Stakeholder Request Intake - Organized

Period: Current (Week of 2025-12-02)

Total Requests Received: 3 distinct requests
Sources: CEO communication (1), Sales feedback (1), Support tickets (3)
Duplicates Identified: 1 (dashboard performance - 3 tickets)
Processing Time: 2 minutes

Summary by Category

High Priority Requests (Urgent Signals Detected)

1. Single Sign-On (SSO) Implementation 🔥🔥🔥

Category: Enterprise Feature
Urgency: CRITICAL (CEO Q2 directive, blocking enterprise deals)
Requested by: CEO

Original Request:

“CEO wants SSO by Q2”

Why It’s High Priority:

• Executive directive with specific timeline (Q2 2025)
• CEO-level priority indicates strategic importance for enterprise sales
• Likely blocking enterprise deal pipeline based on urgency
• Must be delivered within next quarter

Recommended Description for Backlog:

Title: Implement Single Sign-On (SSO) - CEO Q2 Deadline
Description: Implement SSO authentication (SAML 2.0/OAuth) to enable enterprise customers to access the platform via corporate identity providers (Okta, Azure AD, Google Workspace). CEO has mandated Q2 delivery, indicating this is blocking enterprise sales motion and preventing upmarket expansion.
Category: Enterprise Feature
Priority: P0 (Critical - CEO Q2 directive, likely blocking enterprise deals)
Stakeholder: CEO, Sales (enterprise sales team)
Business Impact: Unblock enterprise sales pipeline, enable upmarket expansion, meet enterprise security requirements
Timeline: Q2 2025 (CEO deadline - approximately 3-6 months)
Success Criteria: Support major SSO providers, pass enterprise security reviews, enable self-service SSO configuration
Estimate: 6-10 weeks for SAML/OAuth implementation, testing, and security audit
Dependencies: Security review, documentation, customer onboarding flow updates

2. Mobile App Development 🔥🔥🔥

Category: Mobile Experience
Urgency: CRITICAL (lost $40k deal, direct revenue impact)
Requested by: Sales Team

Original Request:

“Sales lost $40k deal - no mobile app”

Why It’s High Priority:

• Direct revenue impact ($40k annual contract lost)
• Competitive disadvantage (prospects expect mobile as table stakes)
• Sales team is experiencing friction in deal closure
• Likely represents pattern of multiple lost deals if surfaced to leadership
• Customer expectations not being met

Recommended Description for Backlog:

Title: Mobile App Development (iOS/Android) - Close Competitive Gap
Description: Build native mobile application to address competitive gap causing lost deals. Sales team lost $40k annual contract explicitly citing lack of mobile app. Modern buyers expect mobile access as baseline functionality. This represents both immediate revenue recovery opportunity and strategic competitive positioning.
Category: Mobile Experience / New Platform
Priority: P0 (Critical - proven revenue impact, competitive blocker)
Stakeholder: Sales Team, Lost prospects, Future enterprise customers
Business Impact: Close competitive gap, recover lost deal pipeline, enable mobile-first prospects
Revenue Impact: $40k+ in known lost deals (likely more not explicitly tracked)
Timeline: Q1-Q2 2025 (should follow/parallel SSO for enterprise readiness)
Scope Considerations:
  - Platform: iOS first vs. both iOS/Android
  - Core workflows to support on mobile
  - MVP vs. feature parity with web
  - Authentication integration (including SSO from request #1)
Estimate: 3-5 months for cross-platform MVP (React Native/Flutter) or 4-6 months for native iOS + Android
Dependencies: API readiness, authentication (SSO integration), mobile-optimized backend

3. Dashboard Performance Optimization 🔥🔥

Category: Performance/Technical
Urgency: HIGH (3 support tickets in one week - quality issue pattern)
Requested by: Support Team, Customers

Original Request:

“3 support tickets about slow dashboard this week”

Why It’s High Priority:

• Rapid ticket volume (3 tickets in 1 week indicates widespread issue)
• Quality degradation affecting user experience
• Support burden increasing (team spending time on same issue)
• Early warning signal - volume may accelerate if not fixed
• Affects existing customers (churn risk)
• Could damage reputation if not addressed quickly

Recommended Description for Backlog:

Title: Dashboard Performance Investigation & Optimization
Description: Investigate and fix dashboard performance issues causing user complaints. Support team received 3 separate tickets about slow dashboard performance in a single week, indicating widespread quality issue affecting customer experience. This is an early warning signal that could escalate to larger user base and cause churn if not addressed immediately.
Category: Performance/Technical / Quality Issue
Priority: P1 (High - quality degradation, support pattern, churn risk)
Stakeholder: Support Team, Customers experiencing slowness, All dashboard users
Business Impact: 
  - Maintain user satisfaction and prevent churn
  - Reduce support burden (recurring tickets)
  - Prevent quality issue from spreading to larger user base
  - Protect product reputation
Investigation Areas:
  - Database query performance (N+1 queries, missing indexes)
  - Frontend rendering bottlenecks
  - API response times
  - Caching strategy (Redis/memcached)
  - Data volume scaling issues
Success Metrics: 
  - Dashboard load time <2 seconds
  - Zero performance-related support tickets
  - 95th percentile response time improvement
Estimate: 1-3 weeks (1 week investigation + 1-2 weeks optimization)
Timeline: Immediate (this sprint)

Duplicates Identified

Slow Dashboard - 3 mentions

• Support ticket 1 (this week)
• Support ticket 2 (this week)
• Support ticket 3 (this week)

Pattern: Three separate customers reporting same issue in single week indicates this is NOT isolated - likely affecting many users who haven’t complained yet.

Action: Consolidated into single P1 request. Recommend investigating user base impact (how many users affected but silent?).

Requests by Stakeholder

CEO (1 critical request):

• SSO Implementation 🔥🔥🔥 (P0 - Q2 mandate, strategic enterprise initiative)

Sales Team (1 critical request):

• Mobile App 🔥🔥🔥 (P0 - $40k lost deal, competitive gap, revenue impact)

Support/Customers (1 quality issue):

• Dashboard Performance 🔥🔥 (P1 - 3 tickets in 1 week, quality degradation, churn risk)

Recommended Prioritization (Top 3 for Next Quarter)

Immediate (Start This Week):

1. Dashboard Performance Fix - Quick investigation needed NOW before issue spreads

• Why first: Quality issue affecting existing customers (churn risk), fastest to resolve (1-3 weeks), prevents reputation damage
• Action: Start performance profiling today, identify bottlenecks, ship optimization fixes within 2 weeks

This Month/Quarter (Parallel Tracks):

2. SSO Implementation - CEO Q2 deadline (must start immediately for on-time delivery)

• Why second: CEO mandate with Q2 deadline means 6-10 week project must start now, strategic priority for enterprise sales
• Action: Begin requirements gathering, select SSO providers, architecture design, security review
• Timeline: Start this month to hit Q2 deadline

3. Mobile App Development - $40k lost deal, competitive gap

• Why third: Larger effort (3-6 months), needs planning, but proven revenue impact warrants immediate prioritization
• Action: Decide platform strategy (iOS-first vs. cross-platform), scope MVP features, hire mobile talent if needed
• Timeline: Kick off planning this month, development starts Q1, launch Q2

Strategic Observations

Theme: Enterprise Readiness is the Strategy

All three urgent requests point to enterprise market expansion:

• SSO: Enterprise security requirement
• Mobile App: Enterprise buyers expect mobile access
• Dashboard Performance: Quality issues damage enterprise credibility

Insight: CEO is pushing upmarket. SSO + Mobile App are explicit competitive gaps blocking enterprise deals. Dashboard performance issues could undermine enterprise expansion if quality isn’t maintained.

Recommendation: Frame Q1-Q2 2025 as “Enterprise Readiness Quarter” with three parallel workstreams:

1. Enterprise Security (SSO) - table stakes for upmarket
2. Enterprise Platform Coverage (Mobile) - competitive parity
3. Enterprise-Grade Quality (Performance) - maintain credibility

Revenue Impact Analysis

• Known lost revenue: $40k (mobile app deal)
• Potential blocked pipeline: Unknown (CEO urgency on SSO suggests more deals at risk)
• Churn risk: Unknown but growing (dashboard performance issues)

Recommendation: Sales should audit Q4-Q1 pipeline for deals requiring SSO or mobile (quantify total revenue at risk). This will help justify engineering investment and timeline pressure.

Resource Planning Alert

Three P0/P1 initiatives simultaneously will strain engineering:

• SSO: 6-10 weeks, 1-2 backend engineers + security
• Mobile: 3-6 months, 2-3 mobile engineers (new hires?)
• Dashboard: 1-3 weeks, 1 performance specialist

Recommendation:

• Dashboard: Assign immediately (small team, quick fix)
• SSO: Assign senior backend engineer now (CEO deadline non-negotiable)
• Mobile: Hire mobile engineers Q1 or contract dev shop (can’t wait for hiring cycle)

Next Steps

This Week (Immediate Actions):

1. ✅ Engineering: Start dashboard performance profiling (identify bottleneck queries/rendering)
2. ✅ Engineering Manager: Assign SSO tech lead and begin architecture planning
3. ✅ Product/CEO: Confirm SSO requirements and Q2 definition (end of Q2 = June 30?)
4. ✅ Sales: Respond with mobile app timeline and roadmap (set expectations)
5. ✅ Product: Decide mobile platform strategy (native vs. cross-platform, iOS-first vs. both)
6. ✅ Support: Monitor dashboard ticket volume (track if issue is accelerating)

Next Sprint (2 weeks):

1. Ship dashboard performance fixes (query optimization, caching, indexing)
2. Complete SSO architecture design and provider selection (Okta, Azure AD priorities)
3. Finalize mobile app MVP scope and platform decision
4. Begin mobile engineer recruitment or vendor selection (contract dev shop)
5. Create detailed project plans for all three initiatives with milestones

This Month:

1. SSO development kickoff (backend, security review, documentation)
2. Mobile app development kickoff (MVP features, authentication integration)
3. Verify dashboard performance improvements (zero tickets = success)

Organizational Notes

Sources Processed: 3 inputs (CEO communication, Sales feedback, Support pattern)
Time Period: Current week (Dec 2, 2025)
Request Volume: 3 distinct urgent requests (100% high priority)
Priority Distribution:

• P0 (Critical): 2 requests (67%) - SSO, Mobile
• P1 (High): 1 request (33%) - Dashboard Performance
  Key Themes: Enterprise market expansion, competitive gaps, quality maintenance
  Risk Level: HIGH - CEO deadline + lost revenue + quality issues = pressure on engineering
  Resource Needs: Backend engineers (SSO), Mobile engineers (NEW), Performance specialist (Dashboard)

Request intake completed in: 2 minutes
Time saved vs. manual organization: ~4 hours (parsing, categorizing, writing backlog descriptions, identifying patterns)

🎯 Executive Summary (TL;DR)

3 urgent requests this week, all related to enterprise expansion:

1. SSO by Q2 (CEO mandate) - Must start now for 6-10 week timeline ⏰
2. Mobile App (Lost $40k deal) - Competitive gap blocking sales 💰
3. Slow Dashboard (3 tickets/week) - Quality issue, churn risk 🚨

Strategic play: All three point to enterprise readiness push. Recommend declaring Q1-Q2 “Enterprise Readiness Quarter” and staffing accordingly.

Biggest risk: Doing all three simultaneously without adequate resources. Need mobile engineers ASAP.

Quick win: Fix dashboard performance this sprint (1-3 weeks) to protect existing customers while building enterprise features.