Strategic Roadmaps

Strategic Roadmaps implementation is designed to be quick, flexible, and user-friendly, especially for teams already using tools like Jira or Azure DevOps. The process can be broken down into the following stages:

1. Planning and Setup

• Duration: 1–3 days
• Activities:
  • Define roadmap goals and stakeholders.
  • Choose roadmap types (e.g., product, strategic, marketing).
  • Set up user roles and permissions.

  • Select templates from the built-in library (35+ options available)

2. Data Import and Integration

• Duration: 1–5 days
• Activities:
  • Import data via CSV or integrate with Jira, Azure DevOps, or Trello.
  • Configure one-way or two-way sync (depending on plan).

  • Map fields and customize data views.

3. Roadmap Creation

• Duration: 2–5 days
• Activities:
  • Use a drag-and-drop editor to build roadmaps.
  • Add milestones, initiatives, and dependencies.
  • Apply prioritization frameworks (e.g., RICE, Value vs. Effort).

  • Customize views (timeline, swimlane, table).

4. Collaboration and Feedback

• Duration: Ongoing
• Activities:
  • Share roadmaps with stakeholders.
  • Collect and tag feedback using the built-in feedback inbox.

  • Promote ideas from feedback into roadmap items.

5. Review and Iteration

• Duration: Weekly or monthly cycles
• Activities:
  • Review roadmap progress and adjust timelines.
  • Use filters and pivots to create custom views for different audiences.

  • Roll up team roadmaps into a portfolio view for executive reporting.

Total Implementation Time

• Typical Range: 1 to 2 weeks for small to medium teams.
• Enterprise Deployments: May take 3–4 weeks, depending on integrations, training, and customization needs.

Support and Resources

• Onboarding Support: Available via email, chat, and help center.
• Training: Self-serve documentation, webinars, and customer success managers (for enterprise plans).
• Templates: Pre-built strategic roadmap templates to accelerate setup.

Strategic Roadmaps is highly customizable to meet a wide range of business needs. Here are the key customization capabilities:

• Custom Roadmap Views: Users can create timeline, swimlane, or table views tailored to different audiences or departments.

• Custom Fields: Add and sync custom fields from Jira, Azure DevOps, or CSV imports to reflect your organization’s unique data structure.

• Custom Prioritization Models: Supports frameworks like RICE, Value vs. Effort, and allows for custom weighted scoring models.

• Custom Color Palettes: Available in Business plans and above, allowing teams to brand or visually differentiate roadmap items.

• API Access: Enables integration with third-party tools or internal systems. Available from the Business plan upward.

• Advanced Customization (Enterprise Plan):
  • Private cloud hosting
  • Custom reviewer limits

  • Designated Customer Success Manager for tailored onboarding and support.

These features make it suitable for product teams, marketing departments, IT strategy groups, and executive planning.

Strategic Roadmaps is subscription-based, and most features are bundled into the plan tiers. However, here are the additional or optional costs to be aware of:

1. Reviewer Seats

• Each plan includes a limited number of free reviewers:
  • Starter: 3
  • Business: 5
  • Professional: 10
  • Enterprise: Custom

• Additional reviewers: $5/user/month.

2. Two-Way Sync (Jira & Azure DevOps)

• Included in Professional and Enterprise plans.

• Optional add-on for Business plan: $9/user/month.

3. Private Cloud Hosting

• Available only in the Enterprise plan.

• Requires custom pricing and setup.

4. Support and Training

• Free training and email support included in all plans.

• Designated Customer Success Manager and personalized onboarding are available only in the Enterprise plan.

5. File Storage

• Varies by plan:
  • Starter: 1 GB/account
  • Business: 5 GB/account
  • Professional: 10 GB/account

  • Enterprise: 100 GB/account

6. No Setup Fees

• There are no mandatory setup or implementation fees listed. Most onboarding is self-service or included in the subscription.

Strategic Roadmaps provides a comprehensive onboarding experience designed to help new users get up and running quickly:

Training Resources

• Roadmunk Learning Center: A curated collection of articles, videos, and guides covering everything from roadmap creation to integrations.
• Knowledge Base: Detailed documentation on features, best practices, and troubleshooting.
• Webinars and Tutorials: Periodic live and recorded sessions for product walkthroughs and advanced use cases.

• In-App Guidance: Tooltips and onboarding flows are built into the platform to assist first-time users.

Support Options

• Email and Chat Support: Available to all users, with faster response times for higher-tier plans.
• Help Center: Centralized portal for submitting tickets and accessing documentation.

• Customer Success Manager: Assigned to Enterprise plan customers for personalized onboarding and strategic guidance.

These resources are designed to support both self-serve onboarding and enterprise-level training.

Strategic Roadmaps takes data security seriously and adheres to enterprise-grade standards:

Certifications and Compliance

• ISO/IEC 27001:2013 Certified: This is the leading international standard for information security management systems.

Authentication and Access Control

• SAML Single Sign-On (SSO): Available for enterprise clients to ensure secure and centralized user authentication.

• OAuth Integration: For secure connections with tools like Jira and Azure DevOps.

Data Hosting and Privacy

• Private Cloud Hosting: Offered to enterprise customers for enhanced data isolation and control.

• Data Encryption: Both in transit and at rest, ensuring secure communication and storage.

Operational Security

• Regular Security Audits: Conducted to identify and mitigate vulnerabilities.
• Role-Based Access Control (RBAC): Ensures users only access data relevant to their role.

These measures make Strategic Roadmaps suitable for organizations with strict compliance and data governance requirements.

Strategic Roadmaps follows a continuous improvement model, with updates released regularly to enhance performance, user experience, and integrations:

Update Frequency

• While there is no fixed public schedule, updates are typically rolled out monthly or quarterly, depending on the feature set and infrastructure improvements.

• Minor updates (e.g., UI tweaks, bug fixes) may occur more frequently, often bi-weekly or monthly.

Release Management

• Release Roadmaps: The platform offers templates for managing release cycles, suggesting that internal updates are planned in 3–6 month or shorter sprints.
• In-Product Notifications: In-app messages and update banners inform users of new features or changes.
• No Downtime: Updates are deployed with zero service disruption, ensuring continuity for users.
• User Feedback Loop: Feature requests and improvements are often sourced from the Idea Portal, where users can submit and vote on suggestions.

Strategic Roadmaps maintains a user-first policy regarding data ownership and portability:

Data Ownership

• You own your data: All roadmap content, feedback, and ideas created within the platform remain the property of the customer.

• No data loss during rebranding: The transition from Roadmunk to Strategic Roadmaps did not affect user data or access.

Data Portability

• Export Options:
  • Roadmaps can be exported as PDFs, PNGs, or CSV files.
  • Data tables and feedback can be exported for backup or migration purposes.

• API Access: Available in Business and higher plans, allowing users to extract data programmatically for integration or migration.

• No Vendor Lock-In: The platform is designed to allow users to easily migrate or back up their data without proprietary constraints.

These policies ensure that users retain full control over their strategic planning data and can transition smoothly if needed.

Strategic Roadmaps offers flexible scaling options to accommodate growing or shrinking teams:

Scaling Up

• You can add users or reviewer seats at any time through the account dashboard.
• Additional reviewer seats cost $5/user/month.

• Upgrading to a higher-tier plan (e.g., from Starter to Business) unlocks more features like portfolio roadmapping, API access, and advanced integrations.

Scaling Down

• Downgrading to a lower-tier plan is possible at the end of your current billing cycle.
• If you reduce the number of users or features, changes take effect at the next renewal (monthly or annually, depending on your plan).
• For Enterprise customers, scaling is managed through a dedicated account manager who can adjust contract terms based on usage.

Strategic Roadmaps provides clear and user-friendly policies for both renewal and cancellation:

Renewal Terms

• Annual Plans:
  • Renewal notices are sent 90 days and 7 days before the end of the billing term.

  • Contracts auto-renew unless canceled in advance.

• Monthly Plans:
  • Renewal notices are sent 7 days before the end of the billing month.

  • Monthly billing is available only to legacy users; new users are typically on annual plans.

Cancellation Terms

• Annual Plans:
  • Cancellation becomes effective at the end of the contract year.
  • No refunds for early termination.
• Monthly Plans:
  • Cancellation becomes effective at the end of the current billing month.
• How to Cancel:
  • Admins can cancel via the Billing tab in the Account Settings.

  • Immediate cancellations can be arranged by contacting support.

• Reactivation:
  • Accounts can be reactivated shortly after cancellation, but data may be purged if too much time has passed.

Strategic Roadmaps adheres to industry-standard security and compliance protocols:

Key Compliance Standards

• ISO/IEC 27001:2013 Certified: Ensures a robust information security management system.
• GDPR Compliant: Users can request data removal under the EU General Data Protection Regulation.
• Data Encryption: All data is encrypted in transit and at rest.
• SAML SSO: Secure authentication for enterprise clients.

• Private Cloud Hosting: Available for enterprise customers needing enhanced data control.

These standards make Strategic Roadmaps suitable for organizations with strict data governance and regulatory requirements.