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Leverage RACI (Responsible, Accountable, Consulted, and Informed) matrix concept into Cockpit

Related products:None

yael_altschuler_malek
Cockpit was originally built for CSMs to help them be proactive. As we expand into new departments beyond Customer Success (e.g., Sales, technical teams etc.) we see that the concept of 'Call to Action' doesn't always resonate. In fact, these are teams that we often offer them to see Gainsight CTAs as "alerts" that can help them do their jobs better but no action on their end is necessary.

Wouldn't it be cool if CTAs could also be assigned not only to the main responsible party but also had associated notifications for “accountable”, “consulted” and “informed” parties?

Additional benefits:

- At Gainsight, we use Chatter a lot and actually use Chatter to indicate informed, accountable etc. when we @ mention people as "CC", "FYI" etc. However, many of our customers don’t use chatter.

- We constantly try driving executive adoption of Gainsight through dashboards. We also know that what drives action is CTAs (e.g., we don’t expect CSMs to look at a customer’s healthscore measure, but rather react to a risk CTA when one appears). We can leverage this concept to alert executives on changes to business metrics they care about, help managers be informed on actions performed by their teams, etc.

- As mentioned above, this can help expand the fit of our product to teams beyond Customer Success teams

 

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