Create a page that was similar to other pages throughout the portal that focused on a new line of business.
Create a new offer after verbally talking to the customer
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