Master Project Roadmap · CoreFlow engagement · living document
One complete, believable client engagement, every screen, guide, and resource referencing the same software, terminology, and brand. Not a collection of documents; a connected portfolio system.
Each deliverable feeds the next. Build the screens once, and the entire learning ecosystem derives from them, the same terminology, the same screenshots, end to end.
Thinking beyond the document list, structural pieces that make this read like a real, mature engagement.
The consulting artifact that opens the case study: who CoreFlow is, the challenge, our approach, scope, and success measures. It frames everything and reads like the real thing.
Voice, terminology, capitalization, screenshot standards, callout rules. It's what keeps 20+ deliverables feeling like one author, and shows clients we work to a standard.
Adoption %, support-ticket reduction, time-to-proficiency. Decision-makers hire outcomes, not manuals, the numbers close the story.
Once the Home Dashboard set is approved, extract the shared shells (guide, QRG, SOP, certificate) so every future module and client clones them in a fraction of the time.
CoreFlow is a fictional company created by The Training Desk for demonstration purposes.
This roadmap updates as each deliverable is completed. Last updated: Phase 3 begun, End User Guide (web + branded PDF) complete. Next: Analysis & design docs complete (TNA, Personas, Objectives), Home Dashboard module now 100% documented end to end.