Λεπτομέρειες βιβλιογραφικής εγγραφής
| Τίτλος: |
Ship It Like a Product Manager. |
| Συγγραφείς: |
Nigudkar, Advaita nigudkar.advaita@gmail.com |
| Πηγή: |
Journal of Financial Planning. Sep2026, Vol. 39 Issue 9, p58-61. 4p. |
| Θεματικοί όροι: |
*Product managers, *Financial planning, *Workflow management, *Pilot projects, *Stakeholder analysis, *Project management, *Change management |
| Περίληψη: |
The article focuses on applying product management principles to successfully roll out new technology in financial planning practices. It emphasizes starting by clearly mapping and prioritizing specific workflow problems before selecting tools, piloting new systems on a small scale to identify issues early, and involving all stakeholders—including compliance and fractional staff—throughout the process. The rollout should be treated as a project with role-specific training, ongoing support, and measurable success criteria to guide decisions. This approach is adaptable for solo planners and small firms by compressing the process while still avoiding costly commitments to unsuitable technology. [Extracted from the article] |
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| Βάση Δεδομένων: |
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