Create a self-serve playbook for SaaS/software acquisition at TTS

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Background Information

In order to understand the SaaS/software acquisition process and effectively procure SaaS/software products that I need in order to do my job at TTS, TTS members want a playbook for SaaS/software acquisition within GSA.

Outcome from our recent retrospective and team scope discussions:

User story: write a first draft playbook for software acquisition at TTS. Highlight initial conversations: is there a similar tool that is approved? Compliance takes time and depends on other teams GSA and vendor. Look in the handbook and software concierge for existing work.

We believe that a playbook documenting the process and guiding users will enable self-service for TTS individuals and reduce burden on the TTS team playing a middleman. We believe this playbook strategy could be effective for other areas of responsibility within Tech Portfolio. This story will serve as a test for this hypothesis.

There is already a lot of content to crib off of:

• TTS Software Concierge Roadmap
• Handbook: software under $10,000

Implementation Steps

• Write a playbook for SaaS/software acquisition focused on self-service for TTS members that leverages the GSA IT process.
• The playbook meets this criteria:
  • Outlines the process to provide a clear overview
  • Steps are actionable
  • Expectations of the Tech Portfolio and the role they play (if any) in the process is well defined
• Run some kind of simple pilot.
• Update documentation in the handbook to guide folks to this playbook.
• Identify other areas where the playbook strategy might be effective and write up additional user stories.

Acceptance Criteria

• WHEN a TTS member searches the handbook for software acquisition
  THEN they are guided to the playbook that outlines the process and provides clear and actionable steps for how to acquire SaaS/software products.

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Handbook updates, this should evolve into the "playbook" https://docs.google.com/document/d/1YqHpxuhJIpN8fIeh8CZHoQbEdLsVcPP-eOQ8oLRJt-k/edit