Discussion Guide: Client Summit 2016 Roundtable - Product Roadmap
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Discussion guide on strategic changes on tap for defi SOLUTIONS during the Product Roadmap & Community led by COO Georgine Muntz.
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Discussion Guide: Client Summit 2016 Roundtable - Product Roadmap
- 1. CONFIDENTIAL & PRIVATEdefi SOLUTIONS PUTTING A UNIQUE SPIN ON THE LENDING INDUSTRY CLIENT “FEST” 2016
- 2. CONFIDENTIAL & PRIVATEdefi SOLUTIONS Freedom Enhancements: ■ Automate the migration from QA to Production ■ User Experience / Interface: Achieve 90% NPS in 2016 through system training enhancements, improved client expectation setting and handoffs, and creating strategic client relationship management role & method ■ Seamless Onboarding: Provide a defect free production environment and exceptional ongoing support when and where customers need it ■ Eliminate Bugs: Create a bug retro process to ensure excellent experience ■ Execution: Implement Octo / Chef / QA baseline to facilitate execution at or above capacity consistently, enhance security features ES upgrades, TLS updates etc ■ Integration Partner Features: Printing/emailing adverse action, texting consumers at origination. ■ Electronic package processing: for funding and verification automation Increase speed, improve UI, and automate QA to Prod migrations Product Roadmap
- 3. CONFIDENTIAL & PRIVATEdefi SOLUTIONS Rock the Freedom Portal: ■ Search the knowledge base for answers and solutions ■ Post Questions ■ Review the bidding portal items and provide feedback and funding: If you have a hot feature enhancement be sure to vote and provide financial support, the community will help and defi lenders will benefit as a group. ■ Score Points: we need someone to take Justin down a notch! ■ Enter Support Requests: Get help when you need it. ■ Get real time defi Status Page Info: Subscribe and monitor defi site status. ■ Access training videos: new system admins or other key users can get training online when they need it. Leverage the power of community to enhance your defi investment Community Portal Email: gmuntz@defisolutions.com Phone: (817) 793-1591
- 4. CONFIDENTIAL & PRIVATEdefi SOLUTIONS Georgine Muntz Email: gmuntz@defisolutions.com Phone: (817) 793-1591
Editor's Notes
- First Box All new integration partner features include a revenue share. We see this adding to other revenues significantly over the next 24 months. Examples – printing/emailing adverse action, texting consumers at orgination. Little to no incremental defi costs, mostly margin. Second Box Should greatly increase the number and quality of contacts resulting in higher closure and shorter sales cycles with fewer sales associates necessary. Third Box Innovation in technology and delivery functions will allow us to realize greater margins (less headcount) while also keeping our industry leading position intact.
- First Box All new integration partner features include a revenue share. We see this adding to other revenues significantly over the next 24 months. Examples – printing/emailing adverse action, texting consumers at orgination. Little to no incremental defi costs, mostly margin. Second Box Should greatly increase the number and quality of contacts resulting in higher closure and shorter sales cycles with fewer sales associates necessary. Third Box Innovation in technology and delivery functions will allow us to realize greater margins (less headcount) while also keeping our industry leading position intact.