⏱ TIME
Parallel planning (SEO, Analytics, Platform)
Design, preview, full build
SEO & Analytics validation
Stakeholder review, feedback, final QA
Monitoring, retrospective, versioning
📄 EVIDENCE
Deliverables
Scenario decision documented
Wrike project created. All tickets assigned. Brief document.
CX brief. Journey map. IA document.
SEO requirements doc. Analytics tracking plan. Platform config.
Foleon asset preview. Design checklist. Accessibility scan report.
QA report with P1/P2/P3 findings. Device test results.
SEO validation report. Analytics dashboard verified.
Consolidated feedback doc. Updated asset. Written approval in Wrike.
Published URL. Rollback plan documented.
Analytics dashboard. Retro notes. Version log.
👤 STAKEHOLDER
JOURNEY
Scoping call
Clarifies scope: Foleon only, with AEM, or embedded
Submits request
Provides objectives, materials, audience, timeline
Reviews & approves
Confirms content structure and user journey direction
⛔ GATE 1
Receives status updates that planning is underway
Reviews preview
Approves content substance before production pipeline
⛔ GATE 2
Awaits internal QA results
Awaits SEO & Analytics sign-off
Final review
Reviews on all devices. 48hr window. Max 2 feedback rounds.
Written approval
Final sign-off in Wrike. Informed when asset goes live.
⛔ GO/NO-GO
Receives report
Analytics performance data. Joins 30-min retrospective.
Line of interaction
🎭 FRONTSTAGE
Employee actions
IT/PM facilitates scoping call with CX
IT/PM creates Wrike project and assigns all team tickets
CX presents journey map and IA recommendations to stakeholder
Teams share parallel planning progress
Designer shares preview build for stakeholder directional review
QA shares findings summary with severity classification
SEO & Analytics communicate validation results to project team
Designer presents updated asset. Collects structured feedback per protocol.
IT/PM confirms go-live and shares published URL
Analytics shares performance report and retrospective findings
💻 TECHNOLOGY
Wrike (project management, ticket templates)
Foleon SEO settings, Adobe Analytics, AEM (B&C)
Foleon builder, Figma Make (A11y scan), Claude (AI assist)
BrowserStack / manual devices, screen readers
Adobe Analytics, SEO audit tools, Looker dashboard
Foleon (edits), Wrike (feedback tracking)
Foleon publish, AEM deploy (B&C), info.marsh.com
Adobe Analytics, Looker dashboard, Wrike (retro log)
Line of visibility
⚙ BACKSTAGE
Internal actions
IT + CX
Evaluate request. Determine scenario A, B, or C using decision framework.
IT/PM
Create core tickets + scenario-specific tickets. Assign owners.
A: +hosting
B: +AEM page, journey test
C: +embed, CSP, security
CX Team
Analyze IA, map navigation, entry/exit, mobile-first.
A: standalone nav
B: transition seams
C: embed scroll, loading
SEO + Analytics + Platform
SEO: titles, meta, alt, canonical. Analytics: events, scroll, triggers. Platform: hosting, CSP.
A: Foleon URL SEO
B: both URLs, cross-platform
C: AEM only, embed tracking
Designer
Template, WCAG AA, naming, Osano, LCPA. AI tools if needed. Full build with specialist specs.
A: full creative control
B: design continuity
C: within container
QA Team
Full checklist: A11y, branding, devices (1920/1440/768/375), links, performance.
A: +URL, social preview
B: +cross-platform journey
C: +embed, browsers, CSP
↻ P1 → Designer fixes → re-QA
SEO + Analytics
SEO confirms metadata. Analytics verifies data flow. Parallel validation.
C: embed tracking = critical test
↻ Corrections → Designer → re-validate
Designer
Implements feedback. Flags changes affecting A11y/SEO/Analytics for re-validation.
B: may affect both platforms
C: may need AEM re-deploy
↻ A11y/SEO/Analytics changes → re-validate
IT/PM + Platform
Pre-pub checklist. Publish. Confirm hosting & security.
A: unpublish (simple)
B: two assets (sequence)
C: AEM deploy (complex)
All Teams
72hr monitoring: traffic, events, performance. Retro within 1 week. Version log for recurring.
Line of internal interaction
🔧 SUPPORT
PROCESSES
Scenario decision framework document
Wrike workflow automation. Ticket templates per scenario.
Design system. Brand guidelines. WCAG standards reference.
SEO guidelines. Analytics playbook. AEM platform docs. Foleon admin.
Foleon templates. A11y checklist. Naming conventions. Osano/LCPA config docs.
QA checklist. Device matrix. P1/P2/P3 severity framework. Browser list.
SEO requirements template. Analytics tracking plan template.
Feedback protocol. Change request form. 48hr SLA. 2-round limit.
Pre-publication checklist. Rollback procedures by scenario.
Retrospective template. Version log. Lesson learned database.