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Engineering and Execution Course Project Instructions In this project, you will bring it all together so you can get a successful product out the door. To accomplish that, you will learn how to plan a sprint, write a detailed engineering ticket, and write a press release for your product launch. As the product manager, your mission is to take accountability for the final outcome and make the product a success. In Part One , you will plan a sprint that prioritizes a list of tickets for development. In Part Two , you will write a detailed user story for one of your tickets. In Part Three , you will write a press release for your product launch. Except as indicated, use this document to record all your project work and responses to any questions. At a minimum you will need to turn in a digital copy of this document to your instructor as part of your project completion. You may also have additional supporting documents that you will need to submit. Your instructor will provide feedback to help you work through your findings Note: Though your work will only be seen by those grading the course and will not be used or shared outside the course, you should take care to obscure any information you feel might be of a sensitive or confidential nature. Complete each project part as you progress through the course. Wait to submit the project until all parts are complete. Begin your course project by completing Part One below. A submit button can be found on the final Course Project assignment page. Information about the grading rubric is available on any of the course project assignment pages online. Do not hesitate to contact your instructor if you have any questions about the project. 1 CTECH106: Engineering and Execution Cornell Tech © 2020 eCornell. All rights reserved. All other copyrights, trademarks, trade names, and logos are the sole property of their respective owners.

Part One Plan a Sprint ___________________________________________________________________ Introduction In this part of the course project, you will plan the work for one engineering sprint. On a development team, this will be done in partnership with the engineering team. For the purpose of this project, you will complete it on your own. 1. Start with the backlog you created during the Module 1 activity. You should have at least 10 tickets. 2. Add any additional tickets, if further work comes to mind. 3. We will name this sprint “Sprint 1.” 4. Prioritize up to 8 points of development effort to be included in Sprint 1 (i.e. you could have 8 tickets with a Size Estimate of 1, 4 with a size estimate of 2, etc.). a. Put all other tickets in the backlog to note that they are not prioritized for this sprint. a. Write a 1-3 sentence description describing the focus for this sprint. b. Write a short explanation describing why you chose this focus. Sprint Plan Example — Virtual Assistant: Sprint 1 Ticket Size Implement basic budgeting and expense tracking functionality. 2 2 CTECH106: Engineering and Execution Cornell Tech © 2020 eCornell. All rights reserved. All other copyrights, trademarks, trade names, and logos are the sole property of their respective owners.

Your Plan: Sprint 1 Ticket Size Integrate with financial data aggregators to automatically import transactions. 1 Develop personalized financial insights and recommendations. 2 Implement goal setting and tracking features. 3 Integrate with savings and investment platforms. 2 Implement basic loan and credit score monitoring. 3 Develop a user-friendly interface with interactive charts and graphs. 1 Implement robust security measures to protect user financial data. 1 Implement real-time financial data updates and notifications. 3 3 CTECH106: Engineering and Execution Cornell Tech © 2020 eCornell. All rights reserved. All other copyrights, trademarks, trade names, and logos are the sole property of their respective owners.

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Backlog Ticket Size Implement a spending categorization feature to automatically classify expenses. 3 Develop a personalized savings plan based on user goals and financial situations. 2 Integrate with tax preparation software to simplify tax filing. 1 Provide educational resources and financial literacy tools within the app. 2 Enable users to connect with financial advisors for personalized advice. 1 Implement a gamification system to encourage engagement and motivate users. 3 Develop a mobile app version for convenient access on the go. 2 Expand support for multiple currencies and languages for global reach. 3 Write 1-3 sentences describing the focus for this sprint. 4 CTECH106: Engineering and Execution Cornell Tech © 2020 eCornell. All rights reserved. All other copyrights, trademarks, trade names, and logos are the sole property of their respective owners.

The focus of this sprint is on establishing the essential financial management features of the personal finance AI app. This includes implementing basic budgeting and expense tracking functionality, integrating with financial data aggregators, providing real-time financial data updates, and developing personalized financial insights and recommendations. These features will provide users with the tools they need to effectively manage their finances and make informed financial decisions. Write a short explanation describing why you chose this focus. Prioritizing these features in Sprint 1 is crucial for laying a solid foundation for the personal finance AI app. By establishing core financial management functionalities, users will be able to track their spending, set financial goals, and receive personalized insights, empowering them to make informed financial decisions. This will pave the way for the development of more advanced features in future sprints. 5 CTECH106: Engineering and Execution Cornell Tech © 2020 eCornell. All rights reserved. All other copyrights, trademarks, trade names, and logos are the sole property of their respective owners.

Part Two Write an Effective Engineering Ticket ________________________________________________________________ In this part of the course project, you will write a detailed engineering ticket. 1. Start with the ticket you wrote a test plan for in the Module 2 activity. 2. Using the spaces provided below, fill in the following sections: a. User story  Describe the value you are delivering in the following form: As a [User], I would like to [accomplish X] so that [Y]. Example: “As a billing manager, I would like to see a report of total outstanding bills so that I can follow up on unpaid accounts.”  Your users will vary, sometimes they are your customers, sometimes they are your engineers (i.e. building better tools for engineers to do their work), sometimes they are other stakeholders. But whoever the user is, write the user story in the first person on their behalf. b. Design  Briefly describe how you expect this feature to look and feel. You do not need to create visuals. c. Rules and requirements  What behavior should the app follow, either in general or in response to specific actions or inputs? For example, a food delivery app might have a search page that displays restaurants and has hundreds of rules, including the following: o If one of the restaurants is currently closed, display the restaurant but show CLOSED in all caps and red letters. o If one of the restaurants is more than 10 miles away, display “Restaurant is more than 10 miles away.” o If the user clicks the box “Fast deliveries only,” remove all restaurants with an estimated delivery time greater than 30 minutes. o If a restaurant has a vegan menu, display a vegan icon next to the restaurant name. d. Definition of done  How do you know when this unit of work is complete? 6 CTECH106: Engineering and Execution Cornell Tech © 2020 eCornell. All rights reserved. All other copyrights, trademarks, trade names, and logos are the sole property of their respective owners.

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User story As a budget-conscious user, I would like to implement a spending categorization feature to automatically classify my expenses so that I can easily track my spending patterns and identify areas where I can make adjustments. Design The spending categorization feature will seamlessly integrate with the existing expense tracking functionality. It will automatically categorize each transaction based on predefined categories, such as groceries, transportation, entertainment, and housing. Users will have the option to customize the categories and add new ones to suit their specific needs. Rules and requirements  The spending categorization feature should employ a robust machine learning algorithm to accurately classify expenses based on transaction details, merchant names, and historical spending patterns.  The feature should provide a user-friendly interface that allows users to review and edit categorized transactions.  The system should periodically update the categorization rules to ensure accuracy and adapt to changing spending patterns. Definition of done  The spending categorization feature is successfully implemented and integrated with the expense tracking module.  The feature can accurately categorize a variety of transactions into predefined categories.  The user interface is intuitive and allows users to review and edit categorized transactions.  The system can handle a large volume of transactions and maintain categorization accuracy.  Comprehensive testing is conducted to ensure the feature's functionality and reliability. 7 CTECH106: Engineering and Execution Cornell Tech © 2020 eCornell. All rights reserved. All other copyrights, trademarks, trade names, and logos are the sole property of their respective owners.

Part Three Write a Press Release ___________________________________________________________________ As you prepare to launch your product to the world, it is time to tell the story externally. What have you been working on? What is the vision for the future? How will it improve your customers’ lives? Who should care? You will frequently have marketing partners to help write press releases for product releases. However, the process of writing a press release is about much more. It’s about clearly articulating why the outside world, in particular your customers, should care about what you have built. If you can’t answer that succinctly, you should go back to the drawing board until you can. Jeff Bezos at Amazon famously evangelized the technique of requiring product managers to write a press release before they even built a product. This forced them to write down why their customers will care. Thinking through this in advance forces you to focus on building products that delight your customers. So, to wrap up this project and this course, you will write a press release on the following page. This will summarize everything you’ve been working on in a customer-centric way. The audience for your press release is not internal, like for a Product Requirements Document, but is external and focused on your customers. 1. Use the project scenario of your choice. a. Virtual assistant product scenario b. or your own product idea 2. Read a few press releases other tech companies have written (frequently on their blogs), to get ideas. 3. In the space provided below, write a 3-4 paragraph press release that includes the following: a. The name of the product you are releasing b. The value proposition to customers c. A quick overview of what the product does d. Who you expect to benefit most and why e. A hypothetical customer quote  Write a quote on behalf of a hypothetical customer.  Highlight why they are excited about your product.  Give them a fake name and create the quote yourself, but write it in a realistic way that could be a true user after your launch. f. A quote from you, describing how you think this product will impact customers and change the future. Press release 8 CTECH106: Engineering and Execution Cornell Tech © 2020 eCornell. All rights reserved. All other copyrights, trademarks, trade names, and logos are the sole property of their respective owners.

FOR IMMEDIATE RELEASE Finova Unveils "Financier," a Personal Finance AI App Designed to Empower Users to Take Control of Their Financial Future Finova, a leading provider of innovative financial technology solutions, today announced the launch of "Financier," a groundbreaking personal finance AI app designed to help users achieve their financial goals. Financier seamlessly integrates with financial data aggregators to provide real-time insights into spending patterns, personalized recommendations, and comprehensive financial management tools. "Financier is the culmination of our deep understanding of our customers' financial needs and aspirations," said Joshua Rakoski, CEO of Finova "We believe that everyone should have access to the tools and guidance they need to make informed financial decisions and achieve their financial goals." Financier's core features include:  Automated Spending Categorization: Financier automatically categorizes expenses, providing users with a clear picture of their spending patterns and identifying areas for potential savings.  Personalized Financial Insights: Financier's AI-powered algorithms analyze user data to provide personalized financial insights and recommendations, helping users make informed financial decisions.  Goal Setting and Tracking: Financier allows users to set and track financial goals, providing motivation and guidance throughout their financial journey.  Real-time Financial Updates: Financier provides real-time updates on account balances, transactions, and financial news, keeping users informed about their financial well-being. "I've always struggled to manage my finances effectively," said [Customer Name], a Financier user. "Financier has been a game-changer for me. It has helped me understand my spending habits, set realistic financial goals, and make informed decisions about my money." Financier is poised to revolutionize the personal finance landscape, empowering users to take control of their financial future and achieve their financial aspirations. With its user-friendly interface, advanced financial insights, and comprehensive financial management tools, Financier is the ultimate companion for anyone seeking financial wellness. About Finova Finova] is a leading provider of innovative financial technology solutions, dedicated to empowering individuals and businesses to achieve their financial goals. The company's mission is to make financial tools and services accessible, affordable, and understandable for everyone. Media Contact: Joshua Rakoski CEO josh@finova.com 9 CTECH106: Engineering and Execution Cornell Tech © 2020 eCornell. All rights reserved. All other copyrights, trademarks, trade names, and logos are the sole property of their respective owners.

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____________________________ To submit this assignment, please refer to the instructions in the course. 10 CTECH106: Engineering and Execution Cornell Tech © 2020 eCornell. All rights reserved. All other copyrights, trademarks, trade names, and logos are the sole property of their respective owners.

ctech106_course-project (1)

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