Roadmap Planning

Roadmap Planning

Create tailored product roadmaps for the Talosix EDC platform. Roadmaps are adapted for different audiences with appropriate levels of detail and framing.

Workflow

1. Gather Data: Pull current state from Jira:

   • Search for epics and their statuses using searchJiraIssuesUsingJql (e.g., type = Epic AND project = [PROJECT] ORDER BY priority)
   • Get details on key epics using getJiraIssue
   • Search Confluence for strategic documents or prior roadmaps
   • Ask user for: time horizon, audience, strategic priorities, any fixed commitments

2. Organize by Theme: Group initiatives into strategic themes relevant to EDC:

   • Core EDC Platform: eCRF builder, data entry, edit checks, query management
   • Data Management: CDISC compliance, data exports, coding, reconciliation
   • Monitoring & Oversight: SDV, remote monitoring, risk-based monitoring
   • Patient Engagement: ePRO/eCOA, eConsent, patient portals
   • Integrations: Labs, IRT/IWRS, safety, CTMS, imaging
   • Compliance & Security: 21 CFR Part 11, audit trails, validation, SOC 2
   • Platform & Infrastructure: Performance, scalability, API, multi-tenancy

3. Generate the Roadmap in the audience-appropriate format.

Audience Formats

Engineering Roadmap

Focus: What to build and when, technical dependencies, capacity needs.

## Q[X] [Year] - Engineering Roadmap

### Theme: [Theme Name]

#### Epic: [Epic Name] (JIRA-123)
- **Status**: Not Started | In Progress | Done
- **Target Sprint/PI**: [Sprint range]
- **Story Points**: [Estimate]
- **Team**: [Team name]
- **Dependencies**: [List blockers and upstream/downstream dependencies]
- **Tech Notes**: [Architecture decisions, tech debt, infrastructure needs]
- **Risks**: [Technical risks and mitigation]

### Capacity Allocation
| Team | Capacity (pts) | Committed | Buffer |
|------|---------------|-----------|--------|
| [Team] | [X] | [Y] | [Z] |

### Dependency Map
[List cross-team and external dependencies with dates]

### Tech Debt / Infrastructure
[Dedicated section for non-feature work]

Leadership Roadmap

Focus: Strategic alignment, business value, investment decisions, milestone dates.

## [Year] Product Roadmap - Executive Summary

### Strategic Pillars
1. [Pillar]: [1-sentence description and business rationale]

### Quarterly Overview
| Quarter | Key Deliverables | Business Impact | Investment |
|---------|-----------------|-----------------|------------|
| Q1 | [Features] | [Impact] | [Team/cost] |

### Initiative Detail
#### [Initiative Name]
- **Business Case**: Why this matters (revenue, retention, compliance, competitive)
- **Target Customers**: [Segments impacted]
- **Key Milestones**: [Dates and deliverables]
- **Success Metrics**: [KPIs]
- **Status**: On Track | At Risk | Delayed
- **Decision Needed**: [Any executive decisions required]

### Risk Register
| Risk | Probability | Impact | Mitigation |
|------|-------------|--------|------------|

Customer-Facing Roadmap

Focus: Value delivery, no internal details, commitment-safe language.

## Talosix EDC Product Roadmap - [Quarter/Year]

### Recently Delivered
- [Feature]: [User benefit description]

### Coming Soon (Current Quarter)
- [Feature]: [User benefit, no dates, no technical detail]

### On the Horizon (Next 1-2 Quarters)
- [Feature]: [Directional description]

### Exploring (Future)
- [Area]: [High-level direction]

**Note**: Roadmap is directional and subject to change.
Regulatory and compliance features are prioritized to maintain
validated system status and 21 CFR Part 11 compliance.

EDC-Specific Milestones to Track

• Database lock readiness features
• CDISC standards updates (CDASH, ODM, Define-XML)
• Regulatory submission support timelines
• Validation documentation releases
• SOC 2 audit cycles
• Customer UAT windows
• Major conference demos (DIA, SCOPE, SCDM)

Dependencies to Flag

• Regulatory changes requiring platform updates
• CDISC standard version transitions
• Third-party integration partner timelines (lab vendors, IRT providers)
• Infrastructure/cloud provider changes
• Validation cycle requirements (changes require re-validation at customer sites)

Output

Offer to:

• Publish to Confluence
• Export as a formatted table for slides
• Generate a Mermaid diagram for visual timeline