Business Requirement
CRM v2 must be able to keep track of the relationship its members have with outside organizations.
User Stories
As a user, I want to see which organizations a single member is involved with, so I can leverage that relationship to create more opportunities
User = a project lead, biz dev, operations lead, relationships lead
bDAO user = DAOlationships, Consultancy, Education Guild looking to outsource education or bring in a wider audience for a session.
As a DAO, I want to see what other organizations my members have relationships with so that I can leverage those relationships to create more opportunities
Business Requirement
CRM v2 must provide insights about which DAOs they have the most activity in.
User Stories
As a user, I want to be able to quantify the relationship a member has at another organization so that I know which member is the best choice to initiate contact
User = a project lead, biz dev, operations lead, relationships lead
bDAO user = DAOlationships, Consultancy, Education Guild looking to outsource education or bring in a wider audience for a session.
What to quantify - projects contributed to, proposals written, proposals voted on, roles held, date joined, ...
<aside> 💡 These requirements are to log each member’s contributions. They are more related to the “LinkedIn for web3” use case than the “true DRM”.
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Business Requirement
CRM v2 must automatically record the projects each member is involved with, and their contributions to each project.
User Stories
<aside> 💡 These requirements are long-term focused. “Nice-to-haves” for a future iteration. This falls more under project management. Whether or not these are in scope should be discussed.
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Business Requirement
CRM v2 must be able to automatically calculate proper compensation based on the contributions and roles of members
User Stories
As a DAO, I want to the payment amount to be automatically calculated for each contributor based on their contributions, so manual tasks and human error can be eliminated.
As a DAO, I want to the payment amount to be automatically logged for each contributor based on their contributions, so manual tasks and human error can be eliminated.
As a DAO, I want to the payments to be automatically executed for each contributor based on their contributions, so manual tasks and human error can be eliminated.
As a user, I want my compensation to be automatically tracked based on [X variable] so I don’t need to manually keep track
Variables can include hours spent on each task, impact of the task, type of task or position, etc.