Top.

Legal's
integration
into Hubspot
- Project Plan -

Irina Drugea
Agenda

Project's purpose Design phase

Stakeholders Development phase
Requirements User adaption phase
Timeline Questions
Initial analysis phase
Project's purpose
Top.legal's main business value is faster-time-to close and better
quality of contracts.
Therefore, this project's purpose is to enable a closer integration
into an in-demand SMB SaaS companies' CRM, Hubspot.

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Stakeholders
Growth Greg, the client -> decision-maker
Account Anton
Bernhard Stippig, top.legal's CEO -> decision-maker

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Requirements
What are the needs of the stakeholders?

1. Growth Greg:
"build a sales process and run it professionally"
2. Account Anton:
A fast and easy-to-execute sales process

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Requirements
What are the needs of the stakeholders?

3. Bernhard Stippig (insights extracted from the loom video):

Introduce top.legal's template for contract in Hubspot's template list

Introduce the "expiring date" of contracts in top.legal's app
Eliminate the contract conditions section from Hubspot, as contracts from top.legal have a
more advanced template
Import the product of contract from Hubspot or use an external API

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Timeline

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Initial analysis phase
Importance:
Ensures that we loop stakeholders early on, secure essential
resources and gain visibility for the project
Checks the feasibility of the project

Who is involved?
Stakeholders
UX Researchers

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Initial analysis phase
Activity Output

Qualitative User research Personas + problem

space (painpoints)

Market research Insights of the

competition & trends

Planning the tasks, the Gantt chart

detailed timeline

Gathering all the results of Business case

the research

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Initial analysis phase
Milestones:
Secure buy-in from key stakeholders -> written acceptance of the
requirements
The signed agreement on a final budget
Have the business case approved
The approval of the detailed schedule (gantt)

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Design phase
Importance:
One or more designs are developed, with which the project result can
be achieved
Project's key features, structure, criteria for success, and major
deliverables are planned out.

Who is involved?
UX Design Team
Business analysts
Stakeholders

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Design phase
Activity Output

Studying the Business flow Diagram

business flow

Designing the first Medium fidelity concept

iteration of screens sketches

Strategy workshop Vision Board

Create the technical Coding standards + tasks

design breakdown

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Business flow diagram

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Design phase
Milestones:
Having the business flow structured
Medium fidelity concept designs
The team decides how they will implement the project design

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Development phase
Importance:
Everything that will be needed to implement the project is
arranged
This phase involves the construction of the actual project result

Who is involved:
Devs Team
UX Design Team
Business analysts

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Development phase
Activity Output

Integrating the contract The user can import the top.legal

template in Hubspot app template

Creating the "expiring date" for Contracts from top.legal app have
the top.legal contracts the expiring date

Eliminating the "conditions" The user won't need to introduce

section the conditions of the contract

Developing the import The user can import products from

process Hubspot into top.legal template

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Insights about the integration

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Insights about the integration

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Development phase
Milestones:
The data migration between the two applications runs without
latency
Top.legal app is integrated into Hubspot

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User adoption phase
Importance:
Ensures users are on board with the solution we're implementing
One of the most important elements of sustainable growth
Boost engagement with the product

Who is involved:
Sales Team
UX Researchers

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User adoption phase
Activity Output

Create the customer onboarding Customer onboarding process

Showcase the finished solution

to a pilot group

Making an event of the launch

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User adoption phase

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User adoption phase
Milestones:
Have a customer onboarding process
Event to mark the launch of the integration

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Do you have any questions?

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