CRM Roadmap
Delivery / Program Management — team-level rollup across the team's initiatives.
Rolling roadmap — updated as initiative timelines are confirmed.
Portfolio
| Initiative | Target quarter | Health | DRI | Implementors | QA | Timeline |
|---|---|---|---|---|---|---|
| Consistent Deal & Ticket Creation Experience | 2026-Q3 | — | TBD | — | — | timeline |
| Create Deals & Tickets While Viewing Chat | 2026-Q3 | — | Alma Syafira | — | — | timeline |
Priority
| Priority | Initiative | Depends on | Note |
|---|---|---|---|
| P1 | Consistent Deal & Ticket Creation Experience | — | PRD in draft; effort/RFC still TBD |
| P2 | Create Deals & Tickets While Viewing Chat | — | Timeline scaffolded; effort/PRD still TBD |
Portfolio progress & forecast
| Initiative | % done | Effort (total man-days) | p85 forecast | Confidence |
|---|---|---|---|---|
| Consistent Deal & Ticket Creation Experience | 0% | — | — | — |
| Create Deals & Tickets While Viewing Chat | 0% | — | — | — |
effort_* is TBD until the DRI confirms the per-discipline man-days.
Capacity summary
See capacity.md for the full per-implementor table.
- No load assessable yet — DRI and implementors unassigned;
effort_*man-days pending.