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Master Teresa, Solution Discovery (SDM-C)

Intro​

I am TERESA, and I turn customer pains and dreams into innovative and intuitive solutions they can't live without.

Process Overview​

  • 00: Onboarding
  • 01: Select Job Executor
  • 02: Consolidate Needs
  • 03: Score Opportunities
  • 04: Calculate Global Weights
  • 05: Map Existing Solutions
  • 06: Strategic Cluster Analysis
  • 07: Build Roadmaps
  • 08: Build OST
  • 09: Ideation
  • 10: Stress Test
  • 11: Solution Playbook
  • 12: Executive Summary
  • 13: Completion

Step 00: Onboarding & Context Setting​

Intro​

This step gathers all your customer discovery data to lay the foundation for our solution design.

Product Concept​

We establish a 360-degree view of the problem space and align on the business context before ideating.

Actions​

I ingest all key outputs from your Customer Discovery work and confirm your business constraints.

Deliverables​

This step delivers a single source of truth, a shared understanding of the entire problem space.

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Step 01: Select Job Executor and Confirm ICP​

Intro​

We focus our efforts by selecting the single most important user persona—the Job Executor—for each audience.

Product Concept​

We apply the High-Expectation Customer (HXC) methodology to focus on our most demanding and influential users.

Actions​

You will select the primary Job Executor for each audience and confirm the Ideal Customer Profile (ICP) for B2B.

Deliverables​

This step delivers a laser-focused definition of our target user for solution ideation.

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Step 02: Consolidate Needs & Define Desired Outcomes​

Intro​

We transform raw customer pains and gains into clear, actionable, and measurable Desired Outcome Statements (DOS).

Product Concept​

We use the Kano Model and Outcome-Driven Innovation (ODI) to translate needs into a solution-agnostic format.

Actions​

I consolidate all pains and gains into unique "Underlying Needs" and generate a SMART Desired Outcome Statement for each.

Deliverables​

This step delivers a structured list of Desired Outcome Statements, the foundational data for our Opportunity Solution Tree.

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Step 03: Score and Classify Opportunities​

Intro​

We score and classify each Desired Outcome Statement to identify the biggest, most valuable opportunities.

Product Concept​

We use the ODI Opportunity Algorithm to find "underserved" needs that are highly important but poorly satisfied.

Actions​

I calculate an Importance, Satisfaction, and final Opportunity Score for each DOS, then classify it into an opportunity zone.

Deliverables​

This step delivers a quantitative, prioritized map of the opportunity landscape.

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Step 04: Calculate Global Weights​

Intro​

We calculate a "global_weight" for every node in our opportunity tree to get a unified view of the strategic landscape.

Product Concept​

We combine the Opportunity Solution Tree with the Analytic Hierarchy Process to calculate the strategic importance of each opportunity.

Actions​

I execute a two-pass algorithm on the ODIR tree to aggregate scores and distribute strategic weights.

Deliverables​

This step delivers an updated ODIR tree where every node has a calculated global_weight for strategic decision-making.

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Step 05: Map Existing Solutions​

Intro​

We map your current features to the identified customer needs to understand your product's strengths and weaknesses.

Product Concept​

We move from a feature-centric to an outcome-centric view to see how well your product helps customers achieve their goals.

Actions​

We collaboratively map your existing features to each Job Map Step and assign a satisfaction score.

Deliverables​

This step delivers a detailed map of your existing solutions against the customer's desired outcomes.

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Step 06: Strategic Cluster Analysis​

Intro​

We analyze the opportunity landscape to identify strategic clusters of related needs that form a coherent solution.

Product Concept​

We create a strategic, theme-based roadmap that focuses on solving a core customer problem.

Actions​

I analyze the global weight distribution to find opportunity hotspots and recommend 2-4 strategic clusters.

Deliverables​

This step delivers a set of user-validated strategic clusters, bridging customer needs and your product roadmap.

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Step 07: Build Coherent Roadmaps​

Intro​

We turn our strategic clusters into actionable roadmaps by selecting the precise Desired Outcome Statements to focus on.

Product Concept​

A good roadmap is a series of coherent solutions that solve customer problems, not just a list of features.

Actions​

I guide you through selecting a balanced set of DOS for each cluster to create a strategic and coherent roadmap.

Deliverables​

This step delivers finalized, user-approved roadmaps, each with a clear vision and compelling narrative.

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Step 08: Build the Opportunity Solution Tree (OST)​

Intro​

We build the Opportunity Solution Tree (OST) for every DOS in our roadmaps, creating the strategic backbone for our solutions.

Product Concept​

The OST is a visual tool that connects high-level goals to the specific customer problems we need to solve.

Actions​

I guide you through brainstorming and structuring opportunities by breaking down obstacles into a multi-level tree.

Deliverables​

This step delivers a complete OST for each DOS, visually mapping your strategic goals to granular customer needs.

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Step 09: Multi-Level Ideation Execution​

Intro​

We run a comprehensive, multi-round ideation session for every opportunity to generate a portfolio of world-class solutions.

Product Concept​

We run a virtual Design Sprint with a team of virtual experts, using "temperature-controlled creativity" to generate ideas.

Actions​

I conduct a multi-round ideation session for each opportunity, synthesizing the concepts into a single, powerful solution.

Deliverables​

This step delivers a complete, validated portfolio of detailed solution concepts for your product backlog.

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Step 10: Silicon Valley-Grade Solution Stress Test​

Intro​

We put every solution through a rigorous stress test to find its flaws and make it stronger.

Product Concept​

We de-risk our ideas by analyzing them against the "Four Big Risks": Value, Usability, Feasibility, and Business Viability.

Actions​

I conduct a deep-dive analysis of each solution, assess its risk profile, and provide a "Proceed," "Refine," or "Kill/Pivot" recommendation.

Deliverables​

This step delivers a comprehensive stress test report and a final, validated list of solutions ready for design.

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Step 11: Solution Playbook​

Intro​

We consolidate all our findings into a comprehensive "Solution Playbook" as the official handoff to the Product Design Master.

Product Concept​

We create a self-contained document that tells the complete story of the solution, from the "why" to the "what."

Actions​

I generate a complete Solution Playbook for each approved solution, synthesizing all relevant data into a compelling narrative.

Deliverables​

This step delivers the final, canonical document of the Solution Discovery process, ready to guide design and development.

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Step 12: The Executive Summary​

Intro​

We distill all our findings into a concise, high-impact Executive Summary for C-level stakeholders.

Product Concept​

We communicate in a data-driven, outcome-focused style, translating deep customer insights into the language of the boardroom.

Actions​

I synthesize all data into a one-page Executive Summary with a clear Go/No-Go recommendation.

Deliverables​

This step delivers a powerful, one-page Executive Summary to secure buy-in and resources.

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Step 13: Solution Discovery Master Completion​

Intro​

We formally conclude our work, celebrate our success, and guide you to the next phase: Product Design.

Product Concept​

We close the loop on Continuous Discovery and hand off our validated solution blueprints to the Product Design Master.

Actions​

I congratulate you on completing the process, guide you to the next Master, and ask for your feedback.

Deliverables​

This step delivers a clear and confident path forward with a portfolio of validated solution blueprints.

Conclusion​

Conclusion​

Integration Assessment​

Each step of the process deliberately transformed raw customer needs into a portfolio of validated, high-potential solutions.

Case Study Conclusion​

Sage transformed deep customer understanding into a portfolio of innovative solutions and is now ready for the design phase with clarity and confidence.

Appendix​

Appendix​

Input/Output Variables​

This document lists all the input and output variables for the SDM master prompt.

Input Variables​

Global Variables​

These variables are available throughout the master's execution.

  • mm_master_path: Constant describing the master_prompt's path this workflow will follow.
  • workflow_state_machine: Tracks execution state.
  • mm_debug: Enables mm_log function to record inference-time logging.
  • mm_user_data: User's name, language and memorized preferences.
  • mm_log: Persists all mm_log function calls' data.
  • mm_mem: Learning journal for tracking insights and improvements across sessions.
  • mm_hypotheses: Tracks hypotheses for validation throughout all Masters.
  • mm_initiative: Initiative-related attributes.
Step 00: Onboarding & Context Setting​

These variables are the primary inputs for the master, provided at the beginning of the process.

  • mm_user_data: User's name, language and memorized preferences.
  • mm_mem: Global learning journal.
  • mm_hypotheses: Global hypotheses list.
  • mm_initial_hypothesis: User's initial idea or audience hypothesis for product/feature/service.
  • mm_initiative: Product development initiative name and data.
  • mm_okrs_json: User's OKRs.
  • mm_target_region: Target geographical region for research.
  • mm_online_social_ugc_sources_json: JSON array of online sources for user sentiment research.
  • mm_jtbd_json: Jobs-to-be-Done (JTBD) statements for each audience.
  • mm_audiences_json: Comprehensive array of highest-potential niche audiences.
  • cdm_platform_most_valuable_side: Detailed analysis and justification of the most valuable platform side.
  • cdm_pains_and_challenges_json: Structured data of audience pains and challenges.
  • cdm_gains_and_rewards_json: Structured data of audience gains and rewards.
  • cdm_audience_insights_json: Structured audience insights data.
  • mm_personas_json: User personas in JSON format.
  • cdm_empathy_maps_json: Structured empathy maps data.
  • mm_icp_json: Final selected ICP with comprehensive attributes.
  • cdm_executive_report: Executive report from Customer Discovery Master.
  • mm_odir: Outcome-Driven Innovation Roadmap (ODIR) table.
  • sdm_constraints_assumptions: Known constraints (budget, tech, time) or critical assumptions.
  • bsm_flywheel_json: Flywheel diagram of the platform.

Output Variables​

These variables are created or updated by the SDM master during its execution.

  • mm_user_data: User's name, language and memorized preferences.
  • mm_initial_hypothesis: User's initial idea or audience hypothesis for product/feature/service.
  • mm_target_region: Target geographical region for research.
  • mm_okrs: Formatted OKR card for display purposes.
  • mm_odir: A comprehensive, user-friendly markdown table view of scored and classified DOS opportunities.
  • mm_job_executors_json: A JSON object containing the user-selected Job Executor persona for each audience side.
  • mm_job_executors_icp_json: A JSON object containing the user-confirmed Ideal Customer Profile (ICP) for each job executor.
  • ism_dos_pain_gain: A markdown table listing only the DOS fields from ism_dos_pain_gain_json.
  • mm_odir_vtree: Hyperboost OST model for Outcome-Driven Innovation Roadmap.
  • mm_odir_landscape_analysis: Business-focused markdown analysis of the Opportunity Landscape for all DOS.
  • mm_dos_solution_mapping: The solution mapping table, grouped by Job Executor and JMS.
  • sdm_roadmap_choice: User's strategic choice between 'fresh analysis' or 'refine existing'.
  • sdm_jms_clusters: A user-friendly markdown table view of the selected JMS clusters.
  • sdm_roadmap_recommendations: A markdown summary of all roadmap DOS recommendations.
  • sdm_session_roadmap: Concise markdown tables for each finalized roadmap.
  • sdm_roadmap_vision: A user-friendly narrative vision for the roadmap.
  • mm_roadmaps: Single adaptive presentation variable that shows partial progress during execution.
  • sdm_ideation_rounds_report: Single adaptive presentation variable that shows partial progress during execution.
  • sdm_solutions_stress_test: A summary report comparing all tested solutions.
  • mm_solution_playbook: A consolidated markdown file containing the Solution Playbook for every solution approved.
  • sdm_executive_summary: A high-level summary document for executive review and final approval.
  • mm_next_master_acronym: The acronym for the next Master to be initiated.