Created by Stefanos Karakasis. Concept by Atlassian.
This section contains the at-a-glance details of your messaging. Start with your positioning statement and then specify who you’re speaking to.
| Product name | Optimize |
|---|---|
| Tagline | Work schedules can work for all |
| Use case | Optimize labor costs |
| Short description | |
| 25 words or less | Optimize your business with AI |
| Long description | |
| 150 words or less | Take your service, compliance, and budget adherence to the next level with AI-driven forecasting and automated scheduling. |
| Positioning statement | “ACME is the collaboration hub that brings together the right people, information, and tools to get work done. From Fortune 100 companies to corner markets, millions of frontline workers worldwide use ACME to engage their teams, plan empathetically, and drive their business forward.” |
| Key features (used) | • Demand forecasting |
| • Automated employee scheduling powered by AI | |
| Benefits | |
| List of (max 5) benefits for the customer’s business | • Cuts employee planning time down significantly by at least 50% |
| • Quickly forecast demand based on foot traffic and sales. | |
| • Strive towards compliance with local labour laws | |
| • Have the right people at the right time for busy days | |
| • Higher employee satisfaction by taking rest, breaks, and preferences into account when scheduling | |
| Target audience | |
| Describe your ideal customer | • B2B SaaS with less than 5000 people |
| • Industries: Retail, Hospitality | |
| • Roles: Senior Workforce Manager, Chief Operations Officer | |
| User persona | |
| Write out the teams, and roles, that will use your product | • Roles: Store managers, frontline workers in Retail, Workforce planners |
• Teams: Operations, HR, Finance | | Buyer persona A short description and a link to details | • Senior Workforce Managers, Chief Operations Officer |
Break down the elements of your messaging. What sets you apart from the competition? All that goes down here. Focus on how your product makes a difference for your customers. It could be 2 pillars or even three.
| Key values | Value 1: Increase Operational Efficiencies | Value 2: Deliver Better Products Faster | Value 3: Reduce Compliance Risk |
|---|---|---|---|
| Promise | |||
| Efficiency: | |||
| Maximize R&D and frontline worker productivity. | Velocity: | ||
| Accelerate speed to market. | Security: | ||
| Compliance without compromise. | |||
| Customer pain | |||
| Describe common pain points with actual customer quotes. | Organizations waste time and resources aiming to improve in-store compliance, create ‘knowledge gaps’ between teams resulting in differences in customer experience across store locations. | Companies lack visibility into critical forecasting data that should inform decisions. The toolstack, and knowledge, are also missing prohibiting organizations from executing planning decisions at scale without dramatically increasing costs. | Full compliance is unrealistic but big fines can be avoided by automated compliance warnings and calculating costs when shifts change. |
| ACME promise | ACME provides a complete Workforce Management solution without the need to spend any resources on using AI to optimize your planning. If integrations are necessary for any reason, businesses can integrate once and have access to the entire platform. | ACME provides an end-to-end view of how your budget decisions will impact your long-term staffing decisions. The ability to visualize multiple what-if scenarios and the impact of future staffing levels creates a more predictable workforce planning workflow. | With automated compliance, organizations can scan every schedule, allowing planners to identify and remediate violations before the schedule is published. |
| Product Proof points | |||
| List specific analyst reports, customer stories or testimonials that support this pillar. | • One platform to maintain. | ||
| • End-to-end customer support from one provider. | |||
| • One user interface to manage, optimize and engage your workforce. |
• ACME recognized with 100 badges and awards in G2’s Winter Report 2024 - [insert link] | • Role-based dashboards (e.g., Frontline Dashboard, Scheduling dashboard) with contextual drill-downs into any level of detail.
• Leader in Gartner® Market Guide for Workforce Management Applications - [insert link] | • Receive compliance warnings when the pre-configured setup is about to be violated.
• Maintain complete context by planning in a single system across HR, operations, IT, and compliance. | | Customer Examples | Glympse (Replaced 20 distinct tools with GitLab), Jasper Solutions (33-37% YoY Cost Savings, 30% reduction in cycle time, 25% increase in deployment frequency, 90-95% of projects on budget on time) | Goldman Sachs (From biweekly builds to > 1000/day) BI Worldwide (10X daily deployments for modernized applications, Eliminated challenges of multiple tools, logins, and user experiences) | HackerOne(Scanning earlier, more frequently, more economically) |
Below are one-sentence summaries of value you can deliver to user and buyer personas to position relevant aspects of the [your product] use case’s value, based on the market segment of the persona’s company.
| User/ Buyer | User: Dave - the Operations Lead | User: Didi - the Retail associate | Buyer: COO | Buyer: CEO |
|---|---|---|---|---|
| Pitch | ||||
| Receive immediate feedback on the scheduling of your team. Stay within budget, control compliance, and accommodate employee preferences in minutes. |
| Get the most out of your day by staying on top of everything that needs to happen in-store. | Manage my workforce in a single system, minimize context-switching, and increase employee productivity and retention. | Scale and manage a single system for my frontline. |
| User/ Buyer | User: Dave - the Operations Lead | User: Didi - the Retail associate | Buyers: range from Eric - the WFM Planner to the COO | Buyers range: from Kelly - the HR Director to the COO |
|---|---|---|---|---|
| Pitch | ||||
| Receive immediate feedback on the scheduling of your team. Stay within budget, control compliance, and accommodate employee preferences in minutes. |
| Increase product knowledge and quiz on information and improve the learning cycle. | Collaborate in a single system, minimize context-switching and waiting, identify and remove scheduling blockers, and make the most cost-effective staffing decisions. | Increase compliance and optimize your scheduling using AI. Scale and manage a single system. |
| User/ Buyer | User: Dave - the Operations Lead | User: Didi - the Retail associate | Buyer: Eric - the Operations Director | Buyer: Kelly - the HR Director |
|---|---|---|---|---|
| Pitch | ||||
| Receive immediate feedback on the scheduling of your team. Stay within budget, control compliance, and accommodate employee preferences in minutes. |
| Increase product knowledge and quiz on information and improve the learning cycle. | Collaborate in a single system, minimize context-switching and waiting, identify and remove scheduling blockers, and make the most cost-effective staffing decisions. | Increase compliance and optimize your scheduling using AI. Scale and manage a single system. |