This article explains the role of a Momenta Advisor on BTS digital projects, including their responsibilities across content authoring, journey setup, user management, testing, and dashboarding. It also outlines different support levels and how they map to PV estimates and project complexity.

Role Summary & PV Levels

A Momenta Advisor may be assigned based on the level of support a project requires. The table below outlines support levels and example responsibilities to help estimate PV (project value) and effort. These are general guidelines — actual scope may vary by project.

Level 1 (25%): Core responsibilities only. Content comes from consultant or standard library with minimal customization.
Level 2 (50%): Core responsibilities + one support category (e.g., standard authoring).
Level 3 (75%): Core responsibilities + two support categories.
Level 4 (100%): Full responsibilities across content, integration, rollout, and ongoing support.

Note: For new Advisors, add +1 day of PV per level to account for ramp-up.

Support Categories:

Standard Content Authoring
Expanded Content Authoring
Extensive Rollout Support

Core Responsibilities

Estimated PV: +3 days of work per project

Communication & Planning

Join internal kickoff with AM/PL and consultant team
Confirm project components: Momenta, Coach, Pulse, Isomer, etc.
Share updates and coordinate across digital teams
Represent BTS on client calls for basic Momenta platform questions

Journey Configuration & User Management

Set up appearance, lifecycle, flow logic, and navigation
Provision author/JSM permissions
Add users (test and live), advise on access methods (SSO, LMS, etc.)

Program Launch & Rollout

Coordinate launch dates (Tues–Thurs recommended)
Test notifications and QA journey using test accounts
Provide participant support for login, access, and navigation
Create onboarding guides or one-pagers as needed

Dashboarding

Request dashboard setup from Data team
Coordinate updates post-launch

Standard Content Authoring

Estimated PV: +3 days of work per project

Build journey wireframe and content based on source doc
Customize and reuse standard content objects
Coordinate with consultants for updated assets

Coach OS Integration

Create cohorts and pathways
Load users and configure sessions
QA bookings and troubleshoot issues

Linking Existing Pulse/Isomer Sim

Coordinate with Mumbai PL / Digital to link simulations
Test integration within the journey

Expanded Content Authoring

Estimated PV: +3 days of work per project

New Pulse / Isomer Integration

Coordinate simulation build and integration steps

Translations

Coordinate with translation leads
Upload translated assets, content, and supporting visuals
Conduct language-based QA

Graphics/Design Ownership

Assume direct responsibility for image asset creation or design QA

Extensive Rollout Support

Estimated Time: 2–5 days per month (can be tracked via PM credit)

Complex User Management

High participant volume (thousands), with reschedules and weekly session management
Customized notifications per team or cohort
Examples: Takeda Inclusion Accelerated, Abbott Leading with Impact

Support/Helpdesk Management

Monitor and resolve issues from shared inbox or helpdesk channel
Participate in recurring support calls with clients