Stakeholder Role Agent

Staircase allows you to set up Stakeholder Roles. Some can’t be changed, but you can add your own. Staircase also only accepts single role values for a given Stakeholder, and suggests mapping them from your CRM.

This is fine, but in the modern age, it would be great to leverage Staircases own capabilities to identify these roles for you. In fact, the hand-off analyst does this, but that is only for new accounts.

Here’s what would be interesting:

As an alternative to just mapping from a picklist in your CRM that is likely hand maintained (or not at all, or somewhere in between), you can set up Stakeholder Insights.

• You define what roles you want, similar to today
• Instead of stopping at the role name, you add some context as to what someone in that role would sound like.
• You then have the ability to write the “Insight” derived role to a field on Staircase
• Ideally, a human could overwrite it if it seems incorrect as well
• This would not be limited to new accounts, but any existing ones as well.