Context Slice Industry Roadmap Templates
Ready-to-use roadmap structures for common verticals. Each template includes strategic themes, typical initiatives, and success metrics appropriate for the industry.
SaaS / B2B Software
Strategic themes for subscription software businesses focused on growth, retention, and platform maturity.
Typical Themes
Growth & Acquisition: Convert trials, expand market reach, improve onboarding. Success metrics: trial-to-paid conversion, time-to-value, CAC payback period.
Retention & Expansion: Reduce churn, drive upsells, increase engagement. Success metrics: net revenue retention, feature adoption, NPS.
Platform & Scale: API ecosystem, enterprise readiness, performance. Success metrics: API adoption, uptime SLA, enterprise deal size.
Data & Intelligence: Analytics, AI features, insights. Success metrics: data product usage, AI feature engagement, customer outcomes.
Common Initiative Patterns
| Theme | Now | Next | Later |
|---|---|---|---|
| Growth | Onboarding optimization | Self-serve upgrade paths | Partner channel |
| Retention | Usage analytics dashboard | Proactive health alerts | Predictive churn model |
| Platform | SSO/SAML for enterprise | API rate limiting & docs | Marketplace ecosystem |
SaaS-Specific Considerations
Pricing tier alignment matters—map initiatives to which tiers they unlock or enhance. Consider build vs. buy for horizontal features (auth, billing, analytics). Enterprise deals often require compliance (SOC 2, GDPR) as blockers.
Healthcare / Health Tech
Strategic themes for healthcare platforms balancing patient outcomes, provider efficiency, and regulatory compliance.
Typical Themes
Care Quality & Outcomes: Clinical decision support, care coordination, outcome tracking. Success metrics: readmission rates, time-to-treatment, patient outcomes.
Provider Efficiency: Workflow automation, documentation, scheduling. Success metrics: time saved per provider, documentation accuracy, appointment utilization.
Patient Engagement: Portal access, communication, self-service. Success metrics: portal adoption, appointment adherence, patient satisfaction.
Compliance & Security: HIPAA, HITRUST, audit readiness. Success metrics: audit findings, incident response time, certification status.
Common Initiative Patterns
| Theme | Now | Next | Later |
|---|---|---|---|
| Care Quality | Care gap alerts | Risk stratification | Predictive analytics |
| Efficiency | Smart scheduling | Automated documentation | AI-assisted coding |
| Engagement | Patient portal 2.0 | Secure messaging | Remote monitoring |
| Compliance | HITRUST certification | Audit automation | Privacy dashboard |
Healthcare-Specific Considerations
Interoperability is non-negotiable—plan for HL7 FHIR, EHR integrations early. Clinical validation takes time; factor in pilots and studies. Reimbursement alignment (value-based care) drives adoption. Always flag PHI handling in initiative scope.
Fintech / Financial Services
Strategic themes for financial products balancing innovation, security, and regulatory requirements.
Typical Themes
Trust & Security: Fraud prevention, authentication, encryption. Success metrics: fraud rate, false positive rate, security incident count.
Payments & Transactions: Speed, reliability, new payment rails. Success metrics: transaction success rate, settlement time, payment method coverage.
Regulatory & Compliance: Licensing, reporting, KYC/AML. Success metrics: audit readiness, reporting accuracy, compliance violations.
Financial Intelligence: Insights, forecasting, personalization. Success metrics: insight engagement, forecast accuracy, recommendation conversion.
Common Initiative Patterns
| Theme | Now | Next | Later |
|---|---|---|---|
| Security | Biometric auth | Real-time fraud ML | Behavioral analytics |
| Payments | Instant transfers | International payments | Crypto on/off ramps |
| Compliance | Automated KYC | Real-time reporting | Regulatory sandbox |
| Intelligence | Spending insights | Cash flow forecasting | AI financial advisor |
Fintech-Specific Considerations
Money movement requires bank partnerships and licensing—long lead times. Security is table stakes; breaches are existential. Regulatory landscape varies by jurisdiction; build for flexibility. Transaction economics matter—optimize for unit economics early.
E-commerce / Retail Tech
Strategic themes for commerce platforms focused on conversion, fulfillment, and customer lifetime value.
Typical Themes
Conversion & Discovery: Search, recommendations, checkout. Success metrics: conversion rate, cart abandonment, AOV.
Fulfillment & Operations: Inventory, shipping, returns. Success metrics: fulfillment time, shipping cost, return rate.
Customer Experience: Personalization, support, loyalty. Success metrics: repeat purchase rate, CLTV, customer satisfaction.
Merchant & Seller Tools: Onboarding, analytics, promotion management. Success metrics: seller activation, GMV per seller, seller NPS.
Common Initiative Patterns
| Theme | Now | Next | Later |
|---|---|---|---|
| Conversion | One-click checkout | AI search & recs | Visual search |
| Fulfillment | Real-time inventory | Multi-warehouse routing | Same-day delivery |
| Experience | Personalized homepage | Loyalty program 2.0 | AR try-on |
| Merchant | Seller dashboard | Automated promotions | Seller financing |
E-commerce-Specific Considerations
Seasonality is critical—plan around peak periods (Black Friday, holidays). Marketplace dynamics differ from 1P retail; consider both sides. Mobile conversion often lags desktop; prioritize mobile UX. Shipping economics can make or break unit economics.
Using These Templates
Adapt, don't copy. These templates provide starting points. Your specific business context, competitive position, and constraints will shape actual priorities.
Theme names should reflect YOUR strategy. "Growth" is generic—rename to reflect your specific growth lever ("Product-Led Growth", "Enterprise Expansion", "Geographic Expansion").
Success metrics must be measurable. Pick metrics you can actually track. Aspirational metrics without instrumentation are useless.
"Not Doing" is as important as "Doing." Each industry has common requests that may not fit your strategy. Be explicit about what's out of scope and why.