Use Cases Overview
Discover how RoleDream supports service design, JTBD research, and process documentation
What Can You Do with RoleDream?
RoleDream is a versatile platform built on Jobs To Be Done principles. While it excels at JTBD research, its flexible entity model makes it equally powerful for service design and process documentation.
Whether you are mapping customer journeys, documenting business processes, or conducting user research, RoleDream provides the structure and visualization tools you need.
Choose Your Perspective
RoleDream supports two complementary perspectives: Customer-centric (what customers are trying to accomplish) and Delivery-centric (how your team delivers). You can work with either or both depending on your needs.
Service Design
Use RoleDream to create service blueprints and map the complete service delivery process from customer touchpoints to backstage operations.
RoleDream's unified data model makes it ideal for service design, allowing you to map frontstage customer actions, backstage operations, and support processes all in one place.
JTBD Research
Conduct Jobs To Be Done research to understand what customers are trying to accomplish and discover opportunities for innovation.
Core Capabilities
- record_voice_overInterviews - Record and organize customer research with file attachments
- personCustomers - Track individual research participants
- groupsCustomer Profiles - Segment customers by shared characteristics
- workJobs & Solutions - Capture stable goals and what gets hired to accomplish them
- flagGoals - Link jobs to strategic business objectives
Research Workflow Example
- Create Customer records for interview participants
- Document Interviews with notes and file attachments
- Identify Jobs (stable goals) from interview insights
- Create Solutions that get hired to accomplish jobs
- Break Solutions into Steps to understand the process
- Group Customers into Profiles based on patterns
- Link Jobs to Profiles to see which segments share needs
- Connect Jobs to Goals to prioritize by business impact
Process Documentation
Document business processes, standard operating procedures, and workflows with rich detail about inputs, outputs, and who performs each step.
Documentation Features
- format_list_numberedSolution Steps with inputs, outputs, actions, and conditions
- account_treeHierarchical steps - Nest sub-steps for complex procedures
- call_splitParallel branches - Sub-steps on one branch run in sequence; separate branches run at the same time
- buildResources - Document tools, templates, and systems used
- badgePerformed by - Mark each step as done by a person or by a system
- attachmentFile attachments - Link reference documents and templates
Documentation Workflow
- Create a Solution for each major process or procedure
- Add Solution Steps in sequence with detailed descriptions
- Define inputs, outputs, and conditions for each step
- Create hierarchical sub-steps for complex activities
- Put sub-steps that happen at the same time on separate branches
- Set "Performed by" on the steps a system runs; the rest stay in the People row
- Link Resources to reference tools and templates
- Use Jobs to organize processes by department or function
translate Process Documentation Terminology Mapping
Traditional Term
- Process / Procedure
- Process Steps
- Sub-procedures
- Parallel / concurrent paths
- Inputs / Outputs
- Tools / Systems
- Responsible Party
- Department / Function
RoleDream Equivalent
- Solution
- Solution Steps
- Nested Solution Steps (hierarchical)
- Branches under a step
- Step Inputs / Outputs fields
- Resources
- Segment linked to the job, or a step's "Performed by"
- Job
Terminology Bridge
RoleDream uses JTBD terminology, but these concepts map directly to familiar business and design terms. Use this reference to translate between frameworks.
| RoleDream Term | Service Design | Process Mgmt | JTBD Research |
|---|---|---|---|
| Job | What the service must deliver | Process purpose | Stable Goal (Job To Be Done) |
| Solution | Service journey | Process | What Gets Hired |
| Solution Step | Activity along the journey | Process Step | Solution Step |
| Staged Resource | Frontstage / Backstage evidence & systems | Tool / Template | Tool behind a step |
| Segment | Actor — customer group, team, or individual position | Stakeholder Group / Responsible Party | Customer Segment / Persona / Performer |
| Goal | Service Objective | KPI / Objective | Desired Outcome |
Get Started
Ready to begin? Choose your path based on what you want to accomplish: