Year : 2024
Duration : 02 Months
Problem statment
Centene currently has tools to plan and track progress at a product portfolio and project level, but lacks the necessary systems needed for DXE Leadership, Product Owners etc. to plan, communicate and manage a multi-year enterprise strategy. Many product owners work in excel spreadsheets and PowerPoint presentations to track the strategy efforts for a given product.
Objective
The goal was to design a scalable roadmap tool that
Provides multi-dimensional views for different stakeholders
Integrates with JIRA Align for execution tracking
Supports end-to-end visibility from strategy to delivery
Discovery & Research
To understand the problem space and stakeholder needs,
we conducted several discovery activities.
Stakeholder Workshops
Facilitated workshops with leadership, product owners, and delivery teams to:
Understand existing planning workflows
Identify pain points and inefficiencies
Align on business goals and success criteria
Define reporting and visibility requirements
User Personas
Defined two primary user groups
Executive Leaders
Focused on strategic planning, KPIs, budgets, and roadmap confidence., features, dependencies, and delivery status.
Product Owners
Focused on execution tracking, capabilities, features, dependencies, and delivery status.
Planning Next Steps
After discovery and research, we conclude that we need centralized roadmap management platform that have following things
Connects strategy to execution through structured hierarchy
Provides role-based views for leadership and product teams
Enables real-time tracking of progress, budget, and timelines
Integrates with existing enterprise tools like JIRA Align
Standardizes planning and reporting across the organization
Design Challenges
Designing for Multiple Stakeholders
The platform needed to support both strategic and operational users without creating separate systems.
Scalability
The solution needed to accommodate future growth while maintaining usability.
Managing Complex Roadmap Hierarchies
Roadmaps spanned multiple business lines, products, journeys, capabilities, and features.
Integration Constraints
The roadmap experience had to align with existing enterprise tools, particularly JIRA Align.
Design Process
Discovery
Conducted stakeholder workshops to align on goals, user needs, and pain points
Defined personas including Executive Leaders and Product Owners
Identified gaps in existing tools and workflows
Analyzed reporting inconsistencies and fragmented data sources
Define
Established a unified taxonomy:
Experience → Sub-experience → Epic → Capability → Feature
Defined detailed metadata for each level (objectives, KPIs, budgets, timelines)
Designed governance model for tracking progress and ownership
Aligned roadmap structure with business goals and OKRs
Design
Created end-to-end UX for key modules:
List view, Detail view, Create/Edit flows
Timeline views (Monthly, Quarterly, Yearly)
Dashboard for KPI and progress tracking
Designed flexible filtering and tagging systems
Built scalable information architecture to handle multi-product and multi-LOB mapping
Ensured seamless integration flow with JIRA Align for execution tracking
Deliver
Created end-to-end UX for key modules:
List view, Detail view, Create/Edit flows
Timeline views (Monthly, Quarterly, Yearly)
Dashboard for KPI and progress tracking
Designed flexible filtering and tagging systems
Built scalable information architecture to handle multi-product and multi-LOB mapping
Ensured seamless integration flow with JIRA Align for execution tracking
Information architecture
This structure created a consistent framework for planning, reporting, and governance across the organization.
Experience
Sub-experience
Epic
Capability
Feature
Story
Solution
The final solution was a centralized roadmap management platform that connected strategy to execution. Key capabilities included
Roadmap Management
Multi-level roadmap hierarchy
Create and edit workflows
Ownership and governance management
Search & Discovery
Advanced filtering
Tags and categorization
Quick search capabilities
Dashboard & Insights
KPI tracking
Progress monitoring
Budget visibility
Delivery confidence indicators
Enterprise Integrations
JIRA Align integration
Future execution synchronization support
Dashboard
Offers a centralized view of roadmap progress across Experiences, Sub-experiences, Epics, and Capabilities, enabling stakeholders to track KPIs, monitor delivery progress, and manage budgets effectively.
Timeline view
Designed for leadership and planning teams, this view visualizes roadmap initiatives over time, providing clear visibility into progress, schedules, and key deliverables across the roadmap hierarchy.
Details pages
Selecting an Experience, Sub-experience, Epic, or Capability opens a dedicated detail page that allows users to explore objectives, timelines, ownership, KPIs, progress, and associated roadmap elements in greater detail.
MAin Screen
This view provides a centralized and structured overview of all Experiences, Sub-experiences, Epics, and Capabilities. Designed for efficient roadmap management, it enables users to quickly review key information such as status, ownership, progress, and timelines at a glance, while allowing them to drill down into detailed insights for each roadmap entity.
Business impact
The platform delivered significant operational and strategic improvements
Established a single source of truth for roadmap planning
Eliminated dependency on spreadsheets and disconnected reporting tools
Improved visibility across products, teams, and business lines
Reduced manual effort required for roadmap maintenance and reporting
Enabled faster and more informed decision-making for leadership
Strengthened alignment between business strategy and product execution
Standardized planning and governance processes across the organization
Created a scalable foundation for future roadmap and portfolio management initiatives
Thanks for the read.