Innovation Idea Management Template

Inspired by Steve Blank, this Customer Development CRM allows to you to track and manage your customers, problem statements and features requested.  Customer development is about acquiring, retaining, and developing profitable clients. The term customer development was coined in the 1990s and helps a business in: Discovering and validating the needs of the customers Creating the right product for your customers  Testing correct methods for acquiring and converting customers Using the right resources to meet the demands of the customers  Problems without a Customer Development CRM  A customer development CRM is a tool that can help you streamline the above-listed processes in one place and ensure a successful business. Many businesses, especially startups face issues in customer development such as: Tracking the meeting details with a customer becomes clumsy with spreadsheets and post-it notes.  Employees not knowing whom to contact for a customer-related issue.  Reporting as it becomes a hassle since you have to pull data from various platforms.  Classifying customers and organize contacts can be difficult.  Four Steps of Customer Development CRM Framework Customer Discovery: In this step, a business looks for customers or a market that is suitable for the product that it wants to develop. Stackby has the right resources for customer discovery like a product-market fit system and sales pipeline.    Customer Validation: In this step, you understand that the product that you have will generate you profits and scale your business. You can use Stackby’s marketing strategy template to determine that the mone y you invest in marketing will have its return and also its profit. Customer Acquisition: In this step, you put all your efforts and find customers for your product. You can use Stackby reporting tools to track all the key performance indicators for your project.  Customer Delight: It is the last step in which you keep following the first-three steps in order to scale up your product and match the changing needs of the customers. Use our Customer Development CRM to execute this step.   Stackby’s customer development CRM can turn the tables for you! Add data in one place: Store all the meeting notes in one place and never miss taking follow-ups.  Share reports with your team: Create reports in just one click by importing data from third-party apps to Stackby and instantly share the reports with your team.  Organize contact information: Use more than 25+ column types to store custom er data.  Track issues: Keep a list of issues reported by different customers and streamline working on them.  Who can use Stackby’s Customer Development CRM Template? Stackby’s Customer Development CRM Template can be used by business managers, product teams, marketing teams, sales teams, entrepreneurs, and business owners.  What are the important features of Stackby’s Customer Development CRM Template? Our customer development CRM template includes four tables to track customer details, interview details, problem statements, and add-on features details respectively. With this template, you can: Record all important details of a customer (name, email, category, photo, persona, etc) Track the interview details with every customer  Record the problem statements mentioned in each interview  Store detailed records of every problem statement and the features related to them Track the features to be added to the product based on problem statements given by customers  Other Customer Management Templates to consider: Customer Testimonials Template  Customer Success Management Template  Customer Journey Map Template  Customer Persona Template  Business Development CRM 

A technology roadmap helps business leaders plan which, when, and why certain technologies will be onboarded. For instance, you may need a new plan implementing a security log filter. In other words, your technology roadmap plan defines your digital transformation goals.  Why do you need a technology roadmap? Think it through: Whenever you decide to introduce some new IT changes in your company, you must think of how these changes will affect your business. For instance, if you want to upgrade to new servers, you need to find out how to store the current data of every employee.  Summarize your strategy: An IT roadmap makes it easier for you to present your ideas and aspirations to all your team members and business stakeholders. This way, you can seek their support.  Keep yourself on track: Your technology roadmap helps you keep on track during the digital transformation process. You can prepare yourself for any kinds of risks or challenges that may arise during the transformation.  Who can use Stackby’s technology roadmap template? Business owners, product teams, IT teams, development teams, entrepreneurs, and product managers can use Stackby’s technology roadmap template.  What are the features of Stackby’s technology roadmap template? Our easy-to-use technology roadmap template includes three tables: Initiatives table that helps you keep a record of all the proposed changes in your company, Milestones table that tracks every digital transformation milestone and Owner table that tracks the manager of every digital transformation task. With our technology roadmap template, you can: Track every technology that needs to be incorporated in your business.  Record the start date and end date of every initiative.  Track the status of each initiative (in process, complete, backlog). Track the person/ manager responsible for that initiative.  Track the progress of every initiative in the technology roadmap.  Track the effort put in incorporating a technology initiative.  Rate the technology initiative incorporated in your business.  Track every digital transformation milestone for your business.  Record the team members details responsible for incorporating a technology initiative.  How to build a technology roadmap with Stackby? 1. Identify the goals: The first step to build a technology roadmap is to find the “why” or the reason behind incorporating a technology in your business. Ensure that this change is truly beneficial for your business.  2. Determine your audience: Who is going to see this technology roadmap? Make sure you create the roadmap accordingly. Stackby allows you to visualize your roadmap in Calendar view, Kanban and Grid view so that you can build the roadmap accordingly. 3. Establish your theme: Think of the actions or initiatives that are of highest priority and should be implemented first. Prioritize every initiative on this basis.  4. Share your roadmap: Invite team members, stakeholders, etc to view or edit your technology roadmap. Stackby allows you to set permissions as you require so that you can restrict who can view, edit or update your roadmap.  5. Assign responsibilities: Based on your strategic technology roadmap template, you can assign different initiatives to different team members/ managers and ensure continuous progress.  Other startups and technology related templates: Team Meeting Agenda  Product Roadmap  Risk Assessment  

This Go-to-Market Strategy template helps teams plan and execute successful product launches. It includes a roadmap with linked features like product launch campaigns, customer acquisition strategies, and feedback loops to ensure product-market fit and drive growth in target markets. 

With new companies emerging by the hour and achieving success, the competition for any available market is bound to increase rapidly. Competition drives innovation and creativity and gives you that extra push that’s needed to boost sales and revenue. There is no field or aspect of business that has been left untouched by competition. What is competitor research and analysis? When you identify, analyze, and research your competitor’s products, business plans, and marketing strategies, it is called competitor analysis. Before we move any further, let’s understand its importance. Why is competitor analysis critical? In the current market climate, you won’t find a single successful company that hasn’t devoted a significant portion of its product competitor analysis resources. The question is, why? Competitor analysis is critical as it: Determines the strengths of your competitor’s product. You can use this information to analyze and improve your product. Points out the weaknesses of the same, giving you an edge over your competitor. It helps you estimate your sales and returns by keeping track of the various players in the market. Allows you to research and eventually adopt the best practices in every aspect of the business by analyzing your competition strategies. It gives you an idea of the current and upcoming marketing trends to plan and implement your business accordingly. Competition can be both direct and indirect. Regardless of the type of competition or the size of your business, it is clear that no company can afford to ignore the numerous advantages associated with competitor analysis. However, with an expanding market and companies stepping up to conquer it, keeping track of all your competitors can be quite a hassle. That’s why we’re here. Our Product Competitor Analysis Template, also known as competitive analysis template, helps you to: Record detailed information of all your competitors on a single platform.  Store the website URL of your competitor for future use. Track the products launched by each competitor and the average price associated with each product for comparison. Store the type of each product. Keep detailed records of the strengths and weaknesses of each product. Track the marketing strategies and channels associated with each for all your competitors. Monitor the popularity of your competitor’s product. Create a checklist to understand which features are associated with which competitor’s product. Track the number of competitors for each type of product. Monitor, track, and update the details regularly. Stay ahead of the curve by keeping an eye out for the competition effortlessly with our Product Competitor Analysis Template. Things you should include in the Competitive Analysis Template ? Company Information : Company name, size, location, and history. Key leadership and organisational structure. Financial performance and stability. Product Information : Detailed description of products or services offered. Unique selling propositions (USPs). Pricing strategies. Market Information: Target market and customer demographics. Market trends and dynamics. Regulatory factors affecting the market. SWOT Analysis: Strengths, weaknesses, opportunities, and threats for both your company and competitors. Competitive Advantage : Identify and analyse what sets your company apart. Assess competitors' advantages and how they position themselves in the market. How to Find Market Information for your Competitor Analysis Template ? Industry Reports: Access industry reports from reputable sources. Look for market trends, growth projections, and key players. Financial Reports: Analyse competitors' financial statements for insights into their financial health. Look for revenue, profit margins, and any patterns in financial performance. Customer Reviews and Feedback: Explore online reviews and feedback to understand customer satisfaction. Identify common strengths and weaknesses mentioned by customers. Social Media and Online Presence: Monitor competitors' social media profiles for engagement and sentiment. Assess their website, content, and online marketing strategies. Networking and Industry Events: Attend industry conferences, trade shows, or networking events. Gather information about new products, partnerships, or strategies. How to Use Competitor Analysis Template using Stackby Sign up for Stackby: Create an account on the Stackby platform. Choose or Create a Template: Use a pre-existing Competitor Analysis Template or create a new one from scratch. Customise Fields: Modify the template to include specific fields relevant to your industry and business needs. Input Data: Enter data for each competitor, including company information, product details, and market insights. Collaborate and Update: Share the document with your team for collaboration. Regularly update the information as the competitive landscape evolves. Integrate Tools: Stackby allows integration with other tools. Consider integrating data sources or tools for real-time updates. Analyse and Make Decisions: Utilise the data in the template for analysis. Make informed decisions based on the insights gathered. Remember, the key to an effective Competitive Analysis Template is keeping it up-to-date and leveraging the insights gained to refine your business strategy.  Check out other related Template :Agile Product Planning Template Sprint Planning Product RoadmapsUser Research 

How Stackby's NPS Survey Template helps you ? As customer feedback is important for a company to know how much the customers like its product, it is also important to know how your customers perceive it. An NPS survey is done to know exactly this. NPS score gives you an idea about the customer experience and tells you how liked your company or product is among people. But keeping track of so much customer feedback and their reviews can prove to be very overwhelming. That’s where our NPS Survey Tracker Template comes in.  An NPS survey tracker template will ease down your work by keeping track of all the respondents and their feedback at the same place and making it easy for you to manage them all. Why do we need an NPS Survey Template? NPS stands for Net promoter Score. It is a metric used in the customer experience programs. Many companies use NPS to know how their customers perceive them. An NPS survey is done by asking just a single question; ‘’How likely are you going to recommend our product/company/brand to someone else?‘’ The customers give their answers by giving ratings from 0 to 10 and, according to their response, fall into one of these three categories: Promoters: These provide a rating of 9-10 and are typically loyal customers who tend to promote the brand by word of mouth. Passives: They respond with a rating of 7-8 and are satisfied customers, but they are not satisfied enough to be considered promoters. Detractors: These are the people who give ratings from 0-6 and are unhappy with the company’s product or services. These customers are likely to discourage others from buying from your company. An NPS survey template will allow you to do surveys and keep track of all the respondents and the percentage of each respondent’s category to calculate the score. You will have the benefit of easy customer experience management. How can Stackby’s NPS Survey Template help you? Stackby’s NPS survey template will enable you with easy handling of the data about the customer’s feedback and manage them all with ease. You can conduct surveys with the template and then get the response recorded in the template itself. You can categorize the data the way you want and then customize it according to your liking. Moreover, you can add in another question if you like in a separate column. Use this survey template for the best customer experience management. Manage data categorically such as NPS survey, scores received customer category, and NPS score and manage them all in one place. It is free to use and simple to understand and operate. You can make an account on Stackby or use an existing one. Know your NPS score without working too hard on analyzing the responses separately using our NPS survey template.Checkout other related Template :Sprint Planning User Research  

Knowing your competitors is essential for success in any business. By understanding their strengths and weaknesses, you can identify opportunities to improve your own product or service and gain a competitive advantage. Stackby's Competitor Analysis Template is a powerful tool to help you track and measure key information about your competitors. It includes everything you need to understand your competitive landscape and make informed decisions about your business. What is competitor analysis? Competitor analysis is the process of learning about your competitors so you can improve your own business. This includes looking at their products or services, marketing strategies, and target market. Why conduct competitor analysis? Competitor analysis is important because it can help you: Understand your competitors' strengths and weaknesses. Identify opportunities to improve your own business. Make better decisions about your product or service, marketing strategies, and pricing. Anticipate potential threats and challenges. How to Use Stackby's Competitor Analysis Template? Stackby's Competitor Analysis Template is easy to use and customize. Simply add your competitors' information to the tables and views, and you'll be able to compare them across a variety of metrics. You can also use the template to track trends in the market and identify opportunities to improve your business. Benefits of Using Stackby's Competitor Analysis Template Save time and money: Stackby's Competitor Analysis Template centralizes your competitor information and makes it easy to track and compare your competitors. This can save you a lot of time and money. Gain a competitive advantage: By understanding your competitive landscape, you can identify opportunities to improve your product or service and gain a competitive advantage. Make better decisions: The data you collect from your competitor analysis can help you make better decisions about your own product or service, marketing strategies, and pricing. Who is Stackby's Competitor Analysis Template for? Stackby's Competitor Analysis Template is for any business that wants to gain a competitive advantage. It is especially useful for businesses that are new to the market or that are facing increased competition. Customize your competitor analysis template Create a stack and add tables to track competitor information, such as company name, website, products or services, target market, pricing, marketing strategies, etc. Customize tables and views to meet your specific needs. Collect competitor information from a variety of sources, such as their websites, social media pages, and customer reviews. Track and compare competitors using the tables and views you created in your stack. Identify trends by tracking and comparing competitors over time. Use the data you collect to make informed decisions about your own product or service, marketing strategies, and pricing. Here are some additional tips for customizing your competitor analysis template: Add custom fields to track unique data points that are relevant to your industry or business. Automate workflows to streamline processes and set up automated reminders for data updates. Create personalized reports and views to cater to the preferences of different stakeholders. Aggregate data from various sources to gain deeper insights. Are you ready to take your business to the next level? Sign up for Stackby today and start using our competitor analysis template to gain a competitive advantage and make better decisions about your business.

How's Stackby User Research Template will help you ? For a company, managing its users’ experience is a very crucial task. To satisfy the users is the primary goal of any company to generate profit and keep the goodwill intact. Managing the users’ experience is essential for a company to take the product to the next level. Our User Research Template can help you out with that! A user research template is an answer for effectively managing all the data and research done by the company to know the experience of the consumers. You can manage any qualitative and quantitative data in this user research template by Stackby. All you have to do is copy the data and apply it in the template; that’s it! User research is typically done at the beginning of the project or any product development. It is done to know the perspective of the consumers and for the development of the product. There are two ways research is done: Qualitative: The type of research in which the information such as how a user thinks or feels. It is done to find the user’s opinion, emotions, and experiences. Quantitative: A quantitative data looks into numerical values, which can be read in a statistical form. It is generally used to quantify the opinions of the users. In user research, both qualitative and quantitative data is collected and is analyzed for the research purpose. The study can be used to develop and perform an existing product or apply to a whole new product. The need for user research is to find the answers to your questions. It tells you who your users are; In what context will they be using the product; and what are their expectations from you. Stackby’s user research template helps you manage all your research separately for the individual user and keeps it saved for future purposes. To conduct effective user research, you need to: Take note of what your users do.  Set upright questions in the questionnaire to get unbiased answers from the people/users. Think from the user’s perspective and do not make assumptions beforehand. Be ready to get surprised. With Stackby’s User Research Template, you can keep track of all the research and the interview stack, your NPS score, and all those companies which took part in the research.  Having a user research template has its advantages. It helps a company manage its research to develop the product or design and a new one. It is always good to know what people think of your company or your company’s products. And this User Research template is there to lend you a helping hand. Checkout Related Templates :Project Planning Agile Product Planning Template Sprint Planning 

This detailed Product Requirements Document (PRD) template in Stackby tracks feature development with columns for priority, status, assignments, effort, dependencies, timelines, testing, and approvals. Each feature entry is enhanced with sample data for better clarity and management.

Product inventory is used to record and monitor a company's inventory and manage sales effectively and efficiently. Using product inventory is necessary for any company's smooth functioning, and the best way to achieve that is by using a product inventory template! A product inventory template would make things easier for the company to comprehend and make informed decisions. What is the Product Inventory Template? A Product inventory template is used to record and monitor a company’s inventory of products and manage sales. Product inventory template also makes it easier for companies to realize their best-selling product and the company's least performing product. Using a product inventory template, companies can manage their warehouses in a more organized and efficient manner. Why do you need a Product Inventory Template? Product Inventory Template will help companies to replenish their stocks in time to avoid running out of in demand products. By using a product inventory template, companies can easily manage the rise and fall of demand. They would know exactly how much inventory they have and start acting in advance to prepare themselves. Having a good product inventory system would lead to happy and loyal customers because they know you would fulfil their demands. Having a proper product inventory would lead to cost-cutting and would reduce human error issues. Fewer errors results in less money and time spent fixing the problems. Who is this template for? The inventory manager of a company can use this template to get the entire process automated, have all the information at one glance, and make important and effective inventory management decisions. How will Stackby’s Product Inventory Template help you? With a single glance, you can get an overview of all your products. Our Product Inventory template will make your job easier in the following ways: Our template lets you see a detailed summary of all the inventory your company has, in an easy and accessible way. Our template provides you with all the information required by your company to make informed decisions. Information like product name, product photo, type of product, can be easily entered to keep track. You can enter their product ID, stock left with the company, their unit price, total inventory value of every individual product, and supplier name. If required, you can also keep details about the shelf where the product is stored under stock or not indicator and a notes section, for additional comments. This template lets you individually track the inventory of individual products. You also get the option to view the inventory in a gallery view option on our template for easy analysis. You also get the options to filter through all your products and look at specific products and our template; the option to sort it using different options is also available. You can also hide certain columns for a better inspection of certain aspects of your product's inventory. You Will Also Find These Templates Useful: Product Roadmap Product Launch Agile Product Planning Template  Product Operations 

We understand the stress of having bugs in your software product. It can destroy your team’s most innovative ideas and affect your business reputation. This is why you need a bug tracker to organize bug reporting and keep your developers focused.  Stackby gives you an automated, customizable bug tracker template that acts as a defect tracking system. It stores, reports, and manages all the details of bugs found in the software system. It automates the process of monitoring and tracking bugs in the system and ensures that the software is working without any hindrance.  What is Bug Tracking ? Bug tracking is a crucial aspect of software development that involves identifying, documenting, and managing issues or bugs within a software application. These issues can range from coding errors and functionality problems to design flaws and performance issues. Tracking these bugs throughout the development lifecycle helps ensure a smooth and high-quality software release. Who Needs a Big Tracking Template ? Developers : Developers use bug tracking templates to keep a record of reported issues, understand the context of the problems, and efficiently address and resolve them. Quality Assurance (QA) Analysts : QA analysts rely on bug tracking templates to document test cases, log detected issues, and collaborate with developers to verify fixes. Project Managers : Project managers use bug tracking templates to monitor the progress of issue resolution, allocate resources effectively, and ensure that the project stays on schedule. Product Owners : Product owners utilise bug tracking templates to prioritise issues, align development efforts with product goals, and maintain a clear vision of the software's quality. Support Teams : Support teams benefit from bug tracking templates to understand common issues, provide better customer service, and communicate effectively with the development team. Designers : Designers use bug tracking templates to report design-related issues, collaborate with developers to implement changes, and ensure a seamless user experience.  5 Steps involved in Bug Tracking  Detection: Firstly, bugs are detected by the users or the testing team.  Reporting: The bugs are detected and reported so that developers can identify them.  Fixing: The developers fix the bugs using different approaches and update the team about bug fixing.  Retesting: The development team tests the software system to check whether the bugs are fixed.  Recording: All the data is recorded and a bug report is created to avoid similar bugs in the future.  Why Use a Bug Tracking System?  Create high-quality products: A bug tracking system ensures that your software system is working correctly. It helps you stay on track in your project execution and ensures successful quality assurance.  Lowers the cost of the product: Continuous bug fixing can lead to delays in your project. As a result, it increases the overall budget of the project. Using a bug tracking system makes it easier for you to identify and resolve bugs quickly.  Enhances customer satisfaction: Another benefit of the bug tracking tool is that your products start working better. As a result, customers feel satisfied while using your product. They get quick solutions based on the issues they face while working.  Important Elements of Bug Tracking ID/name: You must include the name of the feature where the bug was reported so that it is easier to identify.  Description: Explain the problem in a little detail so that the product developers can understand the issue.  Environment: Is the bug appearing in a web browser, mobile app, or particular screen size? You must specify the technical environment to the developers.  URL: Sharing the URL of the page where the bug is appearing is important as it helps the developers spot the problem where the bug was found.  Screenshot/Video: It is better to share a screenshot or a screen recording of the issue so that developers can understand what triggers the bug in the system. It might be an incorrect input.  Expected Results: Do you know what should the system indicate actually instead of the error? If yes, then it is better to share those expected results with the development team to help them understand the issue.  Stackby’s bug tracker template helps you additionally keep a track of the status of bug tracking (resolved, unresolved, pending), the priority of bug tracking (high, medium, low), name of the reported, due date of bug fixing, the person who is working on bug testing and fixing, etc. This makes it much easier for development teams to track and report bugs.  Why is it Important to Track your Bugs ?  Clarity and OrganizationBug tracking provides a centralised platform for recording and organising issues Improved CollaborationEnhanced communication between developers, QA analysts, and other stakeholders results in more efficient issue resolution and a smoother development process. Faster ResolutionIdentifying and addressing bugs promptly prevents the accumulation of unresolved issues, leading to faster and more reliable software releases. Enhanced Product QualityBug tracking contributes to the overall quality of the software by systematically addressing issues, resulting in a more robust and user-friendly product. Continuous LearningTracking bugs allows teams to learn from past mistakes, refine development processes, and implement preventive measures to reduce the occurrence of similar issues in the future. Greater AccountabilityAssigning ownership to specific team members fosters accountability, ensuring that individuals are responsible for resolving the issues they are assigned.  How Stackby’s Bug Tracker Template is Helpful for You?  Stackby’s bug tracker tool template includes two tables for storing the details of the bugs identified in the product and the members’ details who have reported any bugs. With this template, you can do the following: Track every bug or issue that arises in the software/ application/ product.  Report the browsers or web environments where bugs arise like internet explorer, chrome, safari, firefox, etc.  Record the details of the team member to whom the bug testing and resolution are assigned.  Track the status of the bug tracking like opened, closed, and resolved and the type of task such as important, urgent, very important.  Record the bug URL for fixing, retesting, and recording bugs.  Include a description of every bug to make the work for developers easier.  Include the details of the member who reported the bug such as name, ID, bugs reported, bugs updated on, etc.  Other project management templates on Stackby: User Feedback Tracker Template  Product Launch Template  Product Roadmap Template  Project Tracker Template