Put Your Skills To The Test: CHS Tech Scenario: Background Information

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Put Your Skills to the Test: CHS Tech Scenario

Background Information:
You are working as a Product Owner for CHS Tech, a company that provides offsite technical support to
small and medium-sized businesses. You have recently inherited ownership of the custom-built software
application called Clientbase, which helps to keep track of all CHS Tech’s clients. These are the
companies that have hired CHS Tech to perform technical support for them.

Clientbase is an internal application that tracks client interactions, contract details, payment due dates,
and other client details. The teams that use this software or its outputs include:

· Sales – they enter the initial details once an organization becomes a client (signs a contract with
CHS)
· Account Management – they handle supporting current clients and gaining contract renewals and
expansions
· Technical Support – accesses client details and contact information when supporting (support
provided in a separate application)
· Business Management – makes decisions based on data (client interactions, contracts, details)
provided in business reporting

Since Clientbase is a core internal application it has a dedicated Scrum Team. This includes Sam, the
Scrum Master, two technical team members (developers) Juan and Ralph, and one former account
manager (Subject Matter Expert) Angela. This team also includes you, the Product Owner.

There is also a Database Administrator, Gerda, that can join the Scrum Team when her skills or
consultation is needed.

Note that a separate piece of software, Zendesk, tracks all of the support tickets for each client. The
Product Owner for this application is Stacey and she has her own Scrum Team, except this team also uses
Sam as their Scrum Master. The scope of this activity only includes Clientbase.

Now that you understand the background a bit better, you can find the scenario on the next page.
Scenario:

The Account Management Department has requested an update to Clientbase to help them better track
their client interactions. Inside the system today, all they can track is the type of interaction (phone call,
email, text, in-person) from a drop-down list and then there is an open text box.

The Account Management Team would like to have the ability to:

1. Track if the interaction was successful – to understand what clients have been contacted versus
those who have not been able to be reached
2. Ability to adjust interaction date
3. Change the background color of the application from white to light grey – to make it a bit easier
on the eyes
4. Track who the interaction was with – would be nice information to have as it can sometimes be
hard to find the name in the Interaction Notes

ACTIVITY: After reviewing the information provided and the needs described, what additional questions
might you ask before creating these needs as User Stories? Who would you direct the questions to?

In the next lecture we will be reviewing the questions we came up with so you can compare your
thoughts with ours. This activity output will be used in a later activity so be sure to save your results.

Can’t seem to get started? Check out our hints on the next page to get the ball rolling
Hints:

For each item, ask yourself…

- Is this focused on the needs of the customer?


- Is the value known?
- What else might be impacted by the potential change? And who has the necessary details?
- Who else might be impacted by the potential change?
- Who else might need to provide authority or input into the change?
- What don’t I know that is important to the change?

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