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Product Roadmap

Transcript: Conclusion In conclusion, our product roadmap is designed to propel us towards sustainable growth and market leadership. Key Achievements Strategic Partnerships We are establishing strategic partnerships to drive innovation, market expansion, and customer satisfaction. Future Outlook Collaborative Efforts Collaborative efforts with industry leaders, tech innovators, and market disruptors are shaping our success. Our future outlook involves market disruption, innovative solutions, and sustainable growth strategies. Digital Labs - Technology focus Product & Analytics Engineering Enterprise Applications Enterprise Infra AI K12 Key Initiatives Technology Roadmap TELE - The most important initiative Introduction Infrastructure Device availability and maintenance Uninterrupted network Device charging solutions Helpdesk support in schools Security Develop and enforce a comprehensive security policy Implement Firewalls and MDM solutions, to protect student data and privacy Zero tolerance for Cyber bullying – Safe online environment LMS (Argus) Pilot support - Enhancing Lesson plan, Enhancing assignments Full roll out - New Teacher View (TimeTable), New Student view For FY 24-25 Welcome to the Techonology roadmap presentation for FY 24-25 from Lighthouse Digital Labs Improve Enagement & Adoption NPS across B2B users (Teachers, Employees, School Staff Achieve & maintain store ratings above 4 Improved engagement by 25% compared to FY 24 Improve Teacher experience Student - Personalization & experience improvements Tool & Content integrations like - Loom, Padlet, Jamboard, PHET, Geogebra Implementing unified report card engine across Brands Enhance workflows - Assignments, TimeTable etc Implement Substiture teacher workflow Remove Billabox and build in Argus Enhance & automate school ops Operationalizing Master class use cases contributing 15-20% increase in MAU in Argus Deliver personalized learning by Master class Unified upgraded Assessment platform - Learnosity, AI generated assessments in teacher journey Revamp dashboard and communicate feed Build IEP - Assignments, Report cards, PTM feedback, Projects, Teacher feedback etc Improve notifications Brand onboarding & Automation initiatives BHIS Mulund - CAIE, Whitelabeling, unlocking 4C Heritage initiatives - Skolaro Report card, Zoho, Merrito (Lead nurturing and admission) HR performance review automation for school staff Fee refund automation Library integration Infirmary integration Store / Inventory for School staff PTM survey School development tracking Academic year transition automation Lesson plan tracking by teacher - Analytics

Product Roadmap

Transcript: Timelines Product Roadmap Q1 2025 In Q1 2025, the focus will be on foundational activities such as market research and initial product design. Key deliverables will include a comprehensive competitor analysis and the completion of the product specifications document. Q3 2025 Milestones In Q3 2025, product finalization and launch preparations will take place. This phase entails final adjustments based on test results, along with planning promotional campaigns aimed at targeted customer segments. Q2 2025 Milestone 1 (M1) Q2 2025 will be dedicated to prototype development and user testing. This phase includes gathering user feedback to refine the product features and initiate collaboration with potential partners for marketing strategies. M1 marks the first significant achievement within our roadmap, focusing on the completion of initial product development and testing phases. This milestone is crucial for establishing our product's foundational features and gathering early feedback. Milestone 2 (M2) M2 is centered on launching a beta version of the product to a select user group. This phase allows us to validate user experience and troubleshoot issues, ensuring a smooth transition towards the official launch. Milestone 3 (M3) M3 focuses on the official product launch projected for Q3 2025. This critical milestone will encompass marketing strategies, sales preparation, and post-launch support to ensure product success in the market. A Strategic Plan for 2025 Conclusion Summary of Roadmap Next Steps To ensure alignment, teams should review the roadmap and set internal timelines for each milestone. Regular updates and progress meetings will facilitate accountability and adaptability throughout the year. The Product Roadmap outlines a strategic plan for 2025, detailing key timelines and milestones. Each quarter emphasizes significant developments designed to meet organizational objectives and respond to market demands. Q&A Session An open forum for questions will be held to address any uncertainties about the roadmap. Input and insights from all team members are vital to refine our approach and implementation strategy. Key Objectives Objective 1 Objective 3 Objective 2 Achieve a robust product launch by Q1 2025, ensuring alignment with market needs and stakeholder expectations. Timely delivery will position us favorably against competitors and enhance customer satisfaction. Ensure milestone achievements are met by proactively identifying risks and implementing mitigation strategies. Milestones M1, M2, and M3 will serve as critical checkpoints throughout the year. Foster continuous improvement through regular feedback mechanisms and performance analysis. This systematic approach will help refine our strategies and enhance overall efficiency by the end of Q3 2025.

Product Roadmap

Transcript: Presented by Yogesh Bagle 5nance.com Product Strategy Trx Models Business trx models Distribution Advisory B2C Website Mobile App Offline Existing Offerings Standard Products 1) Mutual Funds (SIP and Lumpsum) 2) Loans 3) Insurance 4) Credit Cards 5) Equity Innovative Products 1) FIT-SIP (min 1K) 2) LoanGenie 3) Tax-Max 4) Goals Planning 5) Retirement Planning 6) First-Time Investment Advisory New Customer - Ideal Portfolio Existing Portfolio - Restructuring B2B2C Corp Sales - Offline Corp Sales - Tools Corp Sales - New products (Liquid etc) Channels Target Audience Channels - Corporates - Offline events - Partnerships Existing Audience Channels - Website, Mobile app - MPOnline Goals Goals to achieve 1) Max. Customer Acquisition 2) Max. Transactions per cust. 3) Max. Customer Retention 4) Max. Customer Satisfaction Problems Problems 1) Brand Awareness 2) Operational hurdles 3) No One-stop shop 4) Risk perception 5) Competition 6) No Value-Added Services 7) Corporate Penetration 8) No Tracking and exit advising Solutions Solutions 1) Brand Awareness - Marketing campaigns, Online visibility, Blogs, Press 2) Operational hurdles - Seamless eKYC, mobile accessibility of products, Sales advisory 3) No One-stop shop - Product width, Product suitability, Product visibility 4) Risk perception - Education, Scenario analysis, Downside risk info, Product comparison 5) Competition - Product innovation, User journey focus, Product bundling Solutions 6) No Value-Added Services - Live Portfolio tracking, Referral rewards, Goal achievement bonus points, Personal online financial advisor 7) Corporate Penetration - Value proposition, ROI analysis, Employee benefits plan tieups 8) No Tracking and exit advising - Periodical reports, Exit advisory, Best/Worst time to buy product 9) No Analytics or Research - News aggregation, One-stop shop for research, New Analytics features Strategy Product strategy Three-pronged strategy Target Volume Target Value Target Ticket Size Competitive Advantages Competitive Advantages User Experience at every touchpoint Quality of Advisory DIY Research & Analytics hub Customer Service Product roadmap Customer Acquisition Product roadmap Volume Value Ticket Size 1)Portfolio Analysis service 2) Online visibility-Content 3) CSA - Liquid switch product 4) Sales advisory training 1)Loans (revamp) 2) Mobile app (product access) 3) Value-added services (live portfolio tracking etc.) 1)LoanGenie 2) FIT-SIP 1K 3) FIT-SIP ELSS 4) Ideal Portfolio - SIP based Product roadmap Customer Transaction Product roadmap Volume Value Ticket Size 1)Insta-Redemption Funds 2) NPS 3) PMS 1)User Journey 2) New site plan 3) Fund Card 4) Rating rationale review 5) Product suitability 1)Financial Timeline Product roadmap Customer Retention Product roadmap Volume Value Ticket Size 1)Online financial advisor 2) CRM 1) Exit advisory 2) Monthly newsletter 1)Research - Loans, Insurance, CC 2) Analytics - Downside risk, Portfolio beta, Portfolio benchmarking Project Plan Product Innovation Product Innovation team 1) Product Advisory 2) Product Design 2) Product Research 4) Product Analytics 5) Product Delivery Chintan Product Head Chintan, Product Head - Product Advisory - Cross-Product Design - Product Delivery Yogesh Research Head Yogesh, Research Head - Product Research - Product Analytics - Industry Research - Product Innovation Tshering Research Analyst Tshering, Research Analyst - Product Research - Industry Research - Report writing

Product Roadmap

Transcript: Reports 3.0 Google Maps Edit drivers hours (EU) Performance Reports Enhanced Set-up simplified More items available for scoring Performance/Compliance/Safety concept Improved "Drivers Hours" reports (EU) Reduced (Daily) Rest taken/available - e.g. 2/3 Reduced (Weekly) Rest Available - yes/no Weekly Work (D + W) Weekly Average (WTD) - This is average hours worked calculated over reference period Camera Integration Intelligent Telematics (IT1000) Smart Witness (KP1) Need to find US options for basic and DVR convoytechnologies? Pegasus Transflo app Live at TransAM Q2 2016 "Workflow" available on Garmin device Vehicle Inspections App on Google "Play Store" Driver Performance App on Google "Play Store" "TomTom Bridge" available as an option Support "Shaping Points" Garmin (TransAM) and Treq (Coillte) Release 1.0 Categorisation User Access Customers can Create/Update/Delete Users Control what users can see/do UI/UX Improvements TMW TotalMail / TruckMate integration Further Tranztec Integrations including TMT (US) Comm Data (US) Workflow to solve "panic" escalation issue for Yusen and others Q2 2016 Support printer/Scanner in-cab Options for POD Training Videos in-cab (US) ITI Cummins Diagnostics Support for CargoBull reefer units Improve Web Service API New service to allow customers to push data to a generic table for use in scoring, custom workspace columns and widgets R:COM Portal 1.1 Create/Edit Polygons Messaging / Jobs / Workflow “Stops” widget “Alerts” widget Reefer 2-way Map tools – Vehicles nearby, distance calculation "Settings" on each widget to control content French Social Hours R&D - Research suitable technologies for Reporting and Dashboard frameworks Performance Reports Option to add custom items to scoring matrix Speed-by-Road Using Garmin device in-cab Q4 2015 Q4 2015 Integration Mobile Workforce OAK Platform Release Replacement for current BT300 product Allow fleets to use GSM voice on BT500 Customer SIM and plan only Q3 2016 Q4 2015 Q2 2016 Trailer EBS/ABS Connection to dedicated Trailer CAN on trucks or trailers. ABS activations Red/Amber Alarms TrailerID? Brake wear information Weight Tyre Pressure Info Support for all remaining “truck” controllers and loggers SR2/DAS/MPT/TTMT/Transcan/EuroScan/TouchPrint/DataCold BlackBox recording on BT500 Would be nice to deliver on Tracker also if possible Q3 2016 R:COM Portal 1.3 Dashboards Phase 2 Wizard to allow users to point at DB fields, choose graph type, timeframes, etc Embedded Systems Q1 2016 "Workflow Timeline" Single screen for driver to see Hours, Jobs, Messages, Performance, etc on a single interactive timeline Q4 2015 "Hours of Service" available on "Google Play" Requires bluetooth connection between BT500 and mobile device "TomTom Bridge" available as an option "Workflow" available on "Google Play" POD Signature Capture French Social Hours Web Portal Q3 2016 Q3 2016 Q2 2016 Q3 2016 R:COM Portal 1.2 Performance Workspace Dashboards Phase 1 (canned) "Timeline" widget to show drivers hours, job, alerts, etc on one graphic similar to drivers app Q1 2016 Q2 2016 Q4 2015 SMS support on BT500 Filter RPMs while not moving Live status reporting of events idling, pto, hard brake, hard cornering, Serious Overspeed, etc DataTrak support on BT500 Including 2-way commands Bug Fix only Q1 2016 Q1 2016 Q1 2016 ELM Platform Release Low cost alternative to BT500 OAK-Based Asset Tracker (Trial) One-platform One code base Extra features over current Asset Tracker including connection to EBS R:COM Reports

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