🔹 1. Anchor: Define Vision, Goals & Fit

Purpose: Ensure each integration supports business and user outcomes.

• Clarify the vision: What are we enabling for users? (e.g. seamless recognition, real-time engagement)
• Define strategic goals: e.g., Increase recognition activity by 25%, reduce friction by 40%, etc.
• Validate platform fit: How will this integration extend or complement the core Achievers platform?

Artifacts:

• Problem/opportunity statement
• UX goals & KPIs
• Integration value proposition

🔹 2. Assess: Audit Ecosystem & Competitors

Purpose: Understand internal readiness and market expectations.

• Conduct a tech audit: API access, MFE feasibility, SSO/sign-in persistence, notification systems
• Analyze competitor offerings: What do Workhuman, Nectar, or OC Tanner do in this channel?
• Map any platform-specific constraints (e.g., Teams vs Slack notifications vs GChat cards)

Artifacts:

• Technical discovery doc
• Competitive comparison matrix, see below
• Risk/opportunity analysis