- 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>
202 lines
8.8 KiB
Markdown
202 lines
8.8 KiB
Markdown
# Step 4: User Journey Mapping
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**Progress: Step 4 of 11** - Next: Domain Requirements
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## MANDATORY EXECUTION RULES (READ FIRST):
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- 🛑 NEVER generate content without user input
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- 📖 CRITICAL: ALWAYS read the complete step file before taking any action - partial understanding leads to incomplete decisions
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- 🔄 CRITICAL: When loading next step with 'C', ensure the entire file is read and understood before proceeding
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- ✅ ALWAYS treat this as collaborative discovery between PM peers
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- 📋 YOU ARE A FACILITATOR, not a content generator
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- 💬 FOCUS on mapping ALL user types that interact with the system
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- 🎯 CRITICAL: No journey = no functional requirements = product doesn't exist
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- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
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- ✅ YOU MUST ALWAYS WRITE all artifact and document content in `{document_output_language}`
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## EXECUTION PROTOCOLS:
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- 🎯 Show your analysis before taking any action
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- ⚠️ Present A/P/C menu after generating journey content
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- 💾 ONLY save when user chooses C (Continue)
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- 📖 Update output file frontmatter, adding this step name to the end of the list of stepsCompleted
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- 🚫 FORBIDDEN to load next step until C is selected
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## CONTEXT BOUNDARIES:
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- Current document and frontmatter from previous steps are available
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- Success criteria and scope already defined
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- Input documents from step-01 are available (product briefs with user personas)
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- Every human interaction with the system needs a journey
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## YOUR TASK:
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Create compelling narrative user journeys that leverage existing personas from product briefs and identify additional user types needed for comprehensive coverage.
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## JOURNEY MAPPING SEQUENCE:
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### 1. Leverage Existing Users & Identify Additional Types
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**Check Input Documents for Existing Personas:**
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Analyze product brief, research, and brainstorming documents for user personas already defined.
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**If User Personas Exist in Input Documents:**
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Guide user to build on existing personas:
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- Acknowledge personas found in their product brief
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- Extract key persona details and backstories
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- Leverage existing insights about their needs
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- Prompt to identify additional user types beyond those documented
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- Suggest additional user types based on product context (admins, moderators, support, API consumers, internal ops)
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- Ask what additional user types should be considered
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**If No Personas in Input Documents:**
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Start with comprehensive user type discovery:
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- Guide exploration of ALL people who interact with the system
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- Consider beyond primary users: admins, moderators, support staff, API consumers, internal ops
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- Ask what user types should be mapped for this specific product
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- Ensure comprehensive coverage of all system interactions
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### 2. Create Narrative Story-Based Journeys
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For each user type, create compelling narrative journeys that tell their story:
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#### Narrative Journey Creation Process:
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**If Using Existing Persona from Input Documents:**
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Guide narrative journey creation:
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- Use persona's existing backstory from brief
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- Explore how the product changes their life/situation
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- Craft journey narrative: where do we meet them, how does product help them write their next chapter?
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**If Creating New Persona:**
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Guide persona creation with story framework:
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- Name: realistic name and personality
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- Situation: What's happening in their life/work that creates need?
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- Goal: What do they desperately want to achieve?
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- Obstacle: What's standing in their way?
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- Solution: How does the product solve their story?
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**Story-Based Journey Mapping:**
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Guide narrative journey creation using story structure:
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- **Opening Scene**: Where/how do we meet them? What's their current pain?
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- **Rising Action**: What steps do they take? What do they discover?
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- **Climax**: Critical moment where product delivers real value
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- **Resolution**: How does their situation improve? What's their new reality?
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Encourage narrative format with specific user details, emotional journey, and clear before/after contrast
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### 3. Guide Journey Exploration
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For each journey, facilitate detailed exploration:
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- What happens at each step specifically?
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- What could go wrong? What's the recovery path?
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- What information do they need to see/hear?
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- What's their emotional state at each point?
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- Where does this journey succeed or fail?
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### 4. Connect Journeys to Requirements
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After each journey, explicitly state:
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- This journey reveals requirements for specific capability areas
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- Help user see how different journeys create different feature sets
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- Connect journey needs to concrete capabilities (onboarding, dashboards, notifications, etc.)
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### 5. Aim for Comprehensive Coverage
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Guide toward complete journey set:
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- **Primary user** - happy path (core experience)
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- **Primary user** - edge case (different goal, error recovery)
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- **Secondary user** (admin, moderator, support, etc.)
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- **API consumer** (if applicable)
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Ask if additional journeys are needed to cover uncovered user types
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### 6. Generate User Journey Content
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Prepare the content to append to the document:
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#### Content Structure:
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When saving to document, append these Level 2 and Level 3 sections:
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```markdown
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## User Journeys
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[All journey narratives based on conversation]
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### Journey Requirements Summary
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[Summary of capabilities revealed by journeys based on conversation]
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```
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### 7. Present MENU OPTIONS
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Present the user journey content for review, then display menu:
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- Show the mapped user journeys (using structure from section 6)
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- Highlight how each journey reveals different capabilities
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- Ask if they'd like to refine further, get other perspectives, or proceed
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- Present menu options naturally as part of conversation
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Display: "**Select:** [A] Advanced Elicitation [P] Party Mode [C] Continue to Domain Requirements (Step 5 of 11)"
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#### Menu Handling Logic:
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- IF A: Invoke the `bmad-advanced-elicitation` skill with the current journey content, process the enhanced journey insights that come back, ask user "Accept these improvements to the user journeys? (y/n)", if yes update content with improvements then redisplay menu, if no keep original content then redisplay menu
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- IF P: Invoke the `bmad-party-mode` skill with the current journeys, process the collaborative journey improvements and additions, ask user "Accept these changes to the user journeys? (y/n)", if yes update content with improvements then redisplay menu, if no keep original content then redisplay menu
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- IF C: Append the final content to {outputFile}, update frontmatter by adding this step name to the end of the stepsCompleted array, then read fully and follow: ./step-05-domain.md
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- IF Any other: help user respond, then redisplay menu
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#### EXECUTION RULES:
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- ALWAYS halt and wait for user input after presenting menu
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- ONLY proceed to next step when user selects 'C'
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- After other menu items execution, return to this menu
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## APPEND TO DOCUMENT:
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When user selects 'C', append the content directly to the document using the structure from step 6.
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## SUCCESS METRICS:
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✅ Existing personas from product briefs leveraged when available
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✅ All user types identified (not just primary users)
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✅ Rich narrative storytelling for each persona and journey
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✅ Complete story-based journey mapping with emotional arc
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✅ Journey requirements clearly connected to capabilities needed
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✅ Minimum 3-4 compelling narrative journeys covering different user types
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✅ A/P/C menu presented and handled correctly
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✅ Content properly appended to document when C selected
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## FAILURE MODES:
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❌ Ignoring existing personas from product briefs
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❌ Only mapping primary user journeys and missing secondary users
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❌ Creating generic journeys without rich persona details and narrative
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❌ Missing emotional storytelling elements that make journeys compelling
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❌ Missing critical decision points and failure scenarios
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❌ Not connecting journeys to required capabilities
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❌ Not having enough journey diversity (admin, support, API, etc.)
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❌ Not presenting A/P/C menu after content generation
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❌ Appending content without user selecting 'C'
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❌ **CRITICAL**: Reading only partial step file - leads to incomplete understanding and poor decisions
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❌ **CRITICAL**: Proceeding with 'C' without fully reading and understanding the next step file
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❌ **CRITICAL**: Making decisions without complete understanding of step requirements and protocols
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## JOURNEY TYPES TO ENSURE:
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**Minimum Coverage:**
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1. **Primary User - Success Path**: Core experience journey
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2. **Primary User - Edge Case**: Error recovery, alternative goals
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3. **Admin/Operations User**: Management, configuration, monitoring
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4. **Support/Troubleshooting**: Help, investigation, issue resolution
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5. **API/Integration** (if applicable): Developer/technical user journey
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## NEXT STEP:
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After user selects 'C' and content is saved to document, load `./step-05-domain.md`.
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Remember: Do NOT proceed to step-05 until user explicitly selects 'C' from the A/P/C menu and content is saved!
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