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PLATFORM ADMINISTRATION

Tenant workspaces

Harris Product Advisory is the main administrative tenant. Manage customer workspaces, platform administrators, and maintenance notices here.

Workspace	Primary administrator	Contact	Status	Actions

WORKSPACE ACCESS

Manage users

Search, edit, invite, import, or disable users in this workspace.

Upload CSVAutomatically send invitations after import

User	Email	Role	Stakeholder group	Account status	Last login	Actions

WORKSPACE INTEGRATIONS

Integrations

Connections apply to this Product Inflection workspace.

Atlassian Rovo MCP

Not connected

Connect Jira and Confluence so Product Inflection can browse organization context and create a Jira epic or story only after a person confirms the exact ticket.

Permissions requested from Atlassian

Read and search Jira work
Jira write permission, which is broader than ticket creation
Read and search Confluence pages and spaces; no Confluence write permission

How Product Inflection uses these permissions

Product Inflection limits Jira writes to creating epics and stories after you review and explicitly confirm each ticket. The app does not edit or delete existing Jira issues, change their status, add comments or attachments, or write to Confluence. These are app restrictions; Atlassian’s Jira write permission is broader.

Zoho Desk

Not connected

Use approved Zoho Desk support-ticket evidence to inform Discovery and Customer Experience analysis.

Connection setup required

Zoho Desk connectivity is being configured. The existing Zoho CRM connection cannot read Desk support tickets.

Disconnecting deletes Product Inflection’s stored credential. A Zoho administrator can also revoke consent in Zoho.

EXECUTIVE SITUATION REPORT · MONDAY, JULY 13

Good morning, Maya.

Your product organization changed overnight.

2,847 evidence signals91% recommendation confidence4 awaiting approval

WHAT CHANGEDThree assumptions are no longer safe.

Your advisory team found one positioning shift, one improving enterprise signal, and one accelerating SMB risk.

WHAT SHOULD I TELL MY CEO TODAY?

Enterprise retention is improving, but the Q3 portfolio has not caught up to strategy.

WHAT CHANGED

SSO risk is becoming more predictable while SMB churn and pricing dissatisfaction are rising.

WHY IT MATTERS

One committed initiative still targets SMB adoption despite the H2 enterprise-retention strategy.

THE ASK

Approve moving SSO Diagnostics into Q3 and require Smart Templates to pass a new evidence gate.

AI RECOMMENDATIONExecutive approval required

PORTFOLIO MOVE

Move Enterprise SSO Diagnostics into Q3.

It is the strongest near-term retention opportunity and resolves the largest enterprise pain point without displacing a strategic commitment.

EXPECTED SUPPORT IMPACT-19%

ARR PROTECTED$2.3M

CONFIDENCE91%

Why now

84 customer and support signals
2.4x increase in SSO-related cases
3 competitors lack proactive diagnostics
Moderate estimated engineering effort

Evidence is strong, recent, and validated across four sources.

NORTH-STAR METRIC

Strategic time recovered this week

YOU14.2 hours

PRODUCT TEAM132.3 hours

Discovery5.4h

Research3.1h

Reporting2.8h

Prioritization2.9h

Estimated from completed advisory work and your team’s configured baselines.

DECISION DEBT

Six assumptions need attention

PORTFOLIO HEALTH

Where attention is needed

HUMAN APPROVAL

Decision queue

4 open

COLLABORATIVE INTELLIGENCE

How today's recommendation was formed

Human judgment remains the final step. Product Inflection will never change your roadmap automatically.

ROADMAP HEALTH

Is the plan ready to deliver?

Release value, commitment reliability, dependency timing, and delivery documentation for this quarter and next.

RELEASE VALUE MIX

Current and next quarter

REQUIREMENTS HEALTH

Can committed work be estimated reliably?

PRD readiness, engineering review, estimate maturity, and delivery alignment across active work.

MARKET INTELLIGENCE LIBRARY

Market Intelligence Library

Maintained by the Market Intelligence Partner and humans.

NEEDS ATTENTION

Complete Market Intelligence setup

Complete and approve the grounding information Market Intelligence Partner needs before it can monitor intelligence sources, offer updates, and support product decision-making.

0%setup complete

0%

CURATED INTELLIGENCE

Build and grow the Market Intelligence Library

People curate sources, trust ratings, and retained insights. Market Intelligence Partner proposes research, battle cards, SWOT analyses, and recommendations as traceable drafts for human review.

VOICE OF CUSTOMER

Discovery Partner

Turn customer interviews, feedback, support tickets, and CRM exports into traceable product insight. People approve every source and every recommendation.

EVIDENCE ITEMS0

READY TO ANALYZE0

DRAFT ANALYSES0

HUMAN APPROVED0

NEEDS ATTENTION

Complete Discovery Partner setup

Upload evidence to begin. Analysis starts only when a user selects an analysis action.

0%setup complete

0%

CUSTOMER EVIDENCE

Build the Discovery evidence library

Complete each customer-evidence foundation, then return to review and update the approved information over time.

Analysis library

VOICE OF CUSTOMER

Discovery Partner drafts traceable findings and recommendations. A person decides whether to approve and use them.

YOUR PRODUCT ADVISORY TEAM

Work with your AI teammates

Sense coordinates domain partners. Each partner must identify its evidence, stay within its specialty, and leave every decision to a person.

PARTNERS AVAILABLE1

APPROVED SOURCES0

MONITORINGOff

AI RUNS0

TODAY'S ADVISORY HUDDLE

The team is not fully aligned on audit-ready exports

2 viewpoints

D

Discovery Partner

“Demand is clearly growing, but four workflow interviews are not enough to commit the solution.”

M

Market Intelligence Partner

“I agree evidence is incomplete, but two competitors are closing this whitespace. Waiting also has a cost.”

P

Opportunities Analysis Partner

“My recommendation: authorize a two-week validation sprint with a commit-or-cancel decision date.”

MARKET INTELLIGENCE PARTNER

Translate market evidence into defensible product choices

Begin with links and context supplied by your team. The partner is not active and cannot monitor, retrieve, or recommend yet.

Setup required

Product scopeNo Product selected

Starting contextCompetitors, market resources, and other known resources

Human boundaryPeople approve sources and decide what to use