Opportunities, pain points, solutions
Here you'll find information on how to create and edit portfolio cards.
Last updated
Here you'll find information on how to create and edit portfolio cards.
Last updated
In the Portfolio section of your dashboard, you’ll find Opportunities, pain points, and solutions - three types of cards designed to capture and organize key insights from your journey maps.
Opportunities: Highlight potential improvements or areas for growth within the journey.
Pain points: Identify specific obstacles or frustrations encountered by users.
Solutions: Outline proposed ideas or actions aimed at addressing the identified pain points.
Each card type helps teams prioritize and track actionable insights across journeys
First, you add the dedicated lane of which portfolio card you'd like to add, or simply add a portfolio card – depending on your needs.
The portfolio lanes and cards are sorted into three different types: opportunities, pain points, and solutions. Choose the one that fits your purpose, they all work the same.
When you add a portfolio card, you will get a drop down menu of the items already created. You can choose one of those, or create a new one. The newly created items will be available from the drop-down for the next cards.
In this example we create a new pain point.
Name the pain point
Describe it in detail -> This pain point will be reusable in all the maps of your workspace, so it's important to describe it in detail.
Define parameters that are decisive for the position and size of the dot in the Portfolio matrix -> Here the parameters are called Impact, Reach, and Cost; they can be customized though by the admin of the shared workspace.
Add a priority, a status, and an assignee.
The changes you make will affect all cards in journey maps of this workspace, where this portfolio data is linked.
Below you also see in how many and which maps the pain point is used, and what personas are assigned to it. Your peers can also leave comments in this section.
