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pm-template/skills/epics-standards/references/aha-epic-workflow.md
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Aha Epic Workflow

This file captures the expected Aha epic lifecycle and downstream triggers.

Idea Management

  1. Customer submits idea in Aha.
  2. Check voting threshold: 5 unique orgs.
  3. PM review required (Needs Review -> Reviewed).
  4. PM decision:
  • Accept current release -> Planned
  • Accept next release -> Future Consideration
  • Exists -> Already Exists
  • Need more info -> Needs More Info + comment
  • Reject/later -> Future Consideration + comment
  1. Always add public customer comment after decision.
  2. Ensure epic relation:
  • Promote idea to new epic, or
  • Link idea to existing epic.

Epic Creation and Management

When epic exists in Aha, fill mandatory fields:

  • Summary with PRD linkage
  • Release and availability (Preview/GA)
  • Confidence level (High/Med/Low)
  • Product type and persona
  • Execution team and initiative
  • Product lead, engineering lead, UX lead

Set required flags and trigger follow-ups:

  • Doc Required = Yes -> specify doc type and doc-team flow
  • Provisioning = Yes -> PCC/Olga flow
  • UI/UX Required = Yes -> engage UX
  • Security Review = Yes -> engage security
  • Training Required = Yes -> engage training

Integration:

  • Ensure Aha -> Jira Webhooks 2.0 integration path is respected.
  • Ensure Jira epic has Aha! Reference.

Enablement Outputs

If applicable, drive enablement:

  • Technical enablement session (config)
  • GTM/sales enablement artifacts
  • Webinar for major highlights

Template links from workflow:

  • Technical Enablement Session template: https://docs.google.com/presentation/d/1fCZhOUSV7McX1edmYoKBHYtKnYajykbm1U2N5aJ1j-M/edit?slide=id.g39258ed0d71_0_442
  • Value Statements input template: https://docs.google.com/document/d/1YEquYIjt8gMtGLf8EJFfvwS0f_ij1KuIfQFOjlcOEjI/edit
  • Sales Enablement deck example: https://docs.google.com/presentation/d/1mIlC3OhhQgdwcFPgJ328pm1oQl5W6y-w/edit