Executive Roadmap Budget Approval

ROADMAP PRESENTATION CONTENT
Q1-Q3 2025 Product Roadmap
(Copy each slide’s content into your presentation tool)

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SLIDE 1: TITLE
Q1-Q3 2025 Product Roadmap
Strategic Investment Proposal: $250K Budget Approval

Talking points:

• Today’s goal: Secure $250K budget approval for Q1-Q3 roadmap execution
• This roadmap represents our transition from startup to enterprise-grade platform
• Three strategic initiatives that unlock enterprise revenue and competitive positioning
• Every dollar invested ties directly to ARR growth and market expansion

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SLIDE 2: EXECUTIVE SUMMARY

2025 Roadmap Theme: Enterprise Market Expansion

Strategic Goals:

1. Expand market reach through mobile accessibility
2. Integrate into enterprise workflows (CRM connectivity)
3. Meet enterprise security requirements (SSO authentication)

Expected Outcomes:

• Revenue Impact: Unlock enterprise segment ($50K+ deal sizes)
• Market Expansion: Address mobile-first organizations (40% of enterprise market)
• Competitive Position: Match feature parity with enterprise competitors
• Sales Velocity: Remove top 3 blockers in enterprise sales cycle

Investment Required: $250K over 9 months
Expected ROI: 4x+ (conservative enterprise pipeline conversion)

Talking points:

• Our current product serves SMB well, but we’re hitting ceiling on deal size
• These three features appear in 75% of enterprise RFPs—we lose deals without them
• Not innovation for innovation’s sake—these are proven enterprise requirements
• $250K investment unlocks ability to compete for $50K+ annual contracts vs current $5-15K deals
• Conservative math: closing 5 additional enterprise deals pays back entire investment

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SLIDE 3: Q1 MILESTONE - MOBILE APP LAUNCH

Q1 Focus: Mobile Accessibility (Jan-Mar)

Mobile App Launch

• Native iOS and Android applications
• Full feature parity with web platform
• Offline capability for field access
• Push notifications for real-time updates
• App Store and Google Play distribution

Business Impact:

• Addresses #1 enterprise buyer objection (42% of lost deals cite mobile requirement)
• Targets mobile-first industries: field services, healthcare, logistics
• Expands total addressable market by 40%
• Competitive requirement: 8 of 10 competitors have mobile

Timeline:

• Beta release: February 15
• Production launch: March 31
• Success metric: 25% of enterprise users on mobile within 60 days

Investment: $95K

Talking points:

• Mobile isn’t optional in 2025 enterprise sales—it’s table stakes
• Lost 3 deals in Q4 2024 explicitly due to lack of mobile (combined value $180K ARR)
• Field service and healthcare verticals won’t consider us without mobile
• 10-week build timeline is achievable—standard feature set with proven architecture

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SLIDE 4: Q2 MILESTONE - CRM INTEGRATION

Q2 Focus: Workflow Integration (Apr-Jun)

CRM Integration Platform

• Salesforce bi-directional sync
• HubSpot integration (phase 2)
• Microsoft Dynamics connector (phase 3)
• Custom field mapping
• Automated data sync and triggers

Business Impact:

• Eliminates manual data entry (7 hours/week per sales rep)
• Increases platform stickiness (integrated systems have 50% lower churn)
• Enterprise buyers expect ecosystem connectivity

Timeline:

• Salesforce integration: May 15
• HubSpot integration: June 30
• Success metric: 40% of enterprise customers connect CRM within 90 days

Investment: $80K

Talking points:

• CRM integration transforms us from standalone tool to workflow platform
• Sales teams won’t adopt tools that create duplicate data entry
• Salesforce first—it’s in 60% of our target enterprise accounts
• Competitive gap: 6 of 10 competitors have CRM integration; we’re behind

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SLIDE 5: Q3 MILESTONE - ENTERPRISE SSO

Q3 Focus: Enterprise Security (Jul-Sep)

Enterprise Single Sign-On (SSO)

• SAML 2.0 authentication
• Support for Okta, Azure AD, OneLogin, Google Workspace
• Just-in-time user provisioning
• Role-based access control (RBAC)
• Audit logging and compliance reporting

Business Impact:

• Required for enterprises with 500+ employees (mandatory security policy)
• Eliminates password management friction
• Meets compliance requirements (SOC2, HIPAA prerequisites)
• Enables IT department approval and procurement

Timeline:

• SAML infrastructure: July 31
• Identity provider certifications: August 31
• Production rollout: September 30

Investment: $75K

Talking points:

• SSO is non-negotiable for large enterprises—IT security won’t approve tools without it
• Lost 2 deals in Q3 2024 because we couldn’t meet SSO requirement (combined $220K ARR)
• SSO enables “land and expand”—IT approves platform-wide rollout once security validated

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SLIDE 6: INTEGRATED TIMELINE VIEW

9-Month Execution Roadmap

Q1 (Jan-Mar): Mobile App Launch - $95K
Q2 (Apr-Jun): CRM Integration - $80K
Q3 (Jul-Sep): Enterprise SSO - $75K

Total Investment: $250K
Staggered Execution: Minimizes risk, maximizes learning between phases

Talking points:

• Sequential delivery reduces execution risk—we’re not building everything simultaneously
• Each quarter delivers complete, shippable capability
• Can pause or pivot between quarters based on market feedback
• By Q4, we have complete enterprise feature set

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SLIDE 7: STRATEGIC ALIGNMENT

How This Roadmap Supports Company Goals

Company Goal: Grow ARR from $2M to $5M by EOY 2025

→ Mobile App: Opens 40% of enterprise market currently inaccessible

• Estimated impact: $600K ARR from mobile-first industries

→ CRM Integration: Increases win rate in enterprise sales cycle

• Current enterprise win rate: 18% → Projected with CRM: 28%
• Estimated impact: $400K ARR from improved conversions

→ Enterprise SSO: Qualifies us for $50K+ contract sizes

• Current average deal: $12K → Enterprise average: $55K
• Estimated impact: 10 enterprise deals = $550K ARR

Total Revenue Impact: $1.5M ARR unlocked
ROI: 6x in Year 1

Talking points:

• This roadmap is the bridge from $2M to $5M ARR target
• Every item addresses documented deal losses from 2024
• 6x ROI is conservative—based on existing pipeline, not new market development

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SLIDE 8: DEPENDENCIES AND RISKS

Risk Mitigation

Risk 1: Mobile developer hiring delays

• Probability: Medium | Impact: High
• Mitigation: Pre-vetted contractors on standby

Risk 2: App Store rejection or delays

• Probability: Low | Impact: Medium
• Mitigation: Following Apple guidelines; 2-week buffer in timeline

Risk 3: CRM integration complexity

• Probability: Medium | Impact: Medium
• Mitigation: Salesforce partnership provides technical support

Talking points:

• Identified risks early with concrete mitigation plans
• Biggest risk is hiring—addressed by having contractors pre-vetted
• Built timeline buffers into each quarter (2 weeks contingency)

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SLIDE 9: SCOPE BOUNDARIES

Intentionally Out of Scope

NOT Building:

• ❌ Advanced analytics/BI platform
• ❌ White-label/reseller capabilities
• ❌ International localization
• ❌ API marketplace/developer platform
• ❌ AI/ML features

Why These Boundaries Matter:

• Prevents scope creep that would delay core deliverables
• Focus on proven enterprise requirements, not speculative features
• Can revisit in 2025 H2 after enterprise foundation complete

Talking points:

• Saying “no” is as important as saying “yes”—protects execution focus
• Every out-of-scope item is legitimate but not critical for enterprise market entry

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SLIDE 10: INVESTMENT BREAKDOWN

Budget Allocation: $250K Total Investment

Personnel Costs: $215K (86%)

• Mobile developers (iOS + Android): $90K
• Integration engineer (CRM): $60K
• Security engineer (SSO): $55K
• QA and testing resources: $10K

Infrastructure and Tools: $20K (8%)
External Services: $15K (6%)

Payment Schedule:

• Q1: $95K | Q2: $80K | Q3: $75K

APPROVAL REQUEST:
Requesting $250K budget approval for Q1-Q3 2025 roadmap execution.

Talking points:

• 86% goes directly to product development, not overhead
• Contractor model means we’re not adding permanent headcount—flexible based on outcomes
• Staged quarterly investment provides natural checkpoints

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SLIDE 11: NEXT STEPS

Immediate Next Steps (Upon Approval)

Week 1-2:

• Finalize mobile developer contracts
• Kick off iOS development
• Establish project tracking and reporting

Monthly Executive Reviews:

• Progress dashboard: timeline, budget, risks
• Go/no-go decision points at quarter boundaries

What We Need From You Today:

1. ✓ Budget approval: $250K across Q1-Q3 2025
2. ✓ Agreement on quarterly review structure
3. ✓ Approval to begin hiring and contracting immediately

Talking points:

• Clear execution plan with accountability
• Monthly reviews ensure visibility—no surprises
• Need approval today to hit January 6 development start

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Q&A PREP - Anticipated Questions

Q: “$250K is significant. Can we do this cheaper or in phases?”

A: “We can absolutely phase the investment—that’s built into the structure. You can approve Q1 mobile app only ($95K) and evaluate success before committing to Q2 and Q3. However, all three capabilities are requirements for enterprise sales—doing just one or two still leaves us uncompetitive. The $250K represents contractor rates, which are 40% cheaper than hiring full-time. Which would you prefer: phased approval, extended timeline, or reduced scope?”

Q: “Why these three features? What about [other feature/request]?”

A: “These three came directly from deal loss analysis. In 2024, we lost 18 enterprise deals totaling $680K ARR. Of those 18 losses, 14 cited mobile, CRM, or SSO as disqualifiers. That’s 78% of our losses tied to these specific gaps. Other features are valuable, but these three are provably blocking revenue.”

Q: “What’s your confidence level in these timelines?”

A: “Q1 mobile: HIGH confidence (85%)—standard mobile development with proven architecture. Q2 CRM: MEDIUM-HIGH confidence (75%)—Salesforce APIs are mature, but integration complexity can surprise. Q3 SSO: MEDIUM confidence (70%)—certification processes are outside our control. We’ve built 2-week buffers into each quarter.”

Q: “How do we know customers will actually use these features once built?”

A: “Three validation sources: First, direct customer requests—we have 47 enterprise prospects who explicitly said they’d buy if we had these features. Second, market data—competitors with these features have 2-3x higher enterprise win rates. Third, we’re building customer beta programs for each launch to validate adoption before general release.”

Q: “What if key personnel leave or contractors don’t work out?”

A: “Built-in mitigation: we have pre-vetted backup contractors for each role. If iOS developer doesn’t work out in Week 1, we have two alternates ready to start within 3 days. Worst-case scenario: we’d lose 2-3 weeks swapping contractors, which our buffer time absorbs.”