6-Month Roadmap
Copilot Money Product Roadmap
Outcomes-driven roadmap tied to competitive analysis findings and feature recommendations. Structured around measurable success criteria with clear dependencies.
Roadmap Approach
Outcomes First
Tied to measurable business goals
Dependencies Clear
Explicit risks and blockers
Instrumented
KPIs and success metrics built-in
6-Month Timeline
1
Month 1-2
Foundation
Establish baseline and quick wins
- Discovery and validation
- Core infrastructure
- Initial feature set
- Metrics baseline
2
Month 3-4
Build
Core capability development
- Feature development
- Integration work
- Pilot preparation
- Documentation
3
Month 5-6
Scale
Launch and iterate
- Beta rollout
- Feedback incorporation
- GA preparation
- Success measurement
Feature Bets in This Roadmap
This roadmap incorporates the following recommended features from competitive analysis.
Success Metrics
Key performance indicators tied to roadmap outcomes.
Conversion / Growth
- • Win rate vs competitors
- • New customer acquisition
- • Market share growth
Efficiency
- • Time-to-value reduction
- • Onboarding efficiency
- • Support ticket reduction
Quality
- • Feature adoption rate
- • Error rate reduction
- • Customer satisfaction
Customer Outcomes
- • NPS improvement
- • Retention rate
- • Expansion revenue
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