correlations in the risk data.

Data-driven decision-making

Given risk analysis results, when making decisions based on the data, then the decisions should be supported by the insights and trends identified in the risk analysis.

Effective communication

Given risk reports, when communicating with senior management and stakeholders, then the reports should effectively communicate the status and impact of identified risks.

Real-time Scenario Analysis

Real-time Scenario Analysis is a dynamic feature of Adaptly that allows businesses to simulate and analyze various business scenarios in real-time. Using AI algorithms and historical data, this feature can simulate different market conditions, such as changes in demand, pricing strategies, or supply chain disruptions. It provides businesses with instant insights into the potential outcomes of different scenarios, helping them make data-driven decisions. With real-time scenario analysis, businesses can assess the impact of different strategies, optimize resource allocation, and adapt quickly to changing market dynamics. This feature enables businesses to proactively plan for contingencies, optimize their operations, and capitalize on emerging opportunities.

Requirements

Real-time Data Integration

User Story

As a business analyst, I want to be able to easily integrate real-time data sources into the scenario analysis tool, so that I can make accurate and up-to-date projections.

Description

The Real-time Data Integration requirement focuses on the ability to seamlessly connect real-time data sources to the scenario analysis tool in Adaptly. This integration will allow business analysts and decision-makers to access the most current data for their simulations and make accurate projections. The requirement entails developing a user-friendly interface that enables the configuration and management of real-time data connections. Users should be able to specify the data sources, define the update frequency, and map the relevant data fields. The integration should support various data formats, such as APIs, streaming services, and database connections. By incorporating real-time data into the scenario analysis, businesses can respond quickly to market changes and make informed decisions based on the most up-to-date information.

Acceptance Criteria

Connecting to an API data source

Given that the user has specified an API data source, when the user configures the required authentication and endpoint information, and selects the desired data fields to import, then the system should establish a connection to the API and retrieve the real-time data.

Setting up a streaming service data source

Given that the user has specified a streaming service data source, when the user provides the necessary configuration details for connecting to the streaming service, and selects the relevant data fields to consume, then the system should establish a continuous data stream and update the scenario analysis tool in real-time.

Configuring a database connection

Given that the user has specified a database data source, when the user enters the connection details, including the database type, hostname, credentials, and selects the desired tables or queries, then the system should establish a connection to the database and fetch the real-time data based on the defined frequency.

Defining update frequency and scheduling

Given that the user has set up a real-time data source, when the user has the ability to define the update frequency and scheduling for data retrieval and integration, then the system should periodically fetch and update the scenario analysis tool with the latest data based on the specified frequency and scheduling settings.

Mapping data fields

Given that the user has connected a real-time data source, when the user wants to map the imported data fields to the relevant fields in the scenario analysis tool, then the system should provide a mapping interface where the user can easily match and assign the corresponding data fields from the source to the destination.

Supporting various data formats

Given that the user wants to integrate real-time data from different sources, when the system provides support for various data formats such as APIs, streaming services, and databases, then the user should be able to connect and import data from these sources seamlessly into the scenario analysis tool.

Sensitivity Analysis

User Story

As a financial manager, I want to perform sensitivity analysis on scenario outcomes, so that I can understand the impact of changing variables on our financial performance.

Description

The Sensitivity Analysis requirement enables users to evaluate the impact of changing variables on scenario outcomes within the real-time scenario analysis tool. It allows financial managers and decision-makers to identify the key drivers that significantly affect the financial performance of their business. Users should be able to specify the variables to be analyzed and define the range of values or assumptions to be tested. The tool should generate a comprehensive report that highlights the sensitivity of key metrics, such as revenue, costs, and profitability, to the selected variables. By conducting sensitivity analysis, businesses can gain valuable insights into the potential risks and opportunities associated with different scenarios. This information empowers decision-makers to make more informed strategic choices and develop robust contingency plans.

Acceptance Criteria

Perform sensitivity analysis for revenue

Given a scenario in the real-time analysis tool, when the revenue variable is changed within a specified range, then the corresponding changes in revenue outcomes should be calculated and displayed.

Perform sensitivity analysis for costs

Given a scenario in the real-time analysis tool, when the cost variable is changed within a specified range, then the corresponding changes in cost outcomes should be calculated and displayed.

Perform sensitivity analysis for profitability

Given a scenario in the real-time analysis tool, when the profitability variable is changed within a specified range, then the corresponding changes in profitability outcomes should be calculated and displayed.

Generate a comprehensive sensitivity analysis report

Given a scenario in the real-time analysis tool, when the sensitivity analysis is performed for selected variables, then a comprehensive report should be generated that highlights the sensitivity of key metrics to the selected variables.

Collaborative Scenario Building

User Story

As a team leader, I want my team members to be able to collaborate on building and refining scenarios in real-time, so that we can leverage diverse perspectives and expertise.

Description

The Collaborative Scenario Building requirement focuses on facilitating real-time collaboration among team members during the scenario building process in Adaptly. It enables multiple users to work together, simultaneously or asynchronously, on creating and refining scenarios. The requirement entails implementing features such as shared access, simultaneous editing, and commenting within the scenario analysis tool. Team members should be able to view and edit the scenarios in real-time, providing their insights, feedback, and suggestions. The tool should also track the revision history and allow users to compare and revert to previous versions if needed. By fostering collaboration, businesses can leverage the collective knowledge and expertise of their teams, leading to more comprehensive and accurate scenario analysis. This requirement enhances adaptability, agility, and cross-functional alignment within an organization, enabling teams to make better-informed decisions and achieve better outcomes.

Acceptance Criteria

Multiple users can access and edit the scenario simultaneously

Given multiple users are logged into the scenario analysis tool and have the appropriate access permissions, when they access the same scenario, and two or more users make edits to the scenario simultaneously, then the changes made by each user are immediately visible to all other users in real-time

Users can collaborate asynchronously on scenario building

Given a user has made modifications to a scenario and saves the changes, when another user accesses the scenario later, the saved changes made by the first user should be visible to the second user, and the second user can continue editing the scenario from where the first user left off

Users can leave comments on specific elements of a scenario

Given a user is reviewing a scenario, when they encounter a specific element within the scenario that they want to provide feedback or comments on, then they should be able to leave a comment or feedback directly on that element, which is visible to other users

Revision history is tracked

Given users make changes to a scenario over time, when revisions are saved, then a revision history is maintained, showing the timestamp and user for each revision, and users can access and compare previous versions of the scenario

Users can revert to previous versions of the scenario

Given a user wants to revert to a previous version of the scenario, when they access the revision history, then they should be able to select and restore a specific previous version of the scenario, effectively reverting the scenario to that selected version

Dynamic Visualization

User Story

As a business executive, I want to have dynamic visualizations of scenario outcomes, so that I can easily comprehend and communicate the implications of different scenarios.

Description

The Dynamic Visualization requirement focuses on providing interactive and visually appealing representations of scenario outcomes within Adaptly's real-time scenario analysis tool. It includes the development of dynamic charts, graphs, and dashboards that dynamically update as users modify the inputs and assumptions of their scenarios. Users should be able to customize the visualizations based on their specific needs and preferences. The visualizations should convey key insights and allow users to explore different dimensions of the scenarios, such as financial metrics, market trends, and resource allocation. By presenting scenario outcomes in a visually engaging manner, businesses can enhance the understanding and communication of complex information. Executives can easily grasp the implications of different scenarios, share them with stakeholders, and facilitate data-driven discussions and decision-making.

Acceptance Criteria

User modifies inputs and assumptions of the scenario

Given that the user has access to the real-time scenario analysis tool When the user modifies the inputs and assumptions of the scenario Then the dynamic visualizations should update in real-time to reflect the changes

User customizes the visualizations

Given that the user has access to the real-time scenario analysis tool When the user selects the customize option for the visualizations Then the user should be able to customize the appearance, layout, and metrics displayed in the visualizations

User explores financial metrics in the visualizations

Given that the user has access to the real-time scenario analysis tool When the user interacts with the visualizations Then the user should be able to explore financial metrics, such as revenue, costs, profits, and ROI, within the visualizations

User explores market trends in the visualizations

Given that the user has access to the real-time scenario analysis tool When the user interacts with the visualizations Then the user should be able to explore market trends, such as demand, pricing, market share, and competition, within the visualizations

User explores resource allocation in the visualizations

Given that the user has access to the real-time scenario analysis tool When the user interacts with the visualizations Then the user should be able to explore resource allocation, such as workforce, inventory, production capacity, and distribution, within the visualizations

Executive comprehends the implications of different scenarios through visualizations

Given that the executive has access to the real-time scenario analysis tool When the executive views the visualizations of different scenarios Then the visualizations should provide clear and intuitive representations of the implications, enabling the executive to easily comprehend the outcomes

Executive communicates scenario implications to stakeholders using visualizations

Given that the executive has access to the real-time scenario analysis tool When the executive communicates the implications of different scenarios to stakeholders Then the visualizations should facilitate effective communication, allowing the executive to present key insights and discuss the implications with stakeholders

Visualizations dynamically update based on changes in scenario inputs

Given that the user has access to the real-time scenario analysis tool When the user modifies the inputs and assumptions of the scenario Then the visualizations should dynamically update to reflect the changes, providing real-time feedback on the scenario outcomes

Visualizations are visually appealing and engaging

Given that the user has access to the real-time scenario analysis tool When the user interacts with the visualizations Then the visualizations should be visually appealing, using appropriate colors, fonts, and visual elements to enhance user engagement

Scenario Comparison

User Story

As a strategic planner, I want to compare multiple scenarios side by side, so that I can evaluate their relative merits and select the most suitable course of action.

Description

The Scenario Comparison requirement enables users to compare multiple scenarios side by side within Adaptly's real-time scenario analysis tool. It allows strategic planners and decision-makers to evaluate the relative merits and drawbacks of different scenarios and make informed decisions. Users should be able to select and display multiple scenarios on a single screen, allowing for direct visual comparison. The tool should provide a comprehensive overview of key metrics, such as revenue, costs, and profitability, for each scenario. Users should also be able to customize the comparison criteria and metrics based on their specific needs. By facilitating scenario comparison, businesses can assess the trade-offs, risks, and opportunities associated with different strategic options. This requirement enhances strategic planning and decision-making, enabling businesses to choose the most suitable course of action to achieve their objectives.

Acceptance Criteria

The user should be able to select multiple scenarios for comparison.

Given that the user is viewing the real-time scenario analysis tool, when they select multiple scenarios for comparison, then all selected scenarios should be displayed side by side.

The user should be able to customize the comparison criteria and metrics.

Given that the user is viewing the real-time scenario analysis tool, when they customize the comparison criteria and metrics, then the tool should update the displayed metrics accordingly.

The user should have a comprehensive overview of key metrics for each scenario.

Given that the user is viewing the real-time scenario analysis tool with multiple scenarios displayed, when they examine the metrics for each scenario, then the tool should provide a clear and comprehensive overview of key metrics such as revenue, costs, and profitability.

Agile Resource Planning

Agile Resource Planning is a flexible feature of Adaptly that allows businesses to optimize their resource allocation and capacity planning. With this feature, businesses can dynamically allocate resources based on real-time market demand, production capacity, and supply chain constraints. Using AI algorithms, the feature considers various factors, such as sales forecasts, production lead times, and inventory levels, to determine the optimal allocation of resources. Agile resource planning helps businesses minimize production bottlenecks, reduce inventory holding costs, and ensure timely delivery of products. With this feature, businesses can respond quickly to changing market conditions, optimize their operations, and improve customer satisfaction.

Requirements

Resource Allocation Dashboard

User Story

As a business manager, I want to have a centralized dashboard to allocate and manage resources effectively, so that I can optimize resource utilization and enhance productivity.

Description

The Resource Allocation Dashboard is a centralized interface that allows business managers to allocate and manage resources efficiently. It provides a visual representation of the available resources, including human resources, equipment, and materials. The dashboard allows managers to assign resources to specific projects or tasks, based on their availability and skill set. Managers can also track the progress of resource allocation and monitor the utilization of resources in real-time. This feature enables businesses to optimize their resource utilization, minimize bottlenecks, and enhance overall productivity.

Acceptance Criteria

User can view a list of available resources

Given that the user has access to the Resource Allocation Dashboard, when the user opens the dashboard, then the user should be able to see a list of available resources.

User can allocate resources to a specific project

Given that the user has access to the Resource Allocation Dashboard and there is an available resource, when the user selects a project and allocates the resource, then the resource should be assigned to the project.

User can update the allocation of resources

Given that the user has access to the Resource Allocation Dashboard and there are allocated resources, when the user updates the allocation of resources for a project, then the allocation should be updated accordingly.

User can track the utilization of allocated resources

Given that the user has access to the Resource Allocation Dashboard and there are allocated resources, when the user selects a project, then the user should be able to see the utilization of the allocated resources for that project.

User can view resource availability by skill set

Given that the user has access to the Resource Allocation Dashboard and there are available resources, when the user filters the resources by skill set, then the user should be able to see the availability of resources with that skill set.

User can view resource utilization by project

Given that the user has access to the Resource Allocation Dashboard and there are allocated resources, when the user selects a project, then the user should be able to see the utilization of resources for that project.

User can generate resource allocation reports

Given that the user has access to the Resource Allocation Dashboard and there are allocated resources, when the user requests a resource allocation report, then the system should generate a report with details of the allocated resources.

Real-Time Resource Availability

User Story

As a project manager, I want to be able to check the real-time availability of resources, so that I can make informed decisions about resource allocation and project scheduling.

Description

Real-Time Resource Availability provides project managers with up-to-date information on the availability of resources. This feature allows project managers to view the current utilization and availability of resources, such as employees, equipment, and materials. Project managers can easily identify resource constraints and conflicts, ensuring that resources are allocated efficiently. By having real-time visibility into resource availability, project managers can make informed decisions about project scheduling, resource allocation, and avoid bottlenecks or over-utilization of resources.

Acceptance Criteria

Project manager checks the availability of resources

Given a project manager is logged into the system, when the project manager navigates to the resource availability page, then the project manager should see a list of all available resources with their current utilization and availability.

Identify resource conflicts

Given a project manager is logged into the system, when the project manager views the resource availability, then any resource conflicts, such as over-utilization or conflicts in resource schedules, should be clearly highlighted or flagged.

Filter resources by type

Given a project manager is logged into the system, when the project manager navigates to the resource availability page, then the project manager should be able to filter resources by type, such as employees, equipment, or materials.

View resource details

Given a project manager is logged into the system, when the project manager selects a specific resource from the resource availability list, then the project manager should be able to view detailed information about the resource, including availability, skills, certifications, and associated projects.

Check resource utilization

Given a project manager is logged into the system, when the project manager views the resource availability, then the project manager should be able to see the current utilization of each resource, including the percentage of time allocated to different projects or tasks.

Update resource availability

Given a project manager is logged into the system, when the project manager identifies a resource with available capacity, then the project manager should be able to update the resource availability, indicating the start and end dates of the availability.

Resource Demand Forecasting

User Story

As a supply chain manager, I want to have accurate and reliable resource demand forecasts, so that I can proactively allocate resources and optimize the supply chain.

Description

Resource Demand Forecasting utilizes historical data, market trends, and predictive analytics to provide accurate and reliable forecasts of resource demand. This feature assists supply chain managers in predicting future demand for resources, such as raw materials, production capacity, and labor. By having access to reliable demand forecasts, supply chain managers can allocate resources proactively, optimize inventory levels, and ensure timely fulfillment of customer orders. This enables businesses to minimize stockouts, reduce excess inventory, and streamline their supply chain operations.

Acceptance Criteria

Scenario: Validating accuracy of resource demand forecasts

Given historical data and market trends, when resource demand forecasting is performed, then the forecasted demand should closely match the actual demand.

Scenario: Handling seasonality in resource demand

Given seasonal fluctuations in demand, when resource demand forecasting is performed, then the forecasted demand should accurately account for seasonal variations.

Scenario: Handling unpredictable demand changes

Given sudden changes in demand, when resource demand forecasting is performed, then the forecasted demand should quickly adapt to the changing demand patterns.

Scenario: Optimizing resource allocation based on demand forecasts

Given resource demand forecasts, when resource allocation is performed, then the allocated resources should be optimized to meet the forecasted demand while minimizing costs.

Scenario: Minimizing stockouts and excess inventory

Given accurate resource demand forecasts, when inventory management is performed, then stockouts should be minimized, and excess inventory should be reduced.

Resource Constraints Identification

User Story

As a production manager, I want to identify resource constraints and bottlenecks in the production process, so that I can take corrective actions to optimize resource utilization and improve production efficiency.

Description

Resource Constraints Identification analyzes the production process to identify constraints and bottlenecks related to resource utilization. This feature helps production managers pinpoint areas where resources are underutilized or overutilized, enabling them to take corrective actions and optimize resource allocation. By addressing resource constraints, production managers can improve production efficiency, reduce lead times, and enhance overall operational performance. This feature also allows production managers to simulate different scenarios and assess the impact of resource allocation changes on production capacity, cost, and time to delivery.

Acceptance Criteria

Identify underutilized resources

Given a production process with available resources, when running the resource constraints identification feature, then it should identify any resources that are being underutilized.

Identify overutilized resources

Given a production process with available resources, when running the resource constraints identification feature, then it should identify any resources that are being overutilized.

Generate resource utilization reports

Given a production process with available resources, when running the resource constraints identification feature, then it should generate reports that provide an overview of resource utilization and identify areas of improvement.

Simulate resource allocation changes

Given a production process with available resources, when simulating resource allocation changes using the resource constraints identification feature, then it should provide insights into the impact of those changes on production capacity, cost, and time to delivery.

Recommend resource allocation adjustments

Given a production process with available resources, when running the resource constraints identification feature, then it should provide recommendations for resource allocation adjustments to optimize production efficiency and reduce bottlenecks.

Automated Resource Allocation Recommendations

User Story

As an operations manager, I want to receive automated recommendations for resource allocation, so that I can make informed decisions and optimize resource utilization in a timely manner.

Description

Automated Resource Allocation Recommendations leverages artificial intelligence and machine learning algorithms to provide automated recommendations for resource allocation. This feature analyzes historical data, market trends, and demand forecasts to generate optimal resource allocation suggestions. Operations managers can review these recommendations and make informed decisions about resource allocation. By automating resource allocation recommendations, businesses can improve efficiency, reduce manual effort, and optimize resource utilization in a timely manner. This feature also allows operations managers to evaluate the impact of different resource allocation scenarios on key performance indicators, such as cost, throughput, and customer satisfaction.

Acceptance Criteria

Operations manager receives automated resource allocation recommendations

Given that the operations manager has historical data, market trends, and demand forecasts, when the system generates resource allocation recommendations, then the operations manager should receive the recommendations

Operations manager can review and evaluate resource allocation recommendations

Given that the operations manager has received resource allocation recommendations, when the operations manager reviews and evaluates the recommendations, then they should be able to assess the impact of the recommendations on key performance indicators

System generates optimal resource allocation suggestions

Given that the system has analyzed historical data, market trends, and demand forecasts, when generating resource allocation suggestions, then the suggestions should be based on an optimization algorithm that considers multiple factors

Recommendations consider cost, throughput, and customer satisfaction

Given that the system generates resource allocation recommendations, when considering the impact of different resource allocation scenarios, then the recommendations should assess and prioritize cost, throughput, and customer satisfaction metrics

Operations manager can make informed decisions based on recommendations

Given that the operations manager has reviewed the resource allocation recommendations, when making decisions about resource allocation, then they should be able to consider the recommendations as informed suggestions

Dynamic Pricing Strategies

Dynamic Pricing Strategies is a feature of Adaptly that enables businesses to optimize their pricing strategies based on real-time market dynamics and customer behavior. Using AI algorithms and historical data, this feature analyzes market demand, competitor pricing, and customer preferences to recommend optimal pricing strategies. Businesses can implement dynamic pricing strategies, such as surge pricing during high demand periods or personalized pricing based on customer segments. This feature allows businesses to maximize revenue, increase market competitiveness, and tailor pricing to individual customer needs. With dynamic pricing strategies, businesses can effectively respond to market fluctuations and improve their profit margins.

Requirements

Real-Time Price Monitoring

User Story

As a pricing manager, I want to monitor real-time market prices so that I can adjust our pricing strategy accordingly.

Description

The system should provide real-time updates on market prices for relevant products or services. It should collect data from various sources, such as competitor websites, online marketplaces, and industry reports. The pricing manager should be able to view the current market prices and compare them with the company's pricing. This information will help the pricing manager identify any deviations in pricing and make necessary adjustments to the dynamic pricing strategy. The real-time price monitoring feature should also include alerts or notifications when significant changes occur in the market prices, enabling the pricing manager to respond quickly and maintain a competitive pricing strategy.

Acceptance Criteria

Pricing manager can view real-time market prices

Given that the pricing manager is logged into the system, when they navigate to the real-time price monitoring page, then they should be able to view the latest market prices for relevant products or services.

Pricing manager can compare market prices with company's pricing

Given that the pricing manager is viewing the real-time market prices, when they select a specific product or service, then they should be able to compare the current market price with the company's pricing for that product or service.

Pricing manager receives alerts for significant market price changes

Given that the pricing manager is subscribed to alerts, when a significant change in market price occurs for a specific product or service, then they should receive a notification or alert indicating the price change.

Demand Forecasting

User Story

As a business owner, I want to forecast demand for different price points so that I can optimize my pricing strategy.

Description

The system should analyze historical sales data, customer behavior, market trends, and other relevant factors to forecast demand for different price points. The demand forecasting feature should provide insights into the expected customer demand at various price levels. By understanding the demand elasticity, the business owner can determine the optimal price points that maximize revenue and profit. This information will inform the dynamic pricing strategy by identifying the most effective pricing levels to attract customers and achieve business goals.

Acceptance Criteria

Forecast demand for different price points

Given historical sales data, customer behavior, market trends, and other relevant factors, when the demand forecasting feature is executed, then it should provide insights into the expected customer demand at various price levels.

Optimize pricing strategy based on demand elasticity

Given the forecasted demand for different price points, when the business owner analyzes the demand elasticity, then they should be able to determine the optimal price points that maximize revenue and profit.

Inform dynamic pricing strategy

Given the insights into the expected customer demand at various price levels, when determining the dynamic pricing strategy, then the business owner should be able to identify the most effective pricing levels to attract customers and achieve business goals.

Competitor Price Analysis

User Story

As a marketing manager, I want to analyze competitor pricing to inform our dynamic pricing strategy.

Description

The system should collect and analyze competitor pricing data from various sources, such as competitor websites, marketplaces, and online advertisements. The marketing manager should be able to compare the company's pricing with that of competitors to identify pricing gaps and opportunities. The competitor price analysis feature should provide insights into the pricing strategies adopted by competitors, such as pricing changes over time, discount offers, and promotional pricing. This information will help the marketing manager make informed decisions when adjusting the dynamic pricing strategy to stay competitive in the market.

Acceptance Criteria

Retrieve competitor pricing data

Given that competitor pricing data is available in the system, when I request competitor price analysis, then the system should retrieve accurate and up-to-date competitor pricing data.

Analyze competitor pricing trends

Given competitor pricing data is available, when I analyze competitor pricing trends, then the system should provide insights into the historical pricing patterns of competitors, such as price fluctuations, seasonal pricing, and pricing trends over time.

Identify pricing gaps

Given competitor pricing data is available, when I compare our pricing with that of competitors, then the system should identify pricing gaps where our prices are significantly higher or lower than competitors.

Detect competitor discount offers

Given competitor pricing data is available, when I analyze competitor pricing, then the system should detect any discount offers or promotions offered by competitors.

Provide competitor pricing insights

Given competitor pricing data is available, when I analyze competitor pricing, then the system should provide detailed insights into the pricing strategies adopted by competitors, such as dynamic pricing, personalized pricing, or value-based pricing.

Customer Segmentation

User Story

As a sales manager, I want to segment our customers to personalize pricing based on their preferences and behavior.

Description

The system should analyze customer data, such as purchase history, browsing behavior, demographics, and preferences, to segment customers into different groups. The sales manager should be able to define customer segments based on relevant criteria, such as high-value customers, frequent buyers, or price-sensitive customers. The customer segmentation feature should enable the sales manager to assign specific pricing strategies to each customer segment. This could include personalized discounts, loyalty rewards, or dynamic pricing based on the segment's preferences. By personalizing pricing for different customer segments, the business can enhance customer satisfaction, increase customer retention, and maximize revenue.

Acceptance Criteria

Sales manager can define customer segments

Given that the sales manager is logged in and has access to the system, when they navigate to the customer segmentation settings, then they should be able to define customer segments based on relevant criteria.

Customer data is analyzed for segmentation

Given that the system has access to customer data, when the customer segmentation process is triggered, then the system should analyze the data, such as purchase history, browsing behavior, demographics, and preferences, to segment customers into different groups.

Customer segments are based on defined criteria

Given that the sales manager has defined customer segments based on relevant criteria, when the customer segmentation process is triggered, then the system should assign customers to the appropriate segments according to the defined criteria.

Pricing strategies can be assigned to customer segments

Given that the sales manager has created customer segments, when they navigate to the pricing strategy settings, then they should be able to assign specific pricing strategies to each customer segment, such as personalized discounts, loyalty rewards, or dynamic pricing based on the segment's preferences.

Pricing is personalized for customer segments

Given that the system has customer segments with assigned pricing strategies, when a customer from a specific segment makes a purchase, then the system should apply the personalized pricing strategy associated with their segment.

Revenue and customer satisfaction are improved through personalized pricing

Given that the system has implemented personalized pricing for customer segments, when the system analyzes the business performance, then it should show improvements in revenue and customer satisfaction metrics compared to non-personalized pricing strategies.

Price Optimization Algorithms

User Story

As a data analyst, I want access to advanced price optimization algorithms to fine-tune our dynamic pricing strategy.

Description

The system should provide access to advanced price optimization algorithms that analyze various factors, such as customer demand, market trends, competitor pricing, and business goals. These algorithms should generate pricing recommendations and simulations based on the input data. The data analyst should be able to configure and customize the price optimization algorithms according to the business's specific requirements. The price optimization algorithms should continuously analyze and update pricing recommendations to reflect changes in the market dynamics. By leveraging advanced algorithms, the business can ensure the dynamic pricing strategy is optimized for maximizing revenue and profitability.

Acceptance Criteria

Price optimization algorithm generates pricing recommendations based on customer demand and market trends

Given historical customer demand data and market trend data, when the price optimization algorithm is run, then it should generate pricing recommendations that reflect the current customer demand and market trends.

Price optimization algorithm considers competitor pricing

Given competitor pricing data, when the price optimization algorithm is run, then it should consider the competitor pricing in generating pricing recommendations.

Data analyst can configure and customize the price optimization algorithms

Given access to the system settings, when the data analyst configures the price optimization algorithm, then they should be able to customize the algorithm parameters and weighting factors according to the business's specific requirements.

Price optimization algorithm continuously updates pricing recommendations

Given real-time market data, when the price optimization algorithm is running, then it should continuously analyze and update the pricing recommendations to reflect changes in the market dynamics.

Price optimization algorithm provides pricing simulations

Given input data and configuration settings, when the price optimization algorithm is run with the simulation mode enabled, then it should provide pricing simulations based on different scenarios and pricing strategies.

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