docs: update all documentation and add AI tooling configs
- Rewrite README.md with current architecture, features and stack - Update docs/API.md with all current endpoints (corporate, BI, client 360) - Update docs/ARCHITECTURE.md with cache, modular queries, services, ETL - Update docs/GUIA-USUARIO.md for all roles (admin, corporate, agente) - Add docs/INDEX.md documentation index - Add PROJETO.md comprehensive project reference - Add BI-CCC-Implementation-Guide.md - Include AI agent configs (.claude, .agents, .gemini, _bmad) - Add netbird VPN configuration - Add status report Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -0,0 +1,47 @@
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# Feature Impact Analysis: {{project_name}}
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## Scoring
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**Primary Persona (⭐):** High = 5 pts | Medium = 3 pts | Low = 1 pt
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**Other Personas:** High = 3 pts | Medium = 1 pt | Low = 0 pts
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**Max Possible Score:** {{max_score}} (with {{persona_count}} personas)
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**Must Have Threshold:** {{must_have_threshold}}+ or Primary High (5)
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---
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## Prioritized Features
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| Rank | Feature | Score | Decision |
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| ---- | ------- | ----- | -------- |
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{{#each sorted_features}}
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| {{this.rank}} | {{this.name}} | {{this.score}} | {{this.decision}} |
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{{/each}}
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---
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## Decisions
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**Must Have MVP (Primary High OR Top Tier Score):**
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{{#each must_have}}
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- {{this.name}} ({{this.score}})
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{{/each}}
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**Consider for MVP:**
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{{#each consider}}
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- {{this.name}} ({{this.score}})
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{{/each}}
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**Defer (Nice-to-Have or Low Strategic Value):**
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{{#each defer}}
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- {{this.name}} ({{this.score}})
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{{/each}}
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---
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_Generated with Whiteport Design Studio framework_
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_Strategic input for Phase 4: UX Design and Phase 6: PRD/Development_
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@@ -0,0 +1,485 @@
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# Persona Document Template
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This template provides the comprehensive structure for generating detailed persona documents from trigger map data.
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---
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## File Naming Convention
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```
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02-[Name]-the-[Role].md → Primary persona
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03-[Name]-the-[Role].md → Secondary persona
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04-[Name]-the-[Role].md → Tertiary persona (if exists)
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```
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**Examples:**
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- `02-Sarah-the-Student.md`
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- `03-Marcus-the-Mentor.md`
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- `04-Emma-the-Enthusiast.md`
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---
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## Document Structure for EACH Persona
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### 1. Header
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```markdown
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# [Name] the [Role] - [Type] Persona
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> [Priority] target - [One-line role in flywheel]
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**Priority:** [PRIMARY 🎓 / SECONDARY 💼 / TERTIARY 🏠]
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**Role in Flywheel:** [How they contribute to goals]
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**Created:** [Date]
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```
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---
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### 2. Profile Summary
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```markdown
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## Profile Summary
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**[One compelling paragraph that captures the essence of this persona]**
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[Explain their role in the bigger picture - why they matter to the product's success]
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```
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---
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### 2a. Visual Representation
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```markdown
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## Visual Representation
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**Image Generation Prompt:**
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"[Detailed prompt for AI image generation - include age, gender, profession, setting, emotional state, visual style, technical details like lighting and composition]"
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**Example:**
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"Professional headshot photograph of a 34-year-old Scandinavian female designer, shoulder-length blonde hair, sitting at modern desk with laptop, looking contemplative and slightly stressed, natural lighting, shallow depth of field, professional business casual attire, tech startup office background, photorealistic style, 4K quality"
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**Prompt Components:**
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- **Demographics:** Age, gender, ethnicity, appearance
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- **Professional Context:** Role, work environment, tools/props
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- **Emotional State:** Expression that matches their driving forces
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- **Visual Style:** Photography style, illustration, realistic/stylized
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- **Technical Details:** Lighting, composition, camera angle, quality
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```
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---
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### 3. Background
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**For different persona types:**
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**Students/Employees:**
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```markdown
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## Background
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### Education & Career Path
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**University/School:** [Educational background]
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**Learning Journey:** [How they got their skills]
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**First Break:** [How they entered this field/situation]
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**Current Role:** [What they do now]
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**Career Pattern:** [Straight path or winding road?]
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```
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**Entrepreneurs/Business:**
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```markdown
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## Background
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### Business Journey
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**Company Role:** [Position and history]
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**Experience Level:** [Seasoned or new?]
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**Technical Background:** [Their relationship with tech/tools]
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**Management Style:** [How they lead]
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```
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---
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### 4. Current Situation
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```markdown
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## Current Situation
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### Professional Reality [or Business Context / Daily Life]
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**The Daily Struggle:**
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- [Challenge 1]
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- [Challenge 2]
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- [Key pain point]
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- [Overwhelming aspect]
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|
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**Skills & Tools:**
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- [What they know]
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- [What they use]
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- [Skill gaps]
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- [Learning attitude]
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**The [Specific] Gap:**
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- [Core challenge description]
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- [Why it matters]
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- [What's blocking them]
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- [What they need]
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```
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---
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### 5. Psychological Profile
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```markdown
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## Psychological Profile
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### Personality & Motivations
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**Core Identity:**
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- [Key trait 1]
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- [Key trait 2]
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- [Deep motivation]
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- [Belief system]
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**Work Style [or Leadership Style / Life Approach]:**
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- [How they operate]
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- [What they value]
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- [How they make decisions]
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- [Communication preferences]
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```
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---
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### 6. Driving Forces (CRITICAL SECTION)
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```markdown
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## Driving Forces
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### ✅ Top 3 Positive Drivers (What They Want)
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**1. [Want #1]**
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- [Detailed description of the want]
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- [Why it matters to them]
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- [What success looks like]
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- **[Product] Promise:** [How your product delivers this]
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**2. [Want #2]**
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- [Detailed description]
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- [Why it matters]
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- [What success looks like]
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- **[Product] Promise:** [How your product delivers this]
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**3. [Want #3]**
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- [Detailed description]
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- [Why it matters]
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- [What success looks like]
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- **[Product] Promise:** [How your product delivers this]
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---
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### ❌ Top 3 Negative Drivers (What They Fear)
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**1. [Fear #1]**
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- [Detailed description of the fear]
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- [Why this terrifies them]
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- [What failure looks like]
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- **[Product] Answer:** [How your product solves/prevents this]
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**2. [Fear #2]**
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- [Detailed description]
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- [Why this terrifies them]
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- [What failure looks like]
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- **[Product] Answer:** [How your product solves/prevents this]
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**3. [Fear #3]**
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- [Detailed description]
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- [Why this terrifies them]
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- [What failure looks like]
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- **[Product] Answer:** [How your product solves/prevents this]
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```
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---
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### 7. The Transformation Journey (PRIMARY PERSONA ESPECIALLY)
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```markdown
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## The Transformation Journey
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### BEFORE [Product]
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**Emotional State:**
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- 😰 [Feeling 1]
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- 😔 [Feeling 2]
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- 🤷♀️ [Feeling 3]
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- 😤 [Feeling 4]
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- 📦 [Self-perception]
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|
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**Daily Reality:**
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- [Daily struggle 1]
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- [Daily struggle 2]
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- [Daily struggle 3]
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- [Daily struggle 4]
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|
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**Self-Perception:**
|
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- [How they see themselves]
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- [Where they feel stuck]
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- [Their limitations]
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---
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### AFTER [Product]
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**Emotional State:**
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- 🎯 [New feeling 1]
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- 🚀 [New feeling 2]
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- 💪 [New feeling 3]
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- ⭐ [New feeling 4]
|
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- 🌍 [New self-perception]
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**Daily Reality:**
|
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- [New capability 1]
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- [New capability 2]
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- [New capability 3]
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- [New outcome]
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**Self-Perception:**
|
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- [How they now see themselves]
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- [Their new role]
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- [Their new identity]
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```
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---
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### 8. Role in Strategic Triangle
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```markdown
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## Role in Strategic Triangle
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\```
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[PRIMARY PERSONA]
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[Role/Title]
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[Key action]
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│
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│ [Connection action]
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▼
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[SECONDARY PERSONA]
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[Role/Title]
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[Benefit received]
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│
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│ [Connection action]
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▼
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[TERTIARY PERSONA]
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[Role/Title]
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[Benefit received]
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│
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│ [Connection action]
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└──────────────► [PRIMARY PERSONA]
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(Loop closes)
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\```
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**[This Persona]'s Role:**
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- [Key contribution 1]
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- [Key contribution 2]
|
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- [How they enable others]
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- [How the loop reinforces]
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```
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|
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---
|
||||
|
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### 9. Creating Awesome [This Persona Type] OR Validation/Discovery Strategy
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||||
|
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**For PRIMARY:**
|
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```markdown
|
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## Role in Flywheel: Creating Awesome [Personas] Who Become [Champions]
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||||
|
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[Persona Name] represents the [type] who [Product] empowers to become truly awesome - and awesome [users] naturally become [champions].
|
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|
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**The Natural Evolution:**
|
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1. [Persona] discovers [Product] and sees themselves in the methodology
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2. Learns [approach] with [support level]
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3. Builds [outcome] using [Product] - sees results
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4. Transforms from [before] to [after]
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5. Naturally shares what worked with others
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6. Becomes one of the [X] [champions] - not because we asked, but because [they're] excited
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|
||||
---
|
||||
|
||||
## What [Persona Name] Needs to See on [Product] Page
|
||||
|
||||
**1. [Section Name]**
|
||||
- [Requirement 1]
|
||||
- [Requirement 2]
|
||||
- [Key message]
|
||||
|
||||
**2. [Section Name]**
|
||||
- [Requirement 1]
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||||
- [Requirement 2]
|
||||
- [Key message]
|
||||
|
||||
[Continue for 5-6 key sections]
|
||||
```
|
||||
|
||||
**For SECONDARY:**
|
||||
```markdown
|
||||
## Validation Strategy
|
||||
|
||||
### What [Persona Name] Needs to See About [Product]
|
||||
|
||||
**1. [Validation Need]**
|
||||
- [Proof point 1]
|
||||
- [Proof point 2]
|
||||
- [Trust signal]
|
||||
|
||||
[Continue for 3-4 validation needs]
|
||||
|
||||
---
|
||||
|
||||
## Conversion Path
|
||||
|
||||
### How [Persona Name] Validates [Product]
|
||||
|
||||
**Phase 1: Discovery**
|
||||
- [How they hear about it]
|
||||
|
||||
**Phase 2: Evaluation**
|
||||
- [What they check]
|
||||
|
||||
**Phase 3: Adoption**
|
||||
- [How they engage]
|
||||
|
||||
**Phase 4: Advocacy**
|
||||
- [How they spread word]
|
||||
```
|
||||
|
||||
**For TERTIARY:**
|
||||
```markdown
|
||||
## How [Persona Name] Discovers [Product] Value
|
||||
|
||||
### The Recognition Path
|
||||
|
||||
**Phase 1: Experience the Difference**
|
||||
- [What changes for them]
|
||||
|
||||
**Phase 2: Recognition**
|
||||
- [When they realize why]
|
||||
|
||||
**Phase 3: Appreciation**
|
||||
- [How they respond]
|
||||
|
||||
**Phase 4: Word of Mouth**
|
||||
- [How they share]
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### 10. Impact on Business Goals
|
||||
|
||||
```markdown
|
||||
## Impact on Business Goals
|
||||
|
||||
**[This Persona]'s Role in Success Metrics:**
|
||||
|
||||
**Primary Goal ([X Champions]):**
|
||||
- [How they contribute]
|
||||
- [Specific impact]
|
||||
|
||||
**Secondary Goals ([Product] Adoption):**
|
||||
- [How they contribute]
|
||||
- [Specific impact]
|
||||
|
||||
**Tertiary Goals (Community Opportunities):**
|
||||
- [How they contribute]
|
||||
- [Specific impact]
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### 11. Success Metrics (PRIMARY especially)
|
||||
|
||||
```markdown
|
||||
## Success Metrics
|
||||
|
||||
**[Persona] Becomes [Champion] When [They]:**
|
||||
1. ✅ [Milestone 1]
|
||||
2. ✅ [Milestone 2]
|
||||
3. ✅ [Milestone 3]
|
||||
4. ✅ [Milestone 4]
|
||||
5. ✅ [Milestone 5]
|
||||
|
||||
**Impact on Business Goals:**
|
||||
- Becomes one of **[X] [champions]** (PRIMARY GOAL)
|
||||
- [Impact 2]
|
||||
- [Impact 3]
|
||||
- [Impact 4]
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### 12. Transformation Journey (PRIMARY persona especially)
|
||||
|
||||
```markdown
|
||||
## Transformation Journey
|
||||
|
||||
**Current State:** [Current challenges and limitations]
|
||||
|
||||
**With [Product]:** [How the product enables change]
|
||||
|
||||
**Desired State:** [Outcome and new capabilities]
|
||||
|
||||
**What Makes This Possible:**
|
||||
- [Enabler 1]
|
||||
- [Enabler 2]
|
||||
- [Enabler 3]
|
||||
```
|
||||
|
||||
This is especially important for the PRIMARY persona.
|
||||
|
||||
---
|
||||
|
||||
### 13. Related Documents Footer
|
||||
|
||||
```markdown
|
||||
## Related Documents
|
||||
|
||||
- **[00-trigger-map.md](00-trigger-map.md)** - Visual overview and navigation
|
||||
- **[02-[Other].md](02-[Other].md)** - [Other] persona
|
||||
- **[03-[Other].md](03-[Other].md)** - [Other] persona
|
||||
- **[05-Key-Insights.md](05-Key-Insights.md)** - Strategic implications
|
||||
|
||||
---
|
||||
|
||||
_Back to [Trigger Map](00-trigger-map.md)_
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Key Requirements
|
||||
|
||||
**Length:** Each persona should be ~250-375 lines
|
||||
|
||||
**Tone:**
|
||||
- Rich, nuanced, human
|
||||
- Not "converting" but "creating awesome"
|
||||
- Natural language, storytelling
|
||||
|
||||
**Driving Forces:**
|
||||
- Each must have **[Product] Promise** or **[Product] Answer**
|
||||
- Show how product addresses each driver
|
||||
- Be specific and actionable
|
||||
|
||||
**Transformation:**
|
||||
- PRIMARY persona gets full BEFORE/AFTER
|
||||
- Show emotional journey, not just functional
|
||||
- Use emojis to show emotional states
|
||||
|
||||
**Strategic Triangle:**
|
||||
- Show how personas interconnect
|
||||
- Explain the loop/flywheel
|
||||
- Make relationships clear
|
||||
@@ -0,0 +1,169 @@
|
||||
# Trigger Map Poster: {{project_name}}
|
||||
|
||||
> Visual overview connecting business goals to user psychology
|
||||
|
||||
**Created:** {{date}}
|
||||
**Author:** {{user_name}}
|
||||
**Methodology:** Based on Effect Mapping (Balic & Domingues), adapted for WDS framework
|
||||
|
||||
---
|
||||
|
||||
## Strategic Documents
|
||||
|
||||
This is the visual overview. For detailed documentation, see:
|
||||
|
||||
- **01-Business-Goals.md** - Full vision statements and SMART objectives
|
||||
- **02-Target-Groups.md** - All personas with complete driving forces
|
||||
- **03-Feature-Impact-Analysis.md** - Prioritized features with impact scores
|
||||
- **04-08-\*.md** - Individual persona detail files
|
||||
|
||||
---
|
||||
|
||||
## Vision
|
||||
|
||||
{{vision_statement}}
|
||||
|
||||
---
|
||||
|
||||
## Business Objectives
|
||||
|
||||
{{#each objectives}}
|
||||
|
||||
### Objective {{@index + 1}}: {{this.statement}}
|
||||
|
||||
- **Metric:** {{this.metric}}
|
||||
- **Target:** {{this.target}}
|
||||
- **Timeline:** {{this.timeline}}
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## Target Groups (Prioritized)
|
||||
|
||||
{{#each prioritized_groups}}
|
||||
|
||||
### {{@index + 1}}. {{this.name}}
|
||||
|
||||
**Priority Reasoning:** {{this.reasoning}}
|
||||
|
||||
> {{this.persona_summary}}
|
||||
|
||||
**Key Positive Drivers:**
|
||||
{{#each this.positive_drivers}}
|
||||
|
||||
- {{this}}
|
||||
{{/each}}
|
||||
|
||||
**Key Negative Drivers:**
|
||||
{{#each this.negative_drivers}}
|
||||
|
||||
- {{this}}
|
||||
{{/each}}
|
||||
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## Trigger Map Visualization
|
||||
|
||||
```mermaid
|
||||
%%{init: {'theme':'base', 'themeVariables': { 'fontFamily':'Inter, system-ui, sans-serif', 'fontSize':'14px'}}}%%
|
||||
flowchart LR
|
||||
%% Business Goals (Left)
|
||||
{{#each business_goals}}
|
||||
BG{{@index}}["<br/>{{this.emoji}} {{this.title}}<br/><br/>{{#each this.points}}{{this}}<br/>{{/each}}<br/>"]
|
||||
{{/each}}
|
||||
|
||||
%% Central Platform
|
||||
PLATFORM["<br/>{{platform_emoji}} {{platform_name}}<br/><br/>{{platform_tagline}}<br/><br/>{{platform_transformation}}<br/><br/>"]
|
||||
|
||||
%% Target Groups
|
||||
{{#each target_groups}}
|
||||
TG{{@index}}["<br/>{{this.emoji}} {{this.name}}<br/>{{this.priority}}<br/><br/>{{#each this.profile}}{{this}}<br/>{{/each}}<br/>"]
|
||||
{{/each}}
|
||||
|
||||
%% Driving Forces
|
||||
{{#each target_groups}}
|
||||
DF{{@index}}["<br/>{{this.emoji}} {{this.name}}'S DRIVERS<br/><br/>WANTS<br/>{{#each this.positive_drivers}}✅ {{this}}<br/>{{/each}}<br/>FEARS<br/>{{#each this.negative_drivers}}❌ {{this}}<br/>{{/each}}<br/>"]
|
||||
{{/each}}
|
||||
|
||||
%% Connections
|
||||
{{#each business_goals}}
|
||||
BG{{@index}} --> PLATFORM
|
||||
{{/each}}
|
||||
{{#each target_groups}}
|
||||
PLATFORM --> TG{{@index}}
|
||||
TG{{@index}} --> DF{{@index}}
|
||||
{{/each}}
|
||||
|
||||
%% Light Gray Styling with Dark Text
|
||||
classDef businessGoal fill:#f3f4f6,color:#1f2937,stroke:#d1d5db,stroke-width:2px
|
||||
classDef platform fill:#e5e7eb,color:#111827,stroke:#9ca3af,stroke-width:3px
|
||||
classDef targetGroup fill:#f9fafb,color:#1f2937,stroke:#d1d5db,stroke-width:2px
|
||||
classDef drivingForces fill:#f3f4f6,color:#1f2937,stroke:#d1d5db,stroke-width:2px
|
||||
|
||||
{{#each business_goals}}
|
||||
class BG{{@index}} businessGoal
|
||||
{{/each}}
|
||||
class PLATFORM platform
|
||||
{{#each target_groups}}
|
||||
class TG{{@index}} targetGroup
|
||||
class DF{{@index}} drivingForces
|
||||
{{/each}}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Design Focus Statement
|
||||
|
||||
{{focus_statement}}
|
||||
|
||||
**Primary Design Target:** {{top_group.name}}
|
||||
|
||||
**Must Address:**
|
||||
{{#each must_address_drivers}}
|
||||
|
||||
- {{this}}
|
||||
{{/each}}
|
||||
|
||||
**Should Address:**
|
||||
{{#each should_address_drivers}}
|
||||
|
||||
- {{this}}
|
||||
{{/each}}
|
||||
|
||||
---
|
||||
|
||||
## Cross-Group Patterns
|
||||
|
||||
### Shared Drivers
|
||||
|
||||
{{shared_drivers}}
|
||||
|
||||
### Unique Drivers
|
||||
|
||||
{{unique_drivers}}
|
||||
|
||||
{{#if conflicts}}
|
||||
|
||||
### Potential Tensions
|
||||
|
||||
{{conflicts}}
|
||||
{{/if}}
|
||||
|
||||
---
|
||||
|
||||
## Next Steps
|
||||
|
||||
This Trigger Map Poster provides a quick reference. For detailed work:
|
||||
|
||||
- [ ] **Review detailed docs** - See 01-Business-Goals.md, 02-Target-Groups.md, 03-Feature-Impact-Analysis.md
|
||||
- [ ] **Use for Feature Prioritization** - Reference feature impact scores
|
||||
- [ ] **Guide UX Design** - Ensure designs address priority drivers
|
||||
- [ ] **Validate with Users** - Test assumptions with real target group members
|
||||
- [ ] **Update as Learnings Emerge** - This is a living document
|
||||
|
||||
---
|
||||
|
||||
_Generated with Whiteport Design Studio framework_
|
||||
_Trigger Mapping methodology credits: Effect Mapping by Mijo Balic & Ingrid Domingues (inUse), adapted with negative driving forces_
|
||||
Reference in New Issue
Block a user