Strategy question

You inherit a newly signed enterprise account where support workflows are fragmented, requirements are unclear, and the VP of Support, Operations, and IT all want different things first. What roadmap would you set for the first 90 days, how would you prioritize which workflow to launch first, and what milestones would you use to keep the account moving toward a production go-live?

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What this question tests

Tests setting a first-90-days roadmap for a newly signed account with conflicting stakeholder priorities, and defining milestones that keep the deal moving toward production.

How to approach it

  1. Run structured discovery separately with the VP of Support, Operations, and IT to surface their actual priorities and any hidden constraints, like IT's data access concerns.
  2. Find the workflow that satisfies the most stakeholders at once, likely the highest-volume, most operationally painful ticket type Support cares about, that IT can approve quickly.
  3. Sequence the 90 days: weeks 1 to 3 discovery and data access setup, weeks 4 to 8 build and internal testing, weeks 9 to 12 limited production pilot with a defined ticket volume.
  4. Set milestones stakeholders can see progress against: data integration complete, first agent passing internal evals, first live tickets handled, and a go-live review date.
  5. Keep Operations and IT engaged throughout with brief recurring check-ins, not just Support, so no stakeholder feels sidelined by the chosen first workflow.
  6. Define the go-live criteria explicitly, for example resolution rate and escalation rate thresholds, agreed with all three stakeholders before launch.

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