Product management
The Product Mgmt. group in the Agentic Transformation Platform (ATP) sidebar holds 5 assessment pages. Each page is run by the same agent, Jules (product management agent). Use this page to choose the right assessment and prepare the evidence it asks for.
Before you start
- Every page in this group uses the same assessment workspace. To learn how to upload evidence, run an analysis and ask follow-up questions, read Run an assessment.
- Upload metadata and exports only. Each page's Instructions panel says what not to upload.
Open a page in this group
- In ATP, open the menu at the left of the navigation bar.
- Expand Product Mgmt..
- Select the page you need.
When a page from this group is open, the navigation bar shows the group's pages as tabs, so you can move between them. Pages that don't fit are under More.
Pages in this group
| Page | What it covers |
|---|---|
| Demand Mgmt. & Product Backlog | Demand management and product backlog planning. |
| Product Roadmap/LRP | Long-range product roadmap and planning. |
| Agile Delivery Mgmt. | Agile delivery management and sprint planning. |
| Continuous Process Improvement | Process optimization and continuous improvement. |
| Cloud Vendor Mgmt. | Cloud vendor relationships and management. |
Demand management and product backlog
Select Demand Mgmt. & Product Backlog to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Jules. The sidebar describes it as: Demand management and product backlog planning.
The Instructions panel is titled How to Generate Your Demand Management Assessment. It says:
To generate your demand management assessment, Jules only needs metadata (demand data and workflow structures) — not business data. Upload raw exports from your project management or ticketing systems, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Demand Request Data: Demand reports, business case reviews, demand prioritization rationale, impact assessments, and demand intake records.
- Workflow Configuration: Process configurations, workflow settings, automation rules, routing rules, and workflow histories.
- Backlog Structure: Epics, stories and tasks, sprint data, cycle metrics, lead metrics, burndown charts, and rolling backlogs.
- Stakeholder Alignment: Business unit demand submissions, executive priorities, demand models, and roadmap commitments.
- Historical Trends: Demand cycle notes, cycle time rates, and reporting pattern data.
The panel also shows this note:
Important: Do not upload sensitive data, PII, or sensitive records — Jules analyzes demand patterns and workflow files, not operational business accounts.
Product roadmap and LRP
Select Product Roadmap/LRP to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Jules. The sidebar describes it as: Long-range product roadmap and planning.
The Instructions panel is titled How to Generate Your Product Roadmap Assessment. It says:
To generate your product roadmap assessment, Jules only needs strategic planning metadata (initiative data and dependency structures) — not business data. Upload raw exports from your product management or planning tools, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Strategic Roadmap: Multi-year strategy documents, initiative data, milestone schedules, release calendar data, and long-range planning artifacts.
- Dependency Planning: Cross-team dependencies, critical path data, blocking items, dependency resolution records, and sequencing plans.
- Portfolio Balancing: Initiative scoring data, portfolio prioritization frameworks, risk assessments, and investment allocation models.
- Stakeholder Alignment: Stakeholder review records, executive approval data, roadmap communications, and alignment meeting outputs.
- Governance & Review: Roadmap governance policies, review cadences, change control records, and planning retrospective data.
The panel also shows this note:
Important: Do not upload sensitive data, PII, or sensitive records — Jules analyzes strategic planning structures and roadmap patterns, not operational business accounts.
Agile delivery management
Select Agile Delivery Mgmt. to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Jules. The sidebar describes it as: Agile delivery management and sprint planning.
The Instructions panel is titled How to Generate Your Agile Delivery Assessment. It says:
To generate your agile delivery assessment, Jules only needs sprint and team performance metadata — not business data. Upload raw exports from your agile tools, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Sprint Data: Sprint reports, sprint metrics, sprint logs and artifacts, backlog refinement records, and iteration planning data.
- Velocity Metrics: Sprint velocity trends, burndown and burnup data, team throughput metrics, and cycle time measurements.
- Team Performance: Team capacity data, allocation records, performance review inputs, and cross-team dependency tracking.
- Flow Metrics: Lead time, cycle time, work-in-progress limits, flow efficiency data, and bottleneck analysis.
- Quality Indicators: Defect rates, escaped defects, test coverage metrics, release quality data, and technical debt records.
The panel also shows this note:
Important: Do not upload sensitive data, PII, or sensitive records — Jules analyzes sprint patterns and team performance metadata, not operational business accounts.
Continuous process improvement
Select Continuous Process Improvement to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Jules. The sidebar describes it as: Process optimization and continuous improvement.
The Instructions panel is titled How to Generate Your Continuous Improvement Assessment. It says:
To generate your continuous improvement assessment, Jules only needs process workflow metadata and performance indicators — not business data. Upload raw exports from your process management tools, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Process Workflows: ITSM process definitions, workflow configurations, change standard records, and DevOps improvement data.
- Performance Metrics: Process efficiency metrics, throughput data, error rates, rework volumes, and improvement KPI baselines.
- Maturity Models: Process maturity assessments, capability level data, benchmark comparisons, and improvement roadmap records.
- Benchmark Data: Industry benchmark comparisons, peer performance data, target state definitions, and gap analysis outputs.
- Improvement Plans: Process improvement initiatives, retrospective action items, experiment results, and iteration outcome records.
The panel also shows this note:
Important: Do not upload sensitive data, PII, or sensitive records — Jules analyzes process and performance structures, not operational business accounts.
Cloud vendor management
Select Cloud Vendor Mgmt. to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Jules. The sidebar describes it as: Cloud vendor relationships and management.
The Instructions panel is titled How to Generate Your Cloud Vendor Management Assessment. It says:
To generate your cloud vendor management assessment, Jules only needs vendor relationship metadata and contract data — not business data. Upload raw exports from your vendor management or procurement tools, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Vendor Profile Data: Vendor catalog, relationship owners, service categories, vendor classifications, and service tier definitions.
- Vendor Information: Contract terms, SLA obligations, pricing structures, invoices, and vendor assessment records.
- Performance Tracking: Vendor performance scorecards, SLA compliance data, service delivery metrics, and escalation records.
- SLA & Compliance: SLA attainment records, compliance certifications, audit findings, and contractual obligation tracking.
- Relationship Management: Vendor review cadences, strategic partnership data, renewal schedules, and vendor risk assessments.
The panel also shows this note:
Important: Do not upload sensitive data, PII, or sensitive records — Jules analyzes vendor relationship structures and contract patterns, not operational business accounts.