Customer Discovery Hub tables

account-lifecycle-cust-dh-tables.md
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The Customer Discovery Hub includes four tables that capture customer business context: customer business need, customer business challenge, customer business expectation, and customer use case.

Table Purpose
Customer business need Captures the strategic problem a customer wants to solve. Groups related challenges, expectations, and use cases.
Customer business challenge Captures a specific pain point, gap, or enhancement that surfaces a business need. Optionally associated with a business need.
Customer business expectation Captures a measurable success outcome tied to a business need.
Customer use case Captures how a customer plans to use a product to address a business need. Aligns to supported use cases from the product catalog.
  • Customer business need
    The customer business need table (sn_cust_disc_hb_business_need) is the central record in Customer Discovery Hub. It captures the strategic problem a customer needs to solve and groups related challenges, expectations, and use cases.
  • Customer business challenge
    The customer business challenge table (sn_cust_disc_hb_business_challenge) stores a specific pain point, gap, or enhancement request that a customer has expressed. Challenges are triaged and linked to a customer business need when qualified.
  • Customer business expectation
    The customer business expectation table (sn_cust_disc_hb_business_expectation) captures a measurable success outcome tied to a customer business need. Expectations define what success looks like for the customer, including target values and success criteria.
  • Customer use case
    The customer use case table (sn_cust_disc_hb_cust_use_case) is a per-customer record that documents how a specific customer plans to use a product to address a business need. It captures the customer's current process flow and specifies how their implementation aligns to one or more supported use cases from the product catalog.

Parent Topic:Customer success management tables

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