In October 2024, Adak Co hosted a three-day interactive workshop focused on eliciting requirements for a cutting-edge Digital B2B/B2BX CRM system. Designed for project teams and stakeholders, this event fostered collaborative brainstorming to align on vision, goals, and practical functionalities. Participants dove into real-world challenges, exploring everything from sales processes to customer onboarding, while ensuring compliance with ODA standards for seamless, customer-loved digital solutions. The workshop emphasized open dialogue, risk identification, and prioritization to build an evolving roadmap that drives business value.

What Participants Learned:

- Deep Dive into Project Foundations: Gained a comprehensive understanding of how to elicit requirements, identify needs, pain points, risks, assumptions, and opportunities through structured presentations and hands-on sessions.

- Persona and Process Analysis: Explored user personas, including their goals, motivations, and challenges, alongside brainstorming sales processes, product catalogs, CPQ (Configure, Price, Quote), customer onboarding, and profile management.

- ODA Compliance Integration: Learned how ODA standards enhance digital solutions by providing a framework for reliable, user-centric designs that reduce complexity and boost adoption.

- Prototype Evaluation and Prioritization: Engaged in prototype demos, UX analysis, and feature prioritization to translate ideas into actionable plans, ensuring alignment with strategic goals.

- Collaborative Best Practices: Mastered ground rules for effective workshops, such as maintaining a judgment-free zone, encouraging fluid ideas, and assuming budget-free innovation to spark creative problem-solving.