ZenBusiness is a business services platform that provides everything needed to start, run, and grow business all in one place. As it is growing rapidly, clarity and focus becomes more critical to its success. ZenBusiness needed a framework for an OKR roadmap to guide strategy, planning, and decision-making across the organization. This is exactly what the new Chief Product Officer did.
Previously, the team tried roadmapping tools, but they only served for simple visualization. ZenBusiness needed a platform that is robust enough to support both strategic vision, goals, and roadmaps with KPIs, while at the same time easy to use and can plug into existing tools such as Jira and Confluence.
ZenBusiness chose Dragonboat to create focus across the portfolio.
The initial setup took less than a day, and within a month, Dragonboat was rolled out across all teams to create visibility and cross-functional alignment.
Build an outcome-focused OKR roadmap, not a feature list
The company set up strategic goals with associated initiatives under each one. All initiatives and features connect to goals and strategic pillars.
Each team has its goals and metrics board, linked to company goals. The teams plan with key results, which are later connected to epics with a set of features in Jira.
Additionally, all of the teams use the RICE prioritization model to ensure that they all use the same framework when making tradeoff decisions.
With this setup at the portfolio level, the ZenBusiness team has an overview of key initiatives and product features aligned to them. This connects company-level strategy to specific activities to ensure the OKR roadmap is on track to being achieved.
As teams check off key results, the financial models are updated by the FP&A teams in real-time for weekly portfolio meetings.
Adjust roadmaps based on KPIs
With everything in one place, from goals to plans to initiatives, ZenBusiness created visibility and insight into KPI planning and tracking. Utilizing Dragonboat’s custom fields, the team adopted a “Path to Revenue” metric to attribute initiatives to revenue targets. The team can understand how they’re doing by tracking KPIs and adjusting the roadmap accordingly.
Dragonboat creates a portfolio source-of-truth for the entire company. Everyone in the company gets free read-only access to Dragonboat and can view reports and dashboards through their Wiki pages.
Collaborate across levels and functions
Dragonboat enables cross-functional alignment and visibility to remove silos and help teams achieve the best product outcomes. Prior to Dragonboat, each team managed its own initiative board, so tracking dependencies and resources was challenging.
With Dragonboat, ZenBusiness includes go-to-market tasks in the product roadmap to plan, communicate and track in one central platform.
Run product like a business to stay ahead in a competitive market
Creating alignment for strategic planning, prioritization and delivery are critical, especially as a company is rapidly growing.
ZenBusiness uses Dragonboat to connect its OKR roadmap with product strategy, create visibility and alignment across the organization, and ensure teams are working on initiatives that will drive the biggest business impact. Dragonboat supports current needs and creates a strategic framework for future growth and development.
ZenBusiness is a trusted partner for business owners who want to start, run, and grow a business. They use technology and automation to provide fast and low-cost services, expert support, and a personalized dashboard that puts everything you need at your fingertips.
Business development services
Business growth, strategic planning, OKR roadmap, integration with existing tools (Jira & Confluence), roadmap visibility, cross-functional alignment
Product management, program management, leadership, executives