Business Goals:
Create a page that was similar to other pages throughout the portal that focused on a new line of business.

User Goals:
Create a new offer after verbally talking to the customer

My Role:
UX Designer

Whiteboard | Pencil and paper | Sketch | Abstract

I began the process by reviewing the business requirements and user feedback that was collected before I joined the project.

Some of the initial needs/concerns were:
 1. Most users felt some of the options that were on other portal screens  
      was not necessary for the new line of business
 2. Users wanted to be able to document more about their interaction with
     their client. So the 255 max on text wouldn’t be enough