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Case Study

Everstox — Building a Roadmap from Scratch with the Opportunity Solution Tree

How structured discovery, cross-functional workshops, and iterative delivery produced the most-utilized feature in inventory management — shipped in time for peak e-commerce season.

Customer Conversion
30%
Adopted the MVP on rollout
Monthly Utilization
60%
Used it at least once / month
Starting Point
Zero
No roadmap existed on day 1
The Challenge

No roadmap, no clear problems — just an inherited product and noise

Joining Everstox as Senior PM for inventory management meant walking into a blank slate. There was no existing roadmap for the inventory team, no documented problem areas, and no structured way to decide what to build next. The risk: defaulting to building whatever stakeholders shouted loudest, rather than what customers actually needed.

warning

The real danger of no roadmap

Without a structured discovery process, teams build based on gut feel, loudest voice, or last customer complaint — all of which produce low-impact work that doesn't compound over time.

Discovery Process

Six steps to go from zero signal to a prioritized roadmap

  1. 1

    Synthesized past customer conversations

    Reviewed last quarter's Account Management meeting notes to extract every inventory-related topic mentioned by customers — turning existing data into early signal without a single new meeting.

  2. 2

    Built a targeted questionnaire

    Translated synthesized topics into a structured questionnaire sent to customers, identifying the highest-impact pain areas by volume and severity of response.

  3. 3

    Ran intensive user interviews

    Conducted in-depth interviews across a mix of large and small merchants to get qualitative depth — understanding not just what was broken, but why it mattered and how it affected their business.

  4. 4

    Ran a cross-functional prioritization workshop

    Brought together Business, Design, and Engineering stakeholders. Used pyramid prioritization to rank problems by strategic importance and shared alignment — not just PM opinion.

  5. 5

    Built hypotheses and scored them

    For each prioritized problem, created hypotheses and evaluated them using an Effort vs. Impact matrix backed by business cases — making prioritization transparent and defensible.

  6. 6

    Delivered the roadmap

    The output of the full OST process was a structured, problem-led roadmap the entire team trusted — because they helped build it.

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Framework used

Opportunity Solution Tree (OST) — adapted to the Everstox context by layering in pyramid prioritization and business case scoring, making it both discovery-grade and stakeholder-ready.

Top Problem Identified

Stock reconciliation — the silent killer of merchant trust

The discovery process surfaced one dominant problem: stock discrepancies. Merchants were experiencing stockouts and inventory mismatches that caused fulfilment errors, especially during high-volume e-commerce periods. The root issue was the absence of a reliable reconciliation mechanism between recorded and actual stock levels.

Solution & Delivery

Prototype → validate → build → ship before peak season

  1. Phase 1

    Prototype

    Built an early prototype of the stock reconciliation feature and shared it with a selection of customers. Feedback confirmed strong demand — merchants recognized this as a core need.

  2. Phase 2

    Technical Architecture

    Assessed technical constraints carefully. To avoid risk to the core database, the solution used a replica database approach — importing only specific columns needed for reconciliation. This protected production stability while enabling the feature.

  3. Phase 3

    Iterative Delivery

    Built and shipped in iterations, with a deliberate target: have correct, reconciled stock data live before the e-commerce peak season — Black Friday, Cyber Monday, and the holiday period — when stock accuracy is business-critical.

  4. Phase 4

    MVP Rollout

    Released the MVP to both small and large merchants simultaneously, ensuring feedback covered the full range of use cases and scale requirements.

Success KPIs
Weekly Utilization
30%

Of customers converted and actively using the feature weekly after rollout.

Monthly Utilization
60%

Of customers utilized stock reconciliation at least once per month.

Key Outcomes

Three things this case study proves

  1. 01

    A structured framework produces trusted roadmaps. OST gave the entire team — business, design, and engineering — a shared language and shared ownership of the roadmap.

  2. 02

    Existing data is underused discovery gold. Synthesizing past AM meeting notes cost nothing and surfaced early signal before a single user interview was scheduled.

  3. 03

    Timing is a product decision. Shipping before peak e-commerce season wasn't luck — it was a deliberate delivery target set during planning, which made the feature immediately high-stakes and measurable.

Topics covered

Opportunity Solution Tree Roadmap from scratch User interviews Stock reconciliation B2B SaaS Inventory management Logistics Cross-functional workshop Iterative delivery

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