Product · Roadmap Planning

Samso Managed Services · Last Updated · Apr 2026

Roadmap Drafts from Research

Quarterly roadmap drafts built from usage data, customer feedback, sales-loss tags, and exec strategy - every initiative tied to its driver evidence, every quarter marked committed · likely · exploring. PM walks into the planning room with a draft, not a blank page.

What the managed workflow does

Pulls research signal continuously

Usage spikes, NPS theme drift, sales-loss tags, exec OKRs, customer-interview themes - every signal landed in the research store gets a candidate roadmap implication.

Drafts the four-quarter view

Initiatives placed across 4 quarters × 4 swim lanes (Growth · Platform · Trust · Mobile) with confidence states - committed, likely, exploring - so the next planning conversation is calibration, not invention.

Anchors every bar to evidence

Each initiative carries the driver evidence that justified it - a one-click expand surfaces the usage chart, NPS theme, lost deal, or OKR memo behind it.

Re-drafts on signal change

When a theme shifts in the next research cycle, the draft updates with diff highlights - what got promoted, what got de-prioritized, what's new - so the roadmap track is continuous, not point-in-time.

4 quarters · 4 swim lanes · tri-state confidence · evidence-anchored

4 QUARTERS · 4 SWIM LANES · 18 INITIATIVES

SWIM LANE4 quarters · 18 initiativesQ2 · NOWQ3Q4Q1 NEXTGrowthOnboarding rebuild · self-serve activationPricing test · outcome-based pilotReferral loop · second-order growthPlatformBulk export · 250K-row workbooksAPI v3 · async + webhooksMulti-region tenancyTrustSOC2 Type II · audit windowWorkspace audit log · SIEM exportData residency · EU + UKMobileNative iOS · read-only dashboardsMobile actions · approve · comment · reviewTODAY · APR4 INITIATIVES · COMMITTED7 INITIATIVES · LIKELY7 INITIATIVES · LIKELY4 INITIATIVES · EXPLORINGEVIDENCE · INPUTS DRIVING DRAFT4 SOURCES · LIVEUSAGEOnboarding stuck-rate 38% on D1→ Onboarding rebuildNPSPer-seat pricing tagged in 12% detractors→ Outcome pricing pilotSALES16 lost deals on multi-region this Qtr→ EU + UK residency · exploreEXECOKR · enterprise readiness Q4→ SOC2 Type II + audit log

Inputs feeding the draft

Product usage signal · per surfaceNPS + survey themesSales-loss tags · CRMExec OKR + strategy memo

What lands per quarter

Committed · scoped + staffedLikely · scoped, staff TBDExploring · discovery onlyToday · driver-evidence anchor

Inputs feeding the draft

  • Product usage signal. Per-surface activation, retention, and feature engagement - drift surfaces as candidate roadmap implications.

  • NPS + survey themes. Promoter and detractor driver themes routed to the lane that owns the surface - pricing themes to Growth, reliability themes to Platform.

  • Sales-loss tags. CRM-tagged lost deals with the competitor + reason - counter-position bets surfaced to the Platform / Trust / Mobile lane that owns the gap.

  • Exec OKR + strategy. Quarterly OKRs and strategy memos pin certain lanes (Trust during enterprise quarters, Mobile during expansion quarters) so the draft reflects current direction.

What lands per cycle

  • Quarterly Gantt. 4-quarter × 4-lane view with tri-state confidence per initiative - committed (scoped + staffed) · likely · exploring (discovery only).

  • Evidence per bar. Each initiative carries the driver evidence that justified it; the why is one click away from the bar.

  • Cycle-over-cycle diff. What got promoted, what got de-prioritized, what's new since the last draft - promotion deltas show which signals are gaining heat.

  • Planning-room handoff. Draft becomes the working document in the planning room - facilitator + PM iterate on calibration, not authoring.

What you get, every week

Quarterly planning that starts with a draft

PM walks into the planning room with a defensible draft anchored to current evidence - no more 'we should do X because someone mentioned it'.

A roadmap that updates itself

Signal-driven re-drafts means the roadmap reflects current research, not last cycle's snapshot. Drift is visible, not buried.

Defensible prioritization

Every initiative carries its evidence chain - when leadership asks why this and not that, the answer is the source it came from.

Get Started

Ready to put AI to work for your business?

Book a free discovery call and we'll show you exactly where managed services can save you time and money.

Or email us at support@samso-consulting.com

Send us a message