A single place to understand customers, shape product pillars, review PRD cards, and plan roadmap work.
Shows how telematics, Creatio CRM intelligence, the agent harness, and data intelligence connect into 3PM. Use this as the technical context before moving into customer pain, themes, cards, and roadmap.
Embedded here for review inside the roadmap portal.
A concise strategy artifact from the 3PM discovery discussion: what 3PM is, where the hot priorities are, and how the ideas map into Strategic Themes, Epics, and Product Cards.
Everyone the portal's products touch, centered on Eddie, 3PM's primary user. The rings follow the stakeholder groups from Eddie's journey workshop; the Marketing & website team is added for the Internal Tools roadmap. Choose a group to see who is in it, what they need and the access role they would get.
Draft for product design, not approved. A starting point for role-based access control across the bull's eye; validate with security, legal and customer IT before it goes into a PRD.
| Role | Who | Scope | Can see | Can do |
|---|
The website project is part of Internal Tools. It supports the work across the product pillars and is not a new product category.
Add its cards, then set their roadmap to Internal Tools on each card.
One meeting. One preserved record.
Open a tile to revisit the findings, ideas and questions behind the product work.
Meeting notes capture discussion—not verified defects, approved PRDs or delivery commitments. Each meeting keeps its own page.
Meeting 01 pairs key insights with Scott’s direction and next actions. Full notes remain available in its version history.
Customer files → Initial Onboarding Sheet → separate uploads.
Draft for validation. The flow is reported by the team and clarified by Katie, with workbook structure checked. It has not been validated against a complete account walkthrough.
| Customer source | Initial Onboarding destination |
|---|---|
| DEPT-ASSET · Departments | Shifts |
| DEPT-ASSET · Asset List | Assets |
| OP-WEB-CHECK · Operator Log | Operators |
| OP-WEB-CHECK · Webusers | WebUsers |
| OP-WEB-CHECK · Checklist Questions | Checklist tabs by applicable asset type |
| DEPT-ASSET · WiFi Settings-If Applicable | No matching internal tab; configuration handoff to confirm |
Open: file format and upload order; department/shift configuration; Wi-Fi handling; import success checks and failed-row correction; company/site and device shipment gates.
Two distinct software efforts: improve the existing AssetPro product and build the NEW 3PM end-to-end fleet management / fleet-as-a-service platform. AssetPro, 3PM and Telematics remain the product pillars.
3PM building blocks: external data pipelines / integrations → daily 3PM workbench → intelligence / orchestration that moves situations to meaningful resolution and captures outcomes / feedback.
Effort & dependencies: validate AssetPro’s existing requirements inventory separately from new 3PM scope; confirm data access, integration needs and workflow boundaries before estimating. Existing cards stay mapped as-is—not every card is AssetPro technical debt.
Supporting work: align dependencies with the separately developing hardware / firmware roadmap; the referenced email thread is not yet identified. Internal Tools experiments, including website work with Jessica Katz, support the work across pillars—not a new product category.
A card should not move to build until its objective, success metric, PRD owner, acceptance criteria, and evidence path are clear.
Start here before Strategic Themes. This chapter shows the PRC journey backbone, the highest-friction pain points, and the design principles 3PM should use for PRD shaping.
Click a persona to understand their role, what they care about, their pain points, and what 3PM should solve for them.
Embedded so readers do not have to leave the portal. Open the full visual when they need the larger heatmap.
Use this as the working list. Strategic Themes and Roadmap stay as the main reading path, but this view gives product owners one place to review every card and adjust priority or dependency effort.
| Card | Strategic theme | Epic | Priority | Dependency effort | Status / source | Open |
|---|
Drag PRD cards across quadrants to adjust planning priority. Changes save in this browser so you can keep shaping the matrix during review.
All three workstreams on one timeline. In Software, 3PM builds in three steps: the external data pipeline, then the product categories a few at a time each quarter, then the ambient intelligence layer. Quarters after Q4 2026 are a draft to confirm at the prioritization meeting. Hardware and Internal Tools show their cards by the quarter set on each card.
Drag a bar to move it to another quarter, or drag its left or right edge to change how long it runs. With a bar selected, the arrow keys move it and Shift + arrow changes its end. Changes save in this browser only.
The 3PM Workbench starts in Manage. Each step adds the next stage of the FleetOS fleet lifecycle from the Product Vision board, until one application runs fleet-as-a-service end to end. Q3 2026 was the first run of SBR / QBR; this quarter is all about Manage; Create (onboarding) is next, then Support and Grow.
Each card sits in the quarter set on the card. See all three chapters on the Roadmap timeline →
Choose an epic from Strategic Themes.
PRD cards are opened from Strategic Themes or Roadmap so readers follow the planning path before reviewing card detail.
Choose a card from Strategic Themes or Roadmap.