Board presentation deck
The strategic narrative: current challenges, customer voice, competitive position, and the path forward.
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Case 02 — Product Vision & UX Roadmap
A product vision the board could say yes to.
For the e-commerce performance platform, we turned scattered customer pain into a board-ready story: the honest current state, competitive benchmarks, redesigned product concepts, and a phased roadmap to get there.
Strong platform. Dated experience.
The technology performed — the interface didn’t. Customers were saying it plainly, roadmaps were full, and the product team needed more than internal agreement: they needed board approval and investment to fund the fix.
That takes a story, not a backlog. Where the product stands, what customers actually experience, what competitors ship, and what the future state looks like — concretely enough to fund.
The brief: build the narrative and the visuals that move a board from “we know” to “approved.”
Tell the truth first. Then make the future concrete.
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Decision 01
Lead with the honest current state.
Customer quotes and UI snapshots came first, so nobody could wave the problem away. The board had to see it before it could fund the fix.
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Decision 02
Make the future state concrete enough to fund.
High-fidelity redesigns of the core surfaces — the Performance Advisor and Yobot — so the board could see the future instead of reading a backlog.
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Decision 03
Phase it: facelift first, deeper iterations after.
Sprint-level phases with milestones the board could track, backed by user stories the product team could execute the day after the vote.
The honest current state — and the fundable future one.
Current-state audit
Real customer quotes and UI snapshots, organized into an argument nobody could wave away.
Competitive benchmark
Visual side-by-sides against the market — where the experience stood and what good looks like.
Future-state concepts
High-fidelity redesign visions for the core surfaces, including the Performance Advisor and Yobot.
Phased UX roadmap
Facelift first, deeper iterations after — sprint-level phases with milestones the board could track.
Storyboards & user flows
The user stories and acceptance criteria that turn a vision deck into a build plan.
Two weeks from kickoff to boardroom.
Week one: review roadmaps, customer feedback, and current UI; storyboard the narrative with the product team. Week two: high-fidelity mockups, deck assembly, and iteration with stakeholders until the story held.
The deck did double duty by design — a boardroom narrative on top, and underneath it a tactical roadmap the product team could execute the day after the vote.
Sprint
2 weeks
Surfaces
Performance Advisor · Yobot
Outcome
Board alignment
What the team took into the boardroom.
2 weeks
From kickoff to boardroom: review and storyboarding in week one, mockups and deck assembly in week two.
Board alignment
One narrative covering current challenges, customer voice, competitive position, and the path forward.
A plan for the day after the vote
A phased UX roadmap, storyboards, user flows, and acceptance criteria the product team could execute right away.
From “we know” to “approved.”
It told the truth about where we were without burying us in it — and made the future state feel inevitable instead of expensive.Product leadership — Yottaa
Other engagements in this neighborhood of work.
Skip the slides. Have the conversation.
Thirty minutes, no deck pitch. We walk your top three bottlenecks and what it would take to fix the first one.