Intake
Intake overview
Organizations will often define an intake process that is used to identify key milestones. The following image provides an example along with descriptions on what each phase represents along with appropriate inputs and outputs.
Example intake
The following image provides a high-level intake process for example purposes.
The following table provides an overview of each milestone along with inputs and outputs.
| Milestone | Description | Inputs | Outputs |
|---|---|---|---|
| COE Initiation | The initiation phase establishes the COE team, the charter, goals/objectives, and marketing to the broader organization. | COE Team Members with a Completed Charter, Knowledge Center, Personas. | Company announcement promoting the adoption of Retool, COE and supporting content. |
| Interview Teams | The interview phase focuses on meeting with each team to understand their business and technical requirements. This phase can be used to collaborate on definition of a MVP or POC. | Interview template to identify business / technical (functional / non-functional requirements) | Schedule template to identify number of sprints, a backlog of user stories managed via Kanban or Scrum. |
| Onboard Team | The onboard phase is a repeatable phase that the COE uses to upskill the team, get them onboarded to the Retool platform via Space(s), define resources / data services, and invite the team members. | Team member details (email, names, roles) | Space with users, permission groups, SSO config, SCM config |
| Enable Team | The enable phase is focused purely on education for business and technical members on Retool. | Identification of roles and alignment to Retool University courses, labs, and videos. Alignment of team with Retool Tech Services. | Complete coursework and acheived digital badges. |
| Daily Standups | During the onboarding process, the COE team should actively participate in daily standups to sync on status and help unblock Retool or Retool related (onboarding, enabling) issues. | Team updates, blockers | Next steps, issue identification. |
| Team Support / Office Hrs | COE team provides first level support to the organization and works to triage issues and own tickets to Retool Support services. Messaging channels, email and weekly office hours are meant to provide team enagement on support issues. | Retool issues, questions. | Solutions, issues, product feature requests. |
| Team activated / Survey | The final phase is a team being activated on Retool and having produced the MVP/POC they identified in the interview phase. Teams should complete a survey to provide feedback into the COE. | Team Survey | Improvements to COE processes. |