Overview

To build on Moveworks, you'll want to have the following resources in place:

1. An idea tracker to scope & prioritize use cases
2. An project plan to define & document exactly how your use cases will be built
3. A delivery schedule to track development blockers and make sure your use case makes it to production.

To help you with this process, we’ve created a number of assets to keep you on track. We recommend you create internal versions of these that you can adapt to YOUR business process.

Spreadsheets / Docs are a good start, but over time, you'll want this content to live in a proper project management tool like the following:

• Jira Projects
• Asana Boards
• Github Projects
• ServiceNow Ideas
• Azure DevOps
• Notion

Example Resources

Idea Tracker

Keep track of ideas that you want to scope / build

(Google Sheets) (XLSX)

Project Plan

Align cross-functional teams on the scope of what is getting built

(Google Docs) (DOCX)

Delivery Schedule

Single source of truth to keep projects on track

(Google Sheets) (XLSX)